TurboTax will often ask these questions when Box 2a if blank, to determine if any of your pension is tax-free.
For the annuity questions, you already have the answer for several, so let's walk through each:
- Annuity start date is when you received your first pension payment from CALSTRS
- Plan cost is the total amount of after-tax contributions you made to CALSTRS during your teaching career
- Note: If you have been receiving the pension for years and never claimed a tax-free portion, then your plan cost is possibly zero (0)
- If you did not make any additional after-tax contributions (common), then you can input a zero (0)
- Tax-free amount previously recovered is asking for the total of all tax-free portions of your pension that you have excluded from your income in previous years' returns
- Note: If you have not been tracking your tax-free portion, you can input zero (0)
Therefore, if you have no after tax contributions, you can input zero (0) for the plan cost and tax-free amount previously required questions.
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