Trace your own retirement money
Your IRS records show every payout, rollover and IRA of the last 10 years, and any public job that came with its own pension. Read them here, privately.
We don't save your records or your personal information. Your PDFs are read in this
browser and never uploaded. Your name, address, Social Security number, account numbers and wages are never sent.
You see and approve the few facts that are sent; we use them to build your results and don't keep them.
Most people don't remember every rollover or payout. You don't need to. These records do.
- Download your transcripts. In your IRS online account, choose Wage and Income transcript, one PDF per year (the current year and the nine before it, free). Can't get into the online account? IRS Form 4506-T gets the same transcript by mail, free; the IRS phone line doesn't offer this one. For jobs older than 10 years, see the Social Security records.
- Choose the files below. They're read on this device.
- Approve what is sent. Only payer names, the last 4 digits of the payer's ID, years, amounts and codes. Your wages stay here; we only check whether your deferrals were above the 401(k)/403(b) limit.