Onthe 1040 General
If the client isn't disabled, skip to Step 5. Otherwise, go to the Cr Credits
Mark any necessary disability statement items and enter the Date permanently and totally disabled
Enter the nontaxable disability or pension income received, and the total taxable disability income for the taxpayer and spouse.
Enter all income, itemized deductions, and credits to complete the return.
In Forms view, Schedule R is completed if the client qualifies for the credit.
note
A diagnostic is created if the taxpayer isn't eligible to take Schedule R credit.
