Taxes
The purpose of this page is to provide important information related to 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.
Tax Reimbursement Regulation and Handbook
Tax Reimbursement Regulation and Handbook
Forms
US Tax Residents
- Retirement Settlement Process Instructions
- IDB Tax Form 7R – Retiree Confirmation / Update of Tax Data
- IDB Tax Form 7R-EXT – Extension Request Form
- Request for Transcript of Tax Return – IRS Form 4506-T
- Instructions for completing IRS Form 4506-T
- Request to Commence Advances of Tax Reimbursements (1R)
- Request to Recalculate Advances of Tax Reimbursements (2R)
- Information on U.S. Tax Status (SRP-765)
IRS Forms 1099-R and 8938
Non-US Tax Filers
2019 Tax Seminar for Retirees
2019 Tax Seminar for Retirees
Key Dates for Tax Reimbursement and FAQs
Key Dates for Tax Reimbursement and FAQs
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
