Optimize foreign earned income exclusions and deductions for expatriates
Use the Optimize feature in Organizer to select an optimization method, configure §911 exclusion and foreign tax credit carryover options, and view the results.
The system minimizes tax liability after credits for expatriates by either allowing or disallowing the §911 foreign earned income exclusion and the §911 foreign housing cost exclusion or deduction.
- InOrganizer, selectOptimizeat the top of the screen.
- SelectOptions, thenForeign Optimizationor selectIncome, thenForeign Earned Income.
- Select the employer name, thenExclusionsand/orDeductions.
- InOrganizer, selectOptimizeat the top of the screen.
- Select the following:
- An optimization method option.
- An option to force specific §911 exclusions.
- An option to optimize after deducting the foreign tax credit carryover.
- SelectOptimizeto begin the optimization process.
- View the optimization results by either selecting the hyperlinkOptimization Results,or selecting .
- Select the foreign country name, and thenForeign Optimization.
