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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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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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