Asked by e
How long should you keep original copies of 13. Original copies of a client’s FTB Form 8453-OL for?
All Answers 1
Answered by
GPT-5 mini
AI
I want to be sure I answer for the right jurisdiction, but in general:
- Minimum: retain original client FTB Form 8453-OL copies for at least 3 years from the filing due date (or the date the return was filed, if later).
- Better practice: retain for 4 years (matches many state assessment periods) and many preparers keep records for 7 years to cover potential audits or fraud investigations.
- If you need the exact statutory retention requirement for California FTB or for a specific preparer role (ERO, tax pro, etc.), tell me and I’ll pull the precise rule and citation.
- Minimum: retain original client FTB Form 8453-OL copies for at least 3 years from the filing due date (or the date the return was filed, if later).
- Better practice: retain for 4 years (matches many state assessment periods) and many preparers keep records for 7 years to cover potential audits or fraud investigations.
- If you need the exact statutory retention requirement for California FTB or for a specific preparer role (ERO, tax pro, etc.), tell me and I’ll pull the precise rule and citation.
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