Schedule of IRS tax forms
Find out when tax forms will be mailed, available online and accessible from TIAA’s mobile app.
If you're looking for brokerage tax forms, view this schedule instead.
| IRS FORM | AVAILABLE | WHO GETS ONE? |
|---|---|---|
| 1099-B | January 31 | Individuals who received proceeds from fund share redemptions or exchanges |
| 1099-DIV | January 31* | Individuals who received dividends (including capital gain distributions and exempt-interest dividends) or any other distribution |
| 1099-INT | January 31 | Individuals who received accumulated interest payments of $10 or more for a given tax ID that was due to earned bank account interest or deferred interest on a death claim payout (DCI); or received $600 or more due to delayed payment (DPI) |
| 1099-Q | January 31 | Individuals who received payments/distributions from a Coverdell Education Savings Account |
| 1099-R | January 31 | Individuals who received retirement distributions, completed a rollover from their retirement accounts, received life insurance distributions with a taxable gain, completed a 1035 exchange or if the distribution incurred tax withholding or the taxable amount was not determined |
| W-2 | January 31 | Individuals who received retirement distributions |
| 5498 Investment Solutions IRA | January 31 | Individuals who owned, contributed, converted, rolled over, or recharacterized an IRA |
| 1099-MISC | January 31 | Individuals who received a payment outside of the contract, or beneficiaries who received payments derived from a 457(b) private contract |
| 480.7C | February 28 | Residents of Puerto Rico who received distributions |
| 1099-LTC | February 28 | Individuals who received an accelerated death benefit or maturity payout |
| 1042-S | March 15 | Individuals who received payments and are either a foreign citizen who resides in a foreign country, a foreign citizen who resides in the U.S. and hasn't certified U.S. residency, or has not been determined to be a U.S. citizen |
| NR-4 | March 31 | Individuals who converted Canadian currency contracts to U.S. currency contracts |
| 5498 ESA | April 30 | Individuals who contributed or completed a rollover to a Coverdell Education Savings Account |
| 5498 | May 31 | Individuals who made contributions to their IRA |