KatrinaB
Intuit Alumni

Deductions & credits

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