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Frequently asked questions

Annual Tax Forms

Yes, tax forms can be viewed on the Statements and Documents page. Filter by the Type "Tax reporting forms" to view your available tax forms.
 
Tax forms are also in the “Statements” section on your TIAA mobile app. Download today!
 

Review our tax form mailing schedule to see when forms are being sent for Retirement, Brokerage and Bank accounts.
Tax forms are sent at different times. See our tax form mailing schedule to see when tax statements will be available. Additionally, only certain transactions are eligible for a tax statement. If we're required to report a transaction you made to the IRS, you'll receive a tax form. Receipt of a form does not necessarily mean you owe taxes on a transaction.
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.
Prior year tax forms can be viewed on the Statements and Documents page. Filter by the Type "Tax reporting forms" to see your available tax forms.
Yes, you may obtain a duplicate tax form in one of the following ways:
  • Go to our mobile app and download the forms you need.
  • Go to Statements and Documents to view and print your tax forms.
  • Call 800-842-2252 and select "Tax Forms" from the main menu.  You will then hear options to get your statements via eDelivery or via US Mail.
  • Call 800-842-2252 and speak to a representative.  We're here every weekday from 8 a.m. to 10 p.m. (ET).

Go to the Your Communication Preference page to select your communication preference, including opting in/out for your tax forms.