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Retirement tax questions
If you are asking in regard to questions asked in the Retirement Savings Contributions section, do not include the repaid Coronavirus-Related Distribution when asked if you took distributions in 2019 through the due date of your 2022 tax return. (I don't think that there is any other area where this question would be relevant, but if there is, treat the distribution as never having been made.)
If you have not already done so, you must amend your 2020 tax return to obtain a refund of the tax paid on the 1/3 of the distribution originally included in your taxable income for 2020.
‎January 28, 2023
12:48 PM