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Level 1
February 8, 2023
Question

Anuity start date.

  • February 8, 2023
  • 2 replies
  • 2 views

When asked to enter anuity start date is for the current calander year or from the time you first retired?

2 replies

Level 8
February 8, 2023

The annuity start date is the very first time you had a distribution. 

 

The "plan cost at annuity start date" refers to your total after-tax contributions in the plan, if you made any. If you did not make any after-tax contributions into these accounts, enter "0" (zero) in the plan cost entry.

Level 15
February 8, 2023

Your annuity start date is the date when you started receiving your first check (your distributions).

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