topic Even though I retired after 1996 can I use the General Rule to calculate my exclusion instead of the Simplified Rule? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/even-though-i-retired-after-1996-can-i-use-the-general-rule-to-calculate-my-exclusion-instead-of-the/01/315740#M27321 <P>Block 2a on my CSA 1099R is blank.<BR /></P> Mon, 03 Jun 2019 18:57:13 GMT Tony-Cap 2019-06-03T18:57:13Z Even though I retired after 1996 can I use the General Rule to calculate my exclusion instead of the Simplified Rule? https://ttlc.intuit.com/community/retirement/discussion/even-though-i-retired-after-1996-can-i-use-the-general-rule-to-calculate-my-exclusion-instead-of-the/01/315740#M27321 <P>Block 2a on my CSA 1099R is blank.<BR /></P> Mon, 03 Jun 2019 18:57:13 GMT https://ttlc.intuit.com/community/retirement/discussion/even-though-i-retired-after-1996-can-i-use-the-general-rule-to-calculate-my-exclusion-instead-of-the/01/315740#M27321 Tony-Cap 2019-06-03T18:57:13Z You have to use the Simplified Rule. The General Rule or... https://ttlc.intuit.com/community/retirement/discussion/you-have-to-use-the-simplified-rule-the-general-rule-or/01/315749#M27322 <P>You have to use the Simplified Rule.</P><P>The General Rule or called the 3 year rule would make it non-taxable until the employee contribution was used up.&nbsp; You can no longer use that method. <BR /></P><P>See page 5 <A rel="nofollow" href="https://www.irs.gov/pub/irs-pdf/p721.pdf" target="_blank">https://www.irs.gov/pub/irs-pdf/p721.pdf</A><BR /></P><BR /> Mon, 03 Jun 2019 18:57:14 GMT https://ttlc.intuit.com/community/retirement/discussion/you-have-to-use-the-simplified-rule-the-general-rule-or/01/315749#M27322 MichaelL1 2019-06-03T18:57:14Z