RRB Taxation Publications

STANDARDS - OPENNESS - ACCESSIBILITY - ACCOUNTABILITY

Tax Publications

Publications of Interest on the IRS Website

IRS Publication 915, Social Security and Equivalent Railroad Retirement Benefits
IRS Publication 575, Pension and Annuity Income

Other Areas of Interest on our Website

February 2004: Federal Income Tax and Railroad Retirement Benefits
Questions and answers describing the benefit information statements issued by the Railroad Retirement Board each January for Federal income tax purposes
Publications Index
Most publications are available at RRB field offices

Tax information and answers to tax questions are offered in various RRB publications The publications are listed below. In addition, we have listed Frequently Asked Tax Questions, links to pertinent IRS publications on the IRS website, and links to other subjects of interest on our website.

Viewing the following publications in PDF format requires Acrobat Reader

Form	Date	Title	PDF
TX-5	1-03	Federal Income Tax & Railroad Retirement Benefits	240 Kb, 16 pp.
TB-25	3-00	Tax Withholding and RR Retirement Payments (for use with Form RRB W-4P) Booklet includes W-4P W-4P Form only without the booklet	57Kb, 11 pp.
TB-85	1-97	Information About the Taxation of Railroad Retirement Annuities	64 Kb, 15 pp.
TL-1042S	1-02	Form RRB-1042S Tax Statement General Information	22 Kb, 2 pp.
TL-1099	1-02	Form RRB-1099 Tax Statement General Information	21 Kb, 2 pp.
TL-1099-R	1-02	Form RRB-1099-R Tax Statement General Information	20 Kb, 2 pp.
TL-1099-R 1991	1-02	Form RRB-1099-R 1991 Tax Statement General Information	22 Kb, 2 pp.
W-4P	7-99	Form Tax Withholding Election (Instructions)	7 Kb, 2 pp.

Frequently Asked Tax Questions Clicking on the question will take you to the pertinent part of a publication. However, we encourage you to read the entire publication for additional detail and further information.

Are railroad retirement taxes refundable?
Are my unemployment or sickness benefits taxable?
Are U.S. Federal income taxes withheld from railroad retirement annuities?
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 (benefit information statements) will I receive and when will I receive them?
What if I live in Canada, or anywhere other than the States?
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?
Is the lump sum I received taxable?
How is U.S. Federal income taxes applied to the railroad retirement annuities of nonresident aliens?

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