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Deductions & credits
Thank you for providing your token numbers. I was able to take a closer look at your returns using a CD/downloaded version of TurboTax. There are some additional tools available in those versions of TurboTax that are not available when using TurboTax Online. There is an ability to look at forms that may have been filled out, but will not be included as part of the tax return because they are not needed.
That is exactly the case for Form 8911 on both of your returns. When looking at Form 8911, the amounts reported on lines 16 and 17 explain why you are not eligible to claim the credit. Line 17 (tentative minimum tax) is greater than line 16 (net regular tax). As mentioned before, when this is the case, the credit is disallowed regardless of whether you are subject to Alternative Minimum Tax or not.
This situation is outlined in the IRS Instructions for Form 8911 if you care to read more.
Even though Form 8911 will not be included as part of your tax return because the credit is disallowed, you should be able to specify Form 8911 to be printed or previewed from the Print Center using TurboTax Online to take a look at the details.
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