Adoption Expenses

There are 2 tax benefits available to adoptive parents:

You can claim both the credit and the exclusion for expenses related to adopting a child, but you can’t claim both for the same expenses. If you’re adopting a child with special needs and your employer has an adoption assistance program, you might be able to take advantage of both benefits. In adoption cases, the state determines whether or not the child you’re adopting is a special needs child.

If you’re married filing a separate return, you can’t take the adoption credit or the adoption benefits exclusion unless you meet all of the following requirements:

Use Form 8839 to report your adoption expenses and claim the adoption credit or exclusion. Use the Interview to enter your adoption expenses and the program will make sure that your expenses are reported correctly.

Qualifying Expenses

Qualifying expenses include adoption fees, court costs, attorneys’ fees, travel expenses, and other costs associated with the adoption. For your expenses to qualify for either the adoption credit or the adoption benefits exclusion, all of these must be true:

Expenses paid before the year in which the adoption is finalized may be claimed in the year after they are paid. However, expenses for a special needs or foreign adoption are deductible only if the adoption became final in 2010.

Expenses for adopting your spouse’s child do not qualify.

To learn more, see the Form 8839 instructions or IRS Publication 968: Tax Benefits for Adoption.