qbteachmt
Level 15

"The IRS directive indicated we should amend past years once repaid."

Not exactly. You may amend, under specific circumstances, which is not "because it was repaid" but because it is repaid timely and the inclusion in income compared to the repayment qualifies for amending.

"The timing of your distributions and repayments will determine whether you need to file an amended return to claim them."

"If you make a repayment in 2021 after you file your 2020 return, the repayment will reduce the amount of your qualified 2020 disaster distributions included in income on your 2021 return if you have spread the income over 3 years, unless you are eligible to amend your 2020 return."

So, it was repaid in 2021 before or after the 2020 due date including extensions (were they in yet another declared disaster)?

As I pointed out, the Date matters. Not the Amending or the fact that there was a repayment; it's when was it repaid, that matters. It's sort of the other way around from how you stated it.

The Form 8915-E goes with the 1040 or 1040X, so sending it to claim the repayment changed something means you are filing it "on time" as long as this qualifies for amending.

But you already told us it was repaid after Dec 31,2020:

"Both on 13.1 and the first is called "Repayments made on or before 12/31/2020"....the other box is "Repayments made after 12/31/2020 but before filing return.""

It seems the second box applies, based on Date. As long as you read all the eligibility and qualification for amending. You don't amend because there is a repayment. You amend because the repayment qualifies.

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