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Do I qualify for Credit for the Elderly or the Disabled? I'm retired or elderly - but i see no credit for the elderly and disabled on my return.

To qualify for this credit, you or your spouse must be 65 or older at the end of the tax year (2017) OR if you or your spouse are under age 65 at the end of the tax year, you or your spouse:

  1. must have retired on permanent and total disability before or during the tax year; AND
  2. received taxable disability income for the tax year; AND
  3. on January 1, 2017, you or your spouse had not reached mandatory retirement age.

Married individuals must generally file a joint return to take this tax credit.

Income limits must also be met to take this credit. Income could be either Adjusted Gross Income (AGI) or nontaxable social security and other non-taxable pension(s), annuities, or disability income that you received during the tax year.

Your AGI (this can be found on line 37 of your Form 1040) cannot be equal to or more than:

  • $17,500 for single filers;
  • $20,000 for married filing jointly where only one spouse qualifies for this credit;
  • $25,000 for married filing jointly where both spouses qualify for this credit.
  • $12,500 for married filing separately and you lived apart from your spouse for all of 2017

The total of your nontaxable social security and other non-taxable pension(s), annuities, or disability income cannot be equal to or more than:

  • $5,000 for single filers;
  • $5,000 for married filing jointly filers where only one spouse qualifies for this credit is elderly or disabled;
  • $7,500 for married filing jointly filers where both spouses qualify for this credit are elderly or disabled.
  • $3,750 for married filing separately and you lived apart from your spouse for all of 2017

We’ll calculate this credit for you based on your entries in this section of Credit Karma Tax.

Still have questions? Contact member support

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