NancyB76
New Member

No tax forms for TIAA-CREF retirement fund

I have a retirement fund with TIAA-CREF through my employer. I did not get a 1099 from TIAA-CREF. When I log in to the website and click on "Tax Reporting Forms," I get the message "There are no documents to view at this time."Does that mean my retirement is in some kind of tax-exempt or tax-deferred account? Does it mean the fund didn't earn enough interest to bother reporting? Does it matter that my Employer is a religious entity (the Episcopal Diocese)?  It doesn't say anywhere what specific type of retirement fund it is. I do know it's part Money Market and part Multi-Asset. I'm pretty dumb about anything tax-related, but it seems weird that I'm not reporting it, and I don't want to mess up my taxes. Thanks in advance for your insight!