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I mailed the letter on 12/2/22 using the December 2021 form which was the one available to me at the time. I tried to schedule a meeting at the local office over the phone but was not able to reach them without very long hold times. Mailing turned ou...
LawrenceH723384 01-12-2023 11:40 AM
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Hey, just to follow up. I got confirmation back from SSA on my documented request. I used tax year 2022 MAGI estimates in Step 2 and 2023 MAGI estimates in Step 3. As I noted, tax year 2023 is where my drop in MAGI will occur. All was confirmed by th...
LawrenceH723384 01-12-2023 07:39 AM
1
Reply
1
Kudo
11778
Views
I file married-jointly. So, we did two SSA-44's - one for me and one for her with the same income estimates for 2022 and 2023. I was pretty confident in the estimates for both years so I just went with that. I tried contacting SSA twice and waited on...
LawrenceH723384 12-14-2022 05:39 PM
0
Replies
1
Kudo
12072
Views
Hey There! I have a similar question but shifted forward one year. I retired in September 2022 and I just received my SSA statement that indicates I owe $362.60 IRMAA for Part B in 2023 based on 2021 tax information. In 2023 my income will be way low...
LawrenceH723384 11-29-2022 02:21 PM
1
Reply
1
Kudo
12296
Views
I mailed the letter on 12/2/22 using the December 2021 form which was the one available to me at the time. I tried to schedule a meeting at the local office over the phone but was not able to reach them without very long hold times. Mailing turned ou...
LawrenceH723384 01-12-2023 11:40 AM
0
Replies
1
Kudo
11749
Views
Hey, just to follow up. I got confirmation back from SSA on my documented request. I used tax year 2022 MAGI estimates in Step 2 and 2023 MAGI estimates in Step 3. As I noted, tax year 2023 is where my drop in MAGI will occur. All was confirmed by th...
LawrenceH723384 01-12-2023 07:39 AM
1
Reply
1
Kudo
11778
Views
I file married-jointly. So, we did two SSA-44's - one for me and one for her with the same income estimates for 2022 and 2023. I was pretty confident in the estimates for both years so I just went with that. I tried contacting SSA twice and waited on...
LawrenceH723384 12-14-2022 05:39 PM
0
Replies
1
Kudo
12072
Views
Hey There! I have a similar question but shifted forward one year. I retired in September 2022 and I just received my SSA statement that indicates I owe $362.60 IRMAA for Part B in 2023 based on 2021 tax information. In 2023 my income will be way low...
LawrenceH723384 11-29-2022 02:21 PM
1
Reply
1
Kudo
12296
Views
I mailed the letter on 12/2/22 using the December 2021 form which was the one available to me at the time. I tried to schedule a meeting at the local office over the phone but was not able to reach them without very long hold times. Mailing turned ou...
LawrenceH723384 01-12-2023 11:40 AM
0
Replies
1
Kudo
11749
Views
Hey, just to follow up. I got confirmation back from SSA on my documented request. I used tax year 2022 MAGI estimates in Step 2 and 2023 MAGI estimates in Step 3. As I noted, tax year 2023 is where my drop in MAGI will occur. All was confirmed by th...
LawrenceH723384 01-12-2023 07:39 AM
1
Reply
1
Kudo
11778
Views
I file married-jointly. So, we did two SSA-44's - one for me and one for her with the same income estimates for 2022 and 2023. I was pretty confident in the estimates for both years so I just went with that. I tried contacting SSA twice and waited on...
LawrenceH723384 12-14-2022 05:39 PM
0
Replies
1
Kudo
12072
Views
Hey There! I have a similar question but shifted forward one year. I retired in September 2022 and I just received my SSA statement that indicates I owe $362.60 IRMAA for Part B in 2023 based on 2021 tax information. In 2023 my income will be way low...
LawrenceH723384 11-29-2022 02:21 PM
1
Reply
1
Kudo
12296
Views
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Date Registered ‎11-29-2022 04:12 PM
Last Visited ‎06-06-2025 12:01 PM
Total Messages Posted 4
Total Kudos Received 4
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