IRMAA

By Terry Savage on December 16, 2024 | Taxes & Economy

Just read your article. We(my husband) received stock options that we exercised every year for 10 years and they are now done. Would that be a “life changing” event to appeal since no longer getting?

Terry Says

File your 2024 tax return with lower income, and then if you get an IRMAA increase for 2026 you can appeal based on lower 2024 and 2025 returns.

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