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Does anyone have experience with the Form 6765 in ATX? Client has a research credit c/f from 2010 and also more credit in 2011, but her tax is low, so only part of the 2010 c/f will be used. The rest of 2010 & 2011 will be carried forward to 2012.

The issue: everything looks hunky dory until I get to the 3800. Page three has two entries, one for 2010 marked passive credit and carryforward, with the full amount of the credit for 2010 (before the income limitation). Page two of page 3, while marked passive credit, does not show any amount, even though I have filled out the detail sheet. I think it should have the full amount of the 2011 credit.

Is this correct? Or do I have a program bug. I'm calling ATX, but figure I might get a better understanding of correct tax presentation here.

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