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Level 1
posted Feb 27, 2024 10:29:02 PM

Can I add 1040 schedule R (credit for disabled) to my turbotax filing? I cannot see how the system will ask for it?

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1 Best answer
Expert Alumni
Feb 28, 2024 5:58:54 AM

Yes, TurboTax can do the Schedule R for you.

 

Log into TurboTax.

  1. On the sidebar go to Tax Tools
  2. Select Tools from the drop-down menu.
  3. You will get a box with four green squares.
  4. Select Tax Topics on the top left.
  5. Type the area you want to go to, Schedule R
  6. A screen labeled Let's see if we can get a little extra money in your pocket will come up.
  7. Follow the interview.

              

             

4 Replies
Level 15
Feb 28, 2024 5:15:22 AM

There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.

 

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

Expert Alumni
Feb 28, 2024 5:58:54 AM

Yes, TurboTax can do the Schedule R for you.

 

Log into TurboTax.

  1. On the sidebar go to Tax Tools
  2. Select Tools from the drop-down menu.
  3. You will get a box with four green squares.
  4. Select Tax Topics on the top left.
  5. Type the area you want to go to, Schedule R
  6. A screen labeled Let's see if we can get a little extra money in your pocket will come up.
  7. Follow the interview.

              

             

New Member
Mar 9, 2024 10:56:49 AM

The response is BS.  When I log-in to TT there is no sidebar with the "Tax Tools".  Another screwup claim by TT. 

Log into TurboTax.

  1. On the sidebar go to Tax Tools
  2. Select Tools from the drop-down menu.
  3. You will get a box with four green squares.
  4. Select Tax Topics on the top left.
  5. Type the area you want to go to, Schedule R
  6. A screen labeled Let's see if we can get a little extra money in your pocket will come up.
  7. Follow the interview.

Expert Alumni
Mar 9, 2024 11:38:34 AM

If you are on the Desktop/CD version, you are correct.  In that software I suggest you use the search and Jump to feature.

 

In the Online version there is a sidebar on the left hand side that does include the Tax Tools listing.

 

 

@kansascat4