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Get your taxes done using TurboTax
If you receive pension or annuity payments from a qualified plan and you aren't required to use the General Rule, you must use the Simplified Method to determine the tax-free part of each annuity payment. Pub 939. link if answer.
You cannot use the General Rule due to when you retired unless you retired at age 75 or older.
You cannot use the General Rule due to when you retired unless you retired at age 75 or older.
‎June 1, 2019
9:54 AM