TIAA




Report a TIAA product obtained through your business, employment, or other income-generating activities in Part 2.  In addition, if you hold this product through a retirement plan, report your participation in the plan in Part 3 (see Part 3 of this guide for details).

#

Description

EIF

Value

Income Type

Income Amount

1

TIAA Traditional

N/A

$50,001 - $100,000

 

None (or less than $201)

2

CREF Stock

Yes

$1,001 - $15,000

 

None (or less than $201)

For You

Part 2

The specific reporting requirements will depend on the type of TIAA product that you hold.

For specific instructions on reporting the TIAA Traditional Annuity, click here.

For specific instructions on reporting CREF accounts and TIAA Real Estate, click here.