@superman23
1) I save as a PDF, and then, actually print the "official" forms to put in my yearly tax file folder, along with the W-2 and 1099-xxx forms sent to my by the various Payer's/Brokers etc,
2) Then I do s second save...just to a PDF, the Tax return and ALL calculation worksheets. Generally I don't sue that one, but occasionally people start wondering, 5 or 10 years down the road, what they entered in the softwar for some incoem item.....and having the worksheets helps to seee waht they entered. That far away, you'd be on a ne computer and may not be able to load the software to see those forms anymore without the PDF copy.
3) Then I copy those files to a rotating USB flash drive, that I put in my Bank safe deposit box. The USB Flash drive (even if just in your file drawer) is critical to keep every year....without fail...because computer disk drives & SSD's do fail. We get quite a few folks begging to somehow get copies every year when it's too late, and they had never backed them up off-computer.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
