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Annual Tax Forms

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

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

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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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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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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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Yes. Visit your Statements & reports page from the My account menu to view your form.
 
Even if you’ve selected electronic delivery of your tax reporting form, TIAA is required to send you a copy by mail.

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