|
Items |
Retention Period |
|
Tax Returns |
Permanent |
|
W-2's |
7 years |
|
1099's |
7 years |
|
Cancelled Checks Supporting Deductions |
7 years |
|
Bank Deposit Slips |
7 years |
|
Bank Statements |
7 years |
|
Charitable Contribution Documentation |
7 years |
|
Credit Card Statements |
7 years |
|
Receipts & Logs Pertaining To Tax Return |
7 years |
|
Investment Purchase & Sales Receipts |
Ownership period + 7 years |
|
Dividend Re-investment Records |
Ownership period + 7 years |
|
Year-end Brokerage Statements |
Ownership period + 7 years |
|
Mutual Fund Annual Statements |
Ownership period + 7 years |
|
Investment Property Documents |
Ownership period + 7 years |
|
Home Purchase Documents |
Ownership period + 7 years |
|
Home Repair Receipts & Cancelled Checks |
Ownership period + 7 years |
|
Retirement Plan Annual Reports |
Permanent |
|
IRA Annual Reports |
Permanent |
|
IRA Non-deductible Contributions (Form 8606) |
Permanent |
|
Insurance Policies |
Life of policy + 3 years |
|
Divorce Documents |
Permanent |
|
Loans |
Term of loan + 7 years |
|
Estate Planning Documents |
Permanent |
