*** All records for loss carry forwards from brokerage transactions must be kept for carry forward period + 7 years.
Please Note: These are general guidelines only. When in doubt keep permanent records. Tax returns can generally be audited for up to three years after filing and up to six years if the IRS suspects under reported income. There is NO statute of limitations if the IRS suspects fraud or you never filed a return. It is wise to keep tax records at least seven years after a return is filed. Requirements for records kept electronically are the same as for paper records.
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