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My appeal using SSA-44 was approved.  My IRMAA fees for 2023 are now $0 (Zero!).  You can read my other reply for more details on how I filled-out and submitted the form using 2023 earnings estimates.
MichaelF625223 01-30-2023 07:03 AM
0
Replies
1
Kudo
11431
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Same process and same issues & challenges exist as we move into 2023.  Form SSA-44 is confusing, ambiguous, and contains examples with the wrong year.  Since I filed/submitted mine on 13-Jan-2023, I used 2023 estimated AGI for Step 2 and nothing for ...
MichaelF625223 01-18-2023 09:33 AM
0
Replies
1
Kudo
11633
Views
Great news.  Thanks for the update.  Glad to hear they accepted it.  If I may ask, did you submit your SSA-44 prior to Jan-2023 using the Dec-2021 version of the form -- or did you submit in January 2023 using the Dec-2022 version of the form? Also, ...
MichaelF625223 01-12-2023 10:57 AM
1
Reply
1
Kudo
11793
Views
BTW, AARP has a tax return estimator tool.  I used it to build Estimated tax-return data for 2023.  You can generate a report that shows AGI and all pertinent 1040 information.  I plan to use that estimator report as part of the documentation I'll su...
MichaelF625223 01-11-2023 07:39 PM
0
Replies
1
Kudo
11863
Views
I also retired in Sept 2022.  My 2022 MAGI will still be pretty high because of 9 months of income plus stock-option sales, etc.  Like "LawrenceH", my big drop comes in 2023 (will only have SSA benefits and taxable interest & dividends).  The instruc...
MichaelF625223 01-11-2023 07:35 PM
1
Reply
2
Kudos
11866
Views
My appeal using SSA-44 was approved.  My IRMAA fees for 2023 are now $0 (Zero!).  You can read my other reply for more details on how I filled-out and submitted the form using 2023 earnings estimates.
MichaelF625223 01-30-2023 07:03 AM
0
Replies
1
Kudo
11431
Views
Same process and same issues & challenges exist as we move into 2023.  Form SSA-44 is confusing, ambiguous, and contains examples with the wrong year.  Since I filed/submitted mine on 13-Jan-2023, I used 2023 estimated AGI for Step 2 and nothing for ...
MichaelF625223 01-18-2023 09:33 AM
0
Replies
1
Kudo
11633
Views
Great news.  Thanks for the update.  Glad to hear they accepted it.  If I may ask, did you submit your SSA-44 prior to Jan-2023 using the Dec-2021 version of the form -- or did you submit in January 2023 using the Dec-2022 version of the form? Also, ...
MichaelF625223 01-12-2023 10:57 AM
1
Reply
1
Kudo
11793
Views
BTW, AARP has a tax return estimator tool.  I used it to build Estimated tax-return data for 2023.  You can generate a report that shows AGI and all pertinent 1040 information.  I plan to use that estimator report as part of the documentation I'll su...
MichaelF625223 01-11-2023 07:39 PM
0
Replies
1
Kudo
11863
Views
I also retired in Sept 2022.  My 2022 MAGI will still be pretty high because of 9 months of income plus stock-option sales, etc.  Like "LawrenceH", my big drop comes in 2023 (will only have SSA benefits and taxable interest & dividends).  The instruc...
MichaelF625223 01-11-2023 07:35 PM
1
Reply
2
Kudos
11866
Views
My appeal using SSA-44 was approved.  My IRMAA fees for 2023 are now $0 (Zero!).  You can read my other reply for more details on how I filled-out and submitted the form using 2023 earnings estimates.
MichaelF625223 01-30-2023 07:03 AM
0
Replies
1
Kudo
11431
Views
Same process and same issues & challenges exist as we move into 2023.  Form SSA-44 is confusing, ambiguous, and contains examples with the wrong year.  Since I filed/submitted mine on 13-Jan-2023, I used 2023 estimated AGI for Step 2 and nothing for ...
MichaelF625223 01-18-2023 09:33 AM
0
Replies
1
Kudo
11633
Views
Great news.  Thanks for the update.  Glad to hear they accepted it.  If I may ask, did you submit your SSA-44 prior to Jan-2023 using the Dec-2021 version of the form -- or did you submit in January 2023 using the Dec-2022 version of the form? Also, ...
MichaelF625223 01-12-2023 10:57 AM
1
Reply
1
Kudo
11793
Views
BTW, AARP has a tax return estimator tool.  I used it to build Estimated tax-return data for 2023.  You can generate a report that shows AGI and all pertinent 1040 information.  I plan to use that estimator report as part of the documentation I'll su...
MichaelF625223 01-11-2023 07:39 PM
0
Replies
1
Kudo
11863
Views
I also retired in Sept 2022.  My 2022 MAGI will still be pretty high because of 9 months of income plus stock-option sales, etc.  Like "LawrenceH", my big drop comes in 2023 (will only have SSA benefits and taxable interest & dividends).  The instruc...
MichaelF625223 01-11-2023 07:35 PM
1
Reply
2
Kudos
11866
Views
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Date Registered ‎12-05-2022 06:14 PM
Last Visited ‎01-01-2026 06:14 PM
Total Messages Posted 5
Total Kudos Received 6
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