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Common questions for the Schedule R in ProSeries

by Intuit Updated 1 month ago

ProSeries generates the Schedule R automatically if the taxpayer or spouse meets the eligibility requirements due to age.

To generate the Schedule R if the taxpayer is under 65:

  1. Open the Federal Information Worksheet.
  2. Scroll down to Part X - Additional Federal Return Information.
  3. Under the Credit for the Elderly or Disabled (Schedule R): section check the box that applies.

For more information see:

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