✉news BusinessPersonal Finance first seen 20 h ago, last 9 h ago, peak #10

Retirees urged to file SSA-44 in October to fix 2027 IRMAA early

Original: Retirees Who File SSA-44 in October With an Income Estimate Can Get 2027 IRMAA Fixed Before January. Wait for the Notice and the Refund Chase May Come Instead

Personal finance commentators are advising Medicare beneficiaries whose income will drop in 2027 to submit Form SSA-44 to the Social Security Administration in October with a documented income estimate. Filing early, they argue, lets the lower income-related monthly adjustment amount be applied before January premiums take effect, rather than waiting for a determination notice and then pursuing a refund of overpaid Medicare premiums.

Why now: Open enrollment season makes retirees especially attentive to strategies that lower their 2027 Medicare premium surcharges.

Social Security AdministrationMedicareIRMAASSA-44

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• Retirees Who File SSA-44 in October With an Income Estimate Can Get 2027 IRMAA Fixed Before January. Wait for the Notice and the Refund Chase May Come Instead · 24/7 Wall St.

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