Where’s My Refund?
How Long Should I Keep My Tax Records?
It depends!
- 3 YEARS–from the date you filed your original tax return, OR
- 2 YEARS–from the date you paid the tax, OR
- 7 YEARS–if you claim a loss from worthless securities or a bad debt deduction, OR
- 6 YEARS–if you underreported your income by more than 25%, OR
- INDEFINITELY–if you do not file a tax return, OR
- INDEFINITELY–if file a fraudulent tax return!
Blanchette & Company 