Fill 990 Schedule R Instructions 2023-2024

Laws.com legal forms guide credit for the elderly or the disabled schedule. Your filing status, age, and income determine this credit. If filing jointly, it is also based on your spouse's age and income. You can take the credit if you were 65 or older at the end of 2011. The credit will apply if you are under the age of 65, and the following conditions apply: you are permanently and totally disabled on the day you retired, you received taxable disability income for 2011, and you had not reached your mandatory retirement age as of January 1st, 2011. Step 1: Only check the option that applies in part 1. If you checked 1, 3, 7, or 8, skip part 2 entirely and complete part 3. Otherwise, complete part 2 and 3. Step 2: If 2, 4, 5, 6, or 9 was selected in part 1 and a physician statement for 1983 was not provided for an earlier year, a physician needs to complete the following: you are permanently and totally disabled on the date you retired, you are permanently and totally disabled on January 1st, 1976, or January 1st, 1977 (if you retired before 1977). You did not have to file the statement with this form, but you need to check the option on line 2 in part 2 to certify the following: you filed or got a physician's note in the earlier year, you are permanently and totally disabled during 2011, and you are unable to any substantial activity in 2011 because of your physical or mental condition. Step 3: If you checked 2, 4, 5, 6, or 9 in part 1, use the chart provided on page 3 of the following document for line 11. Step 4: On line 13a, enter any Social Security benefits you received for 2011 that are...