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 **U.S. Railroad Retirement Board**
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 Definition of a Railroad Tax Refund
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          Lump-Sum Death Payment, Residual Lump-Sum, Annuities Unpaid at Death
          Railroad Tax Refund
          Definition of a Railroad Tax Refund
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              Lump-Sum Death Payment
          Residual Lump-Sum
          Annuities Unpaid At Death
          Railroad Tax Refund
                                Definition of a Railroad Tax Refund
          Excess Tax Refund
          Separation Allowance Tax Refund
          People Eligible To Receive a Railroad Tax Refund
          Furnishing Proof to Support Your Application
          After You Apply For Your Benefits
          Other Forms You May Need
          Paperwork Reduction & Privacy Act Notice
          Nondiscrimination On The Basis Of Disability
          Fraud, Waste, and Abuse Hotline Definition of a Railroad Tax Refund
							 
							
							
            RB-21
      
            (12-18)
      
            If the railroad taxes the RRB receives are greater than the amount which will affect the annuity amount, the employee can receive a refund of the additional railroad taxes. Generally, the additional railroad taxes will be paid when the employee begins receiving a railroad retirement benefit. If the employee dies before receiving a refund, the additional railroad taxes are payable to the employee's survivors. An application for a railroad tax refund must be filed by the second anniversary of the employee's death. The two types of railroad tax refunds, excess and separation allowance, are described in the following sections.
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 Last updated: 12/13/2018