In the What-If (Planned) Filing Dates panel, you can model current and future filing dates for retirement benefits as well as spousal benefits and widow(er)'s benefits if applicable.

You can enter past retirement benefit filing, suspending and reinstating dates as well as past filing dates for spousal and widow(er)'s benefits in the Social Security Benefits History panel on the individual's details screen if an individual is already receiving those benefits.

If you are unsure what dates to enter here, you can simply leave our default dates. You can always come back and try different dates later and rerun your report. If you enter what-if filing scenarios that the Social Security Administration won't allow, a warning message will appear and explain the problem so you can correct it.

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