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IRMAA, anyone successfully appeal their IRMAA increase
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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If I'm not mistake, you also need a qualifying event. Can't hurt to try, it's free. |
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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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