IRS Form 1040 Schedule R (2019)

IRS Form 1040 Schedule R (2019), 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.

The form_type parameter A_1040_SCHEDULE_R_2019 for the Upload PDF endpoint is required for this Form Type

Optional fields captured

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Configuration-Driven Output

All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.

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The form type A_1040_SCHEDULE_R_2019 supports data capture from the IRS 1040 Schedule R only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON Attribute

Data Type

Description

a_1040_schedule_r_2019-Part1-General:year

Integer

Year

a_1040_schedule_r_2019-Part1-General:name(s)ShownOnReturn

Text

Name(s) Shown On Return

a_1040_schedule_r_2019-Part1-General:yourSocialSecurityNumber

Text

Your Social Security Number

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder

CHECKED
NOT CHECKED

Line 1 - Check Box - You Were 65 Or Older

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability

CHECKED
NOT CHECKED

Line 2 - Check Box - You Were Under 65 And You Retired On Permanent And Total Disability

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder

CHECKED
NOT CHECKED

Line 3 - Check Box - Both Spouses Were 65 Or Older

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisability

CHECKED
NOT CHECKED

Line 4 - Both Spouses Were Under 65 But 1 Spouse Retired On Permanent And Total Disability

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired

CHECKED
NOT CHECKED

Line 5 - Check Box - Both Spouses Were Under 65 And Both Retired

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired

CHECKED
NOT CHECKED

Line 6 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Retired

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired

CHECKED
NOT CHECKED

Line 7 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Not Retired

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2019

CHECKED
NOT CHECKED

Line 8 - You Were 65 Or Older And You Lived Apart From Your Spouse For All Of 2019

a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability

CHECKED
NOT CHECKED

Line 9 - You Were Under 65 You Retired On Permanent And Total Disability

a_1040_schedule_r_2019-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2019

CHECKED
NOT CHECKED

Line 2 - Due To Disabled Condition You Were Unable To Engage In Any Activity In 2019

a_1040_schedule_r_2019-Part4-FigureYourCredit:line10-IfYouChecked-Enter

Money

Line 10 - If You Checked - Enter

a_1040_schedule_r_2019-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal

Money

Line 11 - If You Checked - Enter The Total

a_1040_schedule_r_2019-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11

Money

Line 12 - If You Completed Line 11 Enter The Smaller Of Line 10 Or Line 11

a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeteransPensionsAndOtherPensionAnnuityOrDisabilityBenefit`

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2019-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine8B

Money

Line 14 - Enter The Amount From Form 1040 Or 1040-SR Line 8B

a_1040_schedule_r_2019-Part4-FigureYourCredit:line15-IfYouChecked-Enter

Money

Line 15 - If You Checked - Enter

a_1040_schedule_r_2019-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-

Money

Line 16 - Subtract Line 15 From Line 14. If Zero Or Less Enter -0-

a_1040_schedule_r_2019-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16

Money

Line 17 - Enter One-Half Of Line 16

a_1040_schedule_r_2019-Part4-FigureYourCredit:line18-AddLines13CAnd17

Money

Line 18 - Add Lines 13C And 17

a_1040_schedule_r_2019-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCanTTakeTheCredit

Money

Line 19 - Subtract Line 18 From Line 12. If Zero Or Less Stop You Can`t Take The Credit

a_1040_schedule_r_2019-Part4-FigureYourCredit:line20-MultiplyLine19By15%

Money

Line 20 - Multiply Line 19 By 15%

a_1040_schedule_r_2019-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructions

Money

Line 21 - Enter The Amount From The Credit Limit Worksheet In The Instructions

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

Sample JSON Result

{
  "pk": 28246136,
  "form_type": "A_1040_SCHEDULE_R_2019",
  "other_frauds": [],
  "tables": [],
  "raw_fields": {
    "a_1040_schedule_r_2019-Part1-General:year": {
      "value": "2019",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part1-General:name(s)ShownOnReturn": {
      "value": "LAWRENCE SUMMERS",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part1-General:yourSocialSecurityNumber": {
      "value": "158-77-4568",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired": {
      "value": "CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2019": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2019": {
      "value": "CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisability": {
      "value": "NOT CHECKED",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line18-AddLines13CAnd17": {
      "value": "4625.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line10-IfYouChecked-Enter": {
      "value": "7500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line15-IfYouChecked-Enter": {
      "value": "10000.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line20-MultiplyLine19By15%": {
      "value": "431.25",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16": {
      "value": "3525.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal": {
      "value": "9500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine8B": {
      "value": "17050.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-": {
      "value": "7050.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11": {
      "value": "7500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructions": {
      "value": "600.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit": {
      "value": "2875.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21": {
      "value": "431.25",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B": {
      "value": "1100.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits": {
      "value": "300.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_r_2019-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit": {
      "value": "800.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2019 Schedule R (Form 1040) Sample 1.pdf"
    }
  },
  "id": 28246136
}

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