Record Keeping

Please don't consider this an exhaustive list, and independently verify everything as rules continually change. If you know of changes or additions, please e-mail them. And, when in doubt, keep the paper.

One resource for information about record keeping is IRS Publication 552, Recordkeeping for Individuals.

Protect your identity by shredding any records that you discard. But first be sure to read through the IRS information referenced earlier to make sure you do not dispose of something you need to keep. Again, when in doubt, keep the paper.

And it may be wise to store the items you keep along with other important documents, including your birth certificate, Social Security card, deeds, titles, insurance policies, contracts, wills, and important medical records, in a safe-deposit box or an in-home fireproof box. You might also scan the documents so that you have electronic copies.

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