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Level 1
February 15, 2026
Question

What is an annuity starting date?

  • February 15, 2026
  • 2 replies
  • 31 views
How can I determine annuity starting date? Is it when I began receiving payments?

2 replies

rjs
Level 15
Level 15
February 15, 2026

The annuity starting date is the first day of the month that you received the first payment.

 

Level 15
February 15, 2026

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

 

See this TurboTax Help.

 

 

 

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