Thanks Marilyn, but that's "exactly" what I have done - several times. I entered 'exact' info for both my wife and myself from our 1099-R forms; and, even deleted the info and reentered it.
I have used Turbo Tax for the last 32+ years and I also worked for Intuit as a Tech Support Lead & Manager for seven years, so I really do know what I am doing in TTax.
The 'Form 1099-R Summary' and the 'Schedule A Medical Expenses Worksheet' forms still show info only from/for my 1099-R and NOT from/for my wife's 1099-R. So there must be a 'program issue', since I am doing everything correctly -- and not making a 'common entry error.'
It actually doesn't matter in the long-run for us, since we'll take the standard deduction; but it is just very frustrating that the program I have used and supported for so long still has basic errors.
Thanks again, for your time!
