Tax forms and resources
If you've been impacted by disaster, visit the IRS disaster assistance site for tax filing and IRA contribution deadlines. Please consult with your tax advisor to see if you qualify.
Answers to common tax questions
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:
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.
Note: If you've been impacted by disaster, your contribution dates may be subject to change. Visit the IRS disaster assistance site for IRA contribution deadlines. Please consult with your tax advisor to see if you qualify.
To review your specific details, go to IRA contributions 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.gov.
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 documents 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.
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.