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- About MichaelF625223
About MichaelF625223
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| Last Visited |
02-18-2023
12:45 AM
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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.
0
Replies
1
Kudo
4887
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 ...
0
Replies
1
Kudo
5089
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, ...
1
Reply
1
Kudo
5249
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...
0
Replies
1
Kudo
5319
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...
1
Reply
2
Kudos
5322
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.
0
Replies
1
Kudo
4887
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 ...
0
Replies
1
Kudo
5089
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, ...
1
Reply
1
Kudo
5249
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...
0
Replies
1
Kudo
5319
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...
1
Reply
2
Kudos
5322
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.
0
Replies
1
Kudo
4887
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 ...
0
Replies
1
Kudo
5089
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, ...
1
Reply
1
Kudo
5249
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...
0
Replies
1
Kudo
5319
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...
1
Reply
2
Kudos
5322
Views
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Public Statistics
| Date Registered | 12-05-2022 06:14 PM |
| Last Visited | 02-18-2023 12:45 AM |
| Total Messages Posted | 5 |
| Total Kudos Received | 6 |