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Level 1
March 24, 2021
Question

Lump sum social security

  • March 24, 2021
  • 1 reply
  • 17 views

Since I have the Pro Series Basic program, can I do a PPR for the one client I have that has a lump sum distribution from social security? 

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1 reply

March 24, 2021

Yes, you can use Professional on a PPR Basis, so you can calculate the Lump Sum social security.