We did "APPEAL" by writing a letter and explaining the facts. The individual called me and said the Code D process was what needed to happen. As I explained there was no Social Security, then she said we could use the Form SSA-44. However, the Form instruction specifically says you cannot use it for that purpose. Any other thoughts?
I have a client who is MFS, and has been filing that way for a number of years. They have not lived with their spouse and are not sharing any income or accounts, except for joint ownership of a residence, but they have two homes and they each live independently from one another. My client contacted Social Security but was not able to get them to remove the IRMAA. They were told the only way it would work is if they indicated on their 1040, with their Social Security code D. But my client is not receiving Social Security and we did indicate Code D (and added $1 to get the code to show) on the 1040 but they still got accessed the IRMAA. I cannot find any form to get this situation fixed. Can you recommend a course of action?
If they lived apart, they should be eligible for the "single" IRMAA table, which is much friendlier. My understanding is you need to appeal the determination.
Love the fact I learned that HSA contributions can be saved up and used for Part B premiums later
No. That is not a tax issue.
We did "APPEAL" by writing a letter and explaining the facts. The individual called me and said the Code D process was what needed to happen. As I explained there was no Social Security, then she said we could use the Form SSA-44. However, the Form instruction specifically says you cannot use it for that purpose. Any other thoughts?
I have a client who is MFS, and has been filing that way for a number of years. They have not lived with their spouse and are not sharing any income or accounts, except for joint ownership of a residence, but they have two homes and they each live independently from one another. My client contacted Social Security but was not able to get them to remove the IRMAA. They were told the only way it would work is if they indicated on their 1040, with their Social Security code D. But my client is not receiving Social Security and we did indicate Code D (and added $1 to get the code to show) on the 1040 but they still got accessed the IRMAA. I cannot find any form to get this situation fixed. Can you recommend a course of action?
If they lived apart, they should be eligible for the "single" IRMAA table, which is much friendlier. My understanding is you need to appeal the determination.