Hello, I adopted my last child in 2020. Turbotax keeps generating an Adoptive Child Worksheet for me for 2021 and I don't understand why.

[Kathysgonewild]

We are leaving. We even tried to remove the credit but TT keeps putting it back. Rep couldn’t help. So, I’ll be finding a new software. 

[DaveF1006]

It depends. Perhaps you weren't able to use the full adoption credit in prior years and the excess credit was carried over this year when you are able to claim the excess credit.

[Rhumbaclave]

All I can say is do not use TurboTax if you adopted kids.  This is the second row we have had this problem.  We have a carryover from some years ago but TurboTax keeps creating 8839 forms.   This problem does not come up until they have your money.  Last year we bought the highest level support so we could actually talk to someone and in the end the lady was really frustrated too and said just create the form fill it out for one of your kids and get past the form.  Essentially asking us to do tax fraud.    TurboTax fix this problem.  

[TeresaM]

Just to clarify, we would like to take a deeper look at this Form 8839 Qualified Adoption Expenses Adoptive Worksheet behavior. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here so we can access the sanitized return.

 TurboTax Online:

1. Sign in to your online account
2. Click on Tax Tools on the left toolbar
3. Select Tools
4. In the pop-up screen, click on "Share my file with agent"
5. Click OK on the message that a diagnostic file will be sanitized and transmitted to us
6. Please post the Token Number

TurboTax Desktop/Download Versions:

1. Open your return
2. Click the Online tab in the top menu bar
3. Select "Send Tax File to Agent"
4. Click Send on the message, and the tax file will be sanitized and transmitted to us
5. Please post the Token Number

[Rhumbaclave]

947735 token number.

[TeresaM]

Thank you for sharing this information. Just to clarify, you had a Carryover Credit from Adoption Expenses in the past but for tax year 2021, it was past the five year limit to carry those expenses forward but Form 8839 is still generated? Is that correct?  We sanitized the return you provided and it no longer had the dates for the original adoption for me to view.

This credit is non-refundable and this means the amount of the credit is limited in a given year to a taxpayer's taxes due but any credit leftover can be carried forward for up to five years.