Set it up once.
Connect the places your documents already land. From then on they arrive filed and understood, every date with what to do.
Everything in Family for your first 14 days, then free forever for your first 100 documents. No card to enter.
Taxes
Keep a 1099-R for 7 years.
The IRS can look back three years as a rule, six when income was understated, and longer when a return was never filed. Seven years covers every ordinary case.
What it is
1099-R is a form under Taxes. One arrives for each tax year, so a missing year shows up as a gap. It is due to arrive by January 31 each year.
What Thaw takes off the page
Issued by · For · Tax year · Payer · Gross distribution
Every value is copyable and correctable, and a correction is never overwritten. Numbers that identify you (account and policy numbers, VINs) stay sealed and are blanked from search.
When to shred
7 years. after its date. When the batch is past that, the Checkup lists it as safe to shred, and nothing is deleted until you say so.
Emaila rule you set once3 this week
Google Drivethe Family folder, watched2 this week
Scannersends straight to Thaw1 this week
Phonethe camera, for what only exists on paper
This week: 6 arrived, 6 filed, none touched by hand.