Quote:
Originally Posted by keepsake
I know folks that believe in 'no paper'. Whenever they can't find documents from years ago, they have to pay the bank or outfit to do research for them. No thanks. I will file the paper so I have what I need when I need it in the future.
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Truist Bank maintains 7 years of checking account statements, and 2 years of credit card statements online. I store all tax returns from TurboTax in the cloud in a PDF format.