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- SCHEDULE R CREDIT FOR THE ELDERLY AND DISABLED 1985 * 17
- (FORM 1040) OMB NO. 1545-0074
- !NAME SSN: !SSN !
- ********************************************************************************
- PART I - FILING STATUS AND AGE (AT END OF 1985)
-
- SINGLE 1. 65 OR OVER .............................. 1. !R1 !
- 2. UNDER 65, RETIRED ON DISABILITY ......... 2. !R2 !
- MARRIED 3. BOTH 65 OR OVER ......................... 3. !R3 !
- FILING 4. BOTH UNDER 65, ONE DISABILITY RETIRED ... 4. !R4 !
- JOINTLY 5. BOTH UNDER 65, BOTH DISABILITY RETIRED .. 5. !R5 !
- 6. ONE 65, ONE UNDER 65 ON DIS RET ......... 6. !R6 !
- 7. ONE 65, ONE UNDER 65 NOT DIS RET ........ 7. !R7 !
- MARRIED 8. 65 AND DID NOT LIVE W/SPOUSE IN 1985 .... 8. !R8 !
- SEPARATE 9. UNDER 65, DIS RET & NOT LIVE W/SPOUSE ... 9. !R9 !
- ********************************************************************************
- PART II - DISABILITY STATEMENT
-
- CHECK IF PREVIOUS STATEMENT FILED, AND DISABLED FOR 1985
- AND UNABLE TO WORK IN 1985 DUE TO DISABILITY [ ]
-
- PHYSICIAN'S STATMENT
-
- I CERTIFY THAT _____________________________________________
- WAS PERMANENTLY AND TOTALLY DISABLED ON JAN. 1, 1976, OR JAN. 1, 1977, OR WAS
- PERMANENTLY AND TOTALLY DISABLED ON THE DATE HE OR SHE RETIRED. DATE RETIRED
- IF RETIRED AFTER DEC. 31, 1976: ________________________
-
- PHYSICIAN: CHECK EITHER BOX A OR B BELOW AND SIGN.
-
- A. [ ] DISABILITY HAS LASTED OR CAN BE EXPECTED TO LAST CONTINUOUSLY FOR
- AT LEAST A YEAR.
-
- NAME: _____________________________________ DATE: ____________
-
- B. [ ] THERE IS NO REASONABLE PROBABILITY THAT THE DISABLED CONDITION WILL
- EVER IMPROVE.
-
- NAME: _____________________________________ DATE: ____________
-
- PHYSICIAN'S NAME: PHYSICIAN'S ADDRESS:
-
-
-
-
- ********************************************************************************
-
- SCHEDULE R CONTINUED ON PAGE 2
-
-
- FOR PAPERWORK REDUCTION ACT NOTICE, SEE SEPARATE INSTRUCTIONS
- @
- SCHEDULE R (CONT'D) PAGE 2 1985 * 17
- (FORM 1040) OMB NO. 1545-0074
- !NAME SSN: !SSN !
- ********************************************************************************
- PART III - FIGURE CREDIT
-
- 10. ENTER $5,000, $7,500, OR $3,750 ......................... 10. #09
- 11. TAXABLE DISABILITY INCOME ............................... 11. #10
- 12. ENTER SMALLER AMOUNT FROM LINE 10 OR LINE 11 ............ 12. #11
- 13. NON-TAXABLE PENSION, ANNUITY & DISABILITY AMOUNTS ....... 13. #12
- 14. ENTER AMOUNT FROM FORM 1040, LINE 33 .................... 14. #13
- 15. ENTER $7,500, $10,000, OR $5,000 ........................ 15. #14
- 16. SUBTRACT LINE 15 FROM LINE 14, OR ZERO .................. 16. #15
- 17. DIVIDE LINE 16 BY 2 ..................................... 17. #16
- 18. ENTER TOTAL OF LINE 13 AND LINE 17 ...................... 18. #17
- 19. SUBTRACT LINE 18 FROM LINE 12 ........................... 19. #18
- 20. PERCENTAGE USED TO FIGURE CREDIT ........................ 20. x 15%
- 21. MULITPLY LINE 19 BY 15% ................................. 21. #19
- (ENTER THIS AMOUNT ON FORM 1040, LINE 42)
- @