Quick Questions

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!

Read more at the website of the Internal Revenue Service