IRMAA
A husband & wife file a Joint Tax Return. The husband passed away in 2021 and the wife again files a Joint Tax Return for the year 2021.
In 2023, I am assuming that the government will look at the wife’s 2021 Joint Return ( $ 194,000 ) to determine if any added IRMAA payments are due for the current 2023 tax year? Of note, the wife has not remarried.
As always…thank you!
Permalink Submitted by David Mertz on Tue, 2023-09-12 15:48
For a life-changing event such as the death of a spouse: https://www.ssa.gov/medicare/lower-irmaa