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 Attribute

Data Type

Description

a_1040_schedule_r_2021-Part1-General:year

Integer

Year

a_1040_schedule_r_2021-Part1-General:name(s)ShownOnReturn

Text

Name(s) Shown On Return

a_1040_schedule_r_2021-Part1-General:yourSocialSecurityNumber

Social Security Number

Your Social Security Number

a_1040_schedule_r_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder

CHECKED, NOT CHECKED

Line 1 - Check Box - You Were 65 Or Older

a_1040_schedule_r_2021-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_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder

CHECKED, NOT CHECKED

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

a_1040_schedule_r_2021-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_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired

CHECKED, NOT CHECKED

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

a_1040_schedule_r_2021-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_2021-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_2021-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2021

CHECKED, NOT CHECKED

Line 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-YouWereUnder65YouRetiredOnPermanentAndTotalDisability

CHECKED, NOT CHECKED

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

a_1040_schedule_r_2021-Part3-StatementOfPermanentAndTotalDisability:line2-DueToDisabledConditionYouWereUnableToEngageInAnyActivityIn2021

CHECKED, NOT CHECKED

Line 2 - Due To Disabled Condition You Were Unable To Engage In Any Activity In 2021

a_1040_schedule_r_2021-Part4-FigureYourCredit:line10-IfYouChecked-Enter

Money

Line 10 - If You Checked - Enter

a_1040_schedule_r_2021-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal

Money

Line 11 - If You Checked - Enter The Total

a_1040_schedule_r_2021-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_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2021-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B

Money

Line 13 - Enter The Following Pensions Annuities Or Disability Income

a_1040_schedule_r_2021-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11

Money

Line 14 - Enter The Amount From Form 1040 Or 1040-SR Line 11

a_1040_schedule_r_2021-Part4-FigureYourCredit:line15-IfYouChecked-Enter

Money

Line 15 - If You Checked - Enter

a_1040_schedule_r_2021-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_2021-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16

Money

Line 17 - Enter One-Half Of Line 16

a_1040_schedule_r_2021-Part4-FigureYourCredit:line18-AddLines13CAnd17

Money

Line 18 - Add Lines 13C And 17

a_1040_schedule_r_2021-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit

Money

Line 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%

Money

Line 20 - Multiply Line 19 By 15%

a_1040_schedule_r_2021-Part4-FigureYourCredit:line21-EnterTheAmountFromTheCreditLimitWorksheetInTheInstructions

Money

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

a_1040_schedule_r_2021-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21

Money

Line 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": {
            "value": "800.00",
            "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"
}

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