Testimonial 1:

Name: Sarah Johnson

Age: 38

City: New York City

I must admit, I had been dreading the whole process of sorting through my home records and figuring out how long to keep them. But then I stumbled upon this incredible website that gave me all the information I needed, and more! How long to keep sale of home records? This website had the answer, along with some handy tips and tricks. I couldn't believe how easy and straightforward it was to navigate through the site. Kudos to the team behind this brilliant resource!

Testimonial 2:

Name: Michael Anderson

Age: 45

City: Los Angeles

I was completely clueless about how long to keep sale of home records until I came across this fantastic website. Not only did it provide me with the exact information I needed, but it also gave me peace of mind. The way the content was presented was so refreshing and engaging, I found myself thoroughly enjoying the process of learning about record-keeping. I never thought I would say this, but this website made the whole experience fun and exciting. I highly recommend it to anyone in need of guidance on this topic!

Testimonial 3:

Name: Emily Thompson

Age: 52

City

You should hold onto your Closing Disclosure, deed and promissory note as long as you have a mortgage loan. These documents tell you important information about your loan and property – you may want to refer to them later.

To be on the safe side, McBride says to keep all tax records for at least seven years. Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

3 TO 7 YEARS

KEEP 3 TO 7 YEARS

Knowing that, a good rule of thumb is to save any document that verifies information on your tax return—including Forms W-2 and 1099, bank and brokerage statements, tuition payments and charitable donation receipts—for three to seven years.

Although they're not necessarily financial documents, you should retain Social Security cards, ID cards, passports, shot records, birth and death certificates, marriage licenses, business licenses, and adoption papers indefinitely. Also, keep these financial documents: Records of paid mortgages and deeds.

Knowing that, a good rule of thumb is to save any document that verifies information on your tax return—including Forms W-2 and 1099, bank and brokerage statements, tuition payments and charitable donation receipts—for three to seven years.