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June 8, 2019
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Entered 1099R. Simplified Method Worksheet line 3 wants 'plan cost at annuity starting date'. What is it, Where do I find?

  • June 8, 2019
  • 1 reply
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Annuity is not based on my contributions to the plan, but on years of service
    Best answer by MichaelL1

    Plan cost if what you paid into the plan while working.  Last pay stub or it might be in box 5 of the 1099R.

    Starting date is when you collected first retirement check.

    1 reply

    MichaelL1
    MichaelL1Answer
    Employee
    June 8, 2019

    Plan cost if what you paid into the plan while working.  Last pay stub or it might be in box 5 of the 1099R.

    Starting date is when you collected first retirement check.

    murphlagAuthor
    June 8, 2019
    the notes mention after tax contributions, but mine were pre-tax, does that matter? and is it only actual contributions, and not interest that grew on the account?