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 |