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BillM223,

Thanks for your reply -- it's a good summary of reporting the foreign tax credit. I use Forms mode, but I read through and understand how people using Step-by-step mode would enter this information. I'm not required to file Form 1116, nor do I want to force its submission. However, I'm not seeing answers to my questions...

 

1. I entered foreign tax numbers on multiple 1099s which were totaled 'off-the-record'. The sum then appears on Form 1116 and flows on to Schedule 3. My 'Tax Return, all calculations worksheets' PDF contains many pages marked "Keep for your records" (i.e. "do not file"), including numerous worksheets, income statements, 1099 summaries, etc. I do not see Form 1116 or an 1116 Comp Wks, as you suggest.

 

    > Why doesn't TurboTax include my Form 1116 or the 1116 Comp Wks in the PDF stack for my future reference?

 

2. If I open my Form 1116, and then 'File/Save to PDF', it only generates the first page (of a 2 page form).

 

    > Why doesn't the PDF generated for the Form 1116 include Page 2? (Seems like a software bug.)

 

3. I entered the foreign tax paid on individual 1099s, selected 'Copy 1' and checked a column (A, B, or C). The partial numbers never made it to those columns; only the total appears on Line 35.

 

    > Again, for my future reference, why won't TurboTax save the filled out Form 1116, including those partial numbers and total?