Senior & Disability Tax Credits
Showing 1 verified credit in this category
Estimates only — always confirm exact eligibility on IRS.gov or with a tax professional. See how we verify our data.
$3,750 - $7,500
Check on IRS.gov ↗Credit for the Elderly or Disabled
IRS · Non-refundable
A tax credit for taxpayers 65 or older, or younger taxpayers who are permanently and totally disabled with taxable disability income, and have limited income.
- ✓Must be 65 or older by the end of the tax year, OR permanently and totally disabled with taxable disability income
- ✓Nonrefundable — it can reduce your tax bill to zero but won't generate a refund beyond that
- ✓Both AGI and nontaxable income (like Social Security) count against the income limit
- ✓If under 65, requires documentation of permanent disability from a physician
Max Credit$3,750 to $7,500 depending on filing status (nonrefundable)
Income RangeRoughly under $17,500 (single) or $25,000 (married filing jointly, both qualify) AGI
How to ClaimClaim it on Schedule R attached to your federal tax return.