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posted Jun 3, 2019 4:59:29 PM

Computing the FTC with Form 1116 ... Line 18

I have a capital gain so from line 18 of 1116 it says to use the worksheet for Line 18.  The instructions below this worksheet tell you what numbers to enter on Line 6, 8, 10.  Do I just enter the appropriate numbers on the line as taken from the capital gain worksheet OR do I need to take this number and multiply it by the various % they say to multiply by ... and then that number is entered on the line.

ie... Line 8 is $20000.  Do I enter 20000 on line 8 OR do I enter the value derived from 20000 X 15%?

any help appreciated

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1 Best answer
Level 9
Jun 3, 2019 4:59:31 PM

One line 8, you would enter the amount from line 19 of the qualified dividends and capital gains worksheet, then on line 9, multiply the amount on line 8 by 0.5948.  Be aware that if you figured your tax using the Schedule D Tax Wks.,  you would be using the instructions under the heading "Taxpayers Who Completed the Schedule D Worksheet" on p22 instead of using the instructions under "Qualified Dividends and Capital Gains Wks." on p 21.

1 Replies
Level 9
Jun 3, 2019 4:59:31 PM

One line 8, you would enter the amount from line 19 of the qualified dividends and capital gains worksheet, then on line 9, multiply the amount on line 8 by 0.5948.  Be aware that if you figured your tax using the Schedule D Tax Wks.,  you would be using the instructions under the heading "Taxpayers Who Completed the Schedule D Worksheet" on p22 instead of using the instructions under "Qualified Dividends and Capital Gains Wks." on p 21.