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DanaJW
Returning Member

CALSTRS Annuity?

I manually entered information from my CALSTRS 1099R.  For the first time, TurboTax says “we found a few other questions about your situation.”  I have not previously experienced this.  The following questions are about the annuity yet CALSTRS pension is not really an annuity.  (Maybe this is a matter of semantics.). I did speak with a CALSTRS representative yesterday, and he said he has not encountered this.

 

I get to a page that has the following questions:

 

Annuity start date (if this is referring to my CALSTRS pension, I know this answer).

 

Plan cost (not sure  where I get this information or exactly what it means).

 

Number of months payments were received in 2025 (I know this answer)

 

Tax-free amount previously recovered (not sure how to answer or interpret this)

 

thank you in advance for your help

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