Plancost atannunity start date. what dose it mean?

[ToddL · Accepted solution]

"Plan cost" is in reference to your non-deductible (after tax) contributions, if any. 

For most 1099-R's this information will be listed in box 9b. An "annuity start date" means the date you have started receiving payments; this information is not listed on the form. 

Your annuity start date is the day your received your first check. To find this date you will need to look in your prior tax returns, as long as they where filed correctly for this date. Or you will need to contact the annuity administrator to gain the annuity start date. It will be in your best interest to find this information, as it may reduce your taxable income.

This link to the IRS will provide further details regarding Plan Cost and Annuity Start dates-http://www.irs.gov/publications/p575/ar02.html 

Cheryl