I want to claim taxes paid on foreign pension income. Do I report the income again on this form when it was already reported in income section?

[janchatestaxes]

I understand that higher amount of taxes paid must be reported first but the program first requires me to answer RIC for dividend taxes and I cannot go to the form for the higher amount of foreign taxes paid on the pension income.

[KarenJ]

Yes, you need to enter it again in the foreign tax section of TurboTax.

Please see the following response from my colleague, a superuser, Rogge1722 to a similar question:

This shows the header and response for each screen in order that the 1st (COPY 1) F1116 will be “general category income” instead of the default “passive category income” which is the result of the initial screens focusing on dividends.

To ensure a clean start, delete any F1116’s before entering the foreign tax credit interview. .

1.   Foreign Tax Credit.
             Continue
 2.   Tell us about your foreign taxes.
            This screen may or may not appear for various reasons.
            If displayed, click on Continue.
3.   Foreign Taxes
            Continue
4.  Do you want deduction or credit?
           Credit
5.  Reporting foreign taxes paid
           Continue.
6. Where did you receive dividend income?
             Not used at this time, so just select the first one then Continue
7. Income from foreign countries
              Done
8. Need to report income
                No
9.  Simplified limitation election for AMT
            This screen may or may not appear for various reasons.
             If displayed, will assume YES is selected
10. No other income or expenses
             No
11. Completing forms 1116
           Continue
12.  Foreign tax credit worksheet
            Continue
13. Choose the income type
               General category then Continue

For screens 14 through 32, insert the applicable data.

33. Foreign tax credit summary.
              You should see COPY 1 general category income
              Select Done.
34.  Reporting foreign income expenses.
              Yes
35.  Foreign taxes
               Continue

TT will exit the interview.  Now re-enter the interview and work through the screens for the dividends to generate COPY 2, passive category F1116.

[janchatestaxes]

Thank you for the detailed step by step explanation

[Y-FRA]

Dear KarenJ, do you mean that foreign pension income is classified by IRS as a general category income for Form 1116? I am trying to clarify, if pensions are general or passive category income, but cannot find anything in IRS publications related to FTC any reliable information at all on this subject. I would highly appreciate, if somebody could help!