Storing Financial Records, Tax Document & Real Estate Records |
1. Carpet Cleaning 2. Flooring 3. General cleaning 4. Swedish and Scandinavian "Stuff" 5. Local "Arizona "Stuff" 6. Leather info 7. Mold 8. Storing Financial Records etc. 9. Items that need upkeep |
| Tax returns
Tax deduction receipts Cancelled checks, bank statements, other
Credit card numbers Credit card statements Contracts Household inventory (videotape home every two years) Insurance policies (including homeowner's) Loans & promissory notes Mortgage interest statements Mortgage records, settlement sheets,
Personal records; marriage, divorce, birth, military
Real estate deed Receipts for major purchases
Utility bills (non-business related)
Vehicle titles Warranties
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Current file
Dead storage Dead storage Current file
Current file & fire-proof box Current file Safe-deposit box & lawyer Current file & safe-deposit box Current file; policy #s in safe-dept box Current file Current file Current file &
Safe-deposit box
Safe-deposit box Current file
Current file
Safe-deposit box Current file
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3 years
6 years 6 years 6 years
Keep current Just long enough to verify purchases Until expiration Update yearly Until expiration; life insurance forever Until 6 years after paid off Keep current Until 6 years
Forever
Until property is sold As long as you own the item
One month
As long as you own the vehicle Until expiration |
| This is not tax advice. Please seek the advice of a professional tax
consultant. A current file is an easy-to-use file kept at home.
A dead-storage file can be a box kept in a closet or storage area. A safe-deposit box or a fire-proof box at home is used to keep important papers together. Shred anything bearing your name, address, or Social Security number.
This includes unwanted credit card applications.
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