What documents should you save for tax time?

These are some of the most common specific records you should keep and should request if you can’t locate them or never received them:

• W-2 and 1099 forms
• Bank statements
• Brokerage and mutual fund statements
• Form K-1 (for partnerships)
• Sales slips
• Invoices
• Credit card receipts
• Canceled checks or other proof of payment
• Home purchase and sales agreements, closing statements, and insurance records