Yesterday I posted a question on our Q&A site. It was a question from one of my clients whose home I sold five years ago. She is now ready to sell her current home and is asking...
How long to keep documents from that previous sale?
Checking the responses.. there was a ton of answers from over 4o members. The responses are ranging from specific amounts of time 3-10 years, to forever, to if in doubt throw them out, to do not keep them longer than necessary. And the most frequent answer...check with your accountant.
Others suggest scanning the documents and toss out the paper files.
One member Nina Hollander gives her clients a list of what to keep and for how long.
Thank you, Nina, for emailing the checklist you share with your clients and thank you for permission to share your list with others.
Here is Nina's list
The above HouseLogic infographic list is available to all CRS members.
Questions about selling a home?
Call Margaret Rome