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L1: DocumentationAs a careful SEPP owner, I have a 3″ 3-ring binderjust loaded with the documentation for setting up my SEPP plan. It contains every scrap of paper generated by this whole process. How long should I keep this information after my SEPP ends? I was thinking 5 years but have no real basis for that.2009-01-24 23:53, By: Ed_B, IP: []
L2: DocumentationHello Ed:At a minimum, I would keep your records until 3 years after your filing deadline (including extensions) for the last tax year in which you take a SEPP distribution; e.g. if 2010 is your last year and you happen to extend your 2010 return until 10/15/2011; then I would keep all of your records until 10/15/2014.Conversely, indefintely is also a possibility; maybe with some “bronzing” in order?TheBadgerwjstecker@wispertel.net2009-01-25 00:26, By: TheBadger, IP: []

L3: DocumentationHello, Bill:So, it looks as if the 5-year period would not be a bad choice. It should be possible to keep them for much longer, although reducing them to a CD or DVD might be more space efficient. Would that be considered as “bronzing”?Thanks for the reply,Ed2009-01-25 05:33, By: Ed_B, IP: []