What does "tax year 2022" mean on IRS documents? I'm confused about which filing period this refers to
Title: What does "tax year 2022" mean on IRS documents? I'm confused about which filing period this refers to 1 Hi everyone! I'm pretty confused about something that seems basic but I just need some clarity. I received a notice in my mail about "tax year 2022" and I'm not sure what exactly this refers to. Is this talking about the taxes I filed earlier this year (2023) based on what I earned in 2022, or is it referring to the returns I filed in 2022 for my 2021 income? Some background - I moved to my current location in late 2021 but was unemployed at that time, so I didn't earn any income here. I did file taxes for my previous state and city though. Now I'm getting this notice mentioning "tax year 2022" and I need to figure out if I should be filing for an exemption or what this actually means for me. Sorry if this is a super basic question, but I find tax terminology really confusing!
26 comments


Debra Bai
8 The term "tax year 2022" refers to income earned during the calendar year 2022 (January 1 - December 31, 2022), which you would have filed taxes for in 2023 (typically by April 18, 2023). When the IRS or state tax agencies refer to a specific tax year, they're talking about the year in which you earned the income, not the year you filed the return. So in your case, "tax year 2022" is referring to the taxes you filed in 2023 based on your 2022 income. Since you mentioned you moved in 2021 but didn't earn income in your new location that year, the notice about "tax year 2022" would be relevant to any income you earned in your new location during 2022. If you're getting a notice about filing an exemption, it might be because the tax authority thinks you had taxable activity in their jurisdiction during 2022.
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Debra Bai
•12 So if I receive correspondence about tax year 2022 but I've already filed my 2022 taxes (in 2023), does that mean there's a problem with my return? Also, if the notice is from my state tax agency rather than the IRS, does the same principle apply?
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Debra Bai
•8 Not necessarily. Tax notices about a particular tax year can come for many reasons - it could be a routine verification, a request for additional information, or notification of a potential discrepancy. The fact that you received a notice doesn't automatically mean there's a problem. Yes, the same principle applies to state tax agencies. When they refer to "tax year 2022," they're also talking about income earned during calendar year 2022, which you would have reported on returns filed in 2023. State and federal tax authorities use the same terminology for tax years.
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Debra Bai
17 After dealing with similar confusion last year, I found taxr.ai super helpful for deciphering tax notices. I had received a letter mentioning "tax year 2021" but wasn't sure if it was about my most recent filing or something else. I uploaded the document to https://taxr.ai and it explained exactly what the notice meant and what action I needed to take. The tool basically translated all the tax jargon into plain English and gave me step-by-step guidance. It also explained why I was receiving the notice in the first place which really helped ease my anxiety.
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Debra Bai
•3 Does it work for state tax documents too? I have notices from both the IRS and my state tax department and I'm not sure if they're referring to the same issues.
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Debra Bai
•5 I'm a bit skeptical about using third-party services with my tax documents. How secure is it? Do they store copies of what you upload?
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Debra Bai
•17 Yes, it absolutely works for state tax documents too. I've used it for both federal and state notices, and it handled both types without any issues. It can even help identify if they're referring to the same issue or separate matters. Regarding security concerns, I was initially hesitant about that too. From what I understand, they use bank-level encryption for all uploads and don't permanently store your documents after analysis. There's information about their security practices on their site, which helped ease my concerns before I used it.
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Debra Bai
5 Just wanted to update - I tried taxr.ai after my skeptical question above. I'm actually impressed with how helpful it was. I uploaded the confusing tax notice I received about "tax year 2022" and not only did it explain what the terminology meant, but it also walked me through exactly what I needed to do next. The security seemed solid too - they don't keep your documents and the explanation was really thorough. Saved me hours of stress and probably a call with an accountant. Definitely better than trying to decipher the tax code on my own!
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Debra Bai
20 If you're getting notices and need to talk to someone at the IRS to sort it out, good luck getting through on the phone! After trying for WEEKS to reach someone (constant busy signals or 2+ hour wait times), I discovered https://claimyr.com which got me through to an actual IRS agent in about 15 minutes. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c I was dealing with a confusing "tax year 2022" notice that needed clarification, and getting a human on the phone made all the difference. The IRS agent was able to explain exactly what the notice meant and what I needed to do. Saved me so much frustration compared to trying to figure it out from their cryptic notices alone.
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Debra Bai
•14 Wait, how does this actually work? Do they have some special line to the IRS or something? I've been trying to call about my tax year issue for days without getting through.
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Debra Bai
•5 This sounds too good to be true. The IRS phone system is notoriously impossible to navigate. I've literally spent hours on hold before. Are you saying this service somehow jumps the queue? I'm extremely doubtful this works as advertised.
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Debra Bai
•20 They use an automated system that navigates the IRS phone tree and waits on hold for you. When they reach a live agent, they call you and connect you directly. No special line or insider access - they're just using technology to handle the frustrating wait time. I was skeptical too after trying everything to get through. The service doesn't jump any queues - you still wait your turn, but their system does the waiting instead of you having to stay on the phone for hours. It really is that simple, which is why I was so impressed when it actually worked.
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Debra Bai
5 I have to admit I was completely wrong about Claimyr. After posting my skeptical comment, I decided to try it as a last resort because I was getting nowhere with the IRS about my tax year confusion. Within about 20 minutes, I was actually talking to a real IRS representative! The agent explained that my "tax year 2022" notice was related to a missing form, not an audit like I feared. Got it resolved in one call instead of stressing for weeks. The service actually delivered exactly what it promised - which almost never happens with anything tax-related in my experience!
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Debra Bai
11 Tax years always confused me until my accountant explained it this way: the tax year is named after the year you earned the money, not when you file. So: Tax Year 2022 = Money earned Jan-Dec 2022, filed in 2023 Tax Year 2023 = Money earned Jan-Dec 2023, filed in 2024 And it gets even more confusing for businesses that don't use calendar years as their fiscal year!
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Debra Bai
•15 What about estimated tax payments? I make quarterly payments but I'm never sure which "tax year" they count for. Like if I make a payment in January 2023, is that for tax year 2022 or 2023?
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Debra Bai
•11 Estimated tax payments are actually for the current tax year you're in. So a payment made in January 2023 would typically be for tax year 2023, not 2022. The four quarterly estimated payment due dates are usually April, June, September of the current year and then January of the following year - but they all apply to the tax year in which most of the quarters fall. So that January payment is actually the last payment for the previous tax year, even though you're making it in the new calendar year.
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Debra Bai
7 Something to watch out for: sometimes the IRS sends notices for older tax years if they're just now getting around to processing something! I got a notice in 2023 about "tax year 2020" because they had a backlog. The date on the notice itself is really important for determining deadlines to respond!!!
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Debra Bai
•22 Absolutely right! The IRS is still catching up on processing from the pandemic. I work at a tax prep office and we've seen notices from 2-3 years ago just now being sent out. Always check the response deadline on the notice, not just the tax year mentioned.
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Mateo Rodriguez
This is such a helpful thread! I'm dealing with a similar situation where I received a notice about "tax year 2022" and was completely panicked thinking I had done something wrong. Reading through everyone's explanations really clarified that it's just referring to the income I earned in 2022 (which I filed taxes for in 2023). The distinction between the year you earned the money vs. the year you filed is so important but not intuitive at all. I wish the IRS would just say "income earned in 2022" instead of "tax year 2022" - it would save so much confusion! Thanks everyone for sharing your experiences and solutions.
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Chloe Robinson
•I completely agree! The IRS terminology is so unnecessarily confusing. When I first started dealing with taxes, I made the mistake of thinking "tax year 2021" meant the taxes I filed IN 2021, not the income I earned during 2021. It led to so much stress and confusion when I got my first notice. Your suggestion about saying "income earned in 2022" instead of "tax year 2022" makes perfect sense - it would eliminate so much of the anxiety people feel when they get these notices. I think most of us assume we did something wrong when we see official correspondence, but often it's just routine processing or requests for clarification.
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Emma Wilson
This thread has been incredibly educational! As someone who's relatively new to filing taxes independently, the terminology around tax years has always been one of my biggest sources of confusion. What really helped me understand it was thinking of it this way: the tax year is like a label for a specific period of your financial life. So "tax year 2022" is essentially the IRS's way of saying "all the money stuff that happened to you between January 1, 2022 and December 31, 2022" - regardless of when you actually sit down to fill out the paperwork. I also learned the hard way that getting a notice doesn't automatically mean you're in trouble. Last year I got a letter about tax year 2021 and immediately thought I was being audited or had made some major error. Turns out they just needed me to verify some information that didn't match their records. A simple phone call cleared it up completely. For anyone else dealing with confusing tax notices, don't panic! Read through the letter carefully, and don't be afraid to call for clarification if you need it. The representatives are usually pretty helpful once you actually get through to them.
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Omar Mahmoud
•Your explanation about thinking of the tax year as a "label for a specific period of your financial life" is really brilliant! That's such a clear way to conceptualize it. I think what makes it even more confusing for newcomers is that we're used to thinking about years in terms of "when did this happen" rather than "what period does this represent." I had a similar experience with my first notice - immediately went into panic mode thinking I was in serious trouble. It's reassuring to hear that most of the time these letters are just routine administrative stuff. I wish they would put something like "This is not an audit notice" or "No immediate action required" right at the top to help reduce the initial anxiety! The phone call advice is spot on too. Even though getting through can be frustrating, the agents are usually much more helpful than trying to decode the notice language on your own.
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Yuki Kobayashi
This whole discussion has been so enlightening! As someone who just received my first "tax year 2022" notice in the mail yesterday, I was completely panicked until I found this thread. The way everyone has broken down that it simply refers to income earned during calendar year 2022 (filed in 2023) makes so much sense now. What really strikes me is how many people have had similar experiences with that initial panic when seeing official tax correspondence. It's almost like there should be a "Tax Notice 101" guide that explains these basic concepts before you even open the envelope! I'm definitely going to keep this thread bookmarked for future reference. The advice about reading notices carefully and not assuming the worst is particularly valuable. Sometimes it really does take a community to help decode government communications that should be straightforward but somehow aren't.
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Fatima Al-Mansour
•I'm so glad this thread helped calm your nerves! It's amazing how something as simple as understanding what "tax year 2022" means can turn panic into relief. Your idea about a "Tax Notice 101" guide is brilliant - the IRS really should include a basic glossary or explanation with every notice they send out. I think what makes these notices so scary is that they arrive looking so official and serious, but often they're just asking for routine clarification or verification. It's like getting a letter that looks like it's from a lawyer but it's really just asking you to confirm your address! The language they use definitely doesn't help - everything sounds like you're in massive trouble even when you're not. Welcome to the club of people who've survived their first tax notice! Keep that bookmark handy because unfortunately these letters have a way of showing up when you least expect them.
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Giovanni Conti
I'm so grateful I found this thread! I've been dealing with tax anxiety for years, and the terminology around tax years has always been one of my biggest stumbling blocks. Reading through everyone's experiences really helped me realize that I'm not alone in finding IRS communications confusing and intimidating. What really resonates with me is how many people mentioned that initial panic when receiving any official tax correspondence. I think there's something about the formal language and official letterhead that immediately makes us assume we've done something terribly wrong. But as several people pointed out, most of these notices are just routine administrative requests. The explanation that "tax year 2022" simply refers to income earned during calendar year 2022 (regardless of when you filed) is so much clearer than anything I've read in official IRS publications. Sometimes peer explanations are worth more than all the official documentation combined! For anyone else who gets overwhelmed by tax notices: take a deep breath, read it carefully, and remember that getting a letter doesn't automatically mean you're in trouble. This community has shown me that most tax issues are much more manageable than they initially appear.
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Aidan Hudson
•I really appreciate how supportive this community is! As someone who just joined and is dealing with my first confusing tax notice, it's incredibly reassuring to see so many people sharing similar experiences with tax anxiety. Your point about peer explanations being clearer than official IRS documentation really hits home - sometimes the government makes things way more complicated than they need to be. The fact that multiple people here have stressed that getting a notice doesn't mean you're in trouble is something I definitely needed to hear. I'm still waiting to see what my "tax year 2022" notice is actually about, but reading through this thread has already reduced my stress level significantly. It's amazing how much better you feel when you realize that your confusion is completely normal and that there are practical solutions and resources available. Thanks for sharing your perspective - it really helps to know that even people who have been dealing with taxes for a while still find certain aspects overwhelming sometimes.
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