Taxpayers must file using Form 1040 or Form 1040A to receive the Credit for the Elderly or Disabled. Taxpayers cannot get the Credit for the Elderly or Disabled if they are going to file using Form 1040EZ.

The Credit for the Elderly or Disabled is dependent on the taxpayers age, filing status and income. The Taxpayer may be able to take the Credit if the following conditions are met as shown below;

1) If the Taxpayer and his or her spouse are either 65 years or older, or under age 65 years old and are permanently and totally disabled.

2) If the Taxpayers income on Form 1040 line 38 is less than $17,500, $20,000 (married filing jointly and only one spouse qualifies), $25,000 (married filing jointly and both qualify), or $12,500 (married filing separately and lived apart from your spouse for the entire year).

3) Finally, the non-taxable part of Taxpayers Social Security or other Nontaxable pensions, annuities or disability income is less than $5,000 (single, head of household, or qualifying widow with a dependent child); $5,000 (married filing jointly and only one spouse qualifies); $7,500 (married filing jointly and both qualify); or $3,750 (married filing separately and lived apart from your spouse the entire year).

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