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Level 1
Feb 11, 2024 1:47 AM UTC
Question

taxpayer disabled but under 65

My client is disabled but also under 65, I have checked all the criteria on the information worksheet, but the Schedule R does not generate.

What am I doing wrong?

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    3 replies

    IRonMaN
    Level 15
    Feb 11, 2024 2:12 AM UTC

    Income limitation?

    Slava Ukraini!
    Just-Lisa-Now-
    Intuit Community Champion
    Feb 11, 2024 2:51 PM UTC

    That not the only criteria for Sch R, they must not meet all the requirements....I havent seen anyone that qualified for that credit in a long long time, and ProSeries has always picked it up automatically.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    PATAX
    Level 12
    Feb 11, 2024 3:06 PM UTC

    I agree with Ironman and Lisa. I cannot recall ever having even one client qualify for this.