The annuity start date would be the date distributions from the annuity started, for instance 01/01/2025. The plan cost to the employee would be the amount in box 9(b). The death benefit exclusion would be the amount up to $5,000 the is a non-taxable distribution made upon the death of the annuitant. You would have to ask the plan administrator what that amount is. You should enter all information requested in the program to make sure your tax return is prepared properly.
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