Schedule M1r - Age 65 Or Older/disabled Subtraction - 2017

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*171361*
2017 Schedule M1R, Age 65 or Older/Disabled Subtraction
Before you complete this schedule, read the instructions on the back to see if you are eligible. If you are married and filing separate federal in-
come tax returns, you are not eligible for this subtraction unless you and your spouse lived apart for all of 2017.
Your First Name and Initial
Last Name
Social Security Number
Round amounts to the
nearest whole dollar.
1 If you are married and filing a joint federal income tax return, enter $12,000. If you
are single, enter $9,600. If you are married and filing separate, enter $6,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 If you (or your spouse if filing a joint return) are 65 or older, enter 0. If you (and your
spouse if filing a joint return) are under age 65, enter your disability pensions and
insurance payments included on line 7 of federal Form 1040 or Form 1040A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 If you (or your spouse if filing a joint return) are 65 or older, enter the amount
from line 1 above. If you (and your spouse if filing a joint return) are younger
than 65, enter the amount from line 1 or line 2, whichever is less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Any pension, annuity or disability benefit included on line 13b of federal Schedule R.
If you did not complete Schedule R, enter 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
a Social Security benefits (from your SSA-1099 forms) . . . . . . . . . . . . . . . . . . . . . . . . 5 a
5
b Taxable Social Security benefits (from line 20b of
federal Form 1040 or line 14b of Form 1040A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 b
Nontaxable Social Security benefits (subtract line 5b from line 5a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6
a Social Security equivalent benefit portion of Tier 1 paid by the
Railroad Retirement Board (from your RRB-1099 forms) . . . . . . . . . . . . . . . . . . . . . 6 a
b Railroad Retirement Board benefits (included on line 16b
of federal Form 1040 or line 12b of Form 1040A) . . . . . . . . . . . . . . . . . . . . . . . . . . 6 b
Total Railroad Retirement Board benefits received (add lines 6a and 6b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Add lines 4, 5, and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Subtract line 7 from line 3 (if result is zero or less, you do not qualify for this subtraction) . . . . . . . . . . . . . . . . . . . . . 8
a Federal adjusted gross income (from line 37 of
9
federal Form 1040 or line 21 of Form 1040A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 a
b Railroad Retirement Board benefits (included on lines 16b and
20b of federal Form 1040 or lines 12b and 14b of Form 1040A) . . . . . . . . . . . . . . . 9 b
Subtract line 9b from line 9a. If you received a lump-sum distribution, see instructions . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Amount from the instructions for line 10 (on the back of this schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0
11 Subtract line 10 from line 9 (if result is zero or less,
enter 0 on lines 11 and 12 and go on to line 13) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1
12 Multiply line 11 by 50% (.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2
13 Subtract line 12 from line 8 (if result is zero or less, you do not qualify for this subtraction).
Enter the result here and on line 23 of Schedule M1M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3
You must include this schedule with your Form M1.
9995

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