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How To Fill Out Form W-4

Credit for the Elderly or Disabled

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The Credit for the Elderly or Disabled provides a tax credit for certain qualifying individuals. You figure your tax credit on Schedule R (for Form 1040 or Form 1040A).

To qualify for this tax credit, a person must be either:

  • Age 65 or older, or
  • Retired on permanent and total disability and have taxable disability income.

The credit for the elderly and the disabled in limited by two different income limitations. First, a person's adjusted gross income must be less than the following limits:

  • Single: $17,500
  • Married Filing Jointly: $20,000 with one spouse eligible, or $25,000 with both spouses eligible
  • Married Filing Separately: $12,500
  • Head of Household: $17,500
  • Qualifying Widow(er): $17,500

Secondly, a person's nontaxable income from Social Security benefits, pensions, annuities or disability income cannot must be less than the following amounts:

  • Single: $5,000
  • Married Filing Jointly: $5,000 with one spouse eligible, or $7,500 with both spouses eligible
  • Married Filing Separately: $3,750
  • Head of Household: $5,000
  • Qualifying Widow(er): $5,000

Credit for the Elderly and Disabled Forms and Instructions

Schedule R (for Form 1040)
Instructions for Schedule R

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