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BenefitsLink > Q&A Columns >

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

Answers are provided by Robert S. Kaufman

Finding the Date an Annuity Began

(Posted February 11, 2013)

Question 971: how do you figure the annuity starting date for a railroad retiree for income tax purposes?

Answer: IRS is looking for the date that your annuity began to accrue, not the date you received the first payment.

If you aren't sure of the date, call the Railroad Retirement Board. Their toll-free number is: (877) 772-5772.


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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