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Your email address will not be published.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 *

Search

Latest Posts

  • A senior couple smiling while looking at a tablet on a sunlit porch. 9 States That Still Tax Social Security - and One Dropping the Tax in 2026
  • A happy senior couple carrying shopping bags into a sunlit, modern home during springtime. 5 Target Items Smart Seniors Should Stock Up On for Spring
  • A retired couple walking happily on a beach at sunset, representing financial security. 8 Social Security Terms Every Retiree Must Understand
  • A happy retired couple looking at a tablet in a bright, modern kitchen. How to Get the Biggest Possible Social Security Check - and Why Most Don't
  • A retired couple calmly reviewing financial information on a tablet in a bright, modern kitchen. 6 Products That Will Cost You More in 2026
  • A mature couple reviewing their retirement plan on a tablet in a bright, modern kitchen. These Common 401(k) Errors Could Cost You Millions
  • A senior couple looking at a tablet in a bright kitchen with a focused expression. HSAs Sound Great - Until You See These 3 Hidden Costs
  • An elegant retired couple enjoying a sunset from a luxury cruise ship balcony. Top 5 Cruises Retirees Are Booking for 2026
  • A retired couple reviews their 2026 financial plan on a tablet in a bright, modern home office. Medicare Costs in 2026: How Much You'll Pay for Coverage
  • A confident retiree working on a tablet in a bright, modern home office during the morning. Best Jobs for Retirees in 2026

Newsletter

Get retirement tips and senior living advice delivered to your inbox.

Related Articles

A confident retiree working on a tablet in a bright, modern home office during the morning.

Best Jobs for Retirees in 2026

Explore the best flexible and high-paying jobs for retirees in 2026. Get current data on…

Read More →
tax-free retirement income

How to Enjoy Tax-Free Retirement Income with These 6 Proven Methods

It is easy to understand why someone would want more tax-free retirement income. Everyone wants…

Read More →
social security changes

5 Social Security Changes Coming In 2026

Will these Social Security changes impact you in 2026? As you already know, this pattern…

Read More →
A retired couple walking happily on a beach at sunset, representing financial security.

8 Social Security Terms Every Retiree Must Understand

Confused by Social Security jargon? Master these 8 essential terms—including FRA, COLA, and Provisional Income—to…

Read More →
spousal

How Can You Increase Social Security with Spousal Benefits?

If you are currently married or were at one point, then you might still be…

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 →
save money on healthcare

Could You Qualify For the New $25,000 Health Care Tax Deduction Coming in 2026?

As health care costs continue to strain household budgets across the United States, Sen. Josh…

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 →
part-time gig

10 Great Part-Time Gigs For Retirees (Available Now!)

Are You Looking For A Part-Time Gig? Your retirement should be the time when you…

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

© 2026 Retired in USA. All rights reserved.