The IRS processed his amended return, sent the refund, and closed the case. Medicare kept charging him the surcharge anyway, and fixing that requires a completely separate trip that most retirees ...
A retiree finds out his 2024 tax return overstated his income. He files an amended return, the IRS agrees, and a refund comes. But every month his Social Security deposit still loses a Medicare ...
An IRS refund from an amended return does not automatically fix Medicare's IRMAA surcharge. You must bring proof to Social Security yourself. The corrected MAGI must cross an IRMAA bracket to change ...
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