Credit for the Elderly or the Disabled at a Glance

A credit for taxpayers:

  • aged 65 or older OR retired on permanent and total disability and received taxable disability income for the tax year; AND
  • with an adjusted gross income OR the total of nontaxable Social Security, pensions annuities or disability income under specific limits

The credit ranges between $3,750 and $7,500.

More Information

Publication 524, Credit for the Elderly or the Disabled


Related Form

Schedule R (Form 1040), Credit for the Elderly or the Disabled PDF


Related Publication

Publication 554, Tax Guide for Seniors - Chapter 5, Credits


Tool

Do I Qualify for the Credit for the Elderly or Disabled?