Adoption Tax Credit 2026: Get Up to $17,670 Back

Adoption costs are rising, but so is the tax relief. For the 2026 tax year, the maximum credit has increased to $17,670 per child. Even more importantly, new legislation has made this credit Partially Refundable (up to $5,120). This means you can now get cash back even if you owe zero taxes. Here is how to navigate the new limits and the 5-year carryforward rule.

BMT Tax Team BMT Tax Team · 📅 Jan 2026 · ⏱️ 7 min read · TAX TIPS › CREDITS
Max Credit
$17,670
Per Child (2026)Max
Cash Back
$5,120
Refundable PortionNew
Income
$265k
Phase-out StartsWarn

1. The Rule: Hybrid Credit (Refund + Carryover)

As of 2026, the credit is no longer strictly “Non-Refundable.” It operates on a two-tier system.

The $5,120 Refundable Floor
Tier 1 (Refundable): The first $5,120 of the credit is refundable. Even if you paid $0 in federal taxes, you receive this as a cash refund.
Tier 2 (Non-Refundable): The remaining $12,550 ($17,670 – $5,120) is used to lower your tax liability to zero.
Carryover: Anything left from Tier 2 moves to next year.

2. Eligible Expenses (Checklist)

Only “Qualified Adoption Expenses” count toward the $17,670 limit.

Expense Category Eligible (Yes ✅) Ineligible (No ❌)
Legal Attorney fees, court costs. Surrogate mother fees.
Agency Adoption agency fees. Step-child adoption.
Travel Travel (meals/lodging) to get child. Vacation side-trips.

3. Timeline: How the New “Split” Works

This chart shows how a $17,670 credit applies if your annual tax bill is only $5,000.

Action Amount Result
1. Offset Tax $5,000
Tax Bill Becomes $0
2. Cash Refund $5,120
Check Sent to You
3. Carryover $7,550
Saved for Next 5 Years
Planning Note
Even if you have zero tax liability this year, it is generally critical to file Form 8839 to claim the $5,120 refundable portion and establish the carryover balance for future years.

4. Strategy: Income Phaseout Limits

The income caps have risen for 2026.

  • Phase-out Start: The credit begins to reduce if your Modified Adjusted Gross Income (MAGI) exceeds $265,080.
  • Phase-out End: The credit is fully eliminated once your MAGI hits $305,080.
  • The Move: If you are near $265k, maximize your 401(k) contributions to lower your MAGI and preserve the full credit.

5. Warning: Failed Adoptions

The timing rule depends on where the child is from.

⛔ Domestic vs. Foreign

Don’t claim too early for international cases.

  • U.S. Adoption: You generally CAN claim the credit for qualified expenses paid, even if the adoption is never finalized. Claim it the year after expenses were paid.
  • Foreign Adoption: You generally CANNOT claim any credit unless the adoption becomes final. If it fails, you get $0.

6. Frequently Asked Questions

What if I adopt a “Special Needs” child?
You generally qualify for the full $17,670 credit regardless of your actual expenses. The state must determine the child has special needs (e.g., age, siblings, disability).
Can I claim it for a step-child?
No. Adopting your spouse’s child does not qualify for the credit under current tax law.