mduane79
New Member

How do you claim a disabled spouse? where do I find the Schedule R

 
Hal_Al
Level 15

Business & farm

There is a credit for the elderly or disabled (you don't have to be both). But because it has not been adjusted for inflation since 1983, very very few people qualify. If you qualify, TurboTax (TT) will automatically calculate it. It is not a refundable credit. That is, you must have a tax liability to offset to get the credit. Very few people, with that little income have an actual tax to offset. 

 Having any social security income at all works against you. Essentially your potential credit is reduced by any tax you "shoulda paid” on the untaxed Social security income. If you have more than $5000 social security ($7500 Married Filing Jointly and both are elderly or disabled) or VA benefits you will not qualify for the credit.

If you think you qualify, and TT missed it, In TurboTax (TT), enter at:

Federal Taxes Tab 

Deductions & Credits

-Scroll down to:

--Other deductions & Credits

  -Elderly or Disabled credit

One rule of thumb is if you have earned a  social security benefit , you won't qualify for the Credit for the Elderly and Disabled.

See schedule R for detailed calculations. http://www.irs.gov/pub/irs-pdf/f1040sr.pdf

http://www.irs.gov/publications/p524/ar02.html#en_US_2014_publink100038693