Get your questions answered, find forms, and learn how your investments are taxed.
If you are due a tax form related to your TIAA-CREF accounts, it will be sent to you according to the schedule below. (See "When will I receive my tax forms?") Default delivery method is U.S. Postal Service. If you sign up for eDelivery you will receive an email notice when your tax forms are ready to view online. (Note: To receive notices of forms due in January, be sure to sign up for eDelivery by the end of December.)
IRA Contribution Limits
Find out how much you can contribute to an IRA and which IRA options exist.
Tax Advantage (TDA) Calculator
See why contributing to a tax-deferred annuity can help you save more for retirement while reducing your taxable income.
Webinar: A Tax-Smart Way to Save for Retirement
Find out how to save money on taxes while you potentially build a bigger retirement nest egg in this ten-minute tutorial.
College Savings Planner
Calculate the future cost of college and how much you can save on taxes with a 529 Plan.
1The tax information contained above is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed herein. TIAA-CREF or its affiliates do not provide tax advice. Please consult your tax advisor.
Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. After-tax annuities and life insurance issued by TIAA-CREF Life Insurance Co., New York, NY. TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products.
When you sign up for eDelivery, you can be assured that you will receive statements and tax forms from TIAA-CREF in the quickest way possible. Plus, you'll have a secure, online archive of the forms you need for tax filing for up to seven years.
Want to change tax withholding from your TIAA-CREF payments? Elect your withholding preference online – it’s secure and paperless.