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Retirees Taxes
Retirees Taxes

The purpose of this page is to provide important information related to tax reimbursements.

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Retirees Home page Retirees Self-Services Medical Program Pension Plans

All retirees, surviving spouses, or surviving dependents who pay income taxes on IDB Staff Retirement Plan pension (not to include withdrawal benefits or lump sum death benefits) under the tax laws of their country of citizenship or residence are eligible to receive tax reimbursements from the IDB, as provided in IDB Regulation No. PE-338-1.

U.S. Tax Residents NON-U.S. Tax Filers
U.S. Tax Residents NON-U.S. Tax Filers
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Questions? Contact the IDB Deloitte Tax Team 202-623-2766 or taxconsultants@iadb.org
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Tax Reimbursement Regulation
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For US Filers- How to download your IRS Form 1099-R
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For US Filers – Guidance for completing Form 8938
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How to use the Retirees Self-Service (RSS) IDB Association of Retirees
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