Frequently Asked Questions

You may want to keep your tax returns and related financial documents for at least 3 years from the date you filed your original tax return or 2 years from the date you paid  the tax, whichever is later.

If you filed a claim for credit or refund, you should keep your returns for 3 years from the date you filed your return.

If you made changes by not reporting all income, you should keep your returns at least 6 years. You may have to go back to 3 to 5 years of tax returns to provide proof or make corrections.