Form 8839 (2023)

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Get your Form 8839 (2023) in 3 easy steps

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What Is Form 8839?

Form 8839, also known as the Qualified Adoption Expenses form, is used by taxpayers to claim adoption expenses as a tax credit on their federal tax return. The adoption expenses may include adoption fees, court costs, attorney fees, travel expenses, and other costs related to adopting a child. Taxpayers may claim a credit up to a certain amount, which varies each year. The credit is not refundable, meaning that if the credit exceeds the taxpayer's tax liability, the excess amount cannot be refunded.

How To Fill Out Form 8839 Online

Filling out Form 8839 is a relatively straightforward process. Here is a form 8839 instructions pdf to filling out the form online:

  1. Gather necessary information: Before starting the form, gather all the necessary information required, including the names and Social Security numbers of the taxpayers and the adopted child, the total expenses incurred for the adoption, and any employer-provided adoption benefits.
  2. Visit the PDFliner website: Visit the PDFliner website and get a copy of the IRS tax form 8839.
  3. Enter personal information: Enter the taxpayer's name, Social Security number, and address in the designated fields. Enter the same information for the taxpayer's spouse if filing jointly.
  4. Enter information about the adopted child: Enter the adopted child's name, Social Security number, and year of birth.
  5. Enter the adoption expenses: Enter the total adoption expenses paid during the tax year, including any employer-provided adoption benefits.
  6. Calculate the credit: The form will automatically calculate the allowable credit based on the total expenses entered.
  7. Verify and submit: Double-check all the information entered, then sign and date form 8839 2022 before submitting it to the IRS.

What Should Form 8839 Include

IRS form 8839 2022 should include all relevant information related to the adoption expenses and the adopted child. Here are some situations that may affect what information should be included:

  • Adoption of a U.S. citizen or resident: Taxpayers who adopt a child who is a U.S. citizen or resident should provide the child's name, Social Security number, and year of birth.
  • Adoption of a foreign child: Taxpayers who adopt a child from a foreign country should provide the child's name, the country of origin, and the date the adoption became final.
  • Multiple adoptions: If the taxpayer adopted more than one child during the tax year, they should file a separate Form 8839 for each child.
  • Employer-provided adoption benefits: Taxpayers receiving benefits from their employer should include the amount received in their total adoption expenses.

When to Request Form 8839?

Taxpayers should request the 8839 form if they have incurred adoption expenses during the tax year and wish to claim a tax credit. Taxpayers may claim the credit in the year the adoption became final, regardless of when the expenses were incurred. However, taxpayers should be aware that there is a limit to the amount of credit they may claim, which varies each year.

When Will Form 8839 Be Available?

Form 8839 is typically available in January of each year. The form is used to claim a tax credit for expenses that were incurred during the previous tax year. For example, the 2022 version of Form 8839 will be used to claim expenses that were incurred during the 2021 tax year. Taxpayers can obtain a copy of the form from the IRS website or from their tax preparation software.

Form Versions

2022 Form 8839 (2022) Fill Out Form
Fillable online Form 8839 (2023)
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