View Full Version : IRMAA, anyone successfully appeal their IRMAA increase
CoachKandSportsguy
12-01-2023, 04:53 PM
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. .
BrianL99
12-01-2023, 06:20 PM
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. .
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.
CoachKandSportsguy
12-01-2023, 07:18 PM
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.
yeah, like its not listed as a qualifying event. Its just a huge drop in income now forever. . . .
Altavia
12-01-2023, 09:21 PM
I did it successfully using the online forms when I retired and no longer received a paycheck.
Hopefully before and after bank statements will be enough verification for loss of income.
https://www.ssa.gov/forms/ssa-44.pdf
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