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 schedule

See all tax forms

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

How do I see withholding information?

Review, change or access general withholding information.
See 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.
View the guide
Forms

Must-have documents

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

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.
 
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.

Yes, depending on the type of tax form we currently support TurboTax, H&R Block and Quicken.  Tax information can be downloaded directly within the tax software.

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).

Trust tax forms can be found under your Trust account documents page . 
 
1099R’s for IRA distributions received in the first quarter will not be available online. If you require a duplicate copy of your 2019 1099R, please contact your Trust Administrator.

For Trust clients, if you received any distribution for your IRA in 2019, you may be receiving two 1099R forms.  If the distribution occurred in the first quarter of 2019, your paper 1099R will be mailed to you from SEI Private Trust Company. If the distribution occurred in the second, third, and/or fourth quarter of 2019, your 1099R will be mailed to you from TIAA Administrative Services LLC, on behalf of TIAA Trust, a division of TIAA, FSB. IRA distributions, for the second, third and fourth quarters of 2019 can also be found under your Trust account documents page . 
 
1099R’s for IRA distributions received in the first quarter will not be available online. If you require a duplicate copy of your 2019 1099R, please contact your Trust Administrator.

Yes, tax forms can be viewed and downloaded from the “Statements” section on your TIAA mobile app.

If you do not have the latest version, download today!
 

Most provisions of the SECURE Act took effect January 1, 2020. Get more information here.

The primary changes that affect retirement plans are:
 
  • A later “begin date” for taking required minimum distributions (RMDs), now age 72 for individuals that did not turn 70 ½ on or before December 31, 2019
    This applies to both your pretax retirement plan accounts and IRAs. The prior age was 70½. If you are 70½ or older by December 31, 2019, the old rules will still apply. The new rules will apply only to those who turn 70½ starting January 1, 2020.
  • Penalty-free withdrawals for births or adoptions
    This applies to both retirement plans and IRAs. The withdrawals are exempt from the usual 10% tax penalty, and the money can also be repaid to the plan.
  • A requirement to show you how your retirement account balance would translate into guaranteed monthly income TIAA statements already do this, but may be modified to follow a model disclosure developed by the Secretary of Labor.
Additional rules that may apply to you
 
  • The 70 ½ age limit for contributing to traditional IRAs is eliminated.
  • Beneficiaries who inherit a retirement account, generally must take their RMDs within 10 years unless the beneficiary is an eligible designated beneficiary.
  • If you are a graduate or postdoctoral student, you may include stipends or nontuition fellowship payments as “earned income” in order to qualify for IRA contributions.
  • If you are a long-term, part-time employee, you will be able to join your employer’s retirement plan.
Get more information here.

No, the Secure Act will not impact your 2019 tax filing.
Stay tuned for more information about if and how the new legislation may impact future tax filings.

Get more information here.