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
taxes
Photo by Jenn Miranda From Shutterstock

2. Copies of Returns

After you fill out your tax return, we advise you to make some copies of those returns. In order to do that, you will need to go to the official IRS website, download Form 4506, complete it, and sign it. After that, you need to mail it to the IRS. One thing that you should know is that as of 2022, the IRS charges $43 for each requested return.

Now, you might wonder, “What am I going to do with these returns?” Well, the IRS has a time frame within which they can audit returns. This period usually lasts three years after you’ve filled out your return. That means they can ask you to prove that you filled out that return. And how can you do that? In case you get a notice that says you’ve never filled it out, you will need that copy of the return that we were talking about.

If you filled out your returns online, there is not much to do. The IRS will be okay if you show them the email you received that accepts your returns for filing. But if you have mailed the returns, you will need a registered or certified receipt. Another thing that you can do is keep the slip that the private carrier gave you (for example, UPS or FedEx).

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Your email address will not be published.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

Mastering Financial Wellness: 4 Essential Tips for Improvement

Simplify your path to financial wellness by tracking goals on your smartphone and planner during…

Read More →
Senior Housing, everyday bill

Watch Out: 8 Everyday Bills That Lead to Financial Strain

A woman thoughtfully reviews a stack of bills with a calculator, carefully managing the impact…

Read More →
recession

9 Smart Ways to Recession-Proof Your Retirement

A confident senior man monitors market trends on his tablet, taking proactive steps to secure…

Read More →
tax-saving strategies

4 Tax-Saving Strategies for the 2025 Bracket Update

A mature man smiles while reviewing paperwork, discovering how these smart tax-saving strategies can help…

Read More →
safe deposit box

10 Things That Belong in a Safe Deposit Box

Birth, Marriage, Divorce, and Death Certificate Another important thing you should consider putting in a…

Read More →
retirement state

Overwhelmed by Retirement? 7 Ways to Overcome All Challenges

3. High healthcare costs Another thing that doesn’t come free in retirement is definitely health…

Read More →
Retirement Financial Planning Tip

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

A smiling woman enjoys a warm drink in her sunlit garden, reflecting the peace of…

Read More →
housing withdrawing money from your retirement account

The Housing Market Crash of 2025: Experts Verdict

Considering that interest rates are still quite high and the inventory is still quite low,…

Read More →
retirement income tax state, retirement distributions

7 States That Don’t Tax Your Pension, 401(k), Social Security, and More

There are also three other states with income taxes that give retirees a well-deserved break…

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.