@sbtopping19 wrote:
Thanks! Just need to confirm when we are actually required to make the final payment - at 2022 tax return filing or within three years of actually taking the distribution.
In your case you can make a payment as late as 11/7/2023. You would then file an amended 2020 return to report the distribution, your repayments, and calculate any tax you might owe. Assuming you paid some tax in 2020, you would likely get a refund, since doing the repayment/rollover will lower your 2020 tax.
An amended 2020 return must be filed within 3 years of the original filing deadline, so July 15, 2024.
