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The University of Iowa

Financial Management and Budget

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  1. Finance & Operations
  2. » Financial Mgmt & Budget
  3. » Records Management
  4. » Official Records Retention Schedules

Tax Records

  • Annual Withholding Agent Voluntary Savings Plan Report
  • Cash Payer Notification Statement
  • Form W-2G: Raffle Reporting
  • IL-50I: Form IL-492-0053
  • ILL-94I: Form IL-492-0018
  • Ill-W-3: Form IL-492-0019
  • Iowa Form IA 1120 - Corporation Income Tax Return
  • Iowa Premium Tax Return
  • Iowa State Sales Tax Return
  • Motor Vehicle Fuel Tax Refund Claim
  • Multi-state quarterly unemployment tax returns
  • States other than Iowa or Illinois Annual Withholding Return
  • States other than Iowa or Illinois Employer Withholding Tax Payment
  • States other than Iowa or Illinois Employer's Quarterly Withholding Tax Return
  • Tax Form 1042
  • Tax Form 1042-S
  • Tax Form 1094-B: Transmittal of Health Care Information Returns
  • Tax Form 1094-C: Transmittal of Employer Provided Health Insurance Offer & Coverage
  • Tax Form 1095-B: Health Coverage
  • Tax Form 1095-C: Employer Provided Health Insurance Offer and Coverage
  • Tax Form 1098-E
  • Tax Form 1098-T
  • Tax Form 1099-B (2010 and later)
  • Tax Form 1099-INT (2010 and later)
  • Tax Form 1099-INT and 1099-B (pre year 2010)
  • Tax Form 1099-MISC
  • Tax Form 1120 - U.S. Corporation Income Tax Return
  • Tax Form 1120-PC
  • Tax Form 35-003 (Construction Contract Claim for Refund)
  • Tax Form 40 North Dakota Income Tax Return
  • Tax Form 4804
  • Tax Form 6559
  • Tax Form 720 - Quarterly Federal Excise Tax Return
  • Tax Form 8038-GC
  • Tax Form 8282 - Donee Information Return
  • Tax Form 8300

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UI Records Management Policy

Financial Management and Budget

Jessup Hall
5 W Jefferson St, Iowa City, IA 52242