I have done conversions the last 2 years that put us over the IRMAA thresholds but didn't think I would go on Medicare for another 2 years. (Was on DW's employee insurance).
She lost her job and now I'm looking at IRMAA. I got SSA-44 since work stoppage is one of the things you can get a break for. Step 2 asks for AGI and Tax-exempt interest. Can I just make an estimate there? We are MFJ and I'm planning on targeting 200k for 2024 with Roth Conversion, dividends and interest included in that number.
Thanks in advance for any advice!
She lost her job and now I'm looking at IRMAA. I got SSA-44 since work stoppage is one of the things you can get a break for. Step 2 asks for AGI and Tax-exempt interest. Can I just make an estimate there? We are MFJ and I'm planning on targeting 200k for 2024 with Roth Conversion, dividends and interest included in that number.
Thanks in advance for any advice!
Statistics: Posted by Dufus — Sat Oct 05, 2024 8:29 pm — Replies 0 — Views 43