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rthomp08
New Member

What do I enter under the annuity start date? There is no date on my 1099 R

 
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pk
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

What do I enter under the annuity start date? There is no date on my 1099 R

It is the first date on which annuity moved to distribution phase --- the first distribution date.

 

Does that make sense ?

@rthomp08 

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1 Reply
pk
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

What do I enter under the annuity start date? There is no date on my 1099 R

It is the first date on which annuity moved to distribution phase --- the first distribution date.

 

Does that make sense ?

@rthomp08 

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