Quote:
Originally Posted by CoachKandSportsguy
IRMAA:
Anyone successfully appeal their IRMAA amount for exhausting their IRA income source?
I am going to appeal my mom's IRMAA calc due to her IRA being exhausted,
and therefore her income will drop from SS + IRA income of $100K+ per year for the last two years to just SS. She is 97, and her IRA did last until I used it up in the last 3 years to pay for dementia care.
Just curious. . .
Thanks in advance. .
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I've had 2 IRMAA appeals. You may have a tough time until you can show an actual tax return, verifying the lower income.
If I'm not mistake, you also need a qualifying event. Can't hurt to try, it's free.