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Dealing with mom's old tax returns

May 29th, 2021 at 05:48 pm

It being an uncharacteristically chilly and rainy Memorial Day weekend, I decided to tackle the unenviable and rather thankless task of shredding my mother's old tax returns.

I've just taken a break from shreding 1984-1986, which fills up one kitchen trash bag. In those days, they plastered your Social Security Number on every page of every document, and my mother being a meticulous recordkeeper, I have quite a few staples to remove before shredding all these pages.

Friends, if you want to mak it easy on your heirs, or whoever wraps up your estate after you're gone, please do them a favor and don't staple papers together. Paperclips are much easier.

I'm going to retain the last few years' of returns, "just in case."

While my mother was still alive, there was a time I helped her shred a few years' worth of old brokerage statements. That was just the tip of the iceberg, and I knew that either way (shred now or shred later), all these old documents would fall to me to deal with.

1 Responses to “Dealing with mom's old tax returns”

  1. LuckyRobin Says:
    1622403688

    I have a staple remover. Makes it go a lot faster. You can get a two pack or a three pack from the dollar store. Mom has been shredding old paperwork and a ton of it has staples. And my pharmacy uses staples to staple the bag, prescription paperwork and side effects together, so I feel like I am pulling staples all the time. Saves your fingernails a lot of grief.

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