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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

Anuity start date.

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.

TomK2023
Expert Alumni

Anuity start date.

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

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