marctu
Employee Tax Expert

Retirement tax questions

Well first I would request an account transcript for tax year 2018.  Go here: Get your tax record 

 

There are a few things going on here.  2018 is well beyond the three year statute of limitations. It is the later of:

  • 3 years from the date you filed your federal income tax return, or
  • 2 years from the date you paid the tax.

The IRS though most of the time would have sent the money plus interest if you paid twice, which is why I think you should check the account transcript first.

 

Thanks again for the question  @heavykev1 

 

All the best,


Marc 

Employee Tax Expert

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