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Dice Financial Services Group

1716 N. Sanborn Blvd, PO Box 790

Mitchell, SD 57301

 

Phone:     605-996-7171

Toll Free: 800-658-3603

 

Website: www.dicefinancial.com

March/April 2019

How Long to Retain Documents

Organizing your financial records can help you find what you need this tax season. Begin by understanding how long you need to keep the following records, courtesy of the IRS:


3 YEARS
Minimum timeframe for most records provided you have reported all your income
4 YEARS
Employment tax records
6 YEARS
If you under-reported your income by at least 25%
7 YEARS
Claims for worthless securities or bad debt
INDEFINITELY
Documentation for years when you didn't file a tax return or filed a fraudulent one


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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance Services offered through Dice Financial Services Group.
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