Thanks for pointing out that this doesn't matter when the CG is all within the 0% bracket. Of the years I checked, there's only one (2021) when amending would m...
Thanks, I'm glad we got that sorted out. The crucial element, then, is to sign up for Medicare within the six-month window (three months before and three months...
As I turn 65 this July, I come under Medicare coverage this July 1, which I take to mean July 1 is my effective date. Is that incorrect? I'm not eligible to app...
Thanks. So, since I'll be making all my HSA contributions before July and won't contribute more than what the IRS allows, Medicare won't penalize it based on th...
