Enter pensions / WEP

This screen only appears after the Household Information screen if one or both clients have “Yes” selected for pensions for earnings not covered by Social Security.

• Enter the information requested.
• Click the WEP Calculator link to use the Social Security Administration’s calculator to calculate the estimated adjusted benefit.
• Enter the result from the ssa.gov calculator in the last prompt.

Click “Next” to continue. Please note that the sample case on the following screen is assuming neither client receives pension.