TAX CREDITS
Rocket Records connects your medical records to the signed physician's statement the IRS requires so you can claim the disability tax credit, handled entirely online.
Quick telehealth visit · No clinic appointment needed
People who qualify often don't realize it. Here are a few of their stories.
Lorraine stopped working when her MS progressed and has filed her own return every year since. She had no idea a credit existed for people who retired on disability, or that a signed statement from a doctor was the only thing she needed to claim it.
Marvin left his job four years ago when heart failure made any kind of work impossible. His preparer said he almost certainly qualified for the credit, but his own doctor had no openings before the filing deadline. He nearly let another year go by.
Colleen's condition will not improve, and her provider was able to say so on the statement. That single signature means she can claim the credit every year from now on without going back for another one.
Or maybe your situation is a little different. Tell us about your condition and we'll let you know if you qualify. It takes about 5 minutes, and there's no commitment to continue.
The Problem
Before Rocket Records, there was only one way to do this, and it was exhausting.
The Solution
We provide the medical certification. Your tax preparer or filing software handles the return.
AVAILABLE DOCUMENTS
See what each statement covers before you start.
For conditions with no reasonable probability of improvement. One signature, then you can claim the credit year after year without returning for another statement.
For conditions expected to last at least a year. Valid for this filing season, renewable when you file again.
No chasing your old clinic for files. Upload what you already have, or let us request your medical records on your behalf.
A replacement statement for anyone whose provider signed Line A in a previous year and needs a current one to file again.
Every statement includes medical records retrieval and provider review. Rocket Records provides medical documentation, not tax advice.
ELIGIBILITY
These are just examples. Many other conditions apply. We'll help determine whether yours supports a claim.
Eligibility is based on whether your condition prevents you from working at all, not just the diagnosis itself.
See If I QualifySEE WHAT OUR HAPPY CUSTOMERS ARE SAYING!
Harold M. - Kansas
5 out of 5 starsI have filed my own return for thirty years and never knew this credit existed. Two days to get the statement and my preparer handled the rest.
Yvette S. - Alabama
4.5 out of 5 starsMy own doctor gave me a letter that my preparer said would not hold up. Rocket Records sent back the actual IRS statement, properly filled in, and that was the end of it.
Gregory Pike - New Hampshire
5 out of 5 starsI stopped working three years ago and had been filing without this credit the whole time. The telehealth visit took about ten minutes and the statement came the next day.
Your condition is real. You deserve every dollar of the disability tax credit. Don't let paperwork hold you back any longer.
See If I QualifyRocket Records provides the completed and signed IRS Physician's Statement, in the exact format the Schedule R instructions require. That statement is what lets a taxpayer under 65 claim the Credit for the Elderly or the Disabled.
We offer a full money-back guarantee. If you don't qualify, you don't pay.
That's right. We retrieve your existing medical records and work with licensed healthcare providers to verify your condition, all handled through a telehealth visit.
No. We provide the medical statement and guidance on what to do next. Your tax preparer or filing software completes the return and claims the credit.
Most requests are processed same-day, and your signed statement is typically delivered within 24 to 48 hours.
No. The statement stays with you. You keep it with your tax records and produce it only if you're asked for it. Whoever files your return needs to know you have it, not what it says.
Yes. Alongside the medical standard, the credit requires that you retired on disability and receive taxable disability income from an employer's plan. Social Security disability payments on their own do not count as employer disability income, so it's worth checking what you receive before you apply.
Usually not. The Schedule R instructions contain a specific statement with specific signature lines, and a general letter confirming a disability does not satisfy it. This is the single most common reason a claim gets held up.
It depends on which line your provider signs. If they can confirm there is no reasonable probability your condition will improve, one statement covers you for every year afterwards. Otherwise you'll need a current one each time you file.
Anyone 65 or older, since age alone qualifies you for the credit. Veterans already certified by the VA on Form 21-0172. Anyone who already holds a statement signed on the no-improvement line. The credit also has low income limits and is nonrefundable, so it does nothing for you if your income is above the threshold or you owe no federal income tax. We'll tell you before you pay if any of this applies to you.
MORE FROM ROCKET RECORDS
We help with more than tax certification. Explore other ways we can make navigating healthcare easier.
Up to $50k off Reduced or exempted property taxes for homeowners with a qualifying disability.
$2,000–8,000/Yr Protected medical leave paperwork so you can take time off without losing your job.
$300–500/Yr Handicap permits for mobility limits, chronic pain, and heart or lung conditions.
Join thousands who've simplified their lives with Rocket Records. Start your request now and have your signed statement within days.
See If I QualifyTo help you better understand your rights and options, every article on Rocket Records is reviewed by qualified medical experts. Our reviewers ensure that the medical information is accurate, clearly explained, and truly helpful for individuals seeking benefits certification or navigating their healthcare needs. We’re committed to providing reliable, expert-verified guidance so you can move forward with confidence and clarity.
Reviewed by
Dr. Steven Caldwell is a board-certified physician with over 15 years of experience reviewing medical documentation and supporting patients navigating workplace health requirements. His clinical background includes primary care and occupational health, where he has helped individuals manage chronic conditions, temporary medical limitations, and return-to-work planning. Dr. Caldwell focuses on ensuring that medical guidance is clear, practical, and aligned with current standards of care. As a reviewer for Rocket Records, he evaluates content for medical accuracy and helps translate complex healthcare topics into accessible information for patients and employers.
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