Do not know annuity start date. I cannot get ahold of person to talk to. Can I still file my taxes anyway?

If your Form 1099-R shows a distribution from a state retirement plan or a qualified employer plan (like a 401k), TurboTax may start asking complex "Annuity" questions. Here is how to handle them.

If you have "Plan cost", or "After-tax contributions", then a portion of your check is tax-free. To confirm, look at Box 9b or Box 5 of your 1099-R. If you have amounts there, you contributed your own after-tax money and a portion of your check is tax-free. Therefore, you will need: 

• Annuity start date (Use the 1st day of the month you received your first check. For example, January 1st for a payment received January 15th.
• Plan Cost (Basis), which is the amount of after-tax money you contributed to the plan (found in Box 9b or your final pay stub)
• Age at start
• Amounts previously recovered, which is the total amount of "tax-free" principal you've already claimed on prior years' returns. If this is your first year, enter $0

Other places to look for your basis include: 

• Box 5 (this year's distribution that is a tax-free return of your basis) 
• Your own records, such as final pay stub from the year you retired
• Your Plan's Summary Plan Description often will show your total after-tax contributions
• Form 8606 for IRA-based annuities where your basis is not shown on Box 9b of your Form 1099-R 

However, if your Form 1099-R is for a standard disability pension and you don't have a complicated cost recovery to calculate, you can skip the "Annuity" loop:

1. On the 1099-R entry screen, ensure Box 7 matches your form (likely Code 3 for Disability)
2. Ensure the "IRA/SEP/SIMPLE" box is unchecked 
3. When the software asks, "Was this distribution from a 403(b) plan?", select "No, it's another type of qualified retirement plan"
4. On the "Annuity information" screen, select "No" to periodic payments
5. By selecting No in the above two screens, the software will treat it like a standard pension or 401k distribution and skip the "Annuity" questions entirely