As efile preparer I know I am required to keep certain docs (W2s etc..), but what documents am I required to keep for paper filers?
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The same would apply for paper returns.......................Originally posted by rgtaxservice View PostThis post is for discussion purposes only and should be verified with other sources before actual use.
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Has it always been a requirement? I've never come across it before. Is it cited in 230 or 470?Originally posted by BOB W View Post
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I have always done it that way since 1975. It just made common sense to me. I was required to keep copies of tax returns so why wouldn't I include W-2s and 1099s with withholding.This post is for discussion purposes only and should be verified with other sources before actual use.
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don't think its a requirement
I am pretty sure its not a requirement when doing a paper return. Not a bad idea, just not a requirement.Originally posted by rgtaxservice View PostComment
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The IRS requires a list of returns prepared but states may require a lot more.Originally posted by Jack the Tax Lady View PostComment
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The states may also require a different retention period than the IRS.
I would think a clear scan of the W-2, W-2G, 1099-R, etc would be sufficient.Comment
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