TurboTax FAQ
TurboTax FAQ

2016 Federal Form 8839 Special Needs Adoption Amend Instructions

Certain taxpayers who filed federal Form 8839 for a special needs adoption may need to amend their federal and state tax returns.   Although we fixed the issue in TurboTax, we want to make sure your return is complete and accurate.

You may be affected if all of the following apply to you:

  • You filed your tax return prior to March 1, 2017 AND
  • You adopted an eligible US child with special needs AND
  • Your adoption became final in 2016 AND
  • Your employer did NOT have a written qualified adoption assistance program
If you are affected, you may have underpaid your federal and state tax. You may need to amend your federal and state tax returns. 

What you need to do:

Remember to keep a copy of your amended return in your tax files.
Filing an amended return is free.  In addition, as a part of our Accurate Calculation Guarantee, TurboTax will reimburse you for any penalties or interest you are assessed as a result of this error.  You can find additional information about our Accurate Calculation Guarantee by clicking on this link TurboTax Accurate Calculation Guarantee .  If for any reason you are not satisfied with TurboTax as a result of this issue, we will refund your purchase price. 
We apologize if this situation applies to you.  If you have additional questions, please contact us at 1-877-216-2138.