I may need to look back at my past volume. How long are brokers required to keep your trading records? 3 years? 5?
I know that Goldman keeps records going back 5, but I think they go back 7 or more for IRS purposes. However, volume records aren't IRS requirements (as far as I've ever heard). It does cost a bit to retrieve records. Sorry I can't be of more help... Don
For what it's worth, if you are audited by the IRS, they will request 3 years of records. However, if they suspect fraud, they will ask for up to 6 years.
As far as IRS is concerned: max 3 years unless there is a substantial understatement of income (25% or more), then max is 7 years If fraud is alleged, there is no time limit.