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Deductions & credits
RE: 2017 tax year....Does this solution also work for the on-line version? There's really no forms view in this version. Is there a way to see the actual 1116 forms after I enter this data? I kinda get setting up the dummy 1099's But wonder if anything about the above info is different for online only version. Thanks p.s. using the Self-employed version.
UPDATE a few days later--- my wife actually posted this question but within hours had it all figured out.
Using the dummy method described above she named them ie: "Wells Fargo Oakmark" or whatever fund. Then keeping track of the descending order to list each tax credit individually (after creating a 1099 for each one)- only enter each dummy sheet separately, don't gang them up under the RIC category for instance, but check the boxes to select them by descending amount of tax paid.. Saving your instructions above for next year! Thanks rogge722
UPDATE a few days later--- my wife actually posted this question but within hours had it all figured out.
Using the dummy method described above she named them ie: "Wells Fargo Oakmark" or whatever fund. Then keeping track of the descending order to list each tax credit individually (after creating a 1099 for each one)- only enter each dummy sheet separately, don't gang them up under the RIC category for instance, but check the boxes to select them by descending amount of tax paid.. Saving your instructions above for next year! Thanks rogge722
‎June 4, 2019
5:17 PM