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Home > Legal Issues > Record Retention > Individual Records
Permanent
- Stock/ mutual funds purchases (until sold)
- House records: canceled checks for purchase, major improvements and maintenance (until sold)
- Birth, marriage and death certificates
- Medical records
- Wills
- Forms W-2 received Trust agreements
- Detailed list of financial assets held
- Alimony, custody or prenuptial papers
- Military papers
- Photos or videotape of valuables
6 Years
- Tax return copies (after filing)
- Casualty/theft loss documentation
- Tax related canceled checks
- Medical bills (after payment)
- Forms 1099 received (after receipt)
- Keogh statements/IRA records, deductible & nondeductible (after termination)
- Loan records (after loan payoff)
- Insurance policies (after expiration)
- Major purchase canceled checks and receipts
- Year-end brokerage statements (after securities deposit)
- Stock/mutual funds purchases (after sale)
- Certificate of deposit statements (after maturity)
- Schedule K-l's (after disposition)
- House records: canceled checks for purchase, major improvements and maintenance (after sale)
1 Year
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