IRS Form 1040 Schedule R (2022) - Credit for the Elderly or the Disabled
IRS Form 1040 Schedule R (2022), 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_2022
for the Upload PDF endpoint is required for this Form Type
Optional fields captured
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.
The form type
A_1040_SCHEDULE_R_2022
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_2022-Part1-General:year | Integer | Year |
a_1040_schedule_r_2022-Part1-General:name(s)ShownOnReturn | Text | Name(s) Shown On Return |
a_1040_schedule_r_2022-Part1-General:yourSocialSecurityNumber | Social Security Number | Your Social Security Number |
a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder | CHECKED , NOT CHECKED | Line 1 - Check Box - You Were 65 Or Older |
a_1040_schedule_r_2022-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_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder | CHECKED , NOT CHECKED | Line 3 - Check Box - Both Spouses Were 65 Or Older |
a_1040_schedule_r_2022-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_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired | CHECKED , NOT CHECKED | Line 5 - Check Box - Both Spouses Were Under 65 And Both Retired |
a_1040_schedule_r_2022-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_2022-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_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2022 | CHECKED , NOT CHECKED | Line 8 - You Were 65 Or Older And You Lived Apart From Your Spouse For All of 2022 |
a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability | CHECKED , NOT CHECKED | Line 9 - You Were Under 65 You Retired On Permanent And Total Disability |
a_1040_schedule_r_2022-Part3-StatementOfPermanentAndTotalDisability:line2-DueToContinuedDisabledConditionYouWereUnableToEngageInAnyActivityIn2022 | CHECKED , NOT CHECKED | Line 2 - Due To Continued Disabled Condition You Were Unable To Engage In Any Activity In 2022 |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line10-IfYouChecked-Enter | Money | Line 10 - If You Checked - Enter |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal | Money | Line 11 - If You Checked - Enter The Total |
a_1040_schedule_r_2022-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_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits | Money | Line 13 - Enter The Following Pensions Annuities Or Disability Income |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit | Money | Line 13 - Enter The Following Pensions Annuities Or Disability Income |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B | Money | Line 13 - Enter The Following Pensions Annuities Or Disability Income |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11 | Money | Line 14 - Enter The Amount From Form 1040 Or 1040-SR Line 11 |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line15-IfYouChecked-Enter | Money | Line 15 - If You Checked - Enter |
a_1040_schedule_r_2022-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_2022-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16 | Money | Line 17 - Enter One-Half Of Line 16 |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line18-AddLines13CAnd17 | Money | Line 18 - Add Lines 13C And 17 |
a_1040_schedule_r_2022-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_2022-Part4-FigureYourCredit:line20-MultiplyLine19By15% | Money | Line 20 - Multiply Line 19 By 15% |
a_1040_schedule_r_2022-Part4-FigureYourCredit:line21-TaxLiabilityLimit.EnterTheAmountFromTheCreditLimitWorksheet | Money | Line 21 - Tax Liability Limit. Enter The Amount From The Credit Limit Worksheet |
a_1040_schedule_r_2022-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
{
"pk": 44164554,
"uuid": "24221a68-4bed-49a4-b89a-7946c78bcf8d",
"uploaded_doc_pk": 51632187,
"form_type": "A_1040_SCHEDULE_R_2022",
"raw_fields": {
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line18-AddLines13CAnd17": {
"value": "4750.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line10-IfYouChecked-Enter": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line15-IfYouChecked-Enter": {
"value": "7500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line20-MultiplyLine19By15%": {
"value": "37.50",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16": {
"value": "750.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11": {
"value": "9000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-": {
"value": "1500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line21-TaxLiabilityLimit.EnterTheAmountFromTheCreditLimitWorksheet": {
"value": "50.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit": {
"value": "250.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21": {
"value": "37.50",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B": {
"value": "4000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndRailroadRetirementBenefits": {
"value": "3000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndOtherPensionAnnuityOrDisabilityBenefit": {
"value": "1000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part1-General:year": {
"value": "2022",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part1-General:name(s)ShownOnReturn": {
"value": "MAY DOE",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part1-General:yourSocialSecurityNumber": {
"value": "123-45-7896",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-CheckBox-YouWere65OrOlder": {
"value": "CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-CheckBox-BothSpousesWere65OrOlder": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-CheckBox-BothSpousesWereUnder65AndBothRetired": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2022": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-CheckBox-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65But1SpouseRetiredOnPermanentAndTotalDisability": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
},
"a_1040_schedule_r_2022-Part3-StatementOfPermanentAndTotalDisability:line2-DueToContinuedDisabledConditionYouWereUnableToEngageInAnyActivityIn2022": {
"value": "CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch R 2022 (1).pdf"
}
},
"form_config_pk": 197565,
"tables": []
},
}
Updated about 2 months ago