Which Tax Documents Should I Save, Which Should I Shred?

You’ll need supporting documents in case you’re audited, but you don’t need to save them forever.

With some changes coming in this 2022 tax season, how will you know what to keep versus what to shred? This Kiplinger article can help to alleviate those worries as they discuss what documents you need to keep for this tax season as well as how long you should keep those important documents in the long term.

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Source Article: https://www.kiplinger.com/taxes/tax-planning/604270/what-to-save-and-what-to-shred

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.  This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Gregory Ricks & Associates is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 1242289 – 3/22