Thanks for the good feedback on this question.
Best answer:
"...Desktop version of TurboTax where it's necessary to mark the box labeled If box 7 code is J or T, check if qualified distribution. (in forms mode) Step-by-step mode does not provide a way to mark this box..."
FYI, many issues uploading my mostly but not completely filled out "Online" version to "Desktop" version. Without going into detail and many phone conversations, the best Telephone Expert advise was if your return is other that a simple return, don't upload from Online, the two software versions don't communicate perfectly. Start from scratch with Desktop to avoid having to make multiple forms mode corrections.
