Deductions & credits

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-foreign-t...

 

The page above seems to be a practical way to enter both the foreign earned pension (very similar to "social security" income here in the U.S) and foreign taxes paid.   

 

There are a LOT of fields to fill in though and some of it is pretty confusing.  By that I mean that it appears that in order to get the appropriate foreign tax credit you will need to provide almost as much information as in a 1040 form.   

 

Questions related to the above:

Q1: Still not quite sure in which category of income a foreign paid pension ("Social security" income) falls?   Looking at the definitions in an IRS publication it looks like it qualifies as "Passive income."      I also see this form, to report foreign earned income at https://www.irs.gov/pub/irs-pdf/f8833.pdf  On the first page it even says "The taxpayer is a dual-resident taxpayer and is disclosing a treaty-based return position...." as an alternative.  I have never filled in a form 8833 and it looks fraught with more legalese than I can stomach.  I am not sure under which section/option TurboTax (Desktop version) provides for reporting foreign earned income should I go the Form 8833 route?   

Q2: IF I have all data put into TT Home & Business and the only thing that is missing is the foreign earned income/foreign tax credit, wouldn't form 1116 already be "pre-populated" with data from ALL those other forms?   IF the answer is NO, why would I need to RE-input figures from all those other forms/interviews AGAIN?

 

Help me save my sanity someone!

 

JJ