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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8839
for the current year.
IRS Form 8839 Qualified Adoption Expenses
What Is IRS Form 8839?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8839?A: IRS Form 8839 is used to claim qualified adoption expenses as a tax credit.
Q: What are qualified adoption expenses?A: Qualified adoption expenses are reasonable and necessary expenses related to the legal adoption of a child.
Q: Who can claim the adoption expenses tax credit?A: Only taxpayers who have adopted a child and incurred qualified adoption expenses can claim the tax credit.
Q: How much is the adoption expenses tax credit?A: The amount of the tax credit depends on the expenses incurred and the taxpayer's income.
Q: Are there any income limitations for claiming the adoption expenses tax credit?A: Yes, there are income limitations. The credit is phased out for taxpayers with higher incomes.
Q: What documentation is required to claim the adoption expenses tax credit?A: Taxpayers must have documentation of the adoption expenses, such as receipts and legal paperwork.
Q: When should IRS Form 8839 be filed?A: IRS Form 8839 should be filed with the taxpayer's annual tax return.
Q: Can the adoption expenses tax credit be carried forward or back?A: No, the tax credit cannot be carried forward or back. It can only be claimed in the year the expenses were incurred.
Q: Are there any other tax benefits for adopting a child?A: Yes, there may be other tax benefits, such as the adoption credit and the exclusion for employer-provided adoption assistance.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
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- Fill out the form in our online filing application.
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Download IRS Form 8839 Qualified Adoption Expenses
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