2019 foreign tax credit requires 1116 when I should be able to file without it

[bcbarker65]

Under the Learn more portion of Foreign Tax credit it says:

Special circumstances or exceptions

- you can claim the foreign tax credit without filing Form 1116 if:

- all of your foreign income was passive (mine was all 1099-DIV) and

- all of your foreign income and taxes were reported to you on a qualified payee statement (yes again 1099-DIV) and

- you are claiming the credit for no more than $300 in foreign taxes (no more than $600 if married filing jointly). 

I have only passive 1099-DIV and it is $539 when filing jointly.

This was not an issue in 2018 because it didn't ask for 1116 for $443 then.

Seems like a BUG!

How can I do the credit without a 1116 which goes into tons of extra details that I should not be subject to.

[rogge1722 · Accepted solution]

If you are asked to fill out form 1116 and you don’t need to, here is a technique to override it. Go to the foreign tax credit interview and when you start, here are the screen headers and the responses.
1. Foreign tax credit
          Continue
2. Tell us about your foreign taxes.
             Skip the foreign tax credit.
3. Foreign Taxes
          Continue
TT will exit the interview and the credit should appear on schedule 3 line 1.