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murphlag
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Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

Annuity is not based on my contributions to the plan, but on years of service
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Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

Plan cost if what you paid into the plan while working.  Last pay stub or it might be in box 5 of the 1099R.

Starting date is when you collected first retirement check.

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3 Replies

Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

Plan cost if what you paid into the plan while working.  Last pay stub or it might be in box 5 of the 1099R.

Starting date is when you collected first retirement check.

murphlag
Returning Member

Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

the notes mention after tax contributions, but mine were pre-tax, does that matter? and is it only actual contributions, and not interest that grew on the account?

Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

it is only the contributions that you made that count, not the earnings.
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