Federal Tax Form 1040 Schedule R - Credit for the Elderly or the Disabled

Schedule R (Form 1040) is used to figure the credit for the elderly or the disabled.

The credit is based on your filing status, age, and income. If you are married filing a joint return, it is also based on your spouse's age and income. You may be able to take this credit if either of the following applies:

• You were age 65 or older at the end of 2005, or
• You were under age 65 at the end of 2005 and you meet all of the following.
  • You were permanently and totally disabled on the date you retired. If you retired before 1977, you must have been permanently and totally disabled on January 1, 1976, or January 1, 1977
  • You received taxable disability income for 2005
  • On January 1, 2005, you had not reached mandatory retirement age (the age when your employer's retirement program would have required you to retire)

You cannot take the credit, if your filing status is married filing separately and you lived with your spouse at any time during 2005.

Form name	Instructions	Form
2007 Federal Tax Form 1040 Schedule R - Credit for the Elderly or the Disabled
2006 Federal Tax Form 1040 Schedule R - Credit for the Elderly or the Disabled	-
2005 Federal Tax Form 1040 Schedule R - Credit for the Elderly or the Disabled	-