Form 8839

Forum|Forum|5 years ago
February 20, 2021
1 reply
3 views

Turbo Tax is making me complete form 8839 for qualified adoption expenses. I assume because my employer reimbursed me part of my adoption expenses through their employee adoption assistance program. However, I do not have any “qualified” adoption expenses that would go on IRS form 8839 because my adoption was a “step-parent” adoption and the IRS does not consider expenses paid for adopting a spouses child eligible. Why didn’t turbo tax ask me is my adoption was a step parent adoption before making me fill in information for this form? How do I fix this?

LenaH

Employee Tax Expert

Employer-provided adoption benefits are shown in Box 12 of your Form(s) W-2 (code T), which triggered Form 8839. Since adopting stepchildren are not considered a qualified expense, you will not be able to exclude the employer-provided benefits from your income. You can delete Form 8839 if it is not needed.

To remove Form 8839, please follow these steps:

Open your tax return.
Click on Tools.
Click on Delete a Form.
Scroll down to Form 8839 and click Delete.

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JustinJewell

Level 2

I have adoption subsidy reimbursement from my employer, but there has not been a placement yet for a child. So, there is no child to add on Form 8839. I have attempted to delete Form 8839 and it deletes. However, when I run smart check errors at the end, it shows several errors and makes me complete Form 8839 again.