I have a case where the client will sell his business and receive deferred compensation over the same 5 year period. How do I input both of these special receipts?
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HARRY, YOU CAN ENTER THEM SEPARATELY. I.E., YOU CAN ENTER DIFFERENT SPECIAL EXPENSES FOR THE SAME YEAR OR SET OF YEARS. CALL IF YOU NEED HELP. 617 834-2148. LARRY
I figured it out. Thanks
I have a widowed client whose wife died. She worked during her life and he would like to take a survivor benefit at age 66, and suspend and delay his own SS benefit until age 70. I inputed as such, but I am not getting a survivor benefit from age 66 til 70. How can I do this?
Have you entered her earnings history in the Social Security folder?
If you haven't, do so and you should see a survivor benefit show up.
If you have, we may have an issue with the survivor benefits that we'll have to look at. In that event, we'll need you to file a support ticket with detailed instructions on how to reproduce the problem given your database and upload your database so that we can take a look.
Best,
Dick Munroe
Thanks, I will have the client call SS for her earnings history.