US EditionWhat tax documents can you safely shred? And which ones should you keep? - Peter Shannon & Co.
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What tax documents can you safely shred? And which ones should you keep? - Peter Shannon & Co.
Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital folders. But before reaching for the shredder or delete button, remember that some paperwork still has two important purposes: Protecting you if the IRS comes calling for an audit, and Helping you prove the tax basis of assets you’ll sell in the future. Keep the return itself — indefinitely Your filed tax returns are the corner…
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