BeginnerSlide lesson10 min
Record retention (3 years)
The 3-year clock, what to keep (8867, worksheets, notes, docs relied on, docs provided), and paper vs. digital storage.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)
The 3-year clock, what to keep (8867, worksheets, notes, docs relied on, docs provided), and paper vs. digital storage.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)