Tax returns (uncomplicated)
7 yrs
Tax returns (all others)
Permanent
W-2s
1099s
Canceled checks supporting tax deductions
Bank deposit slips
Bank statements
Charitable contribution documentation
Receipts, diaries, logs pertaining to tax return
Investment purchase and sales slips
Ownership period + 7 yrs
Dividend reinvestment records
Year-end brokerage statements
Mutual fund annual statements
Investment property purchase
Home purchase documents
Home improvements receipts and canceled checks
Home repairs receipts and canceled checks
Retirement plan annual report
IRA annual reports
IRA nondeductible contributions Form 8606
Insurance policies
Life of policy + 3 yrs 1
Divorce documents
Loans
Term of loan + 7 yrs
Estate planning documents
1.) Check with your agent. Liability for prior years can vary
