Card transaction receipts or ATM slips – Keep until your monthly statements are generated, and you can verify transactions against the statements.Health plan statements – Retain until your provider settles the bills.Documents for federal or state tax filings, including W-2 forms – Keep for 3 to 7 years after filing tax returns.Sale or purchase records of stocks, bonds, mutual funds – Retain as long as you own the funds, or for as long as required for IRS reporting purposes.Store Receipts of non-warranted items – Save until a valid return or exchange is possible.Warranties and receipts for equipment, appliances and other high-value items – Save the receipts for as long as you own the items.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |