Support CenterHow do I claim the Elderly or Disabled Credit on Schedule R in SureFire?
🔍 How do I claim the Elderly or Disabled Credit on Schedule R in SureFire?
This guide explains when you may qualify for the Elderly or Disabled Credit and how SureFire helps you complete Schedule R.
⚠️ Before You Begin
Before you start, make sure you have the information needed to enter:
- Date of birth (for the Taxpayer and/or Spouse, if applicable)
- Social Security income (if applicable)
- Pension income (from Form 1099-R, if applicable)
- 1099-R details if you are under age 65 and disabled
Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit.
For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled.
📊 Step-by-Step Guide
Step 1: Enter dates of birth in SureFire
Use this when you need to ensure SureFire can determine eligibility based on age.
Be sure to enter the dates of birth on the Main Information Sheet.
Step 2: Enter the correct income sources
Use this when you need to provide the income amounts used to calculate the credit.
- Enter Social Security income on 1040 Worksheet 1.
- Enter pension income on Form 1099-R.
Step 3: Let SureFire load Schedule R (if eligible)
Use this when you want SureFire to automatically generate Schedule R based on eligibility.
SureFire will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit.
Step 4: If under age 65 and disabled, confirm 1099-R disability coding
Use this when you are disabled and receiving a pension but are not yet age 65.
If you are under age 65, disabled, and receiving a pension, be sure to:
- Enter the correct code in box 7 on the 1099-R.
- Mark the box below box 7 Check if disability and the taxpayer is disabled.
Step 5: Review the Schedule R calculation
Use this to confirm eligibility and ensure the credit is calculated correctly.
The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form