FrankK
Level 4

In response to your first question (Maybe I'm misunderstanding your situation, but if the expenses don't qualify, why are you entering those expenses in ProSeries?), I am not one of those "lucky" people whose clients provide 100% of required data before I start to work on their return. In this case, the taxpayers stated that they incurred adoption expenses (provided list, without dates or receipts) and that the adoption was final in 2021.  It wasn't until the last of the information was provided that I was able to determine that no credit was allowable. The release of the software that I used correctly calculated that no credit was allowable. Therefore, no need to remove information already entered.

A similar example: Are you saying that you only enter the first $10K of SALT from W-2s, even though the actual amount may be greater?  Or that you only enter other data up to the threshold amounts (e.g. mortgage interest) instead of using the deductible mortgage interest worksheet?  What if our friends in Congress retroactively change the law after you enter the "limited" data?

Regarding your second post, you are correct in that the software would need to know the date of birth and the date the adoption was final, along with either dates of expenses or a method for the preparer to specify that all or a specified amount of expenses were incurred before the child reached age 18.

Finally, while there is no more deduction for dependents (for now), the child's information was still entered in the dependent section of the information worksheet because the child had qualified education expenses.

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