Frequently Asked Tax Questions
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?