California Tax Schedule

California Tax Schedule

California Tax Schedule

Schedule R is new for Form 1040 and must be used for 2009. It is used to claim a tax credit for those aged 65 or older and the disabled. This form is not well known, so eligible individuals should be sure to take advantage of this federal tax break.

If back taxes need to be filed for years prior to 2009, use the previous Schedule 3 for disability credits. If a Schedule 3 is mistakenly used for 2009, the income tax return may be returned to the sender as invalid, possibly delaying credits and refunds.

Disability amounts that are deducted vary according to the income claimed, other benefits received, other taxable income received (such as insurance payments), the number of dependents, whether one is married, single or a widow or widower and total household income.