Tax Documents to Keep

FORMS   STATEMENTS   EXPENSES   CHARITABLE DONATIONS   INTEREST
K-1 BANK STATEMENTS NON-REIMBURSABLE WORK EXPENSES CASH AND NON CASH ITEMS MORTGAGE INTEREST
W-2 BROKERAGE STATEMENTS  HOMEOWNER EXPENSES STUDENT LOAN INTEREST
1099'S MUTUAL FUND STATEMENTS  CASUALTY OR THEFT LOSSES INVESTMENT INTEREST
1098'S RETIREMENT CONTRIBUTIONS  GAMBLING LOSSES
2439  CUSTODIAL FEES
2119  EDUCATION
(from sale of home)
 TAX PREP COSTS
STATE/LOCAL/FOREIGN TAXES