Perfect.  Thanks Elisabeth!

Hi Elisabeth, I do agree it is usually insignificant and temporary, but it does skew the results as a credit balance is treated as a debit amount in TM.  Since we can't add a negative amount, I manually set the credit card balance to $0.00 and add the credit amount to an existing account balance.  I can live with this.  Cheers.  

How would you enter a credit balance on a credit card?  It appears that MR only allows you to enter the debit amount.

Fantastic!!

It’s definitely clearer now to read and understand.  Really appreciate the effort you put into this!

Thanks again, and Merry Christmas!

I just ran another calculation and the spousal benefit looks good, much appreciated!

Again, thanks for making this change!

My wife and I just got off the phone with the Social Security Benefits office regarding her spousal benefit, and unfortunately her benefit is based on my benefit amount including the WEP.

 Her payment will be in the amount of $829 (with WEP) and not the $902 we had thought.

 I did ask multiple times and she did confirm this benefit is correct.

 Do you need to update MRA?