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About CliffC861540
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UPDATE - In the hopes of speaking to a different SSA agent I tried calling my local office one more time before my February appointment. It worked. I wasn't crazy. Every thing was properly filled out. She immediately processed my SSA 44 over the phon...
0
Replies
0
Kudos
233
Views
As I said, I retired in 2023. Not 2024.Yes there was also tax defrerred retirement income in 2023. This is included in MAGI Yes I was over IRMAA in 2023. My total MAGI ( which includes retirement distributions) is under IRMAA for 2024 and 2025.The is...
1
Reply
0
Kudos
292
Views
How about this twist?We just started Medicare January 2025We got hit with IRMAA because our 2023 MAGI was too highHOWEVER, I retired in 2023 (life changing event - work stoppage) and our MAGI for 2024 and going forward will be below IRMAA limitsI fil...
2
Replies
0
Kudos
321
Views
UPDATE - In the hopes of speaking to a different SSA agent I tried calling my local office one more time before my February appointment. It worked. I wasn't crazy. Every thing was properly filled out. She immediately processed my SSA 44 over the phon...
0
Replies
0
Kudos
233
Views
As I said, I retired in 2023. Not 2024.Yes there was also tax defrerred retirement income in 2023. This is included in MAGI Yes I was over IRMAA in 2023. My total MAGI ( which includes retirement distributions) is under IRMAA for 2024 and 2025.The is...
1
Reply
0
Kudos
292
Views
How about this twist?We just started Medicare January 2025We got hit with IRMAA because our 2023 MAGI was too highHOWEVER, I retired in 2023 (life changing event - work stoppage) and our MAGI for 2024 and going forward will be below IRMAA limitsI fil...
2
Replies
0
Kudos
321
Views
UPDATE - In the hopes of speaking to a different SSA agent I tried calling my local office one more time before my February appointment. It worked. I wasn't crazy. Every thing was properly filled out. She immediately processed my SSA 44 over the phon...
0
Replies
0
Kudos
233
Views
As I said, I retired in 2023. Not 2024.Yes there was also tax defrerred retirement income in 2023. This is included in MAGI Yes I was over IRMAA in 2023. My total MAGI ( which includes retirement distributions) is under IRMAA for 2024 and 2025.The is...
1
Reply
0
Kudos
292
Views
How about this twist?We just started Medicare January 2025We got hit with IRMAA because our 2023 MAGI was too highHOWEVER, I retired in 2023 (life changing event - work stoppage) and our MAGI for 2024 and going forward will be below IRMAA limitsI fil...
2
Replies
0
Kudos
321
Views
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Date Registered | 01-21-2025 03:51 PM |
Last Visited | 01-23-2025 09:46 AM |
Total Messages Posted | 3 |