IRS Form 1040 Schedule R (2019) - Credit for the Elderly or the Disabled

Suggest Edits

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_2019 in the form_type parameter.

🚧
SCHEDULE R
The document type A_1040_SCHEDULE_R_2019 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 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-NontaxableVeterans`PensionsAndOtherPensionAnnuityOrDisabilityBenefit`	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 document

Coming soon...

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
}

Updated 5 months ago

🚧SCHEDULE R

Field descriptions

Sample document

Sample JSON result

🚧
SCHEDULE R