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- Monthly Income-Related Adjustment for Part D Medi...
Monthly Income-Related Adjustment for Part D Medicare - How to Get a Refund for Past Overpayments?
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Monthly Income-Related Adjustment for Part D Medicare - How to Get a Refund for Past Overpayments?
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?
Solved! Go to Solution.
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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
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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."
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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.
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Yep, known as “Work Stoppage” on the SSA-44. And if that had been the case, back in 2022, that’s what you would have used.
It all has to be backed up with a tax return or legal documents like a divorce degree.
You are OK now right? You are paying the usual base 2024 premium for Part B now - $ 174.70 per month unless you really dropped in income and need some societal help (subsidy).
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