|
|
|
|
|
|
Benefit Information |
|
This page lists topics of interest for annuitants and railroad workers.
Some of the information is available in a specific News Release or
Form/Publication, in which case the link goes to that specific document.
|
|
Appeals
Medicare
Railroad Retirement Act Benefit
Information
Service and
Compensation
Taxation
- 2007 Excess Railroad
Retirement Taxes Worksheet
- Publications of Interest on the IRS
Website
- IRS Publication 915,
Social Security and Equivalent Railroad Retirement Benefits
This IRS
publication provides information concerning the taxability of the Social
Security Equivalent Benefit (SSEB) portion of tier 1 railroad retirement
benefits and special guaranty benefits shown on the Form RRB-1099 and Form
RRB-1042S tax statements. Workers' compensation offset and Medicare are
discussed. In addition, illustrations with explanations of items found on the
Form RRB-1099 and Form RRB-1042S tax statements are shown.
- IRS Publication 575,
Pension and Annuity Income
This IRS
publication provides information concerning the taxability of the Non Social
Security Equivalent Benefit (NSSEB) portion of tier 1, tier 2, vested dual
benefit, and supplemental annuity benefits shown on the Form RRB-1099-R tax
statement. Contributory amount paid (NSSEB and/or tier 2), employee
contributions and Medicare are discussed. In addition, an illustration with
explanations of items found on the Form RRB-1099-R tax statement is shown.
- IRS Publication 939,
General Rule for Pensions and Annuities
This IRS publication is used in conjunction
with IRS Publication 575 and provides information concerning the tax treatment
of the contributory amount paid and use (recovery) of the employee
contributions amount, and how to use the IRS actuarial tables to determine
taxable and nontaxable amounts of the contributory amount paid.
- Forms of Interest on the IRS Website
- Forms to Elect, Change or Revoke Tax Withholding on Railroad Retirement
Benefits
- IRS Form W-4V, Voluntary
Withholding Request
This form is used to request voluntary U.S. Federal income tax withholding on
the Social Security Equivalent Benefit (SSEB) portion of tier 1 railroad
retirement benefits. Mail the completed IRS form to the RRB at the address shown below
and write "IRS Form W-4V" on the front of the envelope.
- TXB-25, Tax Withholding and
Railroad Retirement Payments (for use with Form RRB W-4P)
This booklet provides information concerning U.S. Federal income tax
withholding on railroad retirement benefits and contains Form RRB W-4P,
Withholding Certificate for Railroad Retirement Payments. Form RRB W-4P is the
form used to request, change or revoke U.S. Federal income tax withholding on
the Non Social Security Equivalent Benefit (NSSEB) portion of tier 1, tier 2,
vested dual benefits, and supplemental annuity railroad retirement benefits.
Mail the completed Form RRB W-4P to the RRB at the address shown below and
write "Form RRB W-4P" on the front of the envelope.
- Federal Income Tax
and Railroad Retirement Benefits (January 2008)
Information in a questions and answers format released each January for
Federal income tax purposes.
- Frequently asked Tax Questions
- Sample of
Duplicate or Corrected Tax Statement Forms
- Sample of Original Tax
Statement Mailers
Unemployment and Sickness Benefits
|
|
Home
