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RayS418160
Contributor ⭐⭐
April 23, 2024

Monthly Income-Related Adjustment for Part D Medicare - How to Get a Refund for Past Overpayments?

  • April 23, 2024
  • 9 replies
  • 5228 views

   Hi:   I retired in 2022 and was charged a part D monthly adjustment in 2022 for high income reported on 2020 tax return filed in April 2021. May I file for a refund based on 2022 income? If so do I use Form SSA-44?

Or am I out of luck because I did not file SSA-44 in 2022 when I retired?

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    9 replies

    GailL1
    GailL1
    Community Champion ⭐⭐⭐
    April 23, 2024

    You are out of luck - too much time has passed.  

    Aren't you talking about IRMAA for Part B and Part D - but maybe not if you had work coverage for Part B - Part D wouldn't be that much 

    Sorry

     

    IT‘S ALWAYS SOMETHING . . . . .. . . . Roseanne Roseannadanna
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    RayS418160Author
    Contributor ⭐⭐
    April 23, 2024

    Sorry you are right, I am concerned with part B.  The part D coverage adjustment isn't very significant. 

    R
    RayS418160Author
    Contributor ⭐⭐
    April 23, 2024

    LOL this is kind of a kick in the head....almost 200 a month each for myself and my wife for two years since we also paid the adjustment for 2023. I assume its too late to get a refund for 2023 excess payments....

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    RayS418160Author
    Contributor ⭐⭐
    April 23, 2024

     I take that back it was about $80 a month  for each of us. I misread the charat.

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    RayS418160Author
    Contributor ⭐⭐
    April 23, 2024

       I see now that I had 60 days from receiving the notification letter:

     

    "You have 60 days from receiving a notice to appeal an Income-Related Monthly Adjustment Amount (IRMAA) for Medicare Part B or Part D. You can appeal for several reasons, including if you disagree with the tax information the SSA used to decide the IRMAA, or if you experienced a life-changing event."

    GailL1
    GailL1
    Community Champion ⭐⭐⭐
    April 23, 2024

    Sorry - Guess you are OK now ?  You see some of us have to pay them EVERY YEAR so we keep up with tax returns and IRMAA notices for the current year.  They are usually right every year but I do make sure they are.

     

     

    IT‘S ALWAYS SOMETHING . . . . .. . . . Roseanne Roseannadanna
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