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Index/Topics/IRMAA Appeals Process

IRMAA Appeals Process

The process and success rate of appealing IRMAA determinations based on amended tax returns or IRS/SSA data errors.

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Jan 27, 2026

How does Modified Adjusted Gross Income (MAGI) differ from AGI for IRMAA calculations?

Modified Adjusted Gross Income () for IRMAA purposes is not a mysterious new tax base but a simple tweak to the Adjusted Gross Income (AGI) reported on a tax return: for Medicare’s Income-Related Mont...

Jan 26, 2026

What is the timeline and success rate for IRMAA appeals that cite amended returns or data errors?

A beneficiary who files an amended tax return or uncovers / data errors can and should seek reconsideration of an determination, but the formal appeals path begins with a SSA reconsideration and is co...