Federal Free Printable 2016 Schedule R (Form 1040A or 1040) for 2017 Federal Credit for the Elderly or the Disabled

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Credit for the Elderly or the Disabled
2016 Schedule R (Form 1040A or 1040)

Schedule R (Form 1040A or 1040) Department of the Treasury Internal Revenue Service (99) Credit for the Elderly or the Disabled 1040A OMB No. 1545-0074 ◀ 2016 .......... Complete and attach to Form 1040A or 1040. ▶ Information about Schedule R and its separate instructions is at www.irs.gov/scheduler. ▶ 1040 Name(s) shown on Form 1040A or 1040 R Attachment Sequence No. 16 Your social security number You may be able to take this credit and reduce your tax if by the end of 2016: • You were age 65 or older or • You were under age 65, you retired on permanent and total disability, and you received taxable disability income. But you must also meet other tests. See instructions. TIP In most cases, the IRS can figure the credit for you. See instructions. Part I Check the Box for Your Filing Status and Age If your filing status is: And by the end of 2016: Single, Head of household, or Qualifying widow(er) Check only one box: 1 You were 65 or older . . . . . . . . . . . . . . . . . . . . 1 2 You were under 65 and you retired on permanent and total disability . . 2 3 Both spouses were 65 or older . . . . . . . . . . . . . . . . . 3 4 Both spouses were under 65, but only one spouse retired on permanent and 4 total disability . . . . . . . . . . . . . . . . . . . . . . . Married filing jointly 5 Both spouses were under 65, and both retired on permanent and total 5 disability . . . . . . . . . . . . . . . . . . . . . . . . . 6 One spouse was 65 or older, and the other spouse was under 65 and retired 6 on permanent and total disability . . . . . . . . . . . . . . . . 7 One spouse was 65 or older, and the other spouse was under 65 and not 7 retired on permanent and total disability . . . . . . . . . . . . . Married filing separately Did you check box 1, 3, 7, or 8? 8 You were 65 or older and you lived apart from your spouse for all of 2016 . 8 9 You were under 65, you retired on permanent and total disability, and you 9 lived apart from your spouse for all of 2016 . . . . . . . . . . . . Yes ▶ Skip Part II and complete Part III on the back. No ▶ Complete Parts II and III. Part II Statement of Permanent and Total Disability (Complete only if you checked box 2, 4, 5, 6, or 9 above.) If: 1 You filed a physician’s statement for this disability for 1983 or an earlier year, or you filed or got a statement for tax years after 1983 and your physician signed line B on the statement, and 2 Due to your continued disabled condition, you were unable to engage in any substantial gainful activity in 2016, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ • If you checked this box, you don't have to get another statement for 2016. • If you didn't check this box, have your physician complete the statement in the instructions. You must keep the statement for your records. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11359K Schedule R (Form 1040A or 1040) 2016 Page 2 Schedule R (Form 1040A or 1040) 2016 Part III Figure Your Credit 10 If you checked (in Part I): Enter: Box 1, 2, 4, or 7 . . . . . . . . . . . . $5,000 Box 3, 5, or 6 . . . . . . . . . . . . . $7,500 Box 8 or 9 . . . . . . . . . . . . . . $3,750 Did you check box 2, 4, 5, 6, or 9 in Part I? 11 TIP } . . . . . . . . Yes ▶ You must complete line 11. No ▶ Enter the amount from line 10 . . on line 12 and go to line 13. If you checked (in Part I): • Box 6, add $5,000 to the taxable disability income of the spouse who was under age 65. Enter the total. . . . . . . . • Box 2, 4, or 9, enter your taxable disability income. • Box 5, add your taxable disability income to your spouse’s taxable disability income. Enter the total. } 10 11 For more details on what to include on line 11, see Figure Your Credit in the instructions. 12 If you completed line 11, enter the smaller of line 10 or line 11. All others, enter the amount from line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 13 Enter the following pensions, annuities, or disability income that you (and your spouse if filing jointly) received in 2016. a Nontaxable part of social security benefits and nontaxable part of railroad retirement benefits treated as social security (see instructions). . . . . . . . . . . . . . . . . . . . 13a b Nontaxable veterans’ pensions and any other pension, annuity, or disability benefit that is excluded from income under any other provision of law (see instructions). . . . . . . . . . 13b c Add lines 13a and 13b. (Even though these income items aren't taxable, they must be included here to figure your credit.) If you didn't receive any of the types of nontaxable income listed on line 13a or 13b, enter -0- on line 13c . . . . . . . . . . 13c 14 Enter the amount from Form 1040A, line 14 22, or Form 1040, line 38 . . . . . 15 If you checked (in Part I): Enter: Box 1 or 2 . . . . . . $7,500 15 Box 3, 4, 5, 6, or 7 . . . $10,000 Box 8 or 9 . . . . . . $5,000 16 Subtract line 15 from line 14. If zero or 16 less, enter -0- . . . . . . . . . 17 Enter one-half of line 16 . . . . . . . . . . . . . . . 17 18 Add lines 13c and 17 . . . . . . . . . . . . . . . . . . . . . . . . . 19 Subtract line 18 from line 12. If zero or less, stop; you can't take the credit. Otherwise, go to line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Multiply line 19 by 15% (0.15) . . . . . . . . . . . . . . . . . . . . . . 21 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions . 22 Credit for the elderly or the disabled. Enter the smaller of line 20 or line 21. Also enter this amount on Form 1040A, line 32, or include on Form 1040, line 54 (check box c and enter “Sch R” on the line next to that box) . . . . . . . . . . . . . . . . . 12 } 18 19 20 21 22 Schedule R (Form 1040A or 1040) 2016
Extracted from PDF file 2016-federal-1040-schedule-r.pdf, last modified October 2016

More about the Federal 1040 (Schedule R) Individual Income Tax Tax Credit TY 2016

We last updated the Credit for the Elderly or the Disabled in January 2017, so this is the latest version of 1040 (Schedule R), fully updated for tax year 2016. You can download or print current or past-year PDFs of 1040 (Schedule R) directly from TaxFormFinder. You can print other Federal tax forms here.


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Other Federal Individual Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 1040-V Payment Voucher
1040 (Schedule A) Itemized Deductions
Form 1040 U.S. Individual Income Tax Return
1040 (Schedule B) Interest and Ordinary Dividends
1040 (Schedule SE) Self-Employment Tax

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 1040 (Schedule R) from the Internal Revenue Service in January 2017.

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1040 (Schedule R) is a Federal Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Federal 1040 (Schedule R)

We have a total of six past-year versions of 1040 (Schedule R) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 1040 (Schedule R)

2016 Schedule R (Form 1040A or 1040)

Credit for the Elderly or the Disabled 2015 1040 (Schedule R)

2015 Schedule R (Form 1040A or 1040)

Credit for the Elderly or the Disabled 2014 1040 (Schedule R)

2014 Schedule R (Form 1040A or 1040)

Credit for the Elderly or the Disabled 2013 1040 (Schedule R)

2013 Schedule R (Form 1040A or 1040)

Credit for the Elderly or the Disabled 2012 1040 (Schedule R)

2012 Schedule R (Form 1040A or 1040)

Credit for the Elderly or the Disabled 2011 1040 (Schedule R)

2011 Form 1040A or 1040 (Schedule R)


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