Finances, Taxes & Paperwork

Oh MY!
Are you old enough to remember when ‘they’ said computers would eliminate the need for paperwork?  Hum, it just hasn’t worked out that way, has it?  While we are all going as paperless as possible, papers are still a part of life and probably always will be. 

Credit
Building Better Credit, The Federal Information Center, Pueblo, CO
How To Dispute Credit Report Errors, The US Federal Trade Commission
The US Federal Trade Commission on itdenty theft:   https://www.consumer.ftc.gov/features/feature-0014-identity-theft
Protect Your Credit, by Linda Ely
Your Credit Score, Consumer Federation of America, Fair Isaac Corporation

Emergency Preparedness
Organizing Your Lifebook, by Cindi Meador Pirtle

File Helps
If you have trouble remembering or deciding where something is filed, or if you change things, using a cross reference card in the front of your file might help you.  It’s sorta A-Note-To-Self, of sorts; Cross Reference Card

Keep or Toss?
As much as we would like, we really cannot go completely paperless but, we can sure whittle them down.  If you are unsure of what you should keep and for how long; this guideline might help you.  Don’t let the length intimidate you; it’s a very thorough reference for home record keeping.  Records Retention Schedule, by Linda Ely

Medical Paperwork?
Next to tax prep, organizing medical paperwork is one of the most arduous kinds of home papers to understand, organize and manage.  The following form may help you keep track of how much you have paid to physicians/providers/medical institutions:
Medical Expense Form

Safe Deposit
Safe Deposit Contents, by Linda Ely

Tax Prep
Donation record keeping
Getting Maximum Donation Value For Taxes, by Linda Ely
ItsDeductible, Fail-proof tax donation resource
IRS Publication 526
IRS Publication 561