To take the credit, yes, you need to complete Schedule R. To get there, search for disabled credit and use the jump to link.
To qualify for the Tax Credit for Elderly or Disabled, you must be either at least 65 years old by the end of the tax year, or disabled, meaning you meet specific criteria like being permanently and totally disabled before retirement. See below.
The tax law definition of totally and permanently disabled is:
• The person can’t perform significant duties over a reasonable period of time while working for pay or profit in a competitive work situation for at least the minimum wage because of a physical or mental condition.
• A physician determines the condition has lasted or can be expected to last continuously for at least a year or can lead to death.
To claim the credit for the elderly or the disabled, you’ll have to meet specific qualifications. If you’re filing a joint return with your spouse, your spouse must also meet these conditions.
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.
If you’re disabled, you must meet all three of these requirements to qualify:
- You must have been permanently and totally disabled before you retired
- You must receive taxable disability income during the year
- You must be younger than your employer’s mandatory retirement age before the beginning of the tax year.
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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
