Help with form SSA-44 for IRMMA adjustment amount

[Jmlrn]

I went over the 106,000 income threshold (single) in 2023 but in 2024 I retired and started collecting social security. I have already filed 2024 taxes and my income is quite a bit below 106,000. My question is that I want to send in this SSA-44 form but it requires the original or certified copy of my taxes. I have a copy from my tax accountant. Is that enough? Can I trust they will send it back? The only proof that I retired is a copy of my letter of resignation to my manager (I was only a per diem employee). What did you send in when you filed? I hate to go to my local SS office. It is a very unpleasant atmosphere.

[Dufus]

I called and made an appointment to take the forms in. I did not take a certified copy of taxes, just a copy. I printed out a copy of an email with last day on it. It was enough in my case, but I think it all depends on the SS employee you are working with. They are certainly having it rough right now with job uncertainty. Be kind and understanding.

[Jack FFR1846]

I retired mid year 2023. My form 44 had the form, the last pay stub and a copy of a copy of my taxes from my accountant. I was approved with the "life change event" being that I retired and would not continue working. I cited an exact annual income number which was below the IRMAA number. I did have to nag them constantly as it seems nobody looked at anything, picked up the paper or typed it into my file unless I mailed, phoned and went in person to ask why it wasn't taken care of yet. I filed in June and got approval by late October.