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Retirement tax questions
The annuity that I withdrew funds from was moved to current holder from another one. I moved the funds to that (2nd) annuity holder from another (3rd) annuity holder. I moved funds to that (3rd) annuity holder from funds I received when I left a company were they were in a 401K (I think) and transferred to an annuity so I wouldn't have to pay taxes on the funds. All this occurred over a period of 25 years or so. So, how do you determine the start date?
However, using the start date of the last annuity holder in TurboTax seems to be acceptable. TurboTax uses the full amount of the withdrawal as a taxable amount. I believe that should be correct.
‎January 27, 2022
2:06 AM