Retirees Taxes

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

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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

Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who are U.S. tax residents:

NON-U.S. Tax Filers

Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who for Non U.S. tax filers:

U.S. Tax Residents

Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who are U.S. tax residents:

NON-U.S. Tax Filers

Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who for Non U.S. tax filers:

Questions? Contact the IDB Deloitte Tax Team 202-623-2766 or [email protected]

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Tax Reimbursement Regulation

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Taxes Handbook

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2025 Key Dates for Tax Reimbursement

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For US Filers- How to download your IRS Form 1099-R

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For US Filers - Form 1099-R  Instructions and FATCA Notice

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For US Filers – Form 1099-R Frequently Asked Questions

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For US Filers – Guidance for completing Form 8938

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For US Filers- Form 8938 Frequently Asked Questions

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How to use the Retirees Self-Service (RSS)

IDB Association of Retirees