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4 NEAR FINAL DRAFT 8/1/24 4
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6 *241361*6
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2024 Schedule M1R, Age 65 or Older/Disabled Subtraction
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9 Before you complete this schedule, read the instructions on the back to see if you are eligible for this subtraction. If you are married and filing 9
10 separate federal income tax returns, you are not eligible for this subtraction unless you and your spouse lived apart for all of 2024. 10
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12 YOUR FIRST NAME,INITXXXXXX LAST NAMEXXXXXXXXXXXXXXXXXXX 999999999 12
13 Your First Name and Initial Last Name Social Security Number 13
14 Round amounts to the 14
15 nearest whole dollar. 15
16 1 If you are married and filing a joint federal income tax return, enter $12,000. If you 16
17 are single, enter $9,600. If you are married and filing separately, enter $6,000 .... ...... ...... ..... ..... .... 1 12345678 17
18 2 If you (or your spouse if filing a joint return) are 65 or older, enter 0. If you (and your 18
19 spouse if filing a joint return) are under age 65, enter your disability pensions and 19
20 insurance payments included on line 1z of federal Form 1040 or 1040-SR... ...... ..... ....... ..... ...... ... 2 12345678 20
21 3 If you (or your spouse if filing a joint return) are 65 or older, enter the amount 21
22 from line 1 above. If you (and your spouse if filing a joint return) are younger 22
23 than 65, enter the amount from line 1 or line 2, whichever is less ... ...... ..... ....... ..... ...... ..... .... 3 12345678 23
24 4 Any pension, annuity, or disability benefit included on line 13b of federal Schedule R. 24
25 If you did not complete Schedule R, enter 0 .. ...... ....... ..... ..... ...... ...... ..... ...... ...... ..... 4 12345678 25
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27 5 a Social Security benefits (from your Forms SSA-1099) ... ...... ..... ....... ... 5a 12345678 27
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29 b Taxable Social Security benefits (see instructions) ... ...... ..... ...... ...... 5b 12345678 29
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31 Nontaxable Social Security benefits (subtract line 5b from line 5a) .... ...... ...... ..... ..... ...... ...... .. 5 12345678 31
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33 6 a Social Security equivalent benefit portion of Tier 1 paid by the 33
34 Railroad Retirement Board (from your Forms RRB-1099) .... ...... ...... .... 6a 12345678 34
35 b Railroad Retirement Board benefits (included on line 4b 35
36 and 5b of federal Form 1040 or 1040-SR) ..... ...... ..... ..... ...... ..... 6b 12345678 36
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38 Total Railroad Retirement Board benefits received (add lines 6a and 6b) .. ...... ...... ..... ...... ...... .... 6 12345678 38
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40 7 Add lines 4, 5, and 6 ... ...... ..... ....... ..... ...... ..... ..... ...... ...... ...... ..... ...... ..... ... 7 12345678 40
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42 8 Subtract line 3.from 7 line or less, zero If HERESTOP . You do qualifynot subtraction.this for ... ...... ..... .... 8 12345678 42
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44 9 a Federal adjusted gross income (see instructions) ... ...... ..... ....... ..... . 9a 12345678 44
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46 b Railroad Retirement Board benefits (incl. on line 6b of fed. Form 1040 or 1040-SR) 9b 12345678 46
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48 Subtract line 9b from line 9a. If you received a lump-sum distribution, see instructions... ...... ..... ....... ... 9 12345678 48
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50 10 Amount from the instructions for line 10 (on the back of this schedule) ... ..... ...... ...... ...... ..... .... 10 12345678 50
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52 11 Subtract line 10 9line from (if zero or less, enter 0 on lines 11 and 12 and go to line 13) ... ...... ..... ....... 11. 12345678 52
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54 12 Multiply line 11 by 50% (.50) ... ...... ..... ....... ..... ...... ..... ..... ...... ...... ...... ..... ..... 12 12345678 54
55 13 Subtract line 12 from line 8 and enter the result here and on line 16 of Schedule M1M. 55
56 (if zero or less, enter 0. You do not qualify for this subtraction) .. ...... ..... ...... ...... ...... ..... ..... .. 13 12345678 56
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58 You must include this schedule with your Form M1. 58
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63 9995 63
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