To help, the following documentation should be reviewed on a scheduled basis.
When you retire
Note: Because of this you should work closely with a tax adviser and then maintain your tax returns and supporting documents for seven years. The IRS can look back three years for basic errors and six if you underestimated income by more than 25- percent.
As indicated above ........ obtaining, understanding, and organizing your documents will not only help you to make informed decisions, but will also facilitate a smooth transition into a rewarding and meaningful retirement.
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