Ok, so for filling in the 1116 forms. I assume if the income is to be resourced by treaty, I check that box (d). only, on the top of the 1116 summary form.
As to types of income, earned income would be "general basket" and pension and 403B distributions would be lumped together in the "passive basket". (Or do I need separate forms for the 403b and the pension amounts, meaning three 1116 forms, plus another to serve as the summary sheet?)
Since all my income is from USA sources, I'll be resourcing them. So does the total of everything go on the "Certain Income Resourced By Treaty" line in section 4, rather than "general" or "passive"? (I would assume so?)
Note to self: Be sure to check "Paid" and not accrued on forms.