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I keep my tax documents the same as I do other documents. I download all the forms from my financial institutions (W2, 1099, 1098, etc) in PDF format and store
by joshuaheard 7y ago
I keep my tax documents the same as I do other documents. I download all the forms from my financial institutions (W2, 1099, 1098, etc) in PDF format and store in a Tax folder in My Documents, with a subfolder for each year. I do all my worksheets in an Excel spreadsheet in the same folder. Paper documents I scan to PDF and store there and shred. Once I complete my return (freefilefillableforms.com), I print to PDF and store in the same folder.
The tax folders get backed up to a second hard drive on my machine, and then to Carbonite, with my other documents.