Thanks for your reply. I doubled checked and also tried a couple of things.
Taxpayer as $1032 of dividend income and spouse has $71,982. $5207 of the spouse's dividend income is from US Govt.
So, just as a test I changed both sources of dividend income to JOINT and TT correctly split the amounts - $33,903 each on line 7 of the Retirement Income Exclusion form. Then I changed the $71k source of dividends to taxpayer and the $1k to spouse, and again TT correctly updated the GA Sched1 - $66775 ($71,982 - $5207) for taxpayer and $1033 for spouse . But when I changed it back to how it should be, with $71k as spouse and $1k as taxpayer, TT now has $6239 for taxpayer (instead of expected $1033) and $61569 for spouse (instead of expected $66,775). It appears to be moving an additional $5207 from spouse to taxpayer. Why is it doing this?
