- Keep Forever
- Legal Records
- Income Tax Returns
- Income Tax Payment Checks
- Investment Trade Confirmations
- Retirement and Pension Records
- Year End Mutual Fund and IRA Contribution Statements
|
- Keep For 6 Years
- Medical Bills
- Property Records
- Other Tax-Related Bills
- Wage Garnishments
- Supporting Documents For Tax Returns
|
- Special Circumstances
- Mortgages/Deeds/Leases (Keep 6 Years Beyond The Agreement)
- Pay Stubs (Keep Until Reconciled With Your W-2)
- Property Records/Improvement Receipts (Keep Until Property Sold)
- Depreciation Schedules and Other Capital Asset Records (Keep for 3 Years After The Tax Life of The Asset)
|
|