@gswu continuing from my earlier post , I have simulated your situation i.e. (1) FEIE + (2)form 1116 ( general category ) covering allocated foreign tax on un-excluded Foreign Earned Income of $106,500 ;(3) form 1116 ( Passive Category ) covering Rental income of 50K and Dividend income of 250K. I can see the FTC on all categories and Turbo Ta behaving as it should. However, none of this takes place by itself i.e. form 1116 general category is not prompted for by TurboTax even though it knows that there is "un-excluded " foreign earned income that needs FTC treatment.
Therefore there is a lot of running between Step-by-step and forms mode to make sure that the figures are correct.
Is there more i can do for you ?
