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How to amend 2020 for Covid distribution repayment in Proseries

Level 2

I am trying to amend my client's 2020 personal tax return for full repayment of the Covid retirement distribution.

The IRS website says to use Form 9815-E.  However this form only talks about repayments made before, not after filing of the 2020 tax return.

Form 8915-F says it is not to be used for 2020 tax returns.

Any suggestions on the best way to file the 1040X.

I appreciate any help offered

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2 Comments 2
Level 15

The Instructions seem to indicate that you still use those same lines (10 or 18) to report the repayment if you are doing it on an amended return.

E-filing a 1040X may be easiest, but in the event you do need to mail it, the 8915-E can be a stand-alone form.

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Level 2

Thank you for help.

I took your suggestion and am attempting to e-file, along with Form 8915-E and an explanation of why using that form (IRS website actually says to use it).

I will let post if it goes through and is accepted.