Tax Day is April 15, 2020

Preparation can be taxing. We get it. Here are some tools and information to help!

When will my 2019 tax forms be mailed?

See the tax form schedule to learn more.

See all tax forms

Go to Statements to view and print current and prior year forms.

How do I see withholding information?

Review, change or access general withholding information.
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.
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.
Tax toolbox
guide

Did you know?

Use TIAA's guide to make sense of your options and obligations.
Forms

Must-have documents

Find and download forms for withholding taxes and federal or state reporting.
Articles

Tax resources

Explore our articles for tips, information, and expert advice. 
Coming soon

Did you know an IRA could reduce your taxes?

Contributions you make to an individual retirement account have tax benefits. If you're interested, we can tell you more about IRAs and how they can help you save.
 
Already have an IRA? Contribute now >
Questions

Frequently asked questions about taxes

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.
Review our tax form mailing schedule to see when forms are being sent for Retirement, Brokerage and Bank accounts.
Yes, tax information can be downloaded directly within the tax software. We currently support TurboTax, H&R Block and Quicken.
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) and Saturday from 9 a.m. to 6 p.m. (ET).

Go to the Your Communication Preference page to select your communication preference, including opting in/out for your tax forms.
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.
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.
You can contribute to an IRA for 2019 tax benefits until April 15th, 2020.
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 .
Yes it does. Your 1099-R reports only the total amounts taken. It does not break them down based on type of distribution (RMD, cash withdrawal, rollover to name a few).