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Video: IRS Tax Return Retention Requirements

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 1:18 AM

OVERVIEW

The IRS has some very specific requirements when it comes to tax return retention. Learn about IRS tax return retention requirements with help from TurboTax in this video on tax tips.

TABLE OF CONTENTS

Video transcript:

Video transcript:

Hello, I'm Jeremy from TurboTax with important news on why you should keep copies of your tax returns.

So, you've finished your tax return and sent it off to the IRS but did you remember to keep a copy for your records? If not, it may come back to haunt you at some point.

The IRS encourages you to hold on to a copy of your tax return for at least three years after you file it. This is the amount of time the IRS has to audit that return and possibly increase the amount of tax you owe.

If this does happen it will be hard for you to defend yourself without a copy of the return but even more important than the tax return are the documents that you use to calculate each item reported on it. This is your proof and without it it's hard to challenge the IRS agent.

Keep in mind that this limitation period increases to six years if you fail to report more than 25 percent of your actual income. This extension applies even when the omission is an honest mistake.

You are subject to the same three year limitation when it comes to claiming a tax refund. If you realize you made an error on a prior return that caused you to overpay your taxes, a lack of proof may reduce your chances of getting a refund.

The good news is when you file with TurboTax, you can print as many copies as you like. If you use our CD or download product, you can store a copy of your return on your computer and if you use our online product, you'll be able to access your return online as many times as you like for three years.

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~37% of filers qualify. Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules

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Video: IRS Tax Return Retention Requirements

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