Elderly or Disabled Credit (Schedule R)

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For the very few people who qualify for the Elderly or Disabled Credit, we'll automatically calculate it based on the information you enter on your tax return, such as your age, income, and Social Security benefits.

The Elderly Credit is almost impossible to qualify for. Almost everyone who receives Social Security benefits or pension income is not eligible for the credit. To qualify, you need to be age 65 or older or retired due to disability, have low income, but still have enough income to have tax.

If you receive Social Security benefits, you need to reduce the amount of income that is eligible for the Elderly or Disabled Credit by the nontaxable portion of your Social Security benefits and other pension income.

Free federal for everyone

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