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Child and Dependent Care Credit

Overview

(Does Not Apply To 2021)

Maximum Expense Limit - $3,000 for one and $6,000 for two or more qualifiers.

  • Earned Income Limit – Expenses limited to earned income.
  • Disabled or Full Time Student Monthly Imputed Income - $250 for one; $500 for two or more qualifiers.
  • AGI Limitation – 35% to 20% credit(see table)
  • AGI over $43,000 – credit percentage equals 20%
  • Employer dependent care plans – reduces qualified expenses
  • Married taxpayers must file jointly
  • Qualifier
    • Child under 13 (i.e., take credit for expenses up to date child turns 13);
    • A spouse or person - physically or mentally disabled lived with the taxpayer more than half the year (see details for more qualification rules).
  • Non-refundable, No carryover
  • School Expenses – under kindergarten
  • Day camps – generally ok
  • Absences or part time employment – prorate expenses.
  • Pub 503 – Child and Dependent Care Expenses
  • Form 2441 - Child and Dependent Care Expenses
  • Form W-10 – Dependent Care Provider’s ID and Certification
  • IRC Sec 21 - Expenses for Household and Dependent Care Services Necessary for Gainful Employment
  • IRC Sec 129 – Dependent Care Assistance Programs

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