CA tax credit help

March 29, 2011

Longing2bMom

I use to work for a very well respected accounting firm and asked them if I could claim the credit for Baby A. They originally told me "no" because I had no expenses and she wasn't special needs. After reading some things on my own, I began to suspect they were wrong and asked them if they could look into it further. They did and discovered that I could claim the entire credit because the State of California classifies virtually all children adopted from foster care as "special needs" based on "adverse parental background". One easy way to tell is if you get an adoption assistance subsidy. This means your child is classified as "special needs". For Baby A, I sent in copies of her adoption decree and adoption assistance agreement and I received the refund last week.

Longing2bemom....what "adoption assistance agreement" did you have? just curious as all I have was my foster placement papers, my papers at the adoption signing, but there's nothing there with subsidy agreement just that we went over all of L's info and that I received her packet of hx. as of now I have the adoption order/decree and I made copies of my AAP checks and the medical card....my AW is out on maternity leave....anyways should be sending the packet out this week....if you have any ideas let me know....even the foster placement has marked "no special needs" (as in cognitive and physical)