KrisD15
Expert Alumni

Retirement tax questions

First check the IRS Your Online Account. 

 

That is supposed to have the most updated information. 

 

IRS Your Online Account

 

If the amount reported in "Your Online Account" is the same as your letter, you have a couple options. 

 

1. File using the amounts in the letter if you are getting a refund. 

Next, request a trace on the missing payments

Finally, file an amended 2021 return to get the missing payments as a credit (refund)

 

2. File an original return with the amounts you have on record which are different than your letter and expect a delay with processing and correspondence from the IRS. 

 

IRS LINK TO TRACE MISSING PAYMENTS

 

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