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.
To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_R_2022
in the form_type
parameter.
SCHEDULE R
The document type
A_1040_SCHEDULE_R_2022
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_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 document
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 2 months ago