Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

What type of form do you need to fill out for Disability Tax…

Customer Question
What type of form...

What type of form do you need to fill out for Disability Tax Credit?

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

What type of disability and how and where they are affecting you?

Accountant's Assistant: Is there anything else the Accountant should be aware of?

Such as ?

Submitted: 4 months ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 27 minutes by:
3/15/2018
Tax Professional: Lev, Tax Advisor replied 4 months ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,142
Experience: Taxes, Immigration, Labor Relations
Verified

I assume that you are asking about a Credit for the Elderly or Disabled

Correct?

To claim this credit - you will need to use schedule R

https://www.irs.gov/pub/irs-pdf/f1040sr.pdf

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.

For more information about the tax benefits available to persons with disabilities and the parents of children with disabilities,

please refer to Publication 3966, Living and Working with Disabilities

Let me know if you need any help.

Ask Your Own Tax Question
Tax Professional: Lev, Tax Advisor replied 4 months ago

I appreciate if you take a moment to rate the answer.

Experts are ONLY credited when answers are rated positively.

If you still have any doubts, need clarification - please be sure to ask.

I am here to help you with all Social Security / Tax related issues

Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Lev Your Own Question
Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,142
33,142 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

Lev is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I'm 55 and have just been granted LTD, and have been
I'm 55 and have just been granted LTD, and have been informed that I now need to file for SSID. I am finding it to be very difficult to support myself on the disability itself. I have a 403b that I ha… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
1,172 satisfied customers
My father has been claiming both my children and myself as
my father has been claiming both my children and myself as dependents even though my children do not live with him. I, too, do not live with him and he will not fiancially support me (i have a disabil… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,328 satisfied customers
Chrissy 401(k) JA: Thanks. Can you give me any more details
Where would you report the matching contribution on behalf of the partners on the 1065 and/or K1 … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,142 satisfied customers
Filling out Form 709 re a gift of real estate valued at
Hi .. Filling out Form 709 re a gift of real estate valued at $52,000 in September 2015. Single, no prior gifts made. Have Schedule A filled in but not sure how/what all needs to be filled out re usin… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
Stress. If a person is disable during the whole year receiving
Stress. If a person is disable during the whole year receiving disability money she does not have medical insurance how is going to affect on her taxes. With the new affordable care act… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,142 satisfied customers
My daughter is 26 years old, lives with me and is on social
My daughter is 26 years old, lives with me and is on social security disability due to anxiety disorder. She does not work and I support her. I can't figure out what form I need to file to claim her a… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
What Federal tax form will i need when filing for taxes in
What Federal tax form will i need when filing for taxes in 2013? I am disable and on disability. i had to just recently close my IRA account. Normally i would have to pay 10% for removing the money ea… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,142 satisfied customers
All my income is tax free(SSDI and VA disability compensation).
All my income is tax free(SSDI and VA disability compensation). I purchased a home. Is there anyway I can claim some kind of refund for the property taxes I pay, hiring movers, and for the interest I … read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
i am the executor of a friends will. i had her income taxes
i am the executor of a friends will. i had her income taxes filled out and when the check came in it was made out to me. her name was no where on it. i am on ss disability and long term disability. my… read more
Jax Tax
Jax Tax
Senior Tax Attorney
Master\u0027s Degree
1,394 satisfied customers
I am a disabled vet and never have income to report...i am
I am a disabled vet and never have income to report...i am getting a 1099c due a settlement on a balance of nonpayment on a credit card. the amount will be on the 1099c $10,400 dollars WHAT WILL I OWE… read more
DanielleCPA
DanielleCPA
Certified Public Accountant
Bachelor's Degree
159 satisfied customers
I had credit card debt only (my mortgage was not affected)
I had credit card debt only (my mortgage was not affected) discharged through a chapter 7 bankruptcy. Do I need to file a Form 982? If so, how do I fill out part II?… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
i need to ask a expert how to fill out irs. form911...as i
i need to ask a expert how to fill out irs. form911...as i am tryin to settle a irs. snafu from yrs 96 97 98 i want the tax advocate ......taxpayer advocate service to help but i am perplexed as to ho… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
Im filing 2008 amendment to get the rebate for first time
I'm filing 2008 amendment to get the rebate for first time home buyers. Do you just fill out the amount of rebate on the tax form? I have the HUD statement and the first time homebuyer credit filed ou… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My husband is drawing social security disability, 72T, and
My husband is drawing social security disability, 72T, and his retirement pension. We were told today that since he is disable he should not be paying taxes on these. If this is so what form do we nee… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
i will start working in new york city in a few weeks. i will
i will start working in new york city in a few weeks. i will also be living in nyc. i was told that i should put our Connecticut home address on my w-4 form to avoid paying the high new york taxes. is… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I amended my tax because my grandson claimed his self as an
I amended my tax because my grandson claimed his self as an exemption and I also claimed him as an exemption. Irs sent me form 8880 to fill out and the earned income to sheet to fill out. I do belong … read more
Anne
Anne
Master Tax Preparer
2,345 satisfied customers
I ran a part-time sole proprietor business that I started ...
I ran a part-time sole proprietor business that I started in July/August 2005, a gift basket business. December 2005, I went on shortterm disability from my fulltime job and am still currently out on … read more
RD
RD
Self Employed
Master\u0027s Degree
1,164 satisfied customers
If I started a new job 2 months ago and I have not
If I started a new job 2 months ago and I have not filled out a W-4 form yet is that right? How will that affect me?… read more
Mr Tax Tips
Mr Tax Tips
Graduate Student
2 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x