Kittredge Tax & Accounting »
Our Resources
We’ve put together a variety of resources to aid your tax and accounting needs. Reach out to us for more information or assistance.

Links to Relevant Websites
- Internal Revenue Service
- Massachusetts Dept of Revenue
- Social Security Administration
- Quickbooks
- TaxAlmanac
- Tax and Business Strategies (New!)
Personal Tax Information
Personal Tax Organizer
Important Dates:
- February 1: Employers must furnish W-2 statements to employees; 1099 statements must be furnished by payers.
- March 1: Employers must send W-2 copies to the Social Security Administration (March 31 if filing electronically).
- April 15: Individual income tax returns for prior tax year due.
- April 15: Prior tax year annual gift tax returns are due.
- April 15: Deadline for IRA contributions for the prior tax year.
Record Retention for Individuals:
- Tax returns (uncomplicated) – 7 years.
- Tax returns (all others) – Permanent.
- W-2s – 7 years.
- 1099s – 7 years.
- Canceled checks supporting tax deductions – 7 years.
- Bank deposit slips – 7 years.
- Bank statements – 7 years.
- Charitable contribution documentation – 7 years.
- Receipts, diaries, logs pertaining to tax return – 7 years.
- Investment purchase and sales slips – Ownership period + 7 years.
- Dividend reinvestment records – Ownership period + 7 years.
- Year-end brokerage statements – Ownership period + 7 years.
- Mutual fund annual statements – Ownership period + 7 years.
- Investment property purchase – Ownership period + 7 years.
- Home purchase documents – Ownership period + 7 years.
- Home improvement receipts and canceled checks – Ownership period + 7 years.
- Retirement plan annual report – Permanent.
- IRA annual reports – Permanent.
- IRA nondeductible contributions Form 8606 – Permanent.
- Insurance policies – Life of policy + 3 years (check with an agent).
- Divorce documents – Permanent.
- Loans – Term of loan + 7 years.
- Estate planning documents – Permanent.
Recent Blog Posts
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Avoid steep fines for not filing 1099s
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