Common questions for the Schedule R in ProSeries

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:

• IRS Publication 524. Credit for the Elderly or the Disabled
• IRS instructions for Schedule R