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2023 Joint Filer Scenarios

2023 Joint Filer Scenarios

Scenario 1

Older spouse is:

  • born prior to January 1, 1946, and
  • receiving private and public retirement and pension benefits.

Scenario 2

Filers are:

  • born during the period January 1, 1946, through December 31, 1952.

Older spouse is:

  • born in 1948, and
  • receiving surviving spouse benefits from a deceased spouse.

Scenario 3

Filers are:

  • born after December 31, 1958,
  • receiving retirement and pension benefits, and
  • receiving surviving spouse benefits from a deceased spouse born in 1944.

Scenario 4

Older spouse is:

  • born in 1958.

Scenario 5

Filers are:

  • born between January 1, 1946, and January 1, 1957.

Older spouse has:

  • has reached the age of 67.

Scenario 6

Filers are:

  • born during the period January 1, 1946, through December 31, 1952.

Older spouse is:

  • born in 1948, and
  • receiving benefits from Qualified Fire, Police, and County Corrections Service from a deceased spouse born in 1952.