Record Keeping

Susan J Mueller on

I have a box of Investment Club Records from 2006-2017. The
Club disbanded and filed it's last tax return in 2017. How
many years do I need to keep the Audit and Tax forms?
Thanks for your help!

John Rice on

I would keep it for 7 years.

John

On Wed, Oct 5, 2022 at 10:39 AM Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:

I have a box of Investment Club Records from 2006-2017. The
Club disbanded and filed it's last tax return in 2017. How
many years do I need to keep the Audit and Tax forms?
Thanks for your help!

Anna Murray on

if you had any old stock you will need to have the record of its basis

On Wed, Oct 5, 2022 at 1:46 PM John Rice via bivio.com <user*24380400001@bivio.com> wrote:

I would keep it for 7 years.

John

On Wed, Oct 5, 2022 at 10:39 AM Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:
I have a box of Investment Club Records from 2006-2017. The
Club disbanded and filed it's last tax return in 2017. How
many years do I need to keep the Audit and Tax forms?
Thanks for your help!

Susan J Mueller on

Thanks John!

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