IRS Form 1040 Schedule R (2021)

IRS Form 1040 Schedule R (2021), 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_2021 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_2021 supports data capture from the IRS 1040 Schedule R only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON AttributeData TypeDescription
a_1040_schedule_r_2021-Part1-General:yearIntegerYear
a_1040_schedule_r_2021-Part1-General:name(s)ShownOnReturnTextName(s) Shown On Return
a_1040_schedule_r_2021-Part1-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlderCHECKED, NOT CHECKEDLine 1 - Check Box - You Were 65 Or Older
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisabilityCHECKED, NOT CHECKEDLine 2 - Check Box - You Were Under 65 And You Retired On Permanent And Total Disability
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlderCHECKED, NOT CHECKEDLine 3 - Check Box - Both Spouses Were 65 Or Older
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisabilityCHECKED, NOT CHECKEDLine 4 - Both Spouses Were Under 65 But 1 Spouse Retired On Permanent And Total Disability
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetiredCHECKED, NOT CHECKEDLine 5 - Check Box - Both Spouses Were Under 65 And Both Retired
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetiredCHECKED, NOT CHECKEDLine 6 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Retired
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetiredCHECKED, NOT CHECKEDLine 7 - One Spouse Was 65 Or Older And The Other Spouse Was Under 65 And Not Retired
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2021CHECKED, NOT CHECKEDLine 8 - You Were 65 Or Older And You Lived Apart From Your Spouse For All of 2021
a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisabilityCHECKED, NOT CHECKEDLine 9 - You Were Under 65 You Retired On Permanent And Total Disability
a_1040_schedule_r_2021-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2021CHECKED, NOT CHECKEDLine 2 - Due To Disabled Condition You Were Unable To Engage In Any Activity In 2021
a_1040_schedule_r_2021-Part4-FigureYourCredit:line10-IfYouChecked-EnterMoneyLine 10 - If You Checked - Enter
a_1040_schedule_r_2021-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotalMoneyLine 11 - If You Checked - Enter The Total
a_1040_schedule_r_2021-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11MoneyLine 12 - If You Completed Line 11 Enter The Smaller Of Line 10 Or Line 11
a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefitsMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefitMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13BMoneyLine 13 - Enter The Following Pensions Annuities Or Disability Income
a_1040_schedule_r_2021-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11MoneyLine 14 - Enter The Amount From Form 1040 Or 1040-SR Line 11
a_1040_schedule_r_2021-Part4-FigureYourCredit:line15-IfYouChecked-EnterMoneyLine 15 - If You Checked - Enter
a_1040_schedule_r_2021-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-MoneyLine 16 - Subtract Line 15 From Line 14. If Zero Or Less Enter -0-
a_1040_schedule_r_2021-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16MoneyLine 17 - Enter One-Half Of Line 16
a_1040_schedule_r_2021-Part4-FigureYourCredit:line18-AddLines13CAnd17MoneyLine 18 - Add Lines 13C And 17
a_1040_schedule_r_2021-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_2021-Part4-FigureYourCredit:line20-MultiplyLine19By15%MoneyLine 20 - Multiply Line 19 By 15%
a_1040_schedule_r_2021-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructionsMoneyLine 21 - Enter The Amount From The Credit Limit Worksheet In The Instructions
a_1040_schedule_r_2021-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21MoneyLine 22 - Credit For The Elderly Or The Disabled. Enter The Smaller Of Line 20 Or Line 21

Sample Form

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

Sample JSON Result

{
  "status": 200,
  "response": {
    "pk": 41452614,
    "uuid": "ed27d2a5-d069-4157-999f-6e6a4ab150a9",
    "forms": [
      {
        "pk": 37904795,
        "uuid": "424dbc6a-fc82-4dfd-bde9-6fa799ad1875",
        "form_type": "A_1040_SCHEDULE_R_2021",
        "form_config_pk": 63121,
        "tables": [],
        "raw_fields": {
          "a_1040_schedule_r_2021-Part1-General:year": {
            "value": "2021",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part1-General:name(s)ShownOnReturn": {
            "value": "SAMPLE SMITH",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part1-General:yourSocialSecurityNumber": {
            "value": "678-90-1234",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder": {
            "value": "NOT CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired": {
            "value": "NOT CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2021": {
            "value": "NOT CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired": {
            "value": "NOT CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2021": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisability": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line18-AddLines13CAnd17": {
            "value": "800.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line10-IfYouChecked-Enter": {
            "value": "4500.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line15-IfYouChecked-Enter": {
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            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line20-MultiplyLine19By15%": {
            "value": "480.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16": {
            "value": "300.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal": {
            "value": "4000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11": {
            "value": "1400.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-": {
            "value": "600.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11": {
            "value": "4000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructions": {
            "value": "400.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit": {
            "value": "3200.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21": {
            "value": "400.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B": {
            "value": "500.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits": {
            "value": "200.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          },
          "a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit": {
            "value": "300.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule R (2021).pdf"
          }
        }
      }
    ]
  },
  "message": "OK"
}