topic Re: Anuity start date. in Retirement tax questions

Anuity start date.

Alexisn119 — Mon, 23 Feb 2026 13:02:32 GMT

When asked to enter anuity start date is for the current calander year or from the time you first retired?

Re: Anuity start date.

leeloo — Wed, 08 Feb 2023 15:39:56 GMT

The annuity start date is the very first time you had a distribution.

The "plan cost at annuity start date" refers to your total after-tax contributions in the plan, if you made any. If you did not make any after-tax contributions into these accounts, enter "0" (zero) in the plan cost entry.

Re: Anuity start date.

TomK2023 — Wed, 08 Feb 2023 15:40:15 GMT

Your annuity start date is the date when you started receiving your first check (your distributions).