I'm still a bit confused.
We invested directly in a new company.
It appears that we should only complete either the top or bottom half of the form, because when I do both, TTax adds it all up.
Further, if I claim too much credit, TTax shows a refund. It seems to me that we should just use enough of the credit to make the refund 0, else we will pay taxes on the refund next year.
Is that correct?
