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All FAQs about tax forms

Use this schedule to find out when tax forms will be delivered.

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Yes. Visit your Statements & reports page from the My account menu to view and print your tax forms.

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That depends on the code. For a detailed explanation of the distribution codes, please refer to the back side of the printed form or visit the IRS website.

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There are 2 options:
1) Print and mail in your completed form(s) with your withholding form. See TIAAs tax-related forms.
2) Send in a signed and dated letter of instruction (LOI). Please provide your contract numbers and the dollar amount, or percentage, you want withheld from each payment.

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Yes. Voluntary elections can be made, and you can choose a flat dollar amount or a fixed percentage of the taxable portion of your payment.
 
There are 2 ways to submit your instructions:
1) Print and mail in your completed withholding form(s). See TIAAs tax-related forms.
2) Send in a signed and dated letter of instruction (LOI). Please provide your contract numbers and the dollar amount, or percentage, you want withheld from each payment.

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If we're required to report a transaction you made to the IRS, we'll send you a tax form. Receipt of a form does not necessarily mean you owe taxes on a transaction.1
Didn't get a tax form?
If you did not receive a tax form from TIAA and were expecting one, it may be that you had no transactions that need to be reported. For example, normal contributions and direct transfers from one plan custodian to another are not reportable events and do not result in a tax form.
 
1The tax information contained above is not intended to be used, and cannot be used by any taxpayer, for the pqurpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed herein. TIAA or its affiliates do not provide tax advice. Please consult your tax advisor.
 

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Yes, you may obtain a duplicate tax form in one of the following ways:

• Visit your Statements & reports page from the My account menu to view and print tax forms.
• Call 800-842-2252. We're here every weekday from 8 a.m. to 10 p.m. (ET) and Saturday from 9 a.m. to 6 p.m. (ET).

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You might have received more than one tax form if you had transactions that were:
1. Reportable with more than one subsidiary company of TIAA.
2. Reportable on forms that are processed at different times or have different distribution or income codes.
Here are three types of transactions that would trigger multiple tax forms:
• Withdrawals from a retirement account and brokerage or mutual fund account in the same year.
• Withdrawals from multiple retirement plan accounts (i.e. accumulations from different employers).
• Withdrawals from one plan that holds a combination of pre-tax and after-tax contributions.

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TIAA cannot provide tax advice. Please consult a tax advisor to discuss your withholding options and obligations.
 
Tip: Don't wait until the end of the year, just in case you haven't withheld enough taxes throughout the year.

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There are 3 options:
1) Update your withholding instructions online. Visit the Profile & settings page from the "My account" menu, and select tax withholding preferences to get started.
2) Print and mail in your completed withholding form(s). See TIAAs tax-related forms.
3) Send in a signed and dated letter of instruction (LOI). Please provide your contract numbers and the dollar amount, or percentage, you want withheld from each payment.
 
A tax election may be taken over the phone in the event that you are electing to “opt out” of tax withholding. Call us at 800-842-2252, weekdays, 8 a.m.-10 p.m. (ET) or Saturday, 9 a.m.-6 p.m. (ET).

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Form W-8BEN is used to certify your foreign status while a W-7 is used to request a taxpayer ID number from the IRS.
The W-8BEN form is required for non-U.S. citizens living outside of the U.S. when they request withholding at the treaty rate, if applicable.
A W-7 form is used to request a taxpayer Identification number from the IRS if you are unable to obtain a Social Security number. The W-7 form should be attached to your applicable 1040 tax return when filing with the IRS. You do not need to send it to TIAA.
Tax forms are complicated. If you have additional questions regarding your tax forms, please call us at 800-842-2252. We're here every weekday from 8 a.m. to 10 p.m. (ET) and Saturday from 9 a.m. to 6 p.m. (ET).

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