calculate-retention

Calculates Form I-9 retention and reverification dates and produces a review worksheet.

Filing No. CR-DRAFT Awaiting input
Sample scenarios · click to load
Blank record
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STEP 1 · YOUR RECORD

Employee record

Updates live as you type
01 · Employment record
First day of work for pay
02 · Separation and retention
Employment status Required
Last day of employment
How the retention date is counted

Keep the form for three years after the hire date or one year after employment ends, whichever is later. While the person is still employed, keep it for the whole employment period.

03 · Documents and reverification
Section 1 status Optional
Recording a status applies ruleset 2026.1 and evaluates reverification.
Only for noncitizens authorized to work
Record a Section 1 status first
Document type presented Optional
Document choices unlock after a Section 1 status is recorded.
Which documents set a reverification date

Only an Employment Authorization Document or a foreign passport with Form I-94 lets the document expiration set the reverification date. U.S. passports, Permanent Resident Cards, and List B + List C combinations do not. Receipts need a manual follow-up check.

Reviewer details for the worksheet

Enter a hire date to start

STEP 2 · YOUR REVIEW WORKSHEET Awaiting input

Awaiting input - complete Step 01 on the left to calculate

Planning worksheet · not the official Form I-9

I-9 Retention & Reverification Worksheet

Filing No.
CR-DRAFT
Data origin
Blank record
Employee
Not entered
Employer
Not entered
INCOMPLETE - NOT VALID

Awaiting input - complete Step 01 on the left to calculate

First blocker: Hire date is required

Reviewer sign-off

Pending: resolve open items first

Sign only after comparing this worksheet to the source records: the completed Form I-9, hire and separation records, and the documents examined.

Reviewer signature
Date signed

Conflicts & review checks

No conflicts reported for the entered dates.

Retention schedule

ItemResult
Hire date (first day of work for pay)Not entered
Separation dateNeeds employment status
Three years after hireNeeds a valid hire date
One year after separationNeeds a valid hire date
Retain Form I-9 throughNeeds a valid hire date
Retention basisNeeds a valid hire date

Reverification schedule

ItemResult
Section 1 statusNot recorded (retention only)
Document typeNot used in retention-only mode
ReverificationNot evaluated: no Section 1 status recorded
Reverify byNot evaluated
Triggered byNone

Select any result row to jump to the field it comes from.

Rule applied

Rule version
Base retention rule
Rule basis
Pending hire date
Effective
Not reported

Citations

  • Record a Section 1 status in Step 03 to apply ruleset 2026.1 with citations

Assumptions

  • Dates are calendar dates with no time zone; anniversaries on Feb 29 roll back to Feb 28.

Entered record

FieldEntered value

This is a planning worksheet, not legal advice and not the official Form I-9. Review the current USCIS Form I-9 instructions and the M-274 handbook, and get qualified advice for unusual cases such as receipts, automatic extensions, or rehires.

Prepared with calculate-retention

Questions or corrections: support@ironwoodsoft.com · 14-day refund by email. Operated by Ironwood Soft. Every feature of this calculator is free to use.

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