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I checked the status of my anticipated 2010 tax refund online today. I found out that the IRS is sending me a letter asking for more information. Upon checking my records, I discovered that I did not attach the copy of the adoption decree to form 8839. I assume that this is what the IRS will ask for. Should I operate under that assumption and just send the IRS a copy of the decree and itemized expenses from PSBI (our adoption agency) or should I wait for their letter? If the former, where should I send the documentation and how do I reference the tax return? Do you think this will significantly delay our refund? Should I wait to hear from my accountant? Any advice is appreciate
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Do a search of "Adoption tax credit" and read the the 3 threads by people who have been through this. Lots of info.
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You need to wait for the letter because it will give the specific location you need to send or fax the information to.
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I sent in my IRS retrun with the required documentation and later got a letter stating they needed the Adoption Cetificate of Finalization, which I had already sent. I sent receipts from lawyers, airline tickets, etc and then the next letter sais I had a penalty of $2500 (20% of the credit amount!). How dare you to try to take a credit...we will punish you!! I called and talked the the IRS (a 25 minute wait period) and the lady informed me they DO NOT forward documentation to the other offices......surpise, surpise!! I had to send another copy of the Certificate of Finalization plus another copy of the lawyer fees, etc. Hopefully this will complete the process. Why do they ask to send a copy of paperwork they plan on throwing away anyway? ARGHH!!
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