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New Member
posted Feb 8, 2023 7:28:02 AM

Anuity start date.

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

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2 Replies
Level 8
Feb 8, 2023 7:39:56 AM

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.

Expert Alumni
Feb 8, 2023 7:40:15 AM

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