Just to clarify, we would like to take a deeper look at this Form 8839 adoption final 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:
TurboTax Desktop/Download Versions:
I have done this, token is 952471
I was told a week ago this is a known Turbotax Online bug - anybody that has Adoption carryover is still unable to file their taxes. Gets stuck on the final review section for Adoption Form. Was told to try every day but it's still an issue as of 3/11/2022
I am having the same issue. Adoption final before 2021. Still need to list her as a dependent. I know I won't get the credit because I have a refund coming. Awaiting correction before filing. Token #964471. Please help!
I have reviewed the return, and there is a carryover credit amount for qualified adoption expenses generating Form 8839 Qualified Adoptive Child Worksheet. The credit is limited to the amount of your tax liability, so sometimes people cannot use all of it in the first year or two, and it can carry forward for up to 5 years. Even if you cannot use the credit this year, TurboTax is trying to carry it forward on your records so that you can use it next year or the following year.
If you are using the TurboTax Desktop for Windows version, you can complete this in Forms mode if it is not displaying properly in Step-by-Step mode.
This will bring up Form 8839 in the central pane and you can select boxes or make entries for the date and year adoption final.
When you are finished, just click on Step-by-Step in the upper right to toggle back to the Interview mode.
This should allow you to complete the form, carry any unused credits forward for next year, and pass Review without any flags.
I have reviewed the return, and there is a carryover credit amount for qualified adoption expenses generating Form 8839 Qualified Adoptive Child Worksheet. The credit is limited to the amount of your tax liability, so sometimes people cannot use all of it in the first year or two, and it can carry forward for up to 5 years. Even if you cannot use the credit this year, TurboTax is trying to carry it forward on your records so that you can use it next year or the following year.
Then try to complete the questions in the Adoption Credit section. They should now display properly.
When you are finished, just click on Step-by-Step in the upper right to toggle back to the Interview mode.
This should allow you to complete the form, carry any unused credits forward for next year, and pass Review without any flags.