Frequently Asked Tax Questionss

RELATED LINKS
	Benefit Forms and Publications
	Benefit Information

Frequently Asked Tax Questions

. We recommend using the latest version.

. for tools and information that will help make PDF files accessible.

Most answers are provided by linking to a pertinent part of a publication on this website. We encourage you to read the entire publication for additional detail and further information.

Are railroad retirement annuity benefits taxable?
How is the railroad retirement annuity treated under the Federal income tax laws?
Are U.S. Federal income taxes withheld from railroad retirement annuities and what form(s) do I use to elect, change or revoke tax withholding?
Are my unemployment or sickness benefits taxable?
Are U.S. Federal income taxes withheld from unemployment and sickness benefits?
Are railroad retirement and railroad unemployment and sickness benefits subject to U.S. State income taxes ?
What type of tax statements will I receive and when will I receive them?
What items are reported on the RRB-1099 tax statement?
What items are reported on the RRB-1042S tax statement?
What items are reported on the RRB-1099-R tax statement?
What is the employee contribution amount shown on the RRB-1099R tax statement?
What if I receive social security benefits?
Is the lump sum that I received taxable?
How is the U.S. Federal income taxes applied to the railroad retirement annuities of nonresident aliens of the United States?
What if I live in Canada or Mexico, or anywhere other than the United States?


Privacy Policy	Policies & Links	Freedom of Information Act	No FEAR Act Data	Frequently Asked Questions	About Us

RECOVERY.GOV		U.S. Railroad Retirement Board
		844 North Rush Street
		Chicago Illinois, 60611-2092
		Telephone: (312) 751-4500 TTY: (312) 751-4701
		Contact an RRB office near you

Date posted:

02/09/2009

Date updated:

02/09/2009