How long do you retain W-2 information? — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily
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How long do you retain W-2 information?

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in Office Management,Payroll Management

Q: A former employee has requested a copy of his 2003 W-2 form. We backed up the data, sent it to a remote storage facility and purged it years ago. It would be extremely burdensome to pull it out now, especially for a former employee. What is the legal requirement for providing employees with copies of old W-2s?  

A: This former employee’s request is considerably beyond the IRS’ record retention requirements. You’re required to keep Copy D of your W-2 forms for four years. So, for example, you must keep W-2s filed in 2010 until April 15, 2015. You can tell him that he can request a transcript of his tax information from the IRS, instead.

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