Apparently, it seems that most of the returns containing the adop.tion cre.dit are going through a correspondence audit, and often the supporting documents are not making it to the auditors desk. Doesn't that sound like government efficiency? So, S numbered every page of our return, and put his name and SS# on each page since he's the primary filer. Hopefully that helps, if not, we'll just resubmit. Because the adoption was finalized in 2011, we are claiming 2010 and 2011 expenses on this return.
Documents we're submitting for proof are:
- final itemized receipt from the adoption agency
- letter approving our homestudy,
- placement document
- final adoption decree
- copies of canceled checks
I'm hoping that's overkill, because it's pretty much everything except the homestudy itself, which I really don't want to submit. It's entirely too personal in my opinion and shouldn't be required for proof.
We also amended last year's (2010) return to claim 2009 expenses, since we didn't claim the credit. For that return we sent in the itemized receipt showing expenses up to 2009, the corresponding canceled checks and the letter approving our homestudy. For future information, if you are adopting domestically, you are supposed to claim the credit the year after expenses have incurred whether or not you have a placement at that time. International has different rules. Don't make it clear or easy to follow or anything...thanks a lot I-R-S.
Lastly, I had spaced applying for Baby X's SS#, and so a few weeks ago, I nervously drove to the local office to submit the application, hoping against hope that it wouldn't take 3 months to get. As it turns out, Friday afternoon at 2:30pm is an awesome time to go, the place was empty, and the card showed up in the mail about a week later. *whew*