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How to enter Form 8839 qualified adoption expenses in Lacerte

SOLVEDby IntuitLacerte Tax23Updated July 12, 2022

Before you start:

  • In most cases the Married Filing Separate filing status will impact the ability to claim the credit. See Instructions for Form 8839 for full details.
  • If the modified AGI is greater then the phase out limit on the 8839 line 8 the credit will not generate.

Follow these steps to generate Form 8839:

  1. Go to Screen 37, Adoption Credit (8839).
  2. Enter the adopted child's personal information under the Eligible Children section:
    • First and last name
    • ID number (SSN, ATIN, or ITIN)
    • Date of birth
  3. Select any of the applicable boxes under the Eligible Children section.
  4. Enter the expenses in the appropriate fields under the Qualified Adoption Expenses Paid in subsection.
  5. Enter any Prior Year Information, if applicable.

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