dwk20
Returning Member

Retirement tax questions

Income Related Monthly Adjustment Amount is an add-on tax based on income; so, to me, it is not buying healthcare.  I'm putting it on schedule A under "other taxes". 

The IRS website has no guidance for handling IRMAA.

The 2024 Home & Business TurboTax only entered my wife's Medicare charge as a medical deduction, not the added IRMAA from Social Security 1099-SA for medical expenses on Schedule A

Likewise, TurboTax only entered the Medicare charge without the IRMAA from my 1099-R.