Important documents include:

  • The purchase agreement and any amendments or riders. You will want to keep these at least until the following tax season.
  • Any receipts of home improvements. As long as the improvements were made while you still lived in the house, you can use these come tax time.
  • Other documents from the selling process. It may be beneficial to keep your seller’s disclosure and other paperwork you filled out during the marketing and sale of your home.
  • Change of Address Notice. File your change of address with the Postal Service. You can complete this information up to 30 days prior to moving, and you’ll need to do this to receive any forwarded mail. 

Learn more about the Selling Process here.

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Doris Mosley-Johnson

Licensed In IA, IL
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Burlington Office

403 S. Gear Avenue, Suite 105
West Burlington, IA 52655