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January 12, 2025
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I can’t find the form to apply for the credit for elderly or disabled schedule R

  • January 12, 2025
  • 2 replies
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    Best answer by VolvoGirl

    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 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

    2 replies

    VolvoGirl
    VolvoGirlAnswer
    Employee
    January 12, 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 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

    Employee
    January 12, 2025

    That credit has not been updated for decades, so very few people are eligible.

     

     

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

     

    Federal>Deductions and Credits>Other Deductions and Credits>Elderly or Disabled Credit

     

    **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.**