WOTC Questions: How long must records be retained?

How long must records be retained for WOTC?

At CMS, as Work Opportunity Tax Credit (WOTC) experts and service providers since 1997, we receive a lot of questions via our website.

CMS Says: Records for the Work Opportunity Tax Credit must be kept on file (paper or digital) for a minimum of three years from the date any income tax return that claims the WOTC credit is due or filed (whichever is later).  The 8850 Instructions State:

Keep copies of Forms 8850, any transmittal letters that you submit to your state WOTC coordinator, and certification letters you receive from your WOTC coordinator as long as they may be needed for the administration of the provisions relating to the work opportunity credit. Records that support the credit usually must be kept for 3 years from the date any income tax return claiming the credit is due or filed, whichever is later.

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