The saga continues…
I asked my TFX accountant to make a couple extra changes to my return (eg revoking FEIE), thinking I’d use this return as a template to fill out my own on TaxAct.
Turns out when he submitted the new return…he attached a 1116 Schedule B explicitly carrying these excess credits forward, after insisting that they were completely ineligible for carryforward or carryback! If he just moved the figure up a single box into the “carryback” field all this hullabaloo could’ve been avoided…
Ah well. Gonna file on TaxAct and then figure out how to file a 1040-X now, I suppose…
