Stocks and Bonds
Keep your trade tickets; it is wise to attach original buy ticket(s) to sell ticket(s).
Keep one folder for each fund. Most funds will have the entire year's activity on either a 1099 or year-end summary. Once this statement has arrived, you may not need to keep the monthly or quarterly statements.
Always keep track of basis. This includes escrow papers, any refinance papers and a detailed list of capital improvements.
File your escrow papers and refinance papers. A current tax return, properly prepared, will include depreciation worksheets that reflect basis.