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bg0819
New Member

On my 1099R retirement it is asking for plan cost which i do not have and did not have to have this last year I have the date I started getting it . This is a lifetime

 
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1 Reply
MargaretL
Expert Alumni

On my 1099R retirement it is asking for plan cost which i do not have and did not have to have this last year I have the date I started getting it . This is a lifetime

The plan cost of your annuity is the amount of your after-tax dollars that you (or plan owner) put into the annuity (your voluntary contributions).   It is often listed in box 9b of your form 1099-R.  If the information is not listed there, I recommend that you contact your annuity administrator or look into your old records.  It is beneficial for you to find this, as the plan cost reduces your taxable income on the annuity distribution. 

And just to confirm your start date...Your annuity start date is the date when you started receiving your first check (your distributions). This information is not listed on 1099-R.

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