Contact and Report a Retirement Tax Correction

Use a public example that we can reproduce

This form reaches the Retirement Income Tax Calculator Editorial Team. It does not reach a revenue agency, pension office or tax preparer, and it does not file a return, amendment, refund request or appeal. Choose the affected page and describe the disputed rule or result. The message is most useful when it identifies the tax year, resident filing category, payment source and public authority rather than only saying a result is different from a private bill.

Which facts help a retirement report

For Social Security, distinguish gross benefit cash from the amount included in federal income. For a pension subtraction, identify the plan category and recipient eligibility without sending a personal plan account. For a joint return, explain which owner receives each illustrative payment. For an indexed figure, link the actual-year agency chart. A table published in 2026 for 2025 returns is not evidence of a 2026 parameter. For Oregon or Vermont, identify the printed chart row and base tax if the discrepancy involves rounding.

Do not send private tax records

Keep Social Security numbers, complete birth dates, tax-account credentials, bank information, signed returns, mailing addresses and identifiable document images out of the report. A made-up income amount and age band normally suffice to demonstrate an arithmetic bug. If eligibility depends on a private disability determination, contribution history or residence record, the agency or your preparer should resolve that personal determination. The site can improve its explanation without collecting your underlying record.

What submission stores

Sending the form files one entry in this site’s dispute ledger: what you chose under “What looks wrong”, the page path (cut at the “?” so no worksheet figures ride along), your explanation, the optional email, this site’s name and the time it arrived. An email is never required, and no response deadline is promised. Calculator inputs are not automatically attached to the message. Use the minimum information necessary to describe the public rule and indicate whether the problem occurs in the confirmed 2026 worksheet or the separately approved later-year assessment mode.

After a report is received

A confirmation means the report was stored successfully. It does not mean the proposed correction has been adopted. We compare the source’s effective year, reproduce the example and evaluate whether the case fits the displayed scope. A storage error is shown as a failed submission, so you can retry. Urgent filing deadlines and payment obligations continue while the report is reviewed; contact the official revenue office for those matters.

Privacy questions

You may also use this channel to ask about a previously submitted correction or request access or deletion of information you intentionally provided. Identify the earlier report with only the details needed to find it. Our privacy notice describes report storage separately from the aggregate browser events used to understand which guides and calculator features visitors use.