Page 30 - Keeping Records for Individuals - Handbook
P. 30

Proof of Investments



          + Basic records are documents that everybody should keep.


                                                                                                        Brokerage statements
                                                                                                        Mutual fund
                                                                                                            statements

                                                                                                        Form(s) 1099
                                                                                                        Form(s) 2439


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