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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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Heather14
New Member

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

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. 

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1 Reply
Heather14
New Member

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

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. 

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