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Returning Member
posted Oct 14, 2025 11:02:53 AM

Qualified Disaster Retirement Plan Distributions - overpayment

Hi, I took a Qualified Disaster Retirement Plan
Distribution  -- form 8915-F -- from a 401K in 2020.  I paid taxes on a

1/3 of it over the years 2020, 2021, 2022.  This should have 

covered my tax liability.  Unfortunately I also added a 

4th amount to my tax liability in 2023 by mistake. So I paid

extra taxes. How do I correct this via an amended return for 2023?

 

Both online and Turbo tax desktop have lead to dead ends.  I tried 

to get help with a TT rep but we couldn't get anywhere. 

 

Thank you for any help. 

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