Tax center

Reminder: The tax deadline is April 18, 2023

Tax form list & delivery schedule

Get transaction-specific tax form information and learn when they’ll be available.

Understand your withholdings

Manage tax withholdings and get details on forms, rules, and more.

Answers to common tax questions

You can view your tax statements online on the Statements and DocumentsOpens in a new window page.

On the TIAA mobile app, go to your Profile and select Statements to view your tax statements. If you don’t have the app, download it here:

 

 

  Apple App StoreOpens in a new window

 

 

  Google PlayOpens in a new window

Check the Tax form list & delivery schedule to see when tax forms for retirement, brokerage, TIAA Bank, home loans, trust and World Markets accounts will be available.

That depends on the type of transaction activity you had for the tax year. Check the Tax form list & delivery schedule to determine if you should expect a tax form.

For 2022, some tax forms have been consolidated for distributions from multiple contracts by distribution codes.  A summary page will be included with all consolidated forms.

If you haven’t received a tax form, it is likely due to at least one of the following reasons:

  • You had no distribution or rollover activity on your retirement account(s)
  • You had no contribution, distribution, or rollover activity on your IRA
  • You only moved assets between accounts of the same type (Ex. Traditional IRA to Traditional IRA)
  • Either your tax form is not available yet or you did not complete any tax reportable transactions last year. For details, view the Tax form list & delivery schedule

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

You can view and download prior year tax forms on the Statements and DocumentsOpens in a new window page.

The 2022 IRA contribution deadline is April 18, 2023.

Contributions submitted via Electronic Funds Transfer (EFT) must be accurately completed and received by midnight (ET) April 13, 2023 to be processed by the deadline.

Contributions submitted via mail must be postmarked no later than April 18, 2023.

To review your specific details, go to IRA contributionsOpens in a new window and select the Contributions tab or select CONTRIBUTE TO AN IRA if you’d like to make 2022 contributions.

For the very latest information, please check with your tax advisor or visit IRS.govOpens in new window.

Distribution codes can indicate the type of distribution as well as the taxability of the money that was issued. For a detailed explanation of the codes on your tax reporting form, refer to IRS.govOpens in new window.

Yes. Distributions related to your RMD are included with other funds identified under the same distribution code. Please refer to your RMD confirmation statement on the Statements and documentsOpens in a new window page to determine the exact amount of your distribution.

If you contributed to your IRA for 2022 or completed a rollover contribution, recharacterization, or conversion for 2022, you will receive a Form 5498 by May 31, 2023.

Note: A Form 5498 issued to report contributions will include Fair Market Value, but we will not issue a Form 5498 solely to report Fair Market Value. You may reference your fourth-quarter statement to review your December 31, 2022 end of year balance.

Yes, depending on the type of tax document. Tax information can be downloaded directly within TurboTaxOpens in a new window and Quicken.

Go to the Your Communication PreferenceOpens in a new window page to choose either email or mail delivery of your tax form communications.

Note: Updates made after 1/6/23 may not change your preference for 2023.

For TIAA Bank loans serviced by LoanCare
Visit TIAABank.myloancare.comOpens in a new window or call 844-436-0374 and speak to a representative about mortgage loan statements.

For loans no longer serviced by TIAA Bank
If your loan was transferred to another servicer, they will mail your tax documents in accordance with regulatory requirements. For more information, contact them directly.

TIAA mobile app

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Manage your retirement, bank and brokerage accounts with our free, simple and secure mobile app, for iPhone and Android. Download it now:

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