TurboTax checks for your eligibility for the Credit for the Elderly or Disabled. This credit may apply if you retired due to permanent and total disability.
This nonrefundable credit has income limits. If your filing status is single, head of household, or qualifying widower with a qualifying child, your adjusted gross income (AGI) must be less than $17,500 and your non-taxable Social Security and pension income cannot exceed $5,000. On a joint return, your AGI can’t exceed $20,000 plus a maximum of $5,000 in Social Security and pension benefits.
For more information, please Guide to Schedule R.
To get directly to the Credit for the Elderly or Disabled:
- Continue your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
- Click Tax Tools (top right of your screen).
- Click Tools.
- Click Topic Search.
- In the I'm looking for: box, type sch r.
- In the results box, highlight sch r, then click GO.
- Follow the onscreen instructions. (Click the screenshots below for reference.)
Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.
[Edited 03.04.2018 I 10:56AM PST]
