aca payback after receiving inheritance
1. married filed joint 2022, I’m 65 spouse is 68. 2. spouse receives SSI of 26,000.00/yr. I do not receive any payments from SSI or pension. 3. I used ACA for January-April 2023 then turned 65 in April and enrolled into Medicare 4. Inheritance received in June 2023 in the amount of 49,000.00. 2023 AGI est is 86,000.00 5 That causes a repayment of $2440.00 from ACA. Is there a way to show a schedule that says since inheritance was rec’d after enrollment into Medicare – the credit that was applied in the first 4 months should not have been removed?
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