The first months
Keep tax records for at least seven years
The IRS can audit an estate return for three years, but complex situations can be reopened for longer. Keep every tax document, appraisal, receipt, and executor communication for at least seven years after the estate closes.
What you'll need
- A secure folder or file box
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
Free · Call or text 301-539-9175