Correct...the IRA box shouldn't be checked for those.
Did you check the TSP as being "Bailey". Usually it's not, but certainly possible for a 73-yr-old....but depends on what exact date the spouse started contributing to it. (or, are you indicating the TSP is only partly Bailey-eligible??)
And if you originally entered the TSP as a CSA-1099-R, you shouldn't just check the other box in Forms Mode...you should delete it and re-add it as a standard 1099-R....because if entered originally as a CSA-1099-R, the tax software moves at least one entry on the CSA form the interview, into different boxes on the "Forms Mode" sheet.
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I haven't been able to get my Desktop Premier to pop an error yet, for $100,500 Bailey-eligible from 3 different 1099-Rs, including one CSA-1099-R. And a couple other non-Bailey 1099-R forms.... Such that total retirement $$ was over 110,000.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
