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Deductions & credits
I thought that it would carry that $10k forward to succeeding years, though. It is carrying forward about $2400, so why not that plus the $10k as well? I thought that's how tax credits worked.
I don't understand why it applied $19k in credit instead of just the $9k it needed to zero the tax bill.
There is literally a worksheet that goes with form 5695 that clearly leads to such an outcome, but I didn't see that worksheet being a factor in your software or computations.
‎April 10, 2023
10:06 AM