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IRS Form 1040 Schedule R (2018) - Credit for the Elderly or the Disabled

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IRS Form 1040 Schedule R (2018), also known as the Credit for the Elderly or the Disabled, is used to file for a special credit to older taxpayers. This tax break allows individuals and couples to reduce the amount of their income tax by their allowable credit.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_R_2018 in the form_type parameter.

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SCHEDULE R

The document type A_1040_SCHEDULE_R_2018 supports data capture from the IRS 1040 Schedule R only. The first two pages of the document 1040 are processed as a separate document type.

Field descriptions

The following fields are available on this document type:

JSON AttributeData TypeDescription
a_1040_schedule_r_2018-Part1-General:yearIntegerYear
a_1040_schedule_r_2018-Part1-General:name(s)ShownOnForm1040TextName(s) Shown On Form 1040
a_1040_schedule_r_2018-Part1-General:yourSocialSecurityNumberTextYour Social Security Number
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlderCHECKED
NOT CHECKED		Line 1 - Check Box - You Were 65 Or Older
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisabilityCHECKED
NOT CHECKED		Line 2 - Check Box - You Were Under 65 And You Retired On Permanent And Total Disability
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlderCHECKED
NOT CHECKED		Line 3 - Check Box - Both Spouses Were 65 Or Older
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisabilityCHECKED
NOT CHECKED		Line 4 - Both Spouses Were Under 65 But 1 Spouse Retired On Permanent And Total Disability
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetiredCHECKED
NOT CHECKED		Line 5 - Check Box - Both Spouses Were Under 65 And Both Retired
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetiredCHECKED
NOT CHECKED		Line 6 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Retired
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetiredCHECKED
NOT CHECKED		Line 7 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Not Retired
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2018CHECKED
NOT CHECKED		Line 8 - You Were 65 Or Older And You Lived Apart From Your Spouse For All Of 2018
a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisabilityCHECKED
NOT CHECKED		Line 9 - You Were Under 65 You Retired On Permanent And Total Disability
a_1040_schedule_r_2018-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2018CHECKED
NOT CHECKED		Line 2 - Due To Disabled Condition You Were Unable To Engage In Any Activity In 2018
a_1040_schedule_r_2018-Part4-FigureYourCredit:line10-IfYouChecked-EnterMoneyLine 10 - If You Checked - Enter
a_1040_schedule_r_2018-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotalMoneyLine 11 - If You Checked - Enter The Total
a_1040_schedule_r_2018-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11MoneyLine 12 - If You Completed Line 11 Enter The Smaller Of Line 10 Or Line 11
a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefitsMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefitMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13BMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2018-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Line7MoneyLine 14 - Enter The Amount From Form 1040 Line 7
a_1040_schedule_r_2018-Part4-FigureYourCredit:line15-IfYouChecked-EnterMoneyLine 15 - If You Checked - Enter
a_1040_schedule_r_2018-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-MoneyLine 16 - Subtract Line 15 From Line 14. If Zero Or Less Enter -0-
a_1040_schedule_r_2018-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16MoneyLine 17 - Enter One-Half Of Line 16
a_1040_schedule_r_2018-Part4-FigureYourCredit:line18-AddLines13CAnd17MoneyLine 18 - Add Lines 13C And 17
a_1040_schedule_r_2018-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCreditMoneyLine 19 - Subtract Line 18 From Line 12. If Zero Or Less Stop You Can't Take The Credit
a_1040_schedule_r_2018-Part4-FigureYourCredit:line20-MultiplyLine19By15%MoneyLine 20 - Multiply Line 19 By 15%
a_1040_schedule_r_2018-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructionsMoneyLine 21 - Enter The Amount From The Credit Limit Worksheet In The Instructions

Sample document

Coming soon...

Sample JSON result

{
  "pk": 28246127,
  "form_type": "A_1040_SCHEDULE_R_2018",
  "other_frauds": [],
  "tables": [],
  "raw_fields": {
    "a_1040_schedule_r_2018-Part1-General:year": {
      "value": "2018",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part1-General:name(s)ShownOnForm1040": {
      "value": "HENRY LOUIS GATES",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part1-General:yourSocialSecurityNumber": {
      "value": "188-45-3214",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2018": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2018": {
      "value": "CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability": {
      "value": "CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisability": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line18-AddLines13CAnd17": {
      "value": "3450.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line10-IfYouChecked-Enter": {
      "value": "5000.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line15-IfYouChecked-Enter": {
      "value": "7500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line20-MultiplyLine19By15%": {
      "value": "232.50",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16": {
      "value": "2250.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal": {
      "value": "16000.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Line7": {
      "value": "12000.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-": {
      "value": "4500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11": {
      "value": "5000.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructions": {
      "value": "500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit": {
      "value": "1550.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21": {
      "value": "232.50",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B": {
      "value": "1200.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits": {
      "value": "350.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2018-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit": {
      "value": "850.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule R (Form 1040) Sample 1.pdf"
    }
  },
  "id": 28246127
}

Updated 10 months ago