Your golden years are your best years! Make them shine!

  • Home
  • Personal Finance
  • Retirement Life
  • Saving & Spending

5 Tax Records Seniors Should NEVER Throw Out

May 5, 2023 · Personal Finance
tax
Photo by Steve Heap from Shutterstock

Ok, you filled out your taxes, and you are done with them for now. That’s great, but keep in mind one important thing: nothing in life is absolutely certain – yep, not even taxes, if you can believe that. And this is the reason why you should never throw out the paperwork you used during that process, such as your 1099s, W-2s, and many others.

We know that many times, once you’ve mailed your tax return or hit the send button on your electronic form, you are tempted to throw these papers away, but this is never a good idea. You never know when you’ll need them.

So, try to make a practice out of this and keep these papers safe. This will pay off later when you fill out your next tax return. Here is a list of all of the tax documents that you should store in a safe place.

Pages: 1 2 3 4 5 6 7

Share this article

Facebook Twitter Pinterest LinkedIn Email

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Recent Posts

  • medicare
    Medicare Costs Are Rising in 2026 — Here’s What to Expect
  • save money on healthcare
    Could You Qualify For the New $25,000 Health Care Tax Deduction Coming in 2026?
  • Medicare open enrollment
    Missed the Medicare Deadline? Your Options Aren’t Over Yet
  • stimulus check
    Trump Promises $2,000 Tariff Checks: Could You Qualify?
  • social security changes
    5 Social Security Changes Coming In 2026
  • SNAP
    7 Hidden Benefits of SNAP You’re Missing Out On

Related Articles

Social Security changes coming in 2024

6 Social Security Changes Coming Next Year

Are there any Social Security changes coming this year? Yes, there are, and we are…

Read More →
job

5 Important Retirement Changes to Know About in 2023

Planning for retirement is definitely one of the most critical financial tasks most Americans have…

Read More →
middle-class

6 Best and Worst States for Middle-Class Retirees

Can you guess the states that are suitable for middle-class retirees? Although the population of…

Read More →
social security numbers

6 Social Security Changes Coming Next Year

Our country’s most effective retirement program is Social Security. It lifted more than 22 million…

Read More →
is pension taxable income

“Is Pension Taxable Income” and Other Retirement Tax Questions From Retirees

As you transition into retirement, understanding how your income will be taxed is crucial for…

Read More →
A woman reviews financial documents and charts, showing various investment options.

How to Generate $1,000 a Month in Passive Income During Retirement

Welcome to your retirement. After decades of hard work, you’ve earned the right to relax…

Read More →

Yes, You Can Earn Extra Cash in Retirement With These 10 Gigs!

Do you want to earn extra cash for your retirement savings? Hey, who said you…

Read More →
Senior Housing, everyday bill

Watch Out: 8 Everyday Bills That Lead to Financial Strain

Did you know that some of your everyday bills are more likely to cause a…

Read More →
job

10 Great Part-Time Jobs For Retirees

Best Part-Time Jobs For Retirees A job with a good income and flexible hours after…

Read More →
Retired in USA

Your golden years are your best years! Make them shine!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Explore

  • Terms and Conditions
  • Privacy Policy
  • Do not sell my personal information
  • Subscribe
  • Unsubscribe
  • Contact
  • CA Privacy Policy
  • Request to Know
  • Request to Delete

Categories

  • Enjoying Retirement
  • Personal Finance
  • Saving & Spending

© 2025 Retired in USA. All rights reserved.