Trace your own retirement money
Your IRS records list every payout, rollover and IRA of the last 10 years. Read them here.
Your files never leave this device. They are read in this browser and never uploaded. You see and approve
the few facts we read to find your plans (payer names, the last 4 digits of their ID, years, amounts), and we don't keep
them.
- Get your transcripts. IRS online account → Wage and Income, one PDF per year, free. No account? Form 4506-T by mail. Older than 10 years: Social Security records.
- Choose the files below.
- Approve what is sent.