@karenkailua . from your attachments, I tried out the scenario and I agree generally with what you are seeing. It appears to be correctly handing the data. However:
1. what are two countries ? Know one is Sweden ( for mutual funds ) .
2. His pension is from where ( which country ? ); Is is also taxed at source?
3. Are you living in the USA or abroad ( Sweden ? or ? ); How long have you been there ?
One thing to make sure is that the form 1116 is correctly filled out and for that the forms mode is essential-- so I am glad that you have desktop version.
One thing that I do not believe is correct is your reporting the pension ( foreign? ) as other income ---- you will need to create a substitute 1099-R --- recently I have answered this for another poster whom had a 1042-s for his/her 1099-R -- of course that was from USA and he was living abroad. But you have to do the same .
Do you need help on this ? You will need his basis in the pension fund and the type of pension I.e. private or govt. or equivalent to Social Security or what ?
