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Your email address will not be published.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

housing withdrawing money from your retirement account

5 Tips You Need to Know When Withdrawing Money from Your Retirement Account

Since you’ve become a part of the workforce, all that you heard was accumulate, accumulate,…

Read More →

Your Complete Retirement Income Plan: A Step-by-Step Guide for Seniors

Stepping into retirement is a wonderful milestone, one you’ve worked hard to reach. But it…

Read More →
passive income

10 Amazing Passive Income Ideas For Retirement

Interested In Some Passive Income? Did you know that one-third of baby boomers in America…

Read More →
veteran

How to Find The Perfect Side Gig as a Veteran

Being a veteran is not always easy, especially when it’s time for retirement and you…

Read More →
credit score

9 Credit Score Myths You Shouldn’t Believe Anymore

Considering the fact that credit card usage is here to stay, there is a ton…

Read More →
safe deposit box

10 Things That Belong in a Safe Deposit Box

As digital records and cloud storage are becoming more and more popular when it comes…

Read More →
A couple reviews financial documents at a table, with travel plans and creative hobby materials present.

The Ultimate Pre-Retirement Checklist: Everything to Do in the 5 Years Before You Retire

Retirement. For decades, it may have seemed like a distant dream. Now, it’s just around…

Read More →
side jobs for seniors

12 GOOD Side Jobs for Seniors Living in a Small Town

Did you know that one-fifth of senior Americans live on the rural side of the…

Read More →
health

Health Care Costs and the 6 Painful Effects on Retirees

Are you ready to plan your health care costs?

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.