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Tax return retention #4087603
02/20/24 06:41 PM
02/20/24 06:41 PM
Joined: Jan 2002
Posts: 11,722
Saraland, Alabama
hammerhead Offline OP
Booner
hammerhead  Offline OP
Booner
Joined: Jan 2002
Posts: 11,722
Saraland, Alabama
My parents have both passed away (dad in 2018 and mom in 2021). I was administrator of both of their estates. After dad passed away, I would have moms taxes done for her. I still have their tax stuff from 2017 tax year up to 21 tax year. Both estates are now closed. How long should I retain these tax records. I'm trying to get rid of a bunch of stuff we don't need anymore and was curious about tax records for the deceased.

Re: Tax return retention [Re: hammerhead] #4087606
02/20/24 06:44 PM
02/20/24 06:44 PM
Joined: Jan 2017
Posts: 3,587
Lower Alabama
Andalusia Offline
10 point
Andalusia  Offline
10 point
Joined: Jan 2017
Posts: 3,587
Lower Alabama
3 years if you feel there was no fraud or potential issues.


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