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Level 1
May 2, 2026
Question

Annuity Start Date

  • May 2, 2026
  • 1 reply
  • 5 views

Benefits Began:  5/30/2007

Date of first regular monthly payment: 10/01/2007

Turned 55 years of age on 06/10/2009

 

I can not determine what date Turbo Tax wants me to use as the annuity start Date.  I tried 10/07, 05/07, 06/09, 07/09 and 10/09. I tried 10/01 in case it wanted month and day.   I even tried 01/25 to see if it wanted just this year's info.   All say "Not a Valid Date"  

 

Can someone tell me what date the program is looking for?

    1 reply

    SteamTrain
    Level 15
    May 2, 2026

    @shawnbothum 

     

    Any chance this is just for a regular pension??   

    With box 2a either the same as box 1 or a bit lower?

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    fanfare
    Level 15
    May 3, 2026

    Not a valid date

    means:

    You entered a date in a format not supported by TurboTax.

    Nothing more.

     

    @shawnbothum