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Personal Finance (Not Investing) • Re: IMRA and form SS-44 for [IRMAA]

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So today I took an actual look at the form (SSA-44) and I'm a little confused how to fill it out. In section 2, you fill in the tax year in which your income was reduced. So for me that will be 2025. How then do I know what my actual AGI (and adjustments for MAGI) will be? I can estimate it, of course, but the form specifically refers to lines from the 1040 to get those values from.
See p. 6:
Adjusted Gross Income
  • Fill in your actual or estimated adjusted gross income for the year you wrote in the “tax
    year” box. Adjusted gross income is the amount on line 11 of IRS form 1040. If you are
    providing an estimate, your estimate should be what you expect to enter on your tax
    return for that year.
The reference to a specific line number applies whether actual or estimated.

Statistics: Posted by FiveK — Wed Jul 31, 2024 10:05 am



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