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Putting a large amount for Foreign tax did not work to generate Form 1116.  Please open a bug report.

 

1.  I have a large carryover from previous years.

2.  I have a <300 foreign tax for 2025

3. The foreign tax credit for 2025 is 0.

4. In View Forms,  I can see the Form 1116 worksheet.  I have entered prior years carryover manually.

5. I would like to file my return electronically.

6. When I ask Turbotax to generate a PDF for review,  Form 1116 or Form 1116 worksheet is not generated in either "Forms for Filing or All calculations worksheet".

7. I have selected "File Form 1116 even if not needed" option in the Federal Information worksheet.

 

I found Turbotax rules on Form 1116 below.   It says I should be able to force Form 1116 generation by selecting the option in the Federal Information worksheet.

 

Thank you.

 

R

 

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Here are the rules per TurboTax Desktop.

 

RULES FOR FORM 1116 AND HOW THE PROGRAM DETERMINES WHETHER OR NOT FORM 1116 NEEDS TO BE ATTACHED TO THE RETURN

Many people will be able to claim the foreign tax credit without actually completing Form 1116. This is an election that can be made if ALL of the following are true:

* All the income must be in the "passive category income" category of income.
* The total amount of creditable foreign taxes is $300 or less ($600 or less if married filing jointly).
* All of the creditable foreign taxes are shown on a payee statement (1099-INT, 1099-DIV, Schedule K-1, etc.) furnished to you.
* Any excess foreign taxes paid or accrued in another year cannot be carried into or out of the current tax year. (Even if there was a carryover from a previous year that is eligible to be claimed in the current tax year, it can't be claimed in a year where the election is made to NOT complete Form 1116.)
* You are not filing Form 4563 or excluding income from sources within Puerto Rico.
* Any dividend income from shares of stock are from shares held at least 16 days.

The program will automatically make this election if all of the following are true:

* The total sum of foreign taxes entered on Forms 1099-INT, 1099-DIV, the Schedule K-1 Worksheets, and any manual entries made on the 1116 Computation Worksheet lines 8p and 8r1 doesn't exceed the $300/$600 limit.
* If there is a foreign tax amount on a Schedule K-1 Worksheet, the category of income selected is "passive category income".
* If a category of income box is checked on any Form 1116, the category checked is "passive category income".
* If a category of income box is checked on any Form 1116 Computation Worksheet, the category checked is "passive category income".
* There is no amount entered on the Federal Information Worksheet for "Excludable income from Puerto Rico".
* There is no foreign tax credit carryover from another year that can claimed in this year.

If any of the following are true, you may wish to NOT have the program make the election for you:
* If any foreign taxes that you are claiming a credit for weren't reported to you on a payee statement (you MUST file Form 1116 in this situation), or
* If you can't claim all of the foreign taxes as a credit against your taxes this year because your tax is smaller than your credit, or
* If you paid foreign taxes on income that can't be marked as foreign income within the program (for example, pensions or rents or royalties), or
* If you entered an amount on the Federal Information Worksheet for "Excludable income from bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern Mariana Islands" and some, or all, of the amount was excluded on Form 4563, or
* If you have any other reason to complete and attach Form 1116 to your return.

If the program determines that you are qualified to claim the credit without completing Form 1116 but for one of the above reasons you want (or need) to complete and file Form 1116 anyway, check the box in the Other Information for Your Tax Return section of the Federal Information Worksheet. You will then need to complete Form 1116.