Deleting and re-entering our CSA 1099-Rs worked this time. Not sure what the issue was before and like I said previously, when I just 'edited' the 1099-R entries, the question of what type of 1099-R being entered was NOT repeated. Also when I checked or ensured the box in the Form View for our 1099-Rs was for CSA, it didn't initially show the insurance premiums total correctly in the 1099-R Summary or Med worksheet.
For future years I will ensure that the correct 1099-R form is chosen when entering data, and will not just transfer all data from a previous year. It would be great though if TTax Programmers would ensure that the question of what type of 1099-R being entered was always asked again if/when any 1099-R entered was edited. That would/should ensure all is correct.
Thanks again for your assistance and troubleshooting expertise!
Have a great tax season!
Chuck
