IARA County/Local Records Management - W-2 & 1099s

Indiana Archives and Records Administration logo   County/Local Records Management
402 W. Washington St. Rm W472
Indianapolis, IN 46204
e: cty@iara.in.gov | ph: 317-232-3380

Hello County/Local Agencies,

I've received a lot of questions about W-2s and 1099s tax forms recently. The County/Local General retention schedule has a couple of record series these records might fit. Here is IARA's suggestion 

  • W-2's and 1099's are covered under GEN 15-02

GEN 15-02

 

  • PERF, and other retirement forms are covered under GEN 10-27

GEN 10-27

IARA apologizes for any previous confusion on this score; IARA has recently re-examined and determined our final interpretation for the two different Record Series.

Let me know if you have any questions!

AMY CHRISTIANSEN JANICKI

Records Management Liaison

Indiana Archives and Records Administration

o: 812-929-3882

e: achristiansenjanicki@iara.in.gov |

w: www.in.gov/iara

a: 402 W Washington St, Room W472, Indianapolis, IN 46204