I never did change anything in the forms view tho' I looked there to see if I could understand why TurboTax was overlooking the Social Security and pension. My wife's Social Security data was already in the proper place on the exclusion worksheet so I went back to the step-by-step interview and simply entered the proper data into the data-entry fields. Never did figure out why it wasn't displaying in the interview section. Both the forms mode and the program seem to have the right data, and my allowed amount was properly limited due to my age. Thanks for your support through this. I think it has all come out in the wash but I still believe the way TurboTax walks you through it is confusing.
