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Retirement tax questions
Here are the answers to your questions.
Question: When it asks for plan cost at annuity starting date is that the cost on the day the annuity began originally so many years back?
- Yes, but it should also be on your CSA-1099R in box 9b.
And you definitely use the 1995 starting date - the first month you began receiving this pension.
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March 23, 2022
9:33 AM