squansurf
New Member

Retirement tax questions

I have a question regarding the reimbursement of IRMAA fees in a subsequent year. The SSA-1099 includes the Medicare B and D payments for the current tax year. Usually in March of the following year I can apply for reimbursement of the previous year's IRMAA and I will receive a check as payment. Where do I record the receipt of the IRMAA reimbursement. If I do not have sufficient medical expenses to allow for medical deductions is seems a moot point. I would assume the reimbursement would remove the deductibility of the tax year's IRMAA from medical expenses - but I do not see any place in turbo tax to report the reimbursement.