For tax years 2020 (using TurboTax Premier) and 2022 (Deluxe), I paid foreign tax on income from a mutual fund I own. However, I did not have taxable income for those two years, and so the foreign tax paid was not taken as a credit or a deduction. In 2021 (Premier), I paid foreign tax and took the full amount as a foreign tax credit. I would like to carry forward the 2020 amount and carry back the 2022 amount to an amended 2021 tax return. The "On Demand Tax Guidance" within the downloaded version of TurboTax 2022 Deluxe states that "you will not carry back any of the foreign tax credit if you elected to claim the FTC without filing Form 1116...All of your unused foreign tax credit from this year will carry forward. TurboTax handles the carryforward automatically so you don't need to do anything else." However, in all three years, no Form 1116 was generated by the TurboTax software, and when I completed my 2021 tax return, the unused foreign tax paid in 2020 did not appear in the software. So, I would like to know:
1. What is meant by "TurboTax handles the carryforward automatically so you don't need to do anything else" given that it did not apply my unused 2020 FTC in my 2021 return?
2. Am I able to carry forward the 2020 foreign tax paid to an amended 2021 return if no Form 1116 was filed with my 2020 return indicating that I have a FTC carryforward? If so, how do I accomplish this in TurboTax?
3. Am I able to carry back the 2022 foreign tax paid in an amended 2021 return if I have not filed 2022 yet? If so, how do I accomplish this in TurboTax?
