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Level 1
June 1, 2019
Question

Can I claim elderly credit as I am deaf since birth and now 64 as disabled ?

  • June 1, 2019
  • 3 replies
  • 3 views
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3 replies

Level 15
June 1, 2019

It depends. You’ll have to meet the second and third qualifications below since you have not yet reached the age of 65.

First: You must be either elderly or disabled. To meet the age test, you must be at least 65 years of age by the end of the tax year.

Second: If you’re disabled, you must meet all three of these requirements to qualify:

  1. You must have been permanently and totally disabled before you retired
  2. You must receive taxable disability income during the year
  3. You must be younger than your employer’s mandatory retirement age before the beginning of the tax year.

Third:

The IRS also establishes income guidelines for each tax year. Taxpayers who earn more than the income limit cannot claim the credit for that year. Couples who file separate returns but live together during the year do not qualify for the credit. Please see the income guidelines on the IRS Figure A, chart.


You can also click the link below and use the IRS interactive tax assistant to see if you qualify.

https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled

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Level 2
June 21, 2020

 Elderly  67 years old  and have cirrhosis of the liver  for any years 

Level 2
June 21, 2020

 Not  deaf.    Cirrhosis of the liver 

Level 15
June 22, 2020

@hammontreeirene This is an old thread.  Although we are sorry you have a serious medical condition, there is not a deduction on your federal tax return for having a medical problem.  Not sure what deductions or credits might be on your state return---we do not know what state you are in.    If you have enough out of pocket medical expenses to claim itemized medical expenses and other itemized deductions, you can enter your medical expenses that you paid in 2019 under Medical Expenses.

 

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2019—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expense

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**