Thanks again, Annette. We have already filed our taxes so I won't change anything for 2024.
I remember that question about the type of 1099-R, so maybe I missed it for my spouse. Don't know and the question doesn't come up again if I 'edit' her input, so ...
As stated before, when I looked at the Forms View of her 1099-R and ensured the box for her CSA 1099-R was checked, it still didn't reflect her (spouse) insurance premiums in the Forms view of the Med Worksheet or the 1099-R Summary. It only showed mine. Did those forms show your test data/input?
I'll create a Test return for 2025, without transferring data from 2024 and ensure I select the CSA 1099-R for our separate inputs and check it again.
Thanks again. Have a good week.
