individual financial records

Individual Tax Records Retention Guidelines

Individual Tax Records Retention Guidelines

What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none. You need to hold on to all of your 2017 tax records for now. But it’s the perfect time to go through old tax records and see what you can discard. The

Sonya Foster2021-04-12T14:56:46-06:00April 24th, 2018|

Spring Clean Your Individual Financial Records

Spring Clean Your Individual Financial Records

In general, you must keep records that support items shown on your individual tax return until the statute of limitations runs out — generally, three years from the due date of the return or the date you filed, whichever is later. That means that now you can generally throw out

Sonya Foster2021-04-12T14:58:01-06:00July 11th, 2017|