If you're looking for brokerage tax forms, view this schedule instead.
Schedule of IRS tax forms
Find out when you can expect tax forms from TIAA.
|IRS FORM||SENT BY||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||Bank customer who earned more than $10 in interest, individuals who received delayed-payment interest and beneficiaries who received delayed claim interest|
|1099-Q||January 31||Individuals who received payments/distributions from a Coverdell Education Savings Account|
|1099-R||January 31||Individuals who received retirement distributions or completed a rollover|
|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|
|480.7C||February 28||Residents of Puerto Rico who received distributions|
|5498 ESA||April 30||Individuals who contributed or completed a rollover to a Coverdell Education Savings Account|
|1042-S||March 15||Individuals who received payments and are either a foreign citizen who resides in a foreign country, or a foreign citizen who resides in the U.S. and hasn't certified U.S. residency|
|NR-4||March 31||Individuals who converted Canadian currency contracts to U.S. currency contracts|