Tax Center: Record Retention Guide: Personal Documents: Forever

Personal Records To Keep Forever

  • CPA Audit Reports

  • Legal Records

  • Important Correspondence

  • Income Tax Returns

  • Income Tax Payment Checks

  • Investment Trade Confirmations

  • Retirement and Pension Records/p>


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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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