Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Miscellaneous Credits Workout

Credit for the Elderly or the Disabled

Case Study 3: Credit for the Elderly or the Disabled (continued)

The scenario continues. You are trying to determine whether Albert can claim the credit for the elderly or the disabled. Follow along in the conversation, and then answer each question. Click here to listen to the conversation.

You: What was your adjusted gross income?

Albert: $15,430.

You: How much did you receive in nontaxable Social Security and pension benefits?

Albert: $4,430.

You: And your filing status?

Albert: Single.

How would you respond?

I'm sorry, but you cannot claim the credit.
Looks like you may qualify for the credit. When I complete your return, the software will calculate your eligible credit amount.


Albert, who is in a wheelchair.