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Level 1
April 14, 2026
Question

how do I determine annuity start date?

  • April 14, 2026
  • 1 reply
  • 0 views
1099-R box 13 is blank

1 reply

Level 15
April 14, 2026

Box 13 on the 1099-R is not the annuity start date. The annuity start date is the first day that you received a distribution from the annuity. 

 

If you don't have this date anywhere on your paperwork (has it been so long that you don't remember when you first get a distribution from the annuity?), then contact the annuity administrator (the Payer in the upper left corner of the 1099-R) and ask them.

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