CSX Retirement Tax Distribution

If you are a current or former employee, who was employed by CSX Railroad during the years 2009 through 2017, you may be eligible to receive a refund through this program.

Update as to the status of your Railroad Retirement Tax refund claim filed on your behalf by CSX:

Good news! The IRS recently released funds allowing CSX to issue additional interest payments for the 2012 through 2017 claim periods.

CSX previously informed you that it was working with the IRS to recover additional interest payments on your behalf. CSX was successful in recovering all unpaid interest owed to you.

If your original refund claim related to any of these years, and you provided a properly completed consent to CSX, you can expect to receive this additional interest payment. No additional steps are required of you. Your refund will be provided to you, as a lump sum, as soon as administratively possible. If you have any questions related to the amount of your refund, please consult the original consent letter you received. Remember, this amount is only interest and is not included within the amount shown on your consent letter. This interest is taxable to you. If the total interest you receive on your RRTA claims during 2022 is $600 or more, you will receive a Form 1099-INT showing the taxable amount.

We share your frustration with the length of time it is taking for you to receive the remaining refunds. We can assure you, however, that we continue to work closely with the IRS, the Department of Justice, and the Court to urge prompt resolution. CSX will continue to provide updates as events warrant.

Additionally, you can continue to monitor this website.


On June 21, 2018, the United States Supreme Court ruled in Wisconsin Central Ltd. v. United States that railroads and railroad employees do not owe RRTA taxes on employee stock transactions. For that reason, you may be entitled to a refund of Railroad Retirement and/or Medicare taxes for certain tax years between 2009 and 2017.

Certain current and former employees who received stock compensation (e.g., Retention Shares, Retention Units, Performance Units, or from exercising stock options) during the years 2009 through 2017 are eligible. However, not everyone who received a stock award is eligible for a refund.

It was your choice to consent to this refund. If you chose not to consent, we cannot obtain your refund. Your consent will not apply to the 0.9% Additional Medicare Tax because IRS rules do not allow us to obtain a refund of that tax for you. Visit the Frequently Asked Questions section of this website for additional information.


Your Legal Rights and Options
Submit a Consent Form The filing deadline has now passed and you may no longer submit a Consent Form. To receive a refund, you should have filed a Consent Form by February 11, 2019.
Exclude Yourself Since the filing deadline passed on February 11, 2019, you may no longer exclude yourself from this refund.
Do Nothing If you did nothing and did not file a Consent Form, you will not receive a refund. The deadline to file was on February 11, 2019.

Current Status

The filing deadline has now passed and you may no longer submit a Consent Form. The filing deadline was February 11, 2019.


Important Dates
  • 2009 through 2017
    Refund Years
  • February 11, 2019
    Deadline to Exclude Yourself from the Distribution
  • February 11, 2019
    Deadline to File Consent Form