Document Dilemma – How Long Do You Keep Those Papers?

Good to remember!

Mercer Island Pulse

This blog post was originally published by Jennifer back in 2010. It’s a popular post as tax time is wrapping. Since April 15th is Tuesday(!), take a moment to read up on how long to keep documents. There may be quite few documents you can dispose of (ppssstt…. we are hosting our annual FREE recycle and paper shredding event June 14th . Bring those docs over to our office that Saturday to securely shred those papers!).

Ahhhh…the end of tax time. Now that you’ve filed another year’s return, it’s time to sort through that stack of old paperwork and shred what you can. Here are some quick tips on what you should keep and for how long…

Tax Returns: 7 years. This includes but is not limited to W-2 and 1099 forms, mortgage interest statements, property tax records, brokerage statements, and canceled checks or receipts for all deductions.

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