Forms Taxpayers Keep
Taxpayers must keep records to prove their income and expenses. If they own a home or investments, their records should contain information needed to calculate the basis of the property.
Advise taxpayers to keep a copy of the following documents for at least three years:
If Publication 730, Important Tax Records Envelope, is available, place the return and supporting documents directly into the envelope, or use an alternative. Emphasize to taxpayers that they should bring this year's return to next year's appointment.