Taxes
The Association provides important information about tax reimbursements.
All individuals who receive an IDB pension such as a retiree, surviving spouse, or surviving dependent under the IDB Staff Retirement Plan that are subject to paying taxes under the tax laws of their country of citizenship or residence are eligible to receive tax reimbursements from the IDB.
For further information, please contact the IDB Deloitte Tax Team +1 (202) 623-2766 or via email taxconsultants@iadb.org
Forms
US Tax Residents
- 2022 Retirement Settlement Process Instructions
- Instructions for Deloitte’s Web Portal
- IDB Tax Form 7R – 2022 Retiree Confirmation / Update of Tax Data
- Instructions for completing IRS Form 4506-C
- IRS Form 4506-C
- IDB Tax Form 7R-EXT – 2022 Extension Request Form
- Request to Commence Advances of Tax Reimbursements (1R)
- Request to Recalculate Advances of Tax Reimbursements (2R)
- How to complete your Tax Profile (Forms 1R and 2R) in RSS
- Information on U.S. Tax Status (SRP-765)
TAX FORMS – NON-US TAX FILERS
- 2022 Retirement Settlement Process Instructions
- Instructions for Deloitte’s Web Portal
- IDB Tax Form 7R-INT Retiree Confirmation (Non-US)/Update of Tax Data
- IDB Tax Form 7R-INT-EXT – 2022 Extension Request Form
- Request to Commence Advances of Tax Reimbursements (1R)
- Request to Recalculate Advances of Tax Reimbursements (2R)
- How to download your Statement of IDB Retirement Benefits
IRS FORM 1099-R AND FORM 8938
- IRS Form 1099-R – Job Aid
- Retiree 1099-R Instructions and FATCA Notice
- Guidance for Completing Form 8938
- Form 8938 Frequently Asked Questions
Contacts
Tax Settlement Assistance
Deloitte Tax LP
Address: 1300 New York Ave. NW
Washington, DC 20577
Office: SE 531
Phone: +1 (703) 251-3919
IDB Phone number: +1 (202) 623-2766
Contacts:
- Juan Monroy jmonroy@iadb.org
- Yesenia Falen yfalen@deloitte.com
- Ekaterina Tour ektour@deloitte.com
- Tania Silvia Esquivel Jasso tesquiveljasso@deloitte.com
