The TaxAct^® program will automatically determine if the credit from Schedule R Credit for the Elderly or the Disabled is applicable on the return based on the information entered (e.g. date of birth). If Schedule R is applicable to the return, the first screen in the Credits section of the Q&A will be titled Credit for the Elderly and the Disabled. This section of the Q&A can also be accessed directly by clicking Federal (on smaller devices, click in the upper left-hand corner, then select Federal), clicking Other Credits in the Federal Quick Q&A Topics menu to expand, then clicking Credit for the elderly or the disabled.

If you are expecting this credit to calculate on your return and the credit is not appearing on Schedule 3 (Form 1040), Line 6, see the navigation steps below for items that may need to be verified.

Blind or Disabled (and Date of Death):

1. From within your TaxAct return, click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).
2. Click the Basic Information dropdown, then click Name.
3. If applicable for the taxpayer, check Legally blind, permanently disabled, or passed away, and check or select the applicable items.
4. If a spouse is included in this return and this credit is applicable for the spouse, check Legally blind, permanently disabled, or passed away on the spouse's page, and check or select the applicable items.

For information about Form 1099-R, as well as entering Type of Income (and the checkbox if you have not reached retirement age), see the Form 1099-R - Entering Distributions from Retirement Plans FAQ.

See the IRS Instructions for Schedule R to see who can take the credit and for details on what is considered a permanent and total disability. See IRS Publication 524 for details about records and statements that may be required.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.