Who Qualifies for Elderly Tax Credit?

Who Qualifies for Elderly Tax Credit?

Only persons who meet specific criteria can claim the elderly tax credit.

  • You need to be elderly – at least 65 years of age by the end of the tax year.
  • If you are disabled, you must be retired to disability (permanently and completely disabled before you retire) and receive taxable disability income during the year.
  • You must be a U.S. citizen or resident alien for tax purposes.
  • You need to be younger than your employer’s mandatory retirement age before the beginning of the tax year.
  • Married couples must file a Married Filing Joint return.
  • If you are filing a joint tax return with your spouse, your partner must also meet the elderly tax qualifications.
  • Couples who live together during the year but file separate returns do not qualify for the credit.

The IRS establishes income guidelines for each tax year.


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Devoted Guardians'
Response to COVID-19

Devoted Guardians is actively monitoring the progression of the coronavirus, COVID-19, to ensure that we have the most accurate and latest information on the threat of the virus. As you know, this situation continues to develop rapidly as new cases are identified in our communities and our protocols will be adjusted as needed.

While most cases of COVID-19 are mild, causing only fever and cough, a very small percentage of cases become severe and may progress particularly in the elderly and people with underlying medical conditions. Because this is the primary population that Devoted Guardians serves, we understand your concerns and want to share with you how our organization is responding to the threat of COVID-19.

We are following updates and procedures from the Centers for Disease Control (CDC) State Department of Health, local and county authorities, the Home Care Association of America and other agencies and resources. Our response and plans may adjust according to the recommendations from these organizations.