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jhrabosk
03-24-2008, 04:45 PM
I know the topic of home filing systems and what important documents to keep has been covered here before, but I wanted some opinions specifically on medical records.

I have STACKS of receipts and FSA reimbursement cover sheets and EOBs. I definitely keep them for the tax year in which they're applicable, but what about after that? I never am able to deduct anything, so it's not a "keep for tax purposes" item. What do you do with such things?

I was thinking about making a list of all the doctors' names and contact info with a description of what I saw them for and then shredding...

ShanaMama
03-24-2008, 09:52 PM
If you can't get a tax deduction for it, what reason would you have for saving the paperwork?

Kungjo
03-25-2008, 12:31 PM
I generally keep them for a year or two then shred them. For the ones that I can't get FSA reimbursement from, I shred at the end of the year unless I think that I need to go back to them for reference.