If we adopted a sibling group of 3 in 2016, and didn't do a 8839 because a sibling group qualified them special needs, can we do now?

rlightsey2012 · ‎June 6, 2019

MaryK1 · ‎June 6, 2019

It depends when the adoption was finalized- if it was 2016, you must go back and amend (and the credit will carry forward to apply to 2017).

Once an adoption becomes final, and subject to the dollar limitation, qualified adoption expenses paid during or after the year of finality are allowable as a credit for the year of payment, whether the adoption is foreign or domestic.

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View solution in original post

MaryK1 · ‎June 6, 2019

It depends when the adoption was finalized- if it was 2016, you must go back and amend (and the credit will carry forward to apply to 2017).

Once an adoption becomes final, and subject to the dollar limitation, qualified adoption expenses paid during or after the year of finality are allowable as a credit for the year of payment, whether the adoption is foreign or domestic.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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If we adopted a sibling group of 3 in 2016, and didn't do a 8839 because a sibling group qualified them special needs, can we do now?