Thank you.
I went through the questionnaire several times and couldn’t fix it. So I went to the form and very carefully answered the questions, reading all the supporting info. I had to put a check mark or enter a number a couple times to get the exclusion to take. I’ll try to look in a day or two and give you the specifics but a blank box needed the $500K number input as the optional amount. It seemed to take a blank box as a 0. Then when following the subtraction instructions it omitted the exclusion. With the number populated, all was correct.
thank you again for your time.
