Thank you! That's good advice!
-Anne


--- Sharon Blackstock <[log in to unmask]> wrote:
> Barbara,
>
> www.lifeorganizers.com/office/records-retention.htm
>
> Neither this website (which I like a lot), nor the
> link that Jeanne
> provided, addresses one's individual tax return
> doc's and the attached W-2s
> and 1099s etc. specifically, other than in the 4-7
> years retention.  I toss
> my documentation out after 7 years, but keep the
> returns/W-2s etc.,
> permanently, and I've told others the same.  We
> discovered here that the
> Social Sec Admin failed to record a tape the city
> had sent several years ago
> so everyone has a missing year, and it was not
> discovered until after the
> city had destroyed  W-2s (7+C retention); employees
> here are not part of the
> FICA program, but do pay medicare taxes. The city
> has since contacted SSA
> and they have found the tape and hopefully this year
> it will be rectified,
> but without it, it will be very difficult to
> reconstruct that information
> (not impossible, but painful).
>
> Sharon G. Blackstock, CRM
> Central Records Administrator
> Lakewood City Clerk's Office
> 480 South Allison Parkway
> Lakewood CO 80226-3127
> 303-987-7091 (office)
> 303-987-7088 (fax)
> [log in to unmask]
> www.lakewood.org
>
> Lakewood's records management objectives: 1)
> Information is available when
> needed; 2) Records of permanent value are preserved;
> 3) Non-permanent
> records are destroyed per approved retention
> schedules; 4) Discarded paper
> is recycled.
>
> List archives at
> http://lists.ufl.edu/archives/recmgmt-l.html
> Contact [log in to unmask] for
> assistance
>



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