[ThirdOfFive]

Don't expect anything remotely resembling "customer service" from the Social Security administration. They're bureaucrats, working in a pretty thankless job where people skills is not really a prime job requirement. They're also the only game in town, which means they have no competition, which means...

A possible avenue of remedy are third-party organizations. Back in Minnesota there was the "Senior LINKage Line", a telephone service for seniors who would offer advice, and sometimes interventions, on behalf of seniors who were experiencing problems with Social Security. I'm pretty sure other states have similar services. It was designed for Seniors but it didn't take long for the Case Managers to pick up on their service and call them whenever an impasse developed with the Social Security folks. They were good sports about it all: they didn't mind helping us out, and we were in turn grateful to them.

I don't know if Florida has such a service or what it would be called. But the odds are pretty good that it does.

[Steve]

Originally Posted by shut the front door

Read the 3rd sentence of her post.

Read the post before commenting? What a novel concept!

[cherylncliff]

Originally Posted by jojo

I read with interest the thread about IRMAA only to find myself in an IRMAA predicament. Wondering if anyone else has experienced a problem with SSA that I shall describe. We file our taxes jointly. This week the Social Security Adm. (SSA) letter arrived with benefits and IRMAA calculations. Mine appeared accurate, based on our 2022 return. My husband’s letter, though indicated his IRMAA was calculated on the 2021 tax year whereas mine was calculated on 2022. I immediately called SSA (over 80-minute wait) only to encounter a surly woman who told me it wasn’t their fault, that IRS had sent the wrong data. She said to file Form 44 which is only intended for a change of life event. I called the Leesburg field office and was told to do the same thing. I filled out the form as best I could and sent it with copies of the tax return and the correct IRMAA info for me to the Leesburg field office.

In 2021 or 2022 did you perhaps file separately? Maybe that is what triggered the difference.

[Topspinmo]

Originally Posted by Altavia

A couple off online resources in case not already found:

Request to lower an Income-Related Monthly Adjustment Amount (IRMAA) | SSA

https://www.ssa.gov/forms/ssa-44.pdf

Best to make appointment. I had to there 8 years ago and line was out the door. I doubt it has gotten any better?

[Lea N]

Originally Posted by jojo

I read with interest the thread about IRMAA only to find myself in an IRMAA predicament. Wondering if anyone else has experienced a problem with SSA that I shall describe. We file our taxes jointly. This week the Social Security Adm. (SSA) letter arrived with benefits and IRMAA calculations. Mine appeared accurate, based on our 2022 return. My husband’s letter, though indicated his IRMAA was calculated on the 2021 tax year whereas mine was calculated on 2022. I immediately called SSA (over 80-minute wait) only to encounter a surly woman who told me it wasn’t their fault, that IRS had sent the wrong data. She said to file Form 44 which is only intended for a change of life event. I called the Leesburg field office and was told to do the same thing. I filled out the form as best I could and sent it with copies of the tax return and the correct IRMAA info for me to the Leesburg field office.

Contact Congressman Daniel Webster's office. You can do it through this link. They are happy to help. United States Congressman Daniel Webster

[jojo]

Originally Posted by cherylncliff

In 2021 or 2022 did you perhaps file separately? Maybe that is what triggered the difference.

No we have filed jointly all of our married life - many years!

[Bonsai Golfer]

What is IRMAA?

[manaboutown]

Originally Posted by Bonsai Golfer

What is IRMAA?

Google is your friend.

[midiwiz]

Originally Posted by jojo

I read with interest the thread about IRMAA only to find myself in an IRMAA predicament. Wondering if anyone else has experienced a problem with SSA that I shall describe. We file our taxes jointly. This week the Social Security Adm. (SSA) letter arrived with benefits and IRMAA calculations. Mine appeared accurate, based on our 2022 return. My husband’s letter, though indicated his IRMAA was calculated on the 2021 tax year whereas mine was calculated on 2022. I immediately called SSA (over 80-minute wait) only to encounter a surly woman who told me it wasn’t their fault, that IRS had sent the wrong data. She said to file Form 44 which is only intended for a change of life event. I called the Leesburg field office and was told to do the same thing. I filled out the form as best I could and sent it with copies of the tax return and the correct IRMAA info for me to the Leesburg field office.

Been there done that, took about 3 weeks the fixed it. To see thought fixes implemented? way different story that would be the next battle