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Julie Jason: How long should you keep tax-related records?


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For a good overview on record retention, read IRS Publication 552, Recordkeeping for Individuals, which is available at www.irs.gov or by calling 800-TAX-FORM (800-829-3676).

All in all, it’s probably best to think of record retention as either 1) proof that you will need for the IRS or 2) something you will need for your own decision-making or planning.

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To meet IRS needs, think in terms of seven to 10 years. To meet your own needs, be selective as to what you might need to keep longer.

Julie Jason, JD, LLM, a personal money manager (Jackson, Grant of Stamford, Conn.) and award-winning author, welcomes your questions/comments (readers@juliejason.com).




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