adding documents

Anonymous — Wed, 11 Feb 2026 09:32:33 GMT

I relocated to a different state and my parents were mailed the tax documents I needed to file this year. I have already filed and received my tax return what do I do with the documents. For example one is a school tax credit documents and another is a work study documents for when I was in school.

Re: adding documents

ShannonDuff — Thu, 30 May 2024 11:59:26 GMT

@Anonymous
Your tax documents should be used to determine your tax liability. If these documents were not used or have different figures than what was used when you filed your return I would recommend filling an amendment. If you were not claimed by your parents you may qualify for the education credit.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US

These documents should be kept with your tax return for that year in a safe place for at least 3 years from the date you filed the original return or 2 years from the date you paid your tax, whichever is later. Some situations require longer periods such as 7 years if you file a claim for a loss from worthless securities or bad debts.

https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records#:~:text=Keep%20records%20for%203%20years%20from%20the%20date%20you%20filed,securities%20or%20bad%20debt%20deduction.

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adding documents

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