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Tax Statements now Available on TIAA Mobile App
New York, January 29, 2018 – TIAA, a leading financial services provider, today announced that, just in time for tax season, TIAA participants can now access their tax statements on their phone or tablet via TIAA’s top-rated mobile app.
“Offering tax statements through our mobile app is a timely and common-sense enhancement. It further allows our clients to easily access what they need when they need it to help manage their financial goals,” said TIAA’s Chief Digital Officer Scott Blandford.
Users can view available statements by tapping the statement availability card at the top of the app landing screen or by checking the profile tab. They can also filter statements by year and email statements to themselves or their tax professional on the statements screen.
This year's tax statement schedule is also on the app's home screen, and users will receive notifications as statements become available.
TIAA (TIAA.org) is a leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has $1 trillion in assets under management1 (as of 12/31/2017) and offers a wide range of financial products and services, including investing, banking, advice and education, and retirement services.
1 Based on assets under management across Nuveen Investments affiliates and TIAA investment management teams.
Tax and other laws are subject to change, either prospectively or retroactively. TIAA provides a range of brokerage and investment advisory services, but does not provide tax or legal advice. Consult a qualified tax advisor or attorney for specific tax or legal advice.