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Question: How do I enter Social Security income?
If the income is currently being received, click Client Info > Income & Expenses > Wage-Like Income, and enter the social security income income on that screen.
To enter projected Social Security income, click more info on that line.
The software will ask you to enter the income projected at regular retirement. You can get this on the Social Security web site, www.ssa.gov.
You then specify when the person will start taking Social Security payments.
The software will automatically increase the payment by the prescribed amount for delayed start and decrease it for an earlier start.
Or, you can specify exatly what the payments will be and when they will begin.