AnnetteB6
Expert Alumni

Retirement tax questions

If you are receiving annual payments from the annuity, the annuity start date is the date you received your first payment.  If you do not have that date in your records, you may have to contact the annuity holder that was applicable at the time of that first payment.

 

It is not related to when you rolled the money to a new annuity holder.  

 

@calguy4754

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