Question: My wife and I are in the process of downsizing our home. We desire to dispose of our old paperwork which mostly consists of house bills, personal tax returns, and records from an old small ...

Your tax records and other important documents can be kept physically or electronically, as long as they're accessible to the IRS when needed. — Getty Images/ Lilly Roadstones You've probably heard ...

Is your garage or attic cluttered with boxes of old utility bills, bank statements or pay stubs from your college restaurant job? Many of us err on the side of keeping everything, just in case we have ...

Paper, paper and still more paper! When can these documents be destroyed? We get questions about tax backup documentation from clients often. To assist you, we provide some ideas to carefully consider ...

Electronic documents will be retained as if they were paper documents. Therefore, any electronic files, including records of donations made online, that fall into one of the document types on the ...

Question: I am a very recent widower and will soon be moving into an assisted living facility. I am trying to dispose of our old paperwork. Most of the paperwork consists of house bills, personal tax ...