FAQs
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Annual Tax Forms
Yes, tax forms can be viewed on the Statements and DocumentsOpens in a new window page. Filter by the Type "Tax reporting forms" to view your available tax forms.
Tax forms are also in the "Statements" section on your TIAA mobile app. Download today!
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Check our mailing schedule to see when we send tax forms for retirement, brokerage, TIAA Bank, home loan, trust and world markets.
Tax forms are sent at different times. See our tax form mailing schedule to see when tax statements will be available. Additionally, only certain transactions are eligible for a tax statement. If we're required to report a transaction you made to the IRS, you'll receive a tax form. Receipt of a form does not necessarily mean you owe taxes on a transaction.
Transaction Normal distribution or withdrawal |
Tax form? Yes |
Transaction Rollover to another retirement account |
Tax form? Yes |
Transaction Required minimum distribution |
Tax form? Yes |
Transaction Loan default |
Tax form? Yes |
Transaction Direct transfer (custodian to custodian) |
Tax form? No |
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Didn't get a tax form?
If you did not receive a tax form from TIAA and were expecting one, it may be that you had no transactions that need to be reported. For example, normal contributions and direct transfers from one plan custodian to another are not reportable events and do not result in a tax form.
You can review, download and print all current and prior-year tax documents on your Statements and Documents pageOpens in a new window. Use the filters to find documents by date or type.
Yes, you may obtain a duplicate tax form in one of the following ways:
- Go to Statements and DocumentsOpens in a new window to view and print your tax forms.
- Go to our mobile app and download the forms you need.
- Call 800-842-2252 and speak to a representative to have a tax form mailed to you. We're available weekdays from 8 a.m. to 10 p.m. ET.
Go to the Your Communication PreferenceOpens in a new window page to select your communication preference, including opting in/out for your tax forms.