FAQs
Frequently Asked Questions
Where is my tax refund?
Use this link to check the status of your refund:
How long should I retain my tax documents?
Use these links to see the official IRS page detailing how long to retain records:
How long should I keep records?
Record Retention Guide
Personal Documents: Keep For Three Years
Credit Card Statements
Credit Card Receipts until Verified on Your Statement
Expired Insurance Policies
Investment Trade Confirmations
Pay Stubs until Reconciled with Your W-2
Utility Records
Personal Documents: Keep For Six Years
Accident Reports and Claims
Bank Statements
Correspondence with Tax Agencies
Expired Mortgages / Deeds / Leases
Medical Bills
Supporting Documents for Tax Returns
Wage Garnishments
Personal Records: Keep Forever
Annuity Policy
Audit Reports by Tax Agencies
Car Records Until The Car is Sold
Disability Insurance Policy
Home Improvement Records, e.g. Remodeling Costs
Home Purchase Records, e.g. Escrow Settlement Statements
Income Tax Returns
Investment Property Improvments Records, e.g. Remodeling Costs
Investment Property Purchase Records, e.g. Escrow Settlement Statements
Legal Records
Life Insurance Policy
Long Term Care Policy
Sales Receipts for Life of the Product Warranty
Warranties and Instructions for the Life of the Product
Year End Investment Account Statements
Business Documents: Keep For Three Years
Correspondence and E-mails with Customers and Vendors
Deposit Records
Employee Personnel Records for Terminated Employees
Employment Applications
Expired Insurance Policies
General Correspondence
Petty Cash Vouchers
Business Documents: Keep For Six Years
Accident Reports and Claims
Accounting Records, e.g. General Ledger, Accounts Payable and Receivable
Bank Statements and Reconciliations
Cancelled Checks
Documents Substantiating Fixed Asset Additions
Depreciation Schedules
Employment Tax Records
Expired Contracts and Leases
Expired Option Records
Inventory Receiving Records
Invoices to Customers
Notes Receivable Ledgers, Schedules
Payment Records to Vendors, Employees, etc.
Payroll Records
Physical Inventory Tags
Purchase Orders and Requisitions
Records Related to Net Operating Losses
Sales Records
Stockroom Activity Records
Travel and Entertainment Records
Business Records: Keep Forever
Audit Reports from CPAs/Accountants
Audit Reports by Tax Agencies
Business and Property Appraisal Reports
Cancelled Checks for Important Payments, e.g. Capitol Improvements
Cancelled Stock and Bond Certificates
Corporate Documents, e.g. Articale of Incorporation, By-laws, etc.
Deeds
Income Tax Returns
Legal Records
Minutes Books of Directors and Stockholders
Retirement and Pension Records
Trademark and Patent Registrations
Year End Financial Statements
