If you have an AMT carryforward balance, is there anywhere you can tell the MRA what it is?
I looked but couldn't find it. Not looking to specify how much of the balance should be used each year, just looking for the MRA to use up any balance that might exist.
Depending on the account type, foreign withholding taxes apply, and also depending on account type, some are recoverable, or a portion are recoverable.
Does the app already take this into account?
If not:
- How are they best handled? By lowering both the dividend yield and the capital growth amounts?
- Any possibility of adding another input field to account for them?