Another Sch. M Question

[Dave T]

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

[Pacun]

I see it the same way you see it. No credit.

[TAXBILLY]

The disability pension is eligible for the credit. See the worksheet for line 3a of Schedule M.

taxbilly