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New Member
posted Jun 6, 2019 2:42:32 AM

What should I do with my W-2 if when done filing it?

Should I shred it or keep it safe?

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1 Best answer
New Member
Jun 6, 2019 2:42:34 AM

You should keep it somewhere safe. You should keep tax documents and/or records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction, per the IRS. 

1 Replies
New Member
Jun 6, 2019 2:42:34 AM

You should keep it somewhere safe. You should keep tax documents and/or records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction, per the IRS.