beshaik
New Member

Retirement tax questions

3 year rule pension, general rule pension, none of the above. When I put none of the above, the next page asks for source again and lists a bunch of sources like government, state education, etc. which I was not a part of. There is one that says "not eligible for exclusion for those over age 59 1/2"  so not sure if I should choose that or none of the above on that page either. So confusing :(