TIAA
Report a TIAA product obtained through your spouse’s business, employment, or other income-generating activities in Part 5.
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#
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Description
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EIF
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Value
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Income Type
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Income Amount
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1
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TIAA Traditional
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N/A
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$50,001 - $100,000
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None (or less than $201)
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2
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CREF Stock
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Yes
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$1,001 - $15,000
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None (or less than $201)
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For Your Spouse
Part 5
The specific reporting requirements will depend on the type of TIAA product that your spouse holds.
For specific instructions on reporting the TIAA Traditional Annuity, click here.
For specific instructions on reporting CREF accounts and TIAA Real Estate, click here.
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