topic Re: TIAA-CREF 2022 in Retirement tax questions

TIAA-CREF 2022

jle40 — Tue, 24 Feb 2026 04:38:38 GMT

for 2022, I got summary tax pages for distribution codes 4 and 7. Can I enter the summary gross and taxable amounts for 4 and 7 codes or must I enter each of my 9+ individual contracts ?

Re: TIAA-CREF 2022

JohnB5677 — Mon, 17 Apr 2023 17:49:23 GMT

We'd love to help you complete your tax return but need more information. Can you please clarify your question?

What form are you trying to enter?
- 1099-R
- 1099-B
- Other

Re: TIAA-CREF 2022

jle40 — Mon, 17 Apr 2023 19:25:15 GMT

OK, I found my way back. Yes, 1099-R. I can't get through to IRS. I have 7 distribution code 7s on one document that has a total taxable amount (and gross) along with the 7 individual amounts. Can I use the total gross and total taxable for all 7 together instead of inserting each individually? all 1099-Rs.

I hope this explains it.

Re: TIAA-CREF 2022

DianeW777 — Mon, 17 Apr 2023 19:39:55 GMT

Yes, you can enter a summary if you choose to do that and if they are from the same payer. If not, it would be best to enter each one with the correct payer.

An alternative would be to enter them as one entry and then mail your tax return to include a copy of each one, as well as including each document that might have any federal withholding.

How do I print and mail my tax return?

Re: TIAA-CREF 2022

jle40 — Fri, 21 Apr 2023 11:39:22 GMT

I marked what I thought was the best answer but I keep getting emails asking me to mark the best answer.

I have done what was asked and am finished. Thanks to those who replied. I had no idea that one request would result in a dozen TurboTax emails, from the company, that is.