{"id":20598,"date":"2017-06-14T12:00:00","date_gmt":"2017-06-14T12:00:00","guid":{"rendered":"https:\/\/resource-center.hrblock.com\/"},"modified":"2023-08-29T08:43:58","modified_gmt":"2023-08-29T13:43:58","slug":"credit-for-elderly-or-disabled","status":"publish","type":"post","link":"https:\/\/hrbcomlnp.hrblock.com\/tax-center\/filing\/credits\/credit-for-elderly-or-disabled\/","title":{"rendered":"Credit for Elderly or Disabled"},"content":{"rendered":"<p>You might qualify for this credit if either of these applies:<\/p>\n<ul>\n<li>You&#8217;re age 65 or older.<\/li>\n<li>You&#8217;re under age 65 and both of these apply:\n<ul>\n<li>You retired on permanent and total disability.<\/li>\n<li>You received taxable disability benefits.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>However, your income must also fall below the limits set for your filing status to claim this credit.<\/p>\n<p><b>Your filing status<\/b><\/p>\n<p>If you&#8217;re filing as single, head of household, or qualifying widow(er), you can&#8217;t claim the credit if one of these applies:<\/p>\n<ul>\n<li>Your adjusted gross income (AGI) is $17,500 or more.<\/li>\n<li>You received $5,000 or more of nontaxable Social Security or other nontaxable pension or disability benefits.<\/li>\n<\/ul>\n<p>If you&#8217;re married filing jointly and both of you pass the age or disability test, you can&#8217;t claim the credit if either of these applies:<\/p>\n<ul>\n<li>Your AGI is $25,000 or more.<\/li>\n<li>You received $7,500 or more in nontaxable benefits.<\/li>\n<\/ul>\n<p>If you&#8217;re married filing jointly and only one of you passes the age or disability test, you can&#8217;t claim the credit if either of these applies:<\/p>\n<ul>\n<li>Your AGI is $20,000 or more.<\/li>\n<li>You received $5,000 or more in nontaxable benefits.<\/li>\n<\/ul>\n<p>If you&#8217;re married filing separately, you can only claim this credit if you lived apart from your spouse for the entire year. If you&#8217;re married filing separately and pass the age and disability test, you can&#8217;t claim the credit if either of these applies:<\/p>\n<ul>\n<li>Your AGI is $12,500 or more.<\/li>\n<li>You received $3,750 or more in nontaxable benefits.<\/li>\n<\/ul>\n<p><b>Claiming the credit<\/b><\/p>\n<p>Claim the credit on Schedule R. Figuring the credit is a multi-step process that considers your:<\/p>\n<ul>\n<li>Age<\/li>\n<li>Filing status<\/li>\n<li>Disabled status<\/li>\n<\/ul>\n<p>You can let the IRS figure the credit amount for you by using Schedule R:<\/p>\n<ol>\n<li>Check the Schedule R, Part I boxes that tell your filing status and age.<\/li>\n<li>Fill out Schedule R, Part II.<\/li>\n<li>Fill out Schedule R, Part III, Lines 11 and 13, if applicable.<\/li>\n<li>Enter &#8220;CFE&#8221;\u009d on the dotted line next to Form 1040, Line 53.<\/li>\n<li>Attach Schedule R to the return.<\/li>\n<\/ol>\n<p>To learn more, see Publication 524: Credit for the Elderly or the Disabled at www.irs.gov.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You might qualify for this credit if either of these applies: You&#8217;re age 65 or older. You&#8217;re under age 65 and both of these apply: You retired on permanent and total disability. You received taxable disability benefits. However, your income must also fall below the limits set for your filing status to claim this credit. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[37,125],"tags":[],"class_list":["post-20598","post","type-post","status-publish","format-standard","hentry","category-credits","category-filing"],"acf":[],"yoast_head":"<title>Credit For Elderly or Disabled | H&amp;R Block<\/title>\n<meta name=\"description\" content=\"Learn more about the elderly or disabled tax credit and get tax answers at H&amp;R Block.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hrbcomlnp.hrblock.com\/tax-center\/filing\/credits\/credit-for-elderly-or-disabled\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Credit for 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