You should keep any and all documents that may have an impact on your
federal tax return. Your annual tax record file should contain the following:
- All yearend tax statements.
- One copy each of your federal and state tax returns.
- One copy of Form 8843 Statement for Exempt Individuals
and Individuals With A Medical Condition.
- Any correspondence with IRS or state tax authority.
- Other receipts or documents you used to prepare your
Keep copies of your tax return and yearend tax statements in a safe
place for at least 3 years. You may need them in the future for a tax
audit or when applying for additional U.S. visas or changes in your immigration
status. If you might apply for permanent residency or US citizenship,
keep your tax records for 7 years.
For information on how to request a copy of your tax return from the
IRS, click here.
Other tax-related and financial documents you should keep
- Monthly statements from financial institutions, including
processed checks (cancelled or imaged).
- Pay statements listing your gross employment income and
deductions such as taxes withheld. Statement is either attached
check or mailed if you have direct deposit.
- Receipts or proof of payment from financial transactions
- Utility bills
- Textbooks and school supplies (for those with a scholarship)
- Credit card and other receipts
- Contracts – e. g., apartment lease; employment contract;
bank, loan or credit card contract.
For complete information on recordkeeping, refer to IRS Publication
552 - Recordkeeping for Individuals at: www.irs.gov.