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New Member
posted Feb 15, 2026 1:49:16 PM

What is an annuity starting date?

How can I determine annuity starting date? Is it when I began receiving payments?

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2 Replies
Level 15
Feb 15, 2026 1:56:31 PM

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

 

Employee Tax Expert
Feb 15, 2026 2:03:27 PM

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.