topic Re: Annuity Start Date in Retirement tax questions

Annuity Start Date

Momsdaughter — Wed, 11 Feb 2026 07:40:56 GMT

I am unable to get the start date of my Mother's Annuity. What do I do?

Re: Annuity Start Date

leeloo — Mon, 15 Apr 2024 15:39:12 GMT

If she has been receiving the pension for a while and has not calculated the non-taxable portion (assuming there is one), then it's normal to just omit those calculation. Some pension have an amount that tells you the non-taxable portion.

You can try to contact the pension admins or look back at prior tax returns.

Re: Annuity Start Date

Momsdaughter — Mon, 15 Apr 2024 15:42:48 GMT

I have done all of your suggestions and she did not make any desigations with her Fund Management company so they will not give any information. Her previous tax returns that I am in possession of do not give that information. I have the taxable amount but Turbo Tax is requiring that I include a Plan Start Date. What if I get that answer grossly incorrect?

Re: Annuity Start Date

leeloo — Mon, 15 Apr 2024 15:45:47 GMT

Unfortunately, if you are trying to claim a non-taxable portion, the program need the start date to keep calculations correct. If the return was done on TurboTax, you can enter the program and see if the date is included on the pertinent screen.