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Retirement tax questions
Good point. If all of the income was included on your 2020 tax return and you repay some or all of the distribution, you'll need to amend your 2020 tax return with an amended Form 8915-E to claim a refund. You can't use 2021 Form 8915-F to obtain this refund.
‎February 26, 2022
9:37 AM