Schedule R (Form 1040) Credit for the Elderly or the Disabled 2008

Summary: This is an example of Schedule R (Form 1040) 2008, Page 1 with items completed per example in the text:

“Name(s) shown on Form 1040” field contains William M. White and Helen A. White

“Your social security number” field contains 220-00-3333

Under“Part I: Check the Box for Your Filing Status and Age”:

In the section“Married filing jointly”, line item“5. Both spouses were under 65, and both retired on permanent and total disability” checkbox checked

Under“Part II: Statement of Permanent and Total Disability”:

“2. Due to your continued disabled condition, you were unable to engage in any substantial gainful activity in 2008, check this box” checkbox checked and William written above checkbox.