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April 17, 2023

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:

  1. You must have been permanently and totally disabled before you retired
  2. You must receive taxable disability income during the year
  3. 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.

 

Here's more info on the Tax Credit for Elderly or Disabled.

 

@phillydjm