Request to lower an Income-Related Monthly Adjustment 2025

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The document is Form SSA-44, used by individuals to request a reduction in their Medicare Income-Related Monthly Adjustment Amount (IRMAA) due to a life-changing event that has decreased their income. It outlines the eligibility criteria, types of qualifying events, and provides detailed instructions for completing the form, including necessary documentation and steps to verify income changes. The form is intended for those who have received a notice indicating they owe an IRMAA based on prior tax returns.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your full name and Social Security Number at the top of the form. This information is crucial for identification.
In Step 1, check the box corresponding to your life-changing event and provide the date it occurred. Choose only one event from options like marriage, divorce, or loss of income.
For Step 2, indicate the tax year when your income was reduced due to the life-changing event. Fill in your adjusted gross income (AGI) and tax-exempt interest income as reported on IRS forms.
If applicable, complete Step 3 by estimating your modified adjusted gross income for next year. This helps in determining future adjustments.
In Step 4, attach any required documentation that supports your claim regarding both your MAGI and life-changing event.
Finally, sign the form in Step 5, providing your current phone number and mailing address for follow-up communication.

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Versions	Form popularity	Fillable & printable
2022	4.8 Satisfied (37 Votes)
2020	4.8 Satisfied (40 Votes)
2019	4.1 Satisfied (80 Votes)
2017	4.3 Satisfied (45 Votes)
2016	4.4 Satisfied (69 Votes)
2013	4.4 Satisfied (171 Votes)
2011	4.4 Satisfied (492 Votes)

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What is the income-related monthly adjustment amount?

Utilizing Financial Planning to Avoid IRMAA Make charitable contributions to lower your MAGI. Utilize Roth IRA funds instead of an IRA for some cash withdrawals. Spread out withdrawals for cash needs across a few years. If you have earned income, continue to make tax-deductible retirement contributions.

What does income-related monthly adjustment amount mean?

The income-related monthly adjustment amount (IRMAA) is a fee you may have to pay on Part B and Part D premiums. The Medicare IRMAA is based on the income on your tax return two years prior. IRMAA charges apply to eligible Medicare beneficiaries, whether you have Original Medicare or Medicare Advantage.

How do I request irmaa reduction?

Call +1 800-772-1213 and tell the representative you want to lower your Medicare Income-Related Monthly Adjustment Amount (IRMAA) if you had an amended income tax return.

form ssa 44

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How to fight irmaa?

If youre a higher-income beneficiary with Medicare prescription drug coverage, youll pay monthly premiums plus an additional amount. This amount is based on what you report to the IRS. Because individual plan premiums vary, the law specifies that the amount is determined using a base premium.