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A guide for families on how to organize home records, including information on what to keep for tax and legal purposes, and what to discard.
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How to fill out Keeping Home Records: What to Discard

01
Gather all home records including bills, statements, and receipts.
02
Identify records that are outdated or no longer needed, such as old utility bills or expired warranties.
03
Check for duplicates and discard additional copies.
04
Separately, discard sensitive documents (like bank statements) securely, ideally through shredding.
05
Ensure to keep essential documents such as property deeds and current tax records.

Who needs Keeping Home Records: What to Discard?

01
Homeowners wanting to declutter their personal records.
02
Individuals looking to maintain an organized home office.
03
Anyone aiming to safely dispose of sensitive information.
04
People transitioning to digital records and needing to discard paper versions.
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Generally, financial experts recommend keeping your documents for at least seven years after filing your return.
The IRS has a three-year audit window, but it's safer to go with seven just in case of additional inquiries. Bank Statements: Hold on to these for 1 year unless they're tied to tax filings. Medical Records and Health Insurance: Retain for around 5 years, especially if you've switched providers or had related claims.
Financial experts recommend keeping these records for seven years after your home sale, in consideration of the IRS's time frame for audits. The IRS has three years to audit your return if it suspects any good-faith errors on your part, and six years if it thinks you underreported your income by at least 25%.
You can throw away old mortgage statements, but proceed with caution, because in some cases you should keep old mortgage papers for a long time. For example: Keeping the promissory note, Closing Disclosure, deed of trust and proof of title insurance for the life of a loan is typically required.
Toss after a year (and after your taxes are filed): Cable, telephone, internet and other streaming service statements (unless you're deducting them for work or home office-related expenses) Brokerage statements. Credit card bills. Pay stubs.
What to Shred Old Tax forms (older than 8 years) Used airline tickets, luggage tags, and travel itineraries. Visas and Passports. Utility Bills. Documents with Social Security numbers or checking account numbers. ATM receipts; Bank statements. Canceled and voided checks; Cancelled bank passbooks.
Keep your mortgage documents and related home sale records for at least seven years after selling your home. This includes proof of mortgage payoff, the closing statement and receipts for capital improvements.

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Keeping Home Records involves organizing documents and information related to household management. Items to discard include expired documents, duplicates, and irrelevant paperwork that no longer holds value.
Anyone managing a home or household, such as homeowners, renters, and family members responsible for finances, should file Keeping Home Records. They should discard any documents that do not pertain to their current household situation.
To fill out Keeping Home Records, gather all pertinent documents and categorize them appropriately. Discard anything that is outdated, inaccurate, or no longer necessary, such as receipts older than three years or bank statements that exceed the retention period.
The purpose of Keeping Home Records is to maintain an organized system for important household information and transactions. Discard items that clutter this system, like irrelevant flyers, expired warranties, and records of past tenants if you are a current homeowner.
Keeping Home Records should include essential information like financial documents, maintenance records, and legal papers. Discard information that does not contribute to understanding your current situation, such as old utility bills or documents related to past ownership.
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