How long do I need to keep my
returns should be kept indefinitely, all back up documents a minimum of 3 years
and a maximum of 7 years.
What do I need
to bring to my tax appointment?
copies of W-2's, Form 1095, 1099's and any other documents that state important tax
information. If filing a Schedule-C or Schedule-F, all documentation of income
and expense pertaining to that business.
Are my medical expenses
expenses paid for doctors, dental, classes, medications and medical supplies, also
medical miles and long term insurance premiums. All of these items must exceed
10% of your form 1040 line 37.