dmertz
Level 15

Retirement tax questions

The options are to include the income from the Coronavirus-Related Distribution all in 2020 or evenly over 2020, 2021 and 2022.  Depending on when and how much you repay, making repayments may result in you having to amend your 2020, 2021 or 2022 tax returns to obtain refunds of some portion of taxes paid for those years.