![]() ![]() Reportable disability payments made from a retirement plan must be reported on Form 1099-R. Payments of reportable death benefits in accordance with final regulations published under section 6050Y must be reported on Form 1099-R. Federal income tax withholding from the pension portions of regular annuities and any supplemental annuities.File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.Īlso, report on Form 1099-R death benefits payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan. IRS Form W-4P, Witholding Certificate for Periodic Pension or Annuity Payments Federal income tax withholding from the Social Security Equivalent Benefit (SSEB) portion of tier I railroad retirement benefits. IRS Form W-4V, Voluntary Witholding Request The IRS, not the RRB, grants you the extension to file your U.S. You can file the form electronically with the IRS or mail it to the IRS address shown on the form. You must file this form with the IRS not the RRB by the due date shown on the form. Used to request a filing extension from the IRS. IRS Form 4868, Application for Automatic Extension of Time to File U.S. 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. IRS Publication 939, General Rule for Pensions and Annuities Workers' compensation offset and Medicare are discussed. Provides information concerning the taxability of the Social Security Equivalent Benefit (SSEB) portion of tier I railroad retirement benefits and special guaranty benefits shown on the Form RRB-1099 and Form RRB-1042S tax statements. IRS Publication 915, Social Security and Equivalent Railroad Retirement Benefits Contributory amount paid (NSSEB and/or tier II), employee contributions and Medicare are discussed. Provides information concerning the taxability of the Non Social Security Equivalent Benefit (NSSEB) portion of tier I, tier II, vested dual benefit, and supplemental annuity benefits shown on the Form RRB-1099-R tax statement. IRS Publication 575, Pension and Annuity Income IRS Publication 505, Tax Withholding and Estimated TaxĮxplains the two methods for the pay-as-you-go Federal income tax, withholding and estimated tax. Clicking on the links will open content posted to the IRS website. Note: The forms and publications listed below are IRS documents. Tax Forms and Publications on the IRS Website If you want to request a duplicate income tax statement now, go to the online request form. ![]() Request a Duplicate Income Tax Statement Now NOTE: The appropriate TXL letter ( TXL-1099, TXL-1042S, or TXL-1099-R) explaining the box items shown on the tax statement will be released with the duplicate or corrected tax statement. ![]() Tax Year: The tax year the tax statement represents will be printed. If you need a corrected tax statement for any tax year, you should contact your nearest RRB field office.ĭuplicate of Corrected: Both boxes will be checked to indicate a "duplicate of a corrected" RRA tax statement. The box labeled CORRECTED will be checked to indicate a "corrected" RRA tax statement. If you need a duplicate tax statement for any tax year, you should contact your nearest RRB field office or request one online using the RRB Online Services Request page. The box labeled DUPLICATE will be checked to indicate a "duplicate" Railroad Retirement Act (RRA) tax statement. Your statement will be mailed to the address we have on record. You will receive a general information letter with explanations of items in the statement. This statement details payments made to you for the requested tax year. The Duplicate Income Tax Statement is a copy of the tax statement issued by the RRB. About Your Duplicate Income Tax Statement ![]()
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