
Get Essential Document Locator Checklist
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- Click on the Get Form button to begin editing.
- Enable the Wizard mode in the upper toolbar to receive additional guidance.
- Complete each fillable field.
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- Insert the date into the document using the Date option.
- Click on the Sign button and create an electronic signature. You can use three options: typing, drawing, or uploading one.
- Double-check that each field has been filled out correctly.
- Click Done in the upper right corner to save and send or download the document.
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- Click the Get Form > you'll be promptly directed to our editor.
- Once opened, you can begin the editing process.
- Select checkmark or circle, line, arrow, and cross, among other options, to annotate your form.
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- Utilize the fillable fields option on the right to create fillable {fields.
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KEEP 3 TO 7 YEARS Knowing that, a good rule of thumb is to save any document that verifies information on your tax return—including Forms W-2 and 1099, bank and brokerage statements, tuition payments and charitable donation receipts—for three to seven years.
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