AARP Tax-Aide’s Things to Do Handbook

Forms 8879 with taxpayer’s supporting W2s and 1099 documentation have a three-year retention requirement from the return due date or IRS received date, whichever is later. This information must be sent to the local IRS territory office by the end of April. Forms 8879, W2s, 1099, etc. must not be kept by AARP Tax-Aide volunteers beyond April 30th. ................
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