I manually entered information from my CALSTRS 1099R. For the first time, TurboTax says “we found a few other questions about your situation.” I have not previously experienced this. The following questions are about the annuity yet CALSTRS pension is not really an annuity. (Maybe this is a matter of semantics.). I did speak with a CALSTRS representative yesterday, and he said he has not encountered this.
I get to a page that has the following questions:
Annuity start date (if this is referring to my CALSTRS pension, I know this answer).
Plan cost (not sure where I get this information or exactly what it means).
Number of months payments were received in 2025 (I know this answer)
Tax-free amount previously recovered (not sure how to answer or interpret this)
thank you in advance for your help
