When: May, 20Th. From 10 am ~ Noon
Where: Signature Premier. 7 West Main St Smithtown, NY 11787
"In The Back Parking Lot"
What you can shred
- Tax information and returns
- Bank statements
- Investment statements
- Paycheck stubs ATM receipts
- Credit card statements
- Credit card receipts
- Household bills
- Warranties Insurance information
- Home financial information
Here is how long the IRS says you should keep certain records
- Keep records for 3 years if situations (4), (5), and (6) below do not apply to you.
- 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.
- Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return.
- Keep records indefinitely if you do not file a return.
- Keep records indefinitely if you file a fraudulent return.
- Keep employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later.
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