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April 14, 2025
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Last year I filed with a different company and they had me fill out a 1040 schedule R for being totally disabled. Turbotax did not add this form. How do I manually add?

  • April 14, 2025
  • 2 replies
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    Best answer by xmasbaby0

    Do you mean for the Elderly and Disabled Credit?    If you qualify it is added automatically to your Form 1040.

     

    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

     

    2 replies

    VolvoGirl
    Employee
    April 14, 2025

    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 goes on Schedule 3, line 6d, which goes to 1040 line 20. 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.

     

    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

    xmasbaby0Answer
    Employee
    April 14, 2025

    Do you mean for the Elderly and Disabled Credit?    If you qualify it is added automatically to your Form 1040.

     

    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

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    krmayoAuthor
    April 14, 2025

    Thanks.  You were right, it didn't help.

     

    (We checked, and this credit won't affect your taxes)