Tax Center: Record Retention Guide: Personal Documents: 1 Year

Personal Documents To Keep For One Year

While it's important to keep year-end mutual fund and IRA contribution statements forever, you don't have to save monthly and quarterly statements once the year-end statement has arrived.


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  NUMBER OF YEARS TO KEEP RECORDS

  BUSINESS

PERSONAL

  1 Year

1 Year

  3 Years

3 Years

  6 Years

6 Years

  Forever

Forever

  Special Circumstances


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