@JamesVDale - can you please go back and review your post and your data entry one more time (may be worth someone else checking the data entry as well)
1) Dividend Income should appear on 7
2) US Government interest is a form of interest and should appear on Line 6 (you state Line 7)
3) please go back and re-confirm that when you entered the Interest and Dividends you indeed clicked who owned the income - husband or wife - correctly..... if "joint" is clicked, then the income will be split 50/50.
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?