Schedule R

Schedule R, Credit for the Elderly or Disabled, is not automatically included in the return.  Although we do not see this often, each preparer must know when it should be added and how to do that manually, so each taxpayer is getting the credit he/she is entitled to. The detailed instructions for schedule R can be found in the Schedule R Instructions.  See Pub 4012, page G-11 for a flow chart that establishes eligibility. As a general rule of thumb – taxpayers with very low (or no) social security income may eligible for the Schedule R credit.  To access Schedule R, type Schedule R into the TaxSlayer search box and edit the fields as appropriate.

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