Four Corners Financial LLC
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WHEN CAN I THROW THIS AWAY?

18 Dec

Bank Deposit Slips – after you reconcile your statements
Bank Statements – keep for 1 yr or store w tax returns if used to prove deductions
Investment Stmts – save annual stmts until you sell the investment
1099s – keep with your tax records for 7 yrs
Life Ins Policies – Keep if policy is still in force
Social Security Stmts – shred old stmt when you receive new one
Tax Returns and related documents – shred after 7 years

Categories : News

Contact Four Corners Financial

Mary Sparks, Tax Accountant

Phone: 970-565-2066
Fax: 970-565-8332
fcfllc@mail.com

Four Corners Financial
1021 N Mildred Rd.  Suite C
Cortez, CO 81321

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