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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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‎June 26, 2024
3:21 PM
12,930 Views