Get your taxes done using TurboTax

You will be able to enter the information for the three-year rule after you enter the 1099-R.  Look for the screen below.  Under this method, you may exclude from taxable income all pension and annuity payments you receive until they equal the amount you contributed to the plan while you were working. Your recovery period – the time it takes to recover your contributions to the plan – begins on the date of your first pension payment and can last up to three years (36 months).