 TITLE: How Long Should You Keep Bank Statements? CONTENT: How Long Do You Need to Keep Other Financial Documents?\n-------------------------------------------------------\nOther documents related to your bank, credit card and investment accounts abound. Here are a few types and how long to consider saving them:\n**Save until reconciled with your monthly\/quarterly statement**:\n*   ATM receipts\n*   Deposit and withdrawal slips\n*   Investment transaction records\n*   Credit and debit card receipts\n**Save for tax time and\/or until reconciled with annual tax reporting documents**:\n*   Monthly\/quarterly checking, savings, credit card and investment statements\n*   Mortgage statements\n**Download and\/or save paper copies with your tax returns**:\n*   1098 showing annual mortgage interest paid\n*   Schedule K-1 forms for income, payments and losses on investments\n*   1099-INT for interest paid to you\n*   Form 5498 for retirement account contributions and 1099-R for distributions\n**Keep copies in your files while active**:\n*   Contracts\n*   Stock certificates and records\n*   Disputed bills and supporting receipts, statements and communications END