Catherine Posted June 17, 2014 Report Posted June 17, 2014 So just e-filed a 2012 return for some new clients, and have the 2012 Form 8879, signed & dated in 2014. Do I keep that for three years from NOW, or three years from the 2012 filing season? Suddenly wondered as I went to file it... anyone know off-hand? TIA, Catherine Quote
Jack from Ohio Posted June 17, 2014 Report Posted June 17, 2014 Agree with "from now," but aren't to keep them 7 years?? Quote
Gail in Virginia Posted June 17, 2014 Report Posted June 17, 2014 According to the instructions for form 8879: • Do not send Form 8879 to the IRS unless requested to do so. Retain the completed Form 8879 for 3 years from the return due date or the date the IRS received the return, whichever is later. Form 8879 may be retained electronically in accordance with the recordkeeping guidelines in Rev. Proc. 97-22, which is on page 9 of Internal Revenue Bulletin 1997-13 at www.irs.gov/pub/irs-irbs/irb97-13.pdf. 1 Quote
Catherine Posted June 17, 2014 Author Report Posted June 17, 2014 I put it in with the 2012 returns which will get scanned and then shredded in another two years. Perhaps I'll just pop it in with the 2013 8879's. Thanks, all. Quote
michaelmars Posted June 17, 2014 Report Posted June 17, 2014 we keep a separate folder of all authorizations. and as an aside, ny requires us to keep all records 7 years. Quote
Catherine Posted June 18, 2014 Author Report Posted June 18, 2014 I have a folder for each year's authorizations, in paper. After three years they get scanned en masse, then the paper gets shredded. so I still have the (accepted) electronic copies, in perpetuity. On that computer's mirrored drive, the backup mirrored drive, and the online data backup. Plus the disc backup that goes into off-site storage once a year. Belt, suspenders, duct tape, and staples... 5 Quote
Jack from Ohio Posted June 18, 2014 Report Posted June 18, 2014 I have a folder for each year's authorizations, in paper. After three years they get scanned en masse, then the paper gets shredded. so I still have the (accepted) electronic copies, in perpetuity. On that computer's mirrored drive, the backup mirrored drive, and the online data backup. Plus the disc backup that goes into off-site storage once a year. Belt, suspenders, duct tape, and staples... You forgot Super Glue!! Quote
Don in Upstate NY Posted June 18, 2014 Report Posted June 18, 2014 ... and as an aside, ny requires us to keep all records 7 years.Cite please? Quote
michaelmars Posted June 18, 2014 Report Posted June 18, 2014 I have a folder for each year's authorizations, in paper. After three years they get scanned en masse, then the paper gets shredded. so I still have the (accepted) electronic copies, in perpetuity. On that computer's mirrored drive, the backup mirrored drive, and the online data backup. Plus the disc backup that goes into off-site storage once a year. Belt, suspenders, duct tape, and staples... Why SO many redundant backup copies? Obviously the irs doesn't believe in having or needing backups 4 Quote
Jack from Ohio Posted June 18, 2014 Report Posted June 18, 2014 Why SO many redundant backup copies? Obviously the irs doesn't believe in having or needing backups I think the IRS is simply lying. I think the e-mails were deleted intentionally. They have had time.... 2 Quote
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