Hey @DaveF1006 - One last question. I'm not clear on how your advice interplays with Form 8915-F. Assuming I'm amending my 2020 return (the year in which I took the distribution), would I complete Form 8915-F?
As far as amending, I'm going through the steps you provided, and hit a wall at step 9: "Tell us if you moved the money through a rollover or conversion". I'm in my 1099-R, and just see the form. If I walk through the TurboTax wizard on this form, I get to a question that asks, "Did XXX repay any of this distribution?" Is this where I'd change (amend) my answer from "repaid none" to "repaid all"? I toy with this, and that doesn't seem to give me the expected refund.
I appreciate your help, as I've had such trouble tracking down guidance here!
