I have been fighting with SS and Medicare for almost a year. My husband passed away last April. I notified Medicare immediately. They still took his next month's premium through auto pay from our joint checking account. After many, many phone calls, escalations and requests for reconsideration they finally (later part of December) auto deposited a check for the overpaid premium less federal income tax into our joint account. I contacted them again and escalated it and file another reconsideration request. This was not a SS benefit to me, and my husband did not receive SS because the fire department opted out of SS. It was not income to either of us. It was a REIMBURSEMENT for an OVERPAYMENT of a Medicare PREMIUM for my HUSBAND. But they insist they are right and say they have no other way of reimbursing me. The first SSA-1099 I received for me was right. Then I got a second one which attributed the reimbursement of premium for my husband to my SS income and the tax withheld to my tax withheld. When I input the information into Turbo Tax, I subtracted the erroneous income to me, but I left the tax actually withheld. I need a way of explaining the problem to the IRS because the amounts I am reporting via the SSA-1099 section don't match the 2nd SSA-1099 I received. The program won't let me double click on the space to add a supporting statement. How do I include a statement of explanation? What do I do?
