Thanks, Amy.
Telling the program what it wants to hear is not so straightforward when answering the way you thought it wanted gives you the wrong answer and a bunch of people online are complaining that the software is doing it wrong. When the program gets it right on the first try, the user doesn't have to know much of anything. When it gets it wrong, the user has to recheck assumptions about definitions of the terms used and the relevant tax rules, and then through trial and error figure out what happens to the calculations when questions are answered differently.
Anyway, after more TT Community research and googling, and a couple of passes through the interview with the worksheets displaying below, I figured out what worksheets I needed to pay attention to so that I could double-check that the right values were in them. Several more iterations, and I'm confident that everything is correct.
All that's left now is for my husband and me to sign the returns and mail them in.
Rebeccah
