Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit. For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled.
Be sure to enter the dates of birth on the Main Information Sheet. Enter the Social Security income on 1040 Worksheet 1, or the pension income on Form 1099-R. Ultimate Tax will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit. If you under age 65, disabled and receiving a pension, be sure to enter the correct code in box 7 on the 1099-R and mark the box below box 7 "Check if disability and the taxpayer is disabled". The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit.
This information applies to all years of the UltimateTax software.