IRS Form 1040 Schedule R (2023) - Credit for the Elderly or the Disabled

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This form is also known as the Credit for the Elderly or the Disabled. It 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_2023 in the form_type parameter.

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SCHEDULE R
The document type A_1040_SCHEDULE_R_2023 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 form type:

JSON Attribute	Data Type	Description
`a_1040_schedule_r_2023-Part1-General:year`	Integer	Year
`a_1040_schedule_r_2023-Part1-General:name(s)ShownOnReturn`	Text	Name(s) Shown On Return
`a_1040_schedule_r_2023-Part1-General:yourSocialSecurityNumber`	Social Security Number	Your Social Security Number
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-YouWere65OrOlder`	`CHECKED`, `NOT CHECKED`	Line 1 - You Were 65 Or Older
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability`	`CHECKED`, `NOT CHECKED`	Line 2 - You Were Under 65 And You Retired On Permanent And Total Disability
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-BothSpousesWere65OrOlder`	`CHECKED`, `NOT CHECKED`	Line 3 - Both Spouses Were 65 Or Older
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65ButOnlyOneSpouseRetiredOnPermanentAndTotal`	`CHECKED`, `NOT CHECKED`	Line 4 - Both Spouses Were Under 65 But Only One Spouse Retired On Permanent And Total
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-BothSpousesWereUnder65AndBothRetired`	`CHECKED`, `NOT CHECKED`	Line 5 - Both Spouses Were Under 65 And Both Retired
`a_1040_schedule_r_2023-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_2023-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_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2023`	`CHECKED`, `NOT CHECKED`	Line 8 - You Were 65 Or Older And You Lived Apart From Your Spouse For All of 2023
`a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability`	`CHECKED`, `NOT CHECKED`	Line 9 - You Were Under 65 You Retired On Permanent And Total Disability
`a_1040_schedule_r_2023-Part3-StatementOfPermanentAndTotalDisability:line2-DueToYourContinuedDisabledConditionYouWereUnableToEngageInAny`	`CHECKED`, `NOT CHECKED`	Line 2 - Due To Your Continued Disabled Condition You Were Unable To Engage In Any
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line10-IfYouChecked-Enter`	Money	Line 10 - If You Checked - Enter
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal`	Money	Line 11 - If You Checked - Enter The Total
`a_1040_schedule_r_2023-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_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndNontaxablePartOfRailroad`	Money	Line 13 - Enter The Following Pensions Annuities Or Disability Income
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndAnyOtherPensionAnnuityOrDisability`	Money	Line 13 - Enter The Following Pensions Annuities Or Disability Income
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B`	Money	Line 13 - Enter The Following Pensions Annuities Or Disability Income
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11`	Money	Line 14 - Enter The Amount From Form 1040 Or 1040-SR Line 11
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line15-IfYouChecked-Enter`	Money	Line 15 - If You Checked - Enter
`a_1040_schedule_r_2023-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_2023-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16`	Money	Line 17 - Enter One-Half Of Line 16
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line18-AddLines13CAnd17`	Money	Line 18 - Add Lines 13C And 17
`a_1040_schedule_r_2023-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_2023-Part4-FigureYourCredit:line20-MultiplyLine19By15%`	Money	Line 20 - Multiply Line 19 By 15%
`a_1040_schedule_r_2023-Part4-FigureYourCredit:line21-TaxLiabilityLimit.EnterTheAmountFromTheCreditLimitWorksheet`	Money	Line 21 - Tax Liability Limit. Enter The Amount From The Credit Limit Worksheet
`a_1040_schedule_r_2023-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

drive.google.com

A_1040_SCHEDULE_R_2023.pdf

Sample JSON result

{
  "pk": 45658345,
  "uuid": "dedff8f4-a5d7-4b80-aed2-fef45d7c8dad",
  "name": "A_1040_SCHEDULE_R_2023_API",
  "created": "2024-01-31T02:06:24Z",
  "created_ts": "2024-01-31T02:06:24Z",
  "verified_pages_count": 2,
  "book_status": "ACTIVE",
  "id": 45658345,
  "forms": [
    {
      "pk": 52738558,
      "uuid": "81c1c3d6-73e0-48ec-a596-7cc3df95b410",
      "uploaded_doc_pk": 66223425,
      "form_type": "A_1040_SCHEDULE_R_2023",
      "raw_fields": {
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line18-AddLines13CAnd17": {
          "value": "950.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line10-IfYouChecked-Enter": {
          "value": "5000.00",
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          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line15-IfYouChecked-Enter": {
          "value": "7500.00",
          "is_empty": false,
          "alias_used": null,
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          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line20-MultiplyLine19By15%": {
          "value": "607.50",
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          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line17-EnterOne-HalfOfLine16": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line11-IfYouChecked-EnterTheTotal": {
          "value": "16000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line14-EnterTheAmountFromForm1040Or1040-SrLine11": {
          "value": "8000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line16-SubtractLine15FromLine14.IfZeroOrLessEnter-0-": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line12-IfYouCompletedLine11EnterTheSmallerOfLine10OrLine11": {
          "value": "5000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line21-TaxLiabilityLimit.EnterTheAmountFromTheCreditLimitWorksheet": {
          "value": "700.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line19-SubtractLine18FromLine12.IfZeroOrLessStopYouCan'TTakeTheCredit": {
          "value": "4050.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line22-CreditForTheElderlyOrTheDisabled.EnterTheSmallerOfLine20OrLine21": {
          "value": "607.50",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13C-AddLines13AAnd13B": {
          "value": "700.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13B-NontaxableVeterans'PensionsAndAnyOtherPensionAnnuityOrDisability": {
          "value": "400.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part4-FigureYourCredit:line13-EnterTheFollowingPensionsAnnuitiesOrDisabilityIncome:line13A-NontaxablePartOfSocialSecurityBenefitsAndNontaxablePartOfRailroad": {
          "value": "300.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part1-General:year": {
          "value": "2023",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part1-General:name(s)ShownOnReturn": {
          "value": "JOHN SAMPLE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part1-General:yourSocialSecurityNumber": {
          "value": "123-45-6789",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line1-YouWere65OrOlder": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line3-BothSpousesWere65OrOlder": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line5-BothSpousesWereUnder65AndBothRetired": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line9-YouWereUnder65YouRetiredOnPermanentAndTotalDisability": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line2-YouWereUnder65AndYouRetiredOnPermanentAndTotalDisability": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line6-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndRetired": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line8-YouWere65OrOlderAndYouLivedApartFromYourSpouseForAllOf2023": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line7-OneSpouseWas65OrOlderAndTheOtherSpouseWasUnder65AndNotRetired": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part3-StatementOfPermanentAndTotalDisability:line2-DueToYourContinuedDisabledConditionYouWereUnableToEngageInAny": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_r_2023-Part2-CheckTheBoxForYourFilingStatusAndAge:line4-BothSpousesWereUnder65ButOnlyOneSpouseRetiredOnPermanentAndTotal": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE R 2023.pdf",
          "confidence": 1.0
        }
      },
      "form_config_pk": 379890,
      "tables": [],
      "attribute_data": null
    }
  ],
  "book_is_complete": true
}

Updated 5 months ago

🚧SCHEDULE R

Field descriptions

Sample document

Sample JSON result

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SCHEDULE R