Personal Taxes
Personal Documents To Keep For One Year
Personal Documents To Keep For Three Years
Personal Documents To Keep For Six Years
Personal Documents To Keep Forever
- While it is important to keep year-end mutual fund and IRA contribution statements forever, you don't have to save monthly or quarterly statements once the year-end statement has arrived.
Personal Documents To Keep For Three Years
- Credit Card Statements
- Medical Bills (in case of insurance disputes)
- Utility Records
- Expired Insurance Policies
Personal Documents To Keep For Six Years
- Supporting Documents For Tax Returns
- Accident Reports and Claims
- Medical Bills (if tax-related)
- Property Records/Improvement Receipts
- Sales Receipts
- Wage Garnishments
- Other Tax-Related Bills
Personal Documents To Keep Forever
- CPA Audit Reports
- Legal Records
- Important Correspondence
- Income Tax Returns
- Income Tax Payment Checks
- Investment Trade Confirmations
- Retirement and Pension Records