https://ttlc.intuit.com/community/taxes/discussion/irmaa-notice-challenge/01/3405126#M1254954 <P>Mom received notice of IRMAA for 2025 based on very 2023 income. Dad passed away in 2023.&nbsp; Her 2024 income is below the IRMAA threshold for singles.&nbsp; Trying to complete SSA-44 to get rid of IRMAA based on death of spouse life-changing event.&nbsp; As it is currently December 2024, 2024 tax return will not be prepared for another 3 months.</P><P>&nbsp;</P><P>Is it correct to complete STEP 2 on the SSA-44 with the (very high) MAGI information for 2023, enclose a copy of the signed 2023 tax return, AND then complete STEP 3 with estimated 2024 MAGI?&nbsp;</P><P>&nbsp;</P><P>It is confusing because I assume that SSA already has 2023 MAGI directly from the IRS.&nbsp; I am not clear on whether to complete STEP 2 or not.</P><P>&nbsp;</P><P>&nbsp;</P> Mon, 02 Dec 2024 23:24:24 GMT vista25 2024-12-02T23:24:24Z https://ttlc.intuit.com/community/taxes/discussion/irmaa-notice-challenge/01/3405126#M1254954 <P>Mom received notice of IRMAA for 2025 based on very 2023 income. Dad passed away in 2023.&nbsp; Her 2024 income is below the IRMAA threshold for singles.&nbsp; Trying to complete SSA-44 to get rid of IRMAA based on death of spouse life-changing event.&nbsp; As it is currently December 2024, 2024 tax return will not be prepared for another 3 months.</P><P>&nbsp;</P><P>Is it correct to complete STEP 2 on the SSA-44 with the (very high) MAGI information for 2023, enclose a copy of the signed 2023 tax return, AND then complete STEP 3 with estimated 2024 MAGI?&nbsp;</P><P>&nbsp;</P><P>It is confusing because I assume that SSA already has 2023 MAGI directly from the IRS.&nbsp; I am not clear on whether to complete STEP 2 or not.</P><P>&nbsp;</P><P>&nbsp;</P> Mon, 02 Dec 2024 23:24:24 GMT https://ttlc.intuit.com/community/taxes/discussion/irmaa-notice-challenge/01/3405126#M1254954 vista25 2024-12-02T23:24:24Z