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BenefitsLink > Q&A Columns >

Stop, Look & Listen: Railroad Retirement Benefits Q&A

Answers are provided by Robert S. Kaufman

Occupational Disability Annuitant Has Question About Taxes &Total & Permanent Disability

(Posted April 26, 2014)

Question 1129: Occupational disability, withholding taxes should I have more taxes withheld. After year of being on occupational disability, would I be considered permanent disability. At age of 62 and on occupational disability how would that affect my retirement,I'm considered permanently retired on a occupational am I disability.

Answer: You should an accountant or call the IRS with questiojn about how much withholding you need to meet your Federal income Tax obligation.

All Occupational Disability Annuities are reviewed to see if the annuitant meets the more sever requirements for a Period of Disability under the Social Security Act. Those that meet the requirements are then eligible for early Medicare after 29 months.


Important notice:

Answers are provided as general guidance on the subjects covered in the question and are not provided as legal advice to the questioner or to readers. Any legal issues should be reviewed by your legal counsel to apply the law to the particular facts of this and similar situations.

The law in this area changes frequently. Answers are believed to be correct as of the posting dates shown. The completeness or accuracy of a particular answer may be affected by changes in the law (statutes, regulations, rulings, court decisions, etc.) that occur after the date on which a particular Q&A is posted.


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