topic Form 1116 in Get your taxes done using TurboTax

Form 1116

angelmariag — Tue, 24 Feb 2026 03:45:47 GMT

Why turbotax does not e-file my return if I have two forms 1116 with the same income type (passive)? I needed to create two copies of form 1116 to report foreign taxes in 5 different countries, but turbotax says that cannot e-file the return if there are two copies of the form 1116 with the same income and suggests to delete one copy.

This is for turbotax 2022 (premier), desktop version in windows.

Re: Form 1116

rogge1722 — Sat, 04 Mar 2023 23:59:59 GMT

In Forms Mode, bring up the 1st copy of form 1116. Parts 1 thru 4 are filled out. Then bring up the 2nd copy. At the very top look for the word “Statement”. Parts 1 and 2 are filled , but parts 3 and 4 are blank.

If that is not what you see, then there is an error in the technique used.

If necessary, delete the forms and follow this technique:

TT can support only one country per 1099. Here is a suggested workaround .

This is an example of the preparation to fill out a form 1116 for taxes paid by 3 countries within a 1099-DIV.

They are:

a: RIC which includes all mutual funds/ETF”s

b: Canada

c: United Kingdom

Three fictitious 1099-DIV’s will be created. The original 1099-DIV will be used for domestic income only.

Bring up a new blank 1099-DIV. For convenience name the payer the same as the country it represents. In this case the payer is RIC. From the broker’s supplemental info, insert into box 1a the ordinary dividends from any and all mutual funds/ETF’s. In box 1b, insert all qualified dividends form all mutual funds/ETF’s. In box 7, insert the foreign tax paid from all mutual funds/ETF’s. That completes the 1st fictitious 1099-DIV.

Bring up a 2nd blank 1099-DIV. Name the payer Canada. In box 1a, insert all the ordinary dividends from Canada; in box 1b all the qualified dividends from Canada and in box 7 the tax paid to Canada. That completes the 2nd fictitious 1099-DIV.

Bring up a 3rd blank 1099-DIV. Name the payer U.K. In box 1a, insert all the ordinary dividends from the U.K.; in box 1b all the qualified dividends from the U.K. The U.K. does not withhold taxes, but TT must see an amount in box 7 during the interview. Insert $1.00 into box 7 and subtract $1.00 from box 7 of either of the previous fictitious 1099’s. That completes the 3rd fictitious 1099-DIV.

On the original 1099-DIV, subtract all the foreign amounts from box 1a so that only the domestic ordinary dividends remain. Subtract all foreign amounts from box 1b so that only the domestic qualified dividends remain. Delete the amount in box 7, the foreign tax paid.

If there are more than 3 countries, TT will automatically generate additional F1116 copies as necessary

Re: Form 1116

angelmariag — Sun, 05 Mar 2023 00:17:52 GMT

Thanks "rogge1722" for your reply. Yes. TurboTax is generating the second copy, but at certain moment in the process TurboTax simply says if you want to "continue with the form" or "answer more information", and then it says that It will not e-file more than one form 1116 with the same income (In this case "passive"), and in the next window just says "that the FORM 1116 COPY 1" will be deleted and hittingg "continue" actually deletes the COPY1.

As I said, TurboTax generates the two copies of FORM 1116, one copy for 3 countries and another copy for 2 countries, but if I want to e-file only accepts one. I can continue with TurboTax but I may need to print the forms and mail them. I want to be able to e-file them.

Re: Form 1116

rogge1722 — Sun, 05 Mar 2023 00:24:33 GMT

I suggest deleting the form 1116's, and start over using the technique described.