What are the new rules for deemed filing resulting from the Bipartisan Budget Act of 2015?

Deemed filing means that when you file for either your retirement or your spouse’s benefit, you are required or “deemed” to file for the other benefit as well. Deemed filing rules already apply when you file for either your retirement or your spouse’s benefit and you are below full retirement age. The Bipartisan Budget Act extends deemed filing rules to apply at full retirement age (FRA) and beyond.

See Retirement Planner: Recent Social Security Claiming Changes for more information.
 
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Topic Information
  • Topic #: 34011-4248
  • Date Created: 03/20/2017
  • Last Modified Since: 06/15/2017
  • Viewed: 5120