Thanks for your response. I've carefully examined all of that information already. As I mentioned, the IRS docs don't directly address my question. Does Intuit have a federal tax expert or tax accountant on staff who could chime in? Ultimately, it would be great to have my question and its correct answer included in the online Intuit help docs. In almost 50 years of filing my own taxes (many of those predating Turbotax), I have never had a tax question I couldn't correctly answer on my own by consulting IRS docs or Turbotax help. But now I have a weak IRS definition to deal with.
Considering that Turbotax doesn't support uploading supporting doc PDFs along with an electronically submitted 1040 return, it would be a pain to send in the paper forms and supporting documentation only to find out that the credit is not permitted in my case.
