Retirement tax questions

Annette,

That's intersting that different versions of TurboTax may act differently.  I would have thought that the data & forms would work the same, but ...

I downloaded the Turbo Tax Deluxe for Windows.  I am using Win 10 on my desktop and currently have TTax  WinPerRlease Version  024.000.0325.  You should be able to see it in the diagnostic version of my file, but we are filing 'married filing jointly'.  

Thanks for the follow-up.

Chuck