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11. Social Security and Equivalent Railroad Retirement Benefits/Beneficios del Seguro Social y Beneficios Equivalentes de la Jubilación para Empleados Ferroviarios

Form 1040-ES, Estimated Tax for Individuals
Use this package to figure and pay your estimated tax.

Form 1040-ES (NR), U.S. Estimated Tax for Nonresident Alien Individuals
If you are a nonresident alien, use this package to figure and pay your estimated tax.

Formulario 1040-ES(PR), Contribuciones Federales Estimadas del Trabajo por Cuenta Propia y sobre el Empleo de Empleados Domésticos—Puerto Rico
Los residentes de Puerto Rico deben de usar este formulario para hacer pagos estimados de la contribución federal sobre sus ganancias netas del trabajo por cuenta propia y sobre el empleo de empleados domésticos.

Form W-4V, Voluntary Withholding Request
Use this form to ask payers to withhold federal income tax from certain government payments.

Form RRB 1099 Tax Statement General Information
The Form RRB-1099 tax statement is issued by the U.S. Railroad Retirement Board (RRB) and represents payments made to you in the tax year indicated on the statement.

Request an SSA-1099/1042S for Tax Information
You can request a copy of your most recent SSA-1099 or SSA-1042S from the Social Security Administration.

Publication 505, Tax Withholding and Estimated Tax
This publication explains the two methods for the pay-as-you-go federal income tax, withholding and estimated tax.

Publication 575, Pension and Annuity Income
This publication discusses the tax treatment of distributions you receive from pension and annuity plans and also shows you how to report the income on your federal income tax return.

Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
This publication discusses distributions from individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement.

Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)
This publication discusses contributions to individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement.

Publication 915, Social Security and Equivalent Railroad Retirement Benefits
This publication explains the federal income tax rules for social security benefits and equivalent tier 1 railroad retirement benefits. It is prepared through the joint efforts of the Internal Revenue Service (IRS), the Social Security Administration (SSA), and the U.S. Railroad Retirement Board (RRB).

Page Last Reviewed or Updated: 09-Aug-2016