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Explore our Tax Center
Everything you need to know – and more – is easily accessible. We’ve done the heavy lifting to help make this year’s tax season as seamless as possible.
Visit our Tax Center today to find information on the following items and much more:
- View and print your current and previous tax return forms
- Understand the tax impacts of CARES Act withdrawals
- Learn about withholdings and browse tax-related frequently asked questions (FAQs)
- Chat with a virtual agent
As a reminder, the tax deadline is April 15, 2021.
Check out the latest and greatest mobile updates on our mobile page
View and make loan repayments from the palm of your hand using TIAA’s mobile app. You can fund your IRA, manage your contributions or choose a view that works for you on the go and so much more.
You can now view your retirement loan balance and make one-time loan payments live on the TIAA mobile app. If you should ever miss a loan payment, the app will notify you so you can avoid defaulting on your loan.
TIAA offers numerous investment resources to help explain our annuity, mutual fund and real estate products. Take a look at our newly created Investment Profile pages, which show important performance, risk and ratings information to consider when choosing investments. You can also find a library of definitions and educational content.
We’re in this togetherThe Coronavirus Aid, Relief, and Economic Security (CARES) Act aims to help you navigate this period of uncertainty. You can learn more about the CARES Act and what it means for you.2020 RMDs are canceledThere are no required minimum distributions from retirement accounts in 2020. Find out what this could mean for you.Coronavirus-related loans & withdrawalsThe CARES Act removes penalties for retirement withdrawals and increases the limits on loans.1-year loan repayment suspensionsIf you’re repaying a retirement loan, you can apply for a one-year suspension on repayments with no penalty.
Use biometrics to log inWe made it easier to enable Face ID or your fingerprint to securely log into your TIAA mobile app.
Get your TIAA tax forms on TurboTax®You can now access most TIAA tax forms in TurboTax®, including retirement 1099s, brokerage forms, trusts forms and mutual fund account forms.You can pull these forms directly into your tax returns.
Take advantage of TIAA's digital tools
- Make sure you’re signed up for eDelivery to avoid sending and receiving paper mail
- Look for TIAA’s automated assistant while you’re making changes online
- Enable Amazon Alexa’s “TIAA” skill for balance updates and more
- Download TIAA’s mobile up to easily share files, get your account balance and much more: Download from the App Store or the Google Play Store
We launched the new beneficiary homepageThis page is designed for those who have inherited TIAA accounts. It’s the fourth in a series of start pages that aim to provide more relevant information for our customers.
How the SECURE Act could impact your retirement moneyFind out about the Setting Every Community Up for Retirement Enhancement (SECURE) Act aims to help you save and get more income for life when you retire.
Easy 1-click eDelivery settingsWe’ve made going paperless easy with just one click. Set everything to eDelivery or select how you want to received your important information. Go to your personal profile’s communication preferences page to change your settings.
Get SMS alerts about potential fraud or suspicious activityYour security is important to us, and we will notify you if we detect potentially suspicious activity. Go to your personal profile’s communication preferences to sign up to for text message alerts.
Easier online enrollmentThe new online experience features the “choose for me” path, making it simpler and faster to enroll in employer-sponsored plans.
Customizing your start pageNew and personalized start pages feature the information that matters most.New enrolleeFeatures guidance to help new customers get the most from their TIAA account.DefaultYou can always switch back to your standard start page.Nearing retirementFeatures retirement savings, projected income and other info as you approach your target retirement age.In retirementFeatures TIAA income, required minimum distributions and more for those already retired.See if one of these customized start pages is available for you. You can always change it back later.