Lost my 83B election confirmation letter from IRS - what should I do now?
So I'm kinda freaking out because I can't find the confirmation letter the IRS sent me after I filed my 83B election. I've turned my apartment upside down looking for it. I thought I needed to include that confirmation with my tax return this year when reporting everything. Now I'm worried about what happens if I can't produce it. I remember filing the 83B election properly and on time, but having no proof of it is making me nervous. I'm planning to file my return in October with an extension, so I have some time to figure this out. Has anyone dealt with this before? Will the IRS give me grief if I can't find this confirmation? Do I need to somehow get a replacement? Really don't want to mess this up since it involves my stock options.
22 comments

Amina Diop
Don't panic! You're not required to attach the 83B election confirmation letter to your tax return. The 83B election only needs to be filed once (within 30 days of receiving your equity grant), and the IRS acknowledgment is just proof you filed it correctly. For your records, it's good to have that confirmation, but you can still file your return without it. What's important is that you actually filed the 83B election on time, which it sounds like you did. When you file your tax return, you'll still report any income related to your equity according to the 83B election you made. If you're really concerned about having documentation, you can request a copy of your 83B election from the IRS by submitting Form 4506 (Request for Copy of Tax Form) and paying a small fee. But again, it's not required for filing your current return.
0 coins
Oliver Weber
But what if you get audited? Won't the IRS want to see proof that you actually filed the 83B election? I've heard horror stories about people claiming they filed but not being able to prove it and then owing massive tax bills.
0 coins
Amina Diop
That's a valid concern. During an audit, the IRS might ask for documentation of your 83B election. However, the IRS maintains records of properly filed 83B elections, so they should have it in their system if you filed correctly. If you're worried about a potential audit, it would be worth getting a copy of your 83B election using Form 4506. This gives you documentation to fall back on. Alternatively, if you filed the 83B through a law firm or your company's stock administrator, they may have kept records of the filing that you could request.
0 coins
Natasha Romanova
I went through something similar last year with my 83B paperwork and was super stressed. I discovered this amazing tool called taxr.ai (https://taxr.ai) that helped me organize and retrieve all my tax documents. It scans all your docs, even emails, and extracts the important tax info so you can find stuff easily. For my situation, it helped me locate a digital copy of my 83B confirmation I didn't even remember I had in my email. It was actually in an email from my company's legal team that I'd completely forgotten about! The tool found it because it recognizes tax forms and IRS-related documents automatically. Might be worth checking if you have a digital copy somewhere using something like this.
0 coins
NebulaNinja
How does it work with security though? I'm nervous about uploading sensitive tax docs to some random website. Does it store your documents or just scan them?
0 coins
Javier Gomez
Can it actually find IRS confirmation letters specifically? Or does it just help with organizing documents you already know you have? I'm in a similar situation with missing some tax paperwork.
0 coins
Natasha Romanova
It uses bank-level encryption for all uploads, and you can delete documents after scanning if you want. I was hesitant at first too, but their privacy policy is really solid - they don't sell data or anything sketchy. It can find pretty much any tax-related document including IRS letters. It uses AI to recognize the format and content of tax documents, so it can spot things like an 83B confirmation even if it's buried in your email or cloud storage. It helped me find tax docs I forgot I even had, which saved me from having to request duplicates from the IRS.
0 coins
Javier Gomez
Just wanted to follow up about taxr.ai that was mentioned earlier. I actually tried it out and it found my missing 83B confirmation! Turns out it was in a folder of scanned documents from 2 years ago that I completely forgot about. The system found it within minutes after I connected my Google Drive. What surprised me was it also found some other tax documents I'd been looking for - including a 1099 from a side gig I did that I almost forgot to report. Honestly saved me hours of searching and potential headaches. Definitely worth checking out if you're missing important tax documents.
0 coins
Emma Wilson
If you filed your 83B election properly but just lost the confirmation, another option is calling the IRS directly to verify they received it. But we all know getting through to the IRS is basically impossible these days. I finally got through to them about a missing tax document using https://claimyr.com. You can see how it works here: https://youtu.be/_kiP6q8DX5c. Instead of waiting on hold for hours, they basically call the IRS for you and then connect you once an actual human picks up. I was skeptical but it actually worked - got connected to an IRS agent in about 25 minutes instead of the 2+ hours I spent on my previous attempts. The IRS rep was able to confirm my document was received and processed and noted it in my file. Might be worth trying so you have some documentation that you verified your 83B was properly filed.
0 coins
Malik Thomas
Wait, how does this actually work? Does someone else literally sit on hold for you? That seems too good to be true.
0 coins
Isabella Oliveira
Sounds like a scam. The IRS specifically warns against third party services that claim to give you special access. How do you know they're not just pocketing your money?
0 coins
Emma Wilson
They use an automated system that navigates the IRS phone tree and waits on hold instead of you. When a real IRS agent picks up, you get a call connecting you directly to that agent. You're actually talking to the real IRS, not some intermediary. I was skeptical too, especially after trying those "free" services that never work. But this isn't claiming "special access" - they're just handling the hold time. I can confirm I spoke directly with an actual IRS employee who verified my information and answered my questions about my tax documents. They can't magically skip the queue, they just wait in it for you.
0 coins
Isabella Oliveira
I need to eat some humble pie here. After my skeptical comment about Claimyr, I decided to try it myself because I've been trying to reach the IRS for weeks about a similar documentation issue. It actually worked exactly as described. I got a call back in about 35 minutes and was connected to an IRS representative who confirmed my 83B election was properly recorded in their system. They even sent me an email confirmation that I can keep for my records. The agent explained that while they don't typically resend the physical acknowledgment letter, having this verbal confirmation and email follow-up is sufficient documentation if questions ever come up. Saved me from filing Form 4506 and waiting weeks for a response. Sometimes it pays to be wrong!
0 coins
Ravi Kapoor
Something else to consider - check with your company's legal team or whoever helped with your equity grant. Often they keep copies of all the 83B elections filed by employees. When I lost mine, our legal department had the entire package including proof of mailing and the date it was sent. They were able to provide me a copy for my records. Worth asking before you go through the hassle with the IRS.
0 coins
Paolo Moretti
AuthorThat's a great suggestion I hadn't thought of! Our company did have a law firm that helped with all the stock option paperwork. I'll reach out to HR tomorrow and see if they have records or can connect me with the right people. Did you just need a digital copy or did they provide you with a certified copy of some kind?
0 coins
Ravi Kapoor
They gave me a digital copy which was sufficient for my needs. They also provided a letter stating that they had filed it on my behalf on X date, which included the certified mail tracking number proving it was delivered to the IRS before the deadline. Your HR team should definitely be able to help connect you with whoever handled the equity paperwork. Most companies are pretty organized about this since it's so important for their employees' tax situations.
0 coins
Freya Larsen
One more thing to consider - if you e-filed your tax return in previous years and included a reference to your 83B election, you can pull your old returns as additional documentation that you've been consistent in your tax treatment based on having filed the election. It's not a replacement for the actual confirmation, but it helps establish a pattern of compliance that would be helpful if questions ever come up.
0 coins
GalacticGladiator
Good point! And most tax software keeps your returns for several years. I can still log into TurboTax and see returns from like 5 years ago with all the forms and attachments.
0 coins
Fatima Al-Rashid
I've been through this exact situation and want to share what worked for me. First, don't stress too much - as others mentioned, you don't need to attach the confirmation to your tax return. But here's a systematic approach I used to track down my missing 83B docs: 1. Check ALL your email accounts (personal, work, old accounts) for keywords like "83B", "election", "IRS acknowledgment", etc. Mine was buried in an automated email from our payroll system. 2. Contact your company's HR/legal team first - they often maintain records and it's the fastest route. 3. If that doesn't work, the IRS phone callback services mentioned here are legit and much better than sitting on hold for hours. 4. As a last resort, Form 4506 will get you an official copy, but it takes time and costs money. The key thing is that you filed it properly and on time. The IRS has records of this, and there are multiple ways to verify/document that you complied with the requirements. You're in better shape than you think!
0 coins
Jasmine Quinn
I went through something very similar last year and completely understand the panic! Here's what I learned: the IRS confirmation letter is really just for your peace of mind - it's not required for your tax filing. The important thing is that you filed the 83B election within the 30-day window, which it sounds like you did. What really helped me was creating a backup documentation trail. I reached out to my company's legal team (they had a copy), checked my email thoroughly using search terms like "83B" and "election" (found it in a forwarded email from HR), and also requested my own tax transcript from the IRS website which showed the election was properly recorded. Since you have until October with your extension, you have plenty of time to track this down through multiple channels. The suggestions here about using phone callback services or document scanning tools are solid if the basic approaches don't work. But honestly, just knowing you filed it correctly is the most important part - everything else is just documentation for your records.
0 coins
Nia Wilson
This is really helpful advice! I'm curious about the tax transcript you mentioned - can you access that online through the IRS website? I've never looked at one before but if it shows that my 83B election was recorded, that would give me a lot of peace of mind. Is it pretty straightforward to find that information on the transcript, or do you need to know what to look for?
0 coins
Grace Lee
Yes, you can access your tax transcript online through the IRS website at irs.gov - just look for "Get Your Tax Record" or "View Your Account Information." You'll need to verify your identity with personal info and they might send you a code by text or mail. However, I should clarify - the tax transcript typically shows your filed tax returns and some correspondence, but 83B elections are actually filed separately from your regular tax return, so it might not show up on a standard tax transcript. What you're looking for would be more in their correspondence records or miscellaneous filings. @Jasmine Quinn might have had a different experience or accessed a different type of record. The account transcript or record of account might be more comprehensive. Either way, it s'worth checking since it s'free and gives you insight into what the IRS has on file for you.
0 coins