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Thursday, November 18, 2021

Clock is Ticking to Request Older Copies of Forms 706 and 709 from the IRS

 The IRS presently has a 75-year retention period for estate tax returns and related gift tax returns. It is going to reduce that period to 40 years. They are advising taxpayers who want copies of returns older than 40 years to request now (more precisely, by Feburary 11, 2022) or forever hold your peace. To obtain a copy, use Form 4506 to make the request. For more on this change of policy, visit the IRS website at

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