2017 Instructions for Schedule R (Form 1040A or 1040) - IRS.gov-2026

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  2. Begin by reviewing the eligibility criteria for the credit, ensuring you meet the age and income requirements outlined in the instructions.
  3. Fill out Part I by checking the appropriate box based on your filing status and age. This is crucial for determining your eligibility.
  4. If applicable, complete Part II by obtaining a physician's statement certifying your permanent and total disability. Ensure this is kept for your records.
  5. Proceed to Part III to calculate your credit. Enter any relevant disability income and follow the provided examples to ensure accuracy.
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Get the current filing years forms, instructions, and publications for free from the IRS. You can also find printed versions of many forms, instructions, and publications in your community for free at: Libraries. IRS Taxpayer Assistance Centers.
Local IRS Taxpayer Assistance Center (TAC) The most common tax forms and instructions are available at local TACs in IRS offices throughout the country.
Form 1040-SR is an alternative version of the 1040 form that features a larger print and an easy-to-read standard deduction table. Form 1040-SR can be used by seniors 65 and older filing a paper return. Other than these accommodations, it functions the same as the standard 1040 form.
Get the current filing years forms, instructions, and publications for free from the IRS. Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
See IRS.gov and IRS.gov/Forms, and for the latest information about developments related to Forms 1040 and 1040-SR and their instructions, such as legislation enacted after they were published, go to IRS.gov/Form1040. Free File is the fast, safe, and free way to prepare and e-file your taxes.

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