asked

I have a Form 1116 question regarding US taxes for a family living in Australia with a family income of $90k, $25k in income taxes, and $10k in passive income from bank interest. The 1040 line 44 tax is $15k, limiting the claim to $13.5k (9/10ths) and leaving excess foreign general category taxes of $11.5k. The passive category income is $10k with no direct foreign taxes on the interest until the end of year tax return. This results in having to pay the US $1.5k even though more was paid to the foreign country. Doesn't this mean some of the 'income tax' levied during the year on wages was in fact passive tax on the interest, and where is the credit for that?

November 10th, 2024

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