DianeW777
Expert Alumni

Retirement tax questions

Here are the answers to your questions.

 

QuestionWhen 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.

 

@chezpaix

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