2016 Instructions For Form 8839 Page 8
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8Adoption Credit Carryforward Worksheet—Line 16
1. Enter the amount from Form 8839, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.
Did you use the Adoption Credit Carryforward Worksheet—Line 16 in the 2015 Form 8839 instructions?
No. Skip lines 2 through 5. Enter the amount from line 1 of this worksheet on line 6.
Yes. Have that worksheet handy and go to line 2.
2. Enter any 2012 credit carryforward (line 8 of your 2015 worksheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Enter any 2013 credit carryforward (line 10 of your 2015 worksheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.
4. Enter any 2014 credit carryforward (line 12 of your 2015 worksheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
5. Enter any 2015 credit carryforward (line 14 of your 2015 worksheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
6. Add lines 1 through 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.
7. Enter the amount from Form 8839, line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.
8. Subtract line 7 from line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.
Did you enter an amount on line 2, 3, 4, or 5?
No. Enter the amount on line 8 on lines 17 and 18 below; skip all the other lines.
Yes. Continue to line 9.
9. 2012 credit carryforward to 2017. Subtract line 7 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . .
9.
10. Subtract line 2 from line 7. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.
11. 2013 credit carryforward to 2017. Subtract line 10 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . .
11.
12. Subtract line 3 from line 10. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.
13. 2014 credit carryforward to 2017. Subtract line 12 from line 4. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . .
13.
14. Subtract line 4 from line 12. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.
15. 2015 credit carryforward to 2017. Subtract line 14 from line 5. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . .
15.
16. Add lines 9, 11, 13, and 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.
17. 2016 credit carryforward to 2017. Subtract line 16 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . .
17.
18. Total credit carryforward to 2017. Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
Keep for Your Records
Modified Adjusted Gross Income (MAGI) Worksheet—Line 23
Before you begin:
If you file Form 1040, complete lines 8a through 21, 23 through 32, and 36 if they apply.
If you file Form 1040NR, complete lines 9a through 21, 24 through 32, and 35 if they apply.
1. Enter the amount you would enter on line 7 of Form 1040 or line 8 of Form 1040NR if you could exclude the total
amount on Form 8839, line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.
2. Enter the amount from Form 8839, line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Form 1040 filers, enter the total of lines 8a, 9a, 10 through 14, 15b, 16b, 17 through 19, 20b, and 21.
Form 1040NR filers, enter the total of lines 9a, 10a, 11 through 15, 16b, 17b, and 18 through 21 . . . . . . . . . . .
3.
4. Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
5. Form 1040 filers, enter the total of lines 23 through 32, and any write-in adjustments entered on the dotted line
next to line 36.
Form 1040NR filers, enter the total of lines 24 through 32 and any write-in adjustments entered on the dotted
line next to line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
6. Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.
Form 1040 filers, increase the amount on line 6 of this worksheet by the total of the following amounts. Enter
the total on Form 8839, line 23.
• Any amount from Form 2555, lines 45 and 50, Form 2555-EZ, line 18, and Form 4563, line 15, and
• Any exclusion of income from Puerto Rico.
Form 1040NR filers, enter on Form 8839, line 23, the amount from line 6 of this worksheet.
-8-
Form 8839 (2016)
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