The Social Security income in the Tabular view does not match what the calculated value should be. I am 67 and 6 mos, my wife is 69. She took SS at her FRA of 66. In the Simplified inputs it specifies if she is already taking SS to enter the current annual amount. I don't plan to take my SS until age 70, so I entered the annual amount for my FRA, 66 and 4 months. When I go to the tabulations, SS income (i guess for us both) is approximately 85% of what I would have expected. If I change my SS to what I would be receiving at my current age or at 70, it is less than expected.
This throws off all the income stream calculation. Is there a workaround or am I entering something wrong?
@jjodod There are no known problems in this area and I just set up a test using the information you provided, and it appears to be working correctly. Would you please send me (mail@pralanaconsulting.com) a representative export file so I can investigate with your exact set-up?
Thanks,
Stuart
