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Level 1
February 8, 2023
Question

Anuity start date.

  • February 8, 2023
  • 2 replies
  • 30 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.

Alumni - Intuit
February 8, 2023

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

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