Some documents can go after a month; others should stay with you forever
You have changed your clocks, filed your taxes and March Madness has begun, which means that spring is upon us. The season could prompt a cleanup of the house, preparing the garden, or putting away the heavy parkas.For me, this time of year is an opportunity to clean out the physical and electronic financial clutter in life, and to attend to some important to-dos. I have written these columns over the years because these evergreen ideas never get old.
Therefore, keep your returns and all supporting documents for six years, just to be safe. If you work with a tax preparer, ask whether they will maintain electronic copies of all returns filed. Everything before that should be shredded— and no cheating on this because scammers would love your valuable personal confidential information.You can usually access statements for the past year electronically, but it may be helpful to highlight any purchase and sales confirmations for tax purposes.
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