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New Member
posted Apr 11, 2024 5:14:24 PM

How do I access the Peneion and Annuity, Section 2 Part C Three-year Rule box? I can't use the general rule.

Turbo Tax only lets me use the General Rule, which doesn't apply in my case

0 1 1993
1 Replies
Expert Alumni
Apr 16, 2024 1:45:39 PM

In the 1099-R interview, after you enter the data from the form, do you not see this screen, which will let you pick the 3 year rule?