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Your email address will not be published.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

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 →
tax changes

Shocking New Tax Changes Coming Up This Year

Retired in USA presents: new tax changes coming up in 2024! The Internal Revenue Service…

Read More →
ss payment

Your $914 Social Security Payment Will Arrive This Late!

All Supplemental Security Income beneficiaries are bound to receive their monthly payment of $914 for…

Read More →
states, social security

10 States Where You Can Get the Most Social Security

We already know that Social Security is our country’s most important program when it comes…

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 →
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 →
Biden retire

8 Ways Biden Wants to Change Your Social Security

Well, even if Social Security has a big problem that’s worth $20 trillion, it seems…

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 →
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 →
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.