Since storage is electronic now I would keep forever. I have all of mine, although for reasons I can't explain I destroyed my 5498s. Don't do that.I know it been asked and answered before, but how long do we need to keep tax documents and 1040s etc in a retrievable form (paper or electronic pdf, whatever) . I've got paper copied going back to 2011 just because I'm too lazy to burn. Is it 5 years then shred?
NVM- I see three years -my bad
Also I destroyed some annuity records after 23 years which it turned out I needed after 24 years - and wasn't able to recreate.
Statistics: Posted by tibbitts — Thu Jan 23, 2025 6:22 pm