Child Tax Credit and Credit for Other Dependents Worksheet

Child Tax Credit and Credit for Other Dependents Worksheet

Summary: This is the Child Tax Credit and Credit for Other Dependents Worksheet. The line items that are to be completed are:

Before you begin: Figure the amount of any credits you are claiming on Schedule 3, lines 1 through 4; Form 5695, line 30; Form 8910, line 15; Form 8936, line 23; or Schedule R.
Under"Part 1":
"1. Number of qualifying children under 17 with required social security number field multiplied by $2,000. Enter the result." field
"2. Number of other dependents, including qualifying children who are not under 17 or who do not have the required social security number, field multiplied by $500. Caution, do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, don't include anyone you included on line 1. Enter the result." field
"3. Add lines 1 and 2. Enter the total." field
"4. Enter the amount from Form 1040 or Form 1040–SR, line 8b, or Form 1040-NR, line 35." field
"5. 1040 and 1040–SR filers. Enter the total of any exclusion of income from Puerto Rico, and any amounts from Form 2555, lines 45 and 50; and Form 4563, line 15. 1040-NR filers. Enter 0." field
"6. Add lines 4 and 5. Enter the total." field
"7. Enter the amount shown below for your filing status."
  • Married filing jointly – $400,000

  • All other filing statuses – $250,000

field
"8. Is the amount on line 6 more than the amount on line 7?"
"No. Leave line 8 blank. Enter 0 on line 9." checkbox
"Yes. Subtract line 7 from line 6. If the result is not a multiple of $1,000, increase it to the next multiple of $1,000 (for example, increase $425 to $1,000, increase $1,025 to $2,000, etcetera)" checkbox
field
"9. Multiply the amount on line 8 by 5% (.05). Enter the result." field
"10. Is the amount on line 3 more than the amount on line 9?"
"No. STOP You cannot take the child tax credit or credit for other dependents on Form 1040 or Form 1040–SR, line 13a or Form 1040-NR, line 49. You also cannot take the additional child tax credit on Form 1040 or Form 1040–SR, line 18b or Form 1040-NR, line 64. Complete the rest of your Form 1040, Form 1040–SR, or Form 1040-NR." checkbox
"Yes. Subtract line 9 from line 3. Enter the result. Go to Part 2 on the next page."