Nitanay
Returning Member

Retirement tax questions

 

In 2019 I was in the marketplace for the first 2 months , Medicare started in March. Thus I needed the 1095A. Because the form was not filed correctly in my 2019 taxes, this delayed the IRS processing my return for 2019. Therefore when social security pulled my income to set Medicare rates for 2021 they used my 2018 taxes. My 2018 taxes included my lump sum payment from social security. Thus my income was much higher due to the lump sum. Therefore the missed 1095A  has cost  me considerable money. I’m paying extra for my Medicare.  I’m afraid to use TurboTax again. I thought the system took you through step by step...

Nitanay