Social Security Pro Help

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 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.