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How Long Should You Keep Tax Records? PDF Print E-mail

Many tax advisers say that you should keep tax records at least three years after filing. But some advisers have a more cautious view, and suggest that you should simply keep your records forever.

Why keep tax records for years and decades? The answer is that such records may be important when homes are sold or estates need to be settled. In particular, records showing big improvements, how long you've lived at a property, and purchase information can be especially valuable. For details, speak with your tax professional.

 
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 Ask Ernie!

Hello! I'm Ernie Egret , advertising manager, property evaluator, water tester and head fishing expert for Wateree Realty. Looking for a property? Tell me what your requirements are and I will keep an eye out for you!

Whether you are looking to buy or sell on Lake Wateree, we believe the best decision you can make is to contact us!  For our sellers, we advertise around the lake, in local publications, and of course on the internet. We always promote our listed properties to potential buyers and work with them to make the sale possible. For our buyers, we provide attentive, personalized service and are always available on your schedule!

Tips for Doing Your Propety Search

Find all the listings here!  For simple instructions on using our Wateree Site search and the Multiple Listing Search

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Moving Day Checklist

MovingWhether you're moving in or moving out, there's no doubt that moving itself can be a complex process. Below are 10 questions to ask before the big day arrives.

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Check Your Homeowner's Coverage

Whether your policy is paid through the escrow (trust) account maintained by your lender or paid directly by you, it's a good idea to review your coverage. Some central questions include:

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How Long Should You Keep Tax Records?

Many tax advisers say that you should keep tax records at least three years after filing. But some advisers have a more cautious view, and suggest that you should simply keep your records forever.

Read more...
 

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