@RV5 , I am not sure I fully understand your issues. However, from your post what I see is as follows :
(a) you, a US citizen and residing in India have earnings in both USA and in India.
(b) your specific issue is how to ameliorate the effects of double taxation on US 1099-DIV with foreign taxes paid component.
1. Now , whereas India , like USA taxes its residents of world income, for the first two years of an expat's stay in India you are treated as Resident, Not-ordinarily Resident and taxed only on India sourced/connected income. Thereafter one is treated as a Resident and taxed on world income.
2. a resident can raise assertions/conditions of India-US ( foreign country ) tax treaty -- DTAA
3. for both USA and India taxes , incomes are allocated to defined taxable year and therefore I do not understand the quarterly allocation of the withholding and/or income that you ref'd to in your post -- generally dividends and interest are booked on a yearly basis ( even though based on dividend paid /"ex" dates one can indeed book these by quarter ).
4. Agree that a careful allocation ( especially if large amounts are involved ) is required for "foreign incomes because you have (i) incomes that are domestic to US but foreign to India; (ii) incomes that are foreign to US but domestic to India and (iii) incomes that are foreign to both US and India.
5. You also have incomes that may be eligible for Foreign Earned Income exclusion on your US return.
By the way when did you first arrive in India, are you still abroad, are you being employed / self-employed locally, married ( and if so to a US person or to NRA for US purposes), how did you file for 2018 both in US and in India.
Hope to hear from you soon
