When was the last time you did a return with
Earned Income Credit
Retirement Income Credit
Credit for the Elderly (Schedule R)
(All three on same 1040)
Taxpayer, 65, not yet on Social Security, worked part of the year at a job where he paid a small amount into a 401(k). AGI of $17,151. Home is owned by a trust left for him by a deceased relative. No Schedule K-1 required.
