10/19/2026
Just wrapped up your taxes after filing an extension?
Before you put the paperwork away, give it a place you’ll remember.
Save a copy of your filed return and the documents used to prepare it — including W-2s, 1099s and receipts supporting deductions or credits. Organize them by tax year in a secure, easily accessible physical or digital folder.
You may need those records to prepare a future return, correct something on the return you just filed or respond to an IRS question.
How long should you keep it all? That depends on the records and your situation.
Before shredding papers or deleting files, ask your JRJ tax pro what to hold onto and for how long.