Here are some guidelines about how long to keep tax records. Credit cards . ... Investments in securities are Not FDIC insured, Not Bank Guaranteed, and May Lose Value. Investing ...

・Brokerage, 401(k), IRA and other investment statements until you get your annual summary (keep longer for tax purposes if they show a gain or loss). ・Receipts for health care bills in case ...

Learn how long to keep tax records, from W-2s to property documents. This guide covers retention periods for various tax forms and financial records.

As we all emerge from tax season with file folders of tax-related papers piled here or there, it's natural to wonder how long to keep tax records, and how much we can throw away. You might be ...

Learn how long to keep tax records and the IRS guidelines for federal and state returns, including supporting documents. Understand the best practices for record retention.

Keep insurance policies and investment statements until new ones arrive. Keep for a year or more You'll want to hold onto loan documents until the loan is paid off.

Brokerage, 401(k), IRA and other investment statements until you get your annual summary (keep longer for tax purposes if they show a gain or loss). Receipts for health care bills in case you ...

Now that tax season is over, you can forget about taxes for a while! (Unless, of course, you got a filing extension.) But what should you do with all the forms, receipts, canceled checks and other ...

You'll also want to safely keep other documents for the right amount of timeBy Penelope WangMany Americans find the tax season stressful, but this year’s filing process could be worse than ever.A ...

Keep tax records for six years if: You could have underreported your income by 25%. If this is the case, the IRS can review your taxes from up to six years ago.

You can keep your records in any manner that works best for you, as long as it allows you to produce the material if the IRS asks. For most taxpayers nowadays, that means accessing records in ...