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What records should I keep when claiming the tax credits?

  • Updated April 16, 2025 14:42

Per the IRS: You're generally required to keep sufficient records to establish the amount of the credit on your tax returns, and you are required to keep the records as long as the contents may become material in the administration of any internal revenue law. 

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  • tax credits

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  • I've heard there is a new QM code or PIN requirement for claiming the tax credits in 2025. What do I need to do?
  • What records should I keep when claiming the tax credits?
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