Tax Benefits of Schedule R: Credit for the Elderly or the Disabled

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Credit for the Elderly or Disabled

Eligibility Checker

A Tax Credit for Seniors and People with Disabilities

If you are age 65 or older, or if you retired on permanent disability, you may qualify for a valuable, nonrefundable tax credit. This guide will help you find out in a few simple steps.

Check My Eligibility

Interactive Eligibility Checker

Answer the questions below to see if you might be eligible for the credit. Your answers are not stored or sent anywhere.

Step 1: What is your filing status?

Single, Head of Household, or Qualifying Surviving Spouse

Married Filing Jointly

Married Filing Separately

Step 2: What is your age or disability status?

Step 3: What is your income?

Adjusted Gross Income (AGI) (Form 1040, line 11)

$

Nontaxable Social Security & Pensions (?) Enter the total of your nontaxable Social Security benefits, VA pensions, and other nontaxable pensions.

$

Taxable Disability Income

$

Your Estimated Credit

$0

This is an estimate. Your actual credit may vary.

© 2024 Interactive Tax Guide. All Rights Reserved.

This is an informational tool for estimation purposes only and does not constitute tax advice. Consult a qualified professional for advice on your specific tax situation.