Hi,
As I went through the below process, I have a few more questions:
1. My spouse was in NZ from 2014 - Feb 05 2024 and was a NZ citizen. She moved to USA on a GC on Feb 07 and has been here since then. Question is for foreign exclusion and tax, the tool is asking for a physical presence or bonafide test...I don't know how to answer this given the situation above - In 2024, spouse was in NZ for one month but as a NZ citizen, not a resident alien of US etc.
2. The tool during the deductions step also mentions some tax credits and says the tax credits have been maxed out for the year and will be applied for the next year etc...what does this mean? Is there another better way to figure this out? How will know how much credits will be applied next year?
3. Even though the taxes on wages and interest for foreign income has been paid, the federal refund still is charging me for additional taxes when I add these through the steps you mentioned. How can I fix this?
