Dave T Posted March 12, 2010 Report Share Posted March 12, 2010 Clients only income is from SS and New York State pension, The 1099R from the state has code 3 in box 7 which is for disability, which in this case is correct. My question is this, since this is a disability pension the amount gets carried to line 7 of 1040 instead of line 16 and because there is an amount on line 7 Schedule M is automatically being calculated and I don't believe it should. Am I correct on this? Thanks Dave T Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 12, 2010 Report Share Posted March 12, 2010 I see it the same way you see it. No credit. Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted March 12, 2010 Report Share Posted March 12, 2010 The disability pension is eligible for the credit. See the worksheet for line 3a of Schedule M. taxbilly Quote Link to comment Share on other sites More sharing options...
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