Child Tax Credit

[The Real Halloween]

2019 Married Filing Joint return with 1 Child (US Citizen) below 2 years old. Total wages (earned income) is $212,000 and foreign earned income exclusion $195,000.  AGI Line 8b is $18,000 And Taxable Income Line 11b is zero. Tax Line 12b is zero. Child tax credit line 13a is blank.

It is my understanding that if a taxpayer doesn’t owe any tax before claiming the credit, they will receive up to $1,400 as part of their tax refund. How to enable PTO to claim the refundable child tax credit ($1,400)?

Also PTO does not generate Form 8867 Paid Preparer's Due Diligence Checklist. How to enable PTO to generate such form?

Thanks for your time and comment.

[sjrcpa]

Check the instructions. This may be one of the situations where you have to add back the foreign earned income exclusion to do the calculation.

[The Real Halloween]

@sjrcpa It seems that if TP is claiming FEIE, he is not able to claim the refundable portion of child tax credit while living overseas.

Thanks!

[sjrcpa · Accepted solution]

Glad you got it sorted.