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Your email address will not be published.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

  • social security numbers, downside
    When Will Your Social Security Checks Arrive? (What Beneficiaries Should Know)
  • Things Seniors Should Always Get from Costco
    8 Kirkland Products That No Longer Feel Like a Costco Bargain
  • 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?

Related Articles

Claiming Social Security early number

Claiming Social Security Early: 8 Reasons Why You Should Do This

Sometimes, claiming Social Security early is not such a bad idea. Your retirement planning probably…

Read More →
money million

11 Ways Boomers Waste Money in Retirement

Now is finally the time to celebrate after all those years of carefully spending, saving,…

Read More →
Photo-realistic, senior-friendly scene that visually introduces the section titled 'First, Understand the Big Picture: What Really Makes a State "Tax-Friendly"?.

The 8 Most Tax-Friendly States for Retirees in 2025

One of the most exciting parts of planning for retirement is choosing where you’ll spend…

Read More →
401k Loan

401k Loans: Are They REALLY Worth It?

Have you been considering a 401k loan? Saving for retirement has never been easier through…

Read More →
Social Security changes coming in 2024

2026 Social Security Benefits Increase Brings Biggest Raises in 10 States

Understanding the 2026 Social Security COLA For millions of Americans, Social Security isn’t just a…

Read More →
Retirement Financial Planning Tip

10 Genius Retirement Financial Planning Tips You’ll Thank Us For

Your golden years don’t have to be difficult…Just follow these retirement financial planning tips! You’ve…

Read More →
Savings

10 Huge Mistakes That Will Drain Your Savings

Could These Spending Habits Be Ruining Your Future? We all know that saving money is…

Read More →
working in retirement, tax change

The ONLY Unexpected Tax Change Seniors Will Face in 2025

Experts say seniors will face a couple of tax changes in 2025! Let’s take a…

Read More →
social security numbers, downside

When Will Your Social Security Checks Arrive? (What Beneficiaries Should Know)

More than 71 million Americans rely on Social Security benefits each month, and for many…

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.