This form contains 54 fields organized into 11 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Additional Information
link to w w w.social security.gov Button
Click this button to visit the Social Security Administration's website for more information.
Contact Information
Phone Number Text
Enter your phone number so that the Social Security Administration can contact you if they have any questions about your request.
Mailing Address Text
Enter your mailing address where the Social Security Administration can send correspondence regarding your request.
Apartment Number Text
Enter your apartment number if applicable.
City Text
Enter the city of your mailing address.
State Text
Enter the state of your mailing address.
ZIP Code Text
Enter the ZIP code of your mailing address.
Documentation
Page 3 of 8. STEP 4: Documentation Provide evidence of your modified adjusted gross income (M Ay G I) and your life changing event. You can either: 1. Attach the required evidence and we will mail your original documents or certified copies back to you; or 2. Show your original documents or certified copies of evidence of your life-changing event and modified adjusted gross income to an SSA employee. Note: You must sign in Step 5 and attach all required evidence. Make sure that you provide your current address and a phone number so that we can contact you if we have any questions about your request. STEP 5: Signature PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE SIGNING THIS FORM. I understand that the Social Security Administration (SSA) will check my statements with records from the Internal Revenue Service to make sure the determination is correct. I declare under penalty of perjury that I have examined the information on this form and it is true and correct to the best of my knowledge. I understand that signing this form does not constitute a request for SSA to use more recent tax year information unless it is accompanied by: • Evidence that I have had the life-changing event indicated on this form; • Ay copy of my Federal tax return; or • Other evidence of the more recent tax year's modified adjusted gross income. Signature. Ay wet signature is required for this form. Form must be completed, printed and signed Text
Provide evidence of your modified adjusted gross income and your life-changing event. You can either attach the required evidence or show your original documents or certified copies to an SSA employee. Ensure you sign in Step 5 and attach all required evidence.
Expected Tax Filing Status
Expected Tax Filing Status for this Tax Year (choose ONE ): Single CheckBox
Select this checkbox if your expected tax filing status for the specified tax year is 'Single'.
Married, Filing Jointly CheckBox
Select this checkbox if your expected tax filing status for the specified tax year is 'Married, Filing Jointly'.
Head of Household CheckBox
Select this checkbox if your expected tax filing status for the specified tax year is 'Head of Household'.
Married, Filing Separately CheckBox
Select this checkbox if your expected tax filing status for the specified tax year is 'Married, Filing Separately'.
Qualifying Widow(er) with Dependent Child CheckBox
Select this checkbox if your expected tax filing status for the specified tax year is 'Qualifying Widow(er) with Dependent Child'.
Income Information
STEP 2: Reduction in Income. Fill in the Tax Year in which your income was reduced by the life changing event (see instructions on page 6), the amount of your adjusted gross income (Ay G I, as used on line 11 of IRS form 1040) and tax-exempt interest income (as used on line 2 ay of IRS form 1040), and your tax filing status. Tax Year 20 underline underline. Enter last 2 digits of tax year Text
Enter the last two digits of the tax year in which your income was reduced by the life-changing event.
Max length: 2 characters
Enter Adjusted Gross Income in Dollars Dot Cents for the tax year in which your income was reduced by the life changing event Text
Enter the amount of your adjusted gross income (AGI) in dollars and cents for the tax year in which your income was reduced by the life-changing event.
Max length: 8 characters
Enter Tax Exempt Interest in Dollars Dot Cents for the tax year in which your income was reduced by the life changing event Text
Enter the amount of tax-exempt interest in dollars and cents for the tax year in which your income was reduced due to the life-changing event.
Max length: 8 characters
STEP 3: Modified Adjusted Gross Income. Will your modified adjusted gross income be lower next year than the year in Step 2? no - skip to STEP 4 CheckBox
Select this checkbox if your modified adjusted gross income will not be lower next year than the year in Step 2. If selected, skip to Step 4.
Yes - Complete the blocks below for next year CheckBox
Select this checkbox if your modified adjusted gross income will be lower next year than the year in Step 2. Complete the blocks below for next year.
Fill in Next years tax year in which your modified adjusted gross income will be lower than tax year in Step 2 Tax Year 20 underline underline. Enter last 2 digits of tax year Text
Enter the last two digits of the tax year in which your modified adjusted gross income will be lower than the tax year in Step 2.
Max length: 2 characters
Enter Estimated Adjusted Gross Income in Dollars Dot Cents for tax year in step 3 Text
Enter the estimated adjusted gross income in dollars and cents for the tax year specified in Step 3.
Max length: 8 characters
Enter Estimated Tax Exempt Interest in Dollars Dot Cents for tax year in step 3 Text
Enter the estimated tax-exempt interest in dollars and cents for the tax year specified in Step 3.
Max length: 8 characters
Information Display
You may use this form if you received a notice that your monthly Medicare Part B (medical insurance) or prescription drug coverage premiums include an income-related monthly adjustment amount (IRMAA) and you experienced a life-changing event that may reduce your IRMAA. To decide your IRMAA, we asked the Internal Revenue Service (IRS) about your adjusted gross income plus certain tax-exempt income which we call "modified adjusted gross income" or MAGI from the Federal income tax return you filed for tax year 2022. If that was not available, we asked for your tax return information for 2021. We took this information and used the table below to decide your income-related monthly adjustment amount. The table below shows the income related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. If your M Ay G I was lower than $103,000.01 (or lower than $206,000.01 if you filed your taxes with the filing status of married, filing jointly) in your most recent filed tax return, you do not have to pay any income related monthly adjustment amount. If you do not have to pay an income related monthly adjustment amount, you should not fill out this form even if you experienced a life changing event. If you filed your taxes as Single, Head of household, Qualifying widow(er) with dependent child, or Married filing separately (and you did not live with your spouse in tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your MAGI was between $103,000.01 and $129,000.00, your Part B monthly adjustment is $69.90 and your prescription drug coverage monthly adjustment is $12.90 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Single, Head of household, Qualifying widow(er) with dependent child, or Married filing separately (and you did not live with your spouse in tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was between $129,000.01 and $161,000.00, your Part B monthly adjustment is $174.70 and your prescription drug coverage monthly adjustment is $33.30 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Single, Head of household, Qualifying widow(er) with dependent child, or Married filing separately (and you did not live with your spouse in tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was between $161,000.01 and $193,000.00, your Part B monthly adjustment is $279.50 and your prescription drug coverage monthly adjustment is $53.80 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Single, Head of household, Qualifying widow(er) with dependent child, or Married filing separately (and you did not live with your spouse in tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was between $193,000.01 and $499,999.99, your Part B monthly adjustment is $384.30 and your prescription drug coverage monthly adjustment is $74.20 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Single, Head of household, Qualifying widow(er) with dependent child, or Married filing separately (and you did not live with your spouse in tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was More than $499,999.99, your Part B monthly adjustment is $419.30 and your prescription drug coverage monthly adjustment is $81.00 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing jointly and your M Ay G I was between $206,000.01 and $258,000.00, your Part B monthly adjustment is $69.90 and your prescription drug coverage monthly adjustment is $12.90 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing jointly and your M Ay G I was between $258,000.01 and $322,000.00, your Part B monthly adjustment is $174.70 and your prescription drug coverage monthly adjustment is $33.30 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing jointly and your M Ay G I was between $322,000.01 and $386,000.00, your Part B monthly adjustment is $279.50 and your prescription drug coverage monthly adjustment is $53.80 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing jointly and your M Ay G I was between $386,000.01 and $749,999.99, your Part B monthly adjustment is $384.30 and your prescription drug coverage monthly adjustment is $74.20 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing jointly and your M Ay G I was more than $750,000.00 your Part B monthly adjustment is $419.30 and your prescription drug coverage monthly adjustment is $81.00 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing separately (and you lived with your spouse during part of that tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was between $103,000.01 and $396,999.99, your Part B monthly adjustment is $384.30 and your prescription drug coverage monthly adjustment is $74.20 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
If you filed your taxes as Married filing separately (and you lived with your spouse during part of that tax year)* . [* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart from your spouse at all times during that tax year.] And your M Ay G I was more than $396,999.99 your Part B monthly adjustment is $419.30 and your prescription drug coverage monthly adjustment is $81.00 Text
This field displays the income-related monthly adjustment amounts for Medicare premiums based on your tax filing status and income. No input is required.
Instructions
Page 5 of 8. INSTRUCTIONS FOR COMPLETING FORM SSA-44 Medicare Income Related Monthly Adjustment Amount Life-Changing Event - Request for Use of More Recent Tax Year Information You do not have to complete this form in order to ask that we use your information about your modified adjusted gross income for a more recent tax year. If you prefer, you may call 1-800-7 7 2-1213 and speak to a representative from 7 ay m until 7 p m on business days to request an appointment at one of our field offices. If you are hearing-impaired, you may call our T T Y number, 1-800-3 2 5-0778. Identifying Information Print your full name and your own Social Security Number as they appear on your Social Security card. Your Social Security Number may be different from the number on your Medicare card. Step 1 You should choose only one life-changing event on the list. If you experienced more than one life-changing event, please call your local Social Security office at 1-800-772-1213 (TTY 1-800-325-0778). Fill in the date that the life-changing event occurred. The life-changing event date must be in the same year or an earlier year than the tax year you ask us to use to decide your income-related premium adjustment. For example, if we used your 2020 tax information to determine your income-related monthly adjustment amount for 2022, you can request that we use your 2021 tax information instead if you experienced a reduction in your income in 2020 due to a life-changing event that occurred in 2021 or an earlier year. Below is a table with 2 columns and 7 rows. Column headers are Life Changing Event and Use this category if... Row 1 Marriage, Use this category if you entered into a legal marriage. Row 2 Divorce/Annulment Use this category if your legal marriage ended, and you will not file a joint return with your spouse for the year. Row 3 Death of your spouse Use this category if your spouse died. row 4 Work Stoppage or reduction Use this category if you or your spouse stopped working or reduced the hours that you work. Row 5 Loss of Income Producing Property Use this category if you or your spouse experienced a loss of income producing property that was not at your direction (e.g, not due to the sale or transfer of the property). This includes loss of real property in a Presidentially or Gubernatorially declared disaster area, destruction of livestock or crops due to natural disaster or disease, or loss of property due to arson, or loss of investment property due to fraud or theft. Row 6 loss of Pension Income Use this category if you or your spouse experienced a scheduled cessation, termination, or reorganization of an employer's pension plan. Row 7 Employer Settlement Payment Use this category if you or your spouse receive a settlement from an employer or former employer because of the employer's bankruptcy or reorganization Text
This section provides instructions for completing Form SSA-44, which is used to request a reduction in the income-related monthly adjustment amount (IRMAA) for Medicare due to a major life-changing event. It includes details on how to document the life-changing event, provide evidence of income reduction, and request the use of more recent tax year information.
Page 6 of 8. Instructions for completing Form SSA-44 Step 2 Supply information about the more recent year's modified adjusted gross income (MAGI). Note that this year must reflect a reduction in your income due to the life changing event you listed in Step 1. Ay change in your tax filing status due to the life changing event might also reduce your income related monthly adjustment amount. Your M Ay G I is your adjusted gross income as used on line 11 of IRS form 1040 plus your tax exempt interest income as used on line 2 ay of IRS form 1040. We used your M Ay G I and your tax filing status to determine your income related monthly adjustment amount. Tax Year • Fill in both empty spaces in the box that says “20_ _". The year you choose must be more recent than the year of the tax return information we used. The letter that we sent you tells you what tax year we used. • Choose this year (the "premium year") - if your modified adjusted gross income is lower this year than last year. For example, if you request that we adjust your income-related premium for 2023, use your estimate of your 2022 M Ay G I if: 1. Your income was not reduced until 2023; or 2. Your income was reduced in 2023, but will be lower in 2024. • Choose last year (the year before the "premium year," which is the year for which you want us to adjust your I R M Ay Ay) - if your M Ay G I is not lower this year than last year. For example, if you request that we adjust your 2024 income-related monthly adjustment amounts and your income was reduced in 2022 by a life-changing event AND will be no lower in 2024, use your tax information for 2023. • Exception: If we used IRS information about your M Ay G I 3 years before the premium year, you may ask us to use information from 2 years before the premium year. For example, if we used our income tax return for 2021 to decide your 2024 I R M Ay Ay, you can ask us to use your 2021 information. • If you have any questions about what year you should use, you should call SSA. 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. Tax exempt Interest Income • Fill in your actual or estimated tax exempt interest income for the tax year you wrote in the “tax year” box. Tax exempt interest income is the amount reported on line 2 ay 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. Filing Status • Check the box in front of your actual or expected tax filing status for the year you wrote in the "tax year" box Text
This section provides instructions for Step 2 of Form SSA-44. You need to supply information about the more recent year's modified adjusted gross income (MAGI) that reflects a reduction in your income due to the life-changing event listed in Step 1. It includes details on how to fill in the tax year, adjusted gross income, tax-exempt interest income, and filing status.
Page 7 of 8. Instructions for completing form SSA-44 Step 3 Complete this step only if you expect that your M Ay G I for next year will be even lower and will reduce your I R M Ay Ay below what you told us in Step 2 using the table on page 1. We will record this information and use it next year to determine your Medicare income-related monthly adjustment amounts. If you do not complete Step 3, we will use the information from Step 2 next year to determine your income-related monthly adjustment amounts, unless one of the conditions described in “Important Facts” on page 8 occurs. Tax Year • Fill in both empty spaces in the box that says"20__" with the year following the year you wrote in Step 2. For example, if you wrote "2024" in Step 2, then write "2025" in Step 3. Adjusted Gross Income • Fill in your estimated adjusted gross income for the year you wrote in the “tax year” box. Adjusted gross income is the amount you expect to enter on line 11 of IRS form 1040 when you file your tax return for that year. Tax exempt Interest Income • Fill in your estimated tax exempt interest income for the tax year you wrote in the “tax year” box. Tax exempt interest income is the amount you expect to report on line 2 ay of IRS form 1040. Filing Status • Check the box in front of your expected tax filing status for the year you wrote in the “tax year” box. Step 4 Provide your required evidence of your M Ay G I and your life changing event Modified Adjusted Gross Income Evidence If you have filed your Federal income tax return for the year you wrote in Step 2, then you must provide us with your signed copy of your tax return or a transcript from IRS. If you provided an estimate in Step 2, you must show us a signed copy of your tax return when you file your Federal income tax return for that year. Life Changing Event Evidence We must see original documents or certified copies of evidence that the life-changing event occurred. Required evidence is described on the next page. In some cases, we may be able to accept another type of evidence if you do not have a preferred document listed on the next page. Ask a Social Security representative to explain what documents can be accepted Text
This section provides instructions for Step 3 of Form SSA-44. Complete this step only if you expect that your MAGI for next year will be even lower and will reduce your IRMAA below what you reported in Step 2. It includes details on how to fill in the tax year, estimated adjusted gross income, tax-exempt interest income, and expected tax filing status.
Page 8 of 8. Below is a table with 2 columns and 7 rows. Column headers are Life Changing Event and Evidence. Row 1 Marriage Evidence - an original marriage certificate; or a certified copy of a public record of marriage. Row 2 Divorce/annulment Evidence a certified copy of the decree of divorce or annulment. Death of your spouse Evidence a certified copy of a death certificate, certified copy of the public record of death, or a certified copy of a coroner's certificate. Row 4 work stoppage or reduction Evidence An original signed statement from your employer; copies of pay stubs; original or certified documents that show a transfer of your business. Note: In the absence of such proof, we will accept your signed statement, under penalty of perjury, on this form, that you partially or fully stopped working or accepted a job with reduced compensation. Row 5 Loss of Income Producing Property Evidence An original copy of an insurance company adjuster’s statement of loss or a letter from a State or Federal government about the uncompensated loss. If the loss was due to investment fraud (theft), we also require proof of conviction for the theft, such as a court document citing theft or fraud relating to you or your spouse's loss. Row 6 Loss of Pension Income Evidence Ay letter or statement from your pension fund administrator that explains the reduction or termination of your benefits. Row 7, Employer Settlement Payment Evidence Ay letter from the employer stating the settlement terms of the bankruptcy court and how it affects you or your spouse. Step 5 Read the information above the signature line, and sign the form. Fill in your phone number and current mailing address. It is very important that we have this information so that we can contact you if we have any questions about your request. Important facts • When we use your estimated M Ay G I information to make a decision about your income-related monthly adjustment amount, we will later check with the IRS to verify your report. • If you provide an estimate of your M Ay G I rather than a copy of your Federal tax return, we will ask you to provide a copy of your tax return when you file your taxes. • If your estimate of your M Ay G I changes, or you amend your tax return for that reason, you will need to contact us to update our records. If you do not contact us, we may have to make corrections later including retroactive assessments or refunds. • We will use your estimate provided in Step 2 to make a decision about the amount of your income related monthly adjustment amounts the following year until: • IRS sends us your tax return information for the year used in Step 2; or • You provide a signed copy of your filed Federal income tax return or amended Federal income tax return with a different amoung; or •you provide an updated estimate. • If we used information from IRS about a tax year when your filing status was Married filing separately, but you lived apart from your spouse at all times during that year, you should contact us at 1-800-772-1213 (T T Y 1-800-325-0778) to explain that you lived apart from your spouse. Do not use this form to report this change. This is the last field on the form. If you tab out of this field you will be at the beginning of the form Text
This section provides instructions for Step 4 of Form SSA-44. You need to provide required evidence of your modified adjusted gross income (MAGI) and your life-changing event. It includes details on the types of evidence required for different life-changing events such as marriage, divorce, death of a spouse, work stoppage or reduction, loss of income-producing property, loss of pension income, and employer settlement payment.
Life-Changing Event
Page 2 of 8. STEP 1: Type of Life Changing Event Check ONE life changing event and fill in the date that the event occurred (m m/d d/y y y y). If you had more than one life changing event, please call Social Security at 1-8 0 0- 7 7 2-1 2 1 3 (TTY 1-8 0 0-3 2 5-0 7 7 8). Marriage CheckBox
Check this box if your life-changing event was marriage. Also, provide the date of the event in the format mm/dd/yyyy.
Divorce/Annulment CheckBox
Check this box if your life-changing event was divorce or annulment. Also, provide the date of the event in the format mm/dd/yyyy.
Death of Your Spouse CheckBox
Check this box if your life-changing event was the death of your spouse. Also, provide the date of the event in the format mm/dd/yyyy.
Work Stoppage CheckBox
Check this box if your life-changing event was work stoppage. Also, provide the date of the event in the format mm/dd/yyyy.
Work Reduction CheckBox
Check this box if your life-changing event was work reduction. Also, provide the date of the event in the format mm/dd/yyyy.
Loss of Income-Producing Property CheckBox
Check this box if your life-changing event was the loss of income-producing property. Also, provide the date of the event in the format mm/dd/yyyy.
Loss of Pension Income CheckBox
Check this box if your life-changing event was the loss of pension income. Also, provide the date of the event in the format mm/dd/yyyy.
Employer Settlement Payment CheckBox
Check this box if your life-changing event was an employer settlement payment. Also, provide the date of the event in the format mm/dd/yyyy.
Date of life-changing event: m m / d d / y y y y Text
Enter the date of your life-changing event in the format mm/dd/yyyy.
Personal Information
Form SSA-44 (12-2023) Discontinue Prior Editions Social Security Administration Medicare Income Related Monthly Adjustment Amount - Life Changing Event Form Approved O M B number 0960-0784 Page 1 of 8. Privacy Act and Paperwork reduction act are located on Page 4. Instructions for completing this form are on Pages 5 through 8. If you had a major life changing event and your income has gone down, you may use this form to request a reduction in your income related monthly adjustment amount. See page 5 for detailed information and line by line instructions. If you prefer to schedule an interview with your local Social Security office, call 1-800-772-1213 (TTY 1-800-325-0778). Name Text
Enter your full name as it appears on your Social Security records.
Social Security Number Text
Enter your Social Security Number. This should be a 9-digit number.
Max length: 11 characters
Privacy Act
Page 4 of 8. THE PRIVACY ACT We are required by sections 1839(i) and 1860D-13 of the Social Security Act to ask you to give us the information on this form. This information is needed to determine if you qualify for a reduction in your monthly Medicare Part B and/or prescription drug coverage income related monthly adjustment amount (IRMAA). In order for us to determine if you qualify, we need to evaluate information that you provide to us about your modified adjusted gross income. Although the responses are voluntary, if you do not provide the requested information we will not be able to consider a reduction in your IRMAA. We rarely use the information you supply for any purpose other than for determining a potential reduction in IRMAA. However, the law sometimes requires us to give out the facts on this form without your consent. We may release this information to another Federal, State, or local government agency to assist us in determining your eligibility for a reduction in your IRMAA, if Federal law requires that we do so, or to do the research and audits needed to administer or improve our efforts for the Medicare program. We may also use the information you provide in computer matching programs. Matching programs compare our records with records kept by other Federal, state or local government agencies. We will also compare the information you give us to your tax return records maintained by the IRS. The law allows us to do this even if you do not agree to it. Information from these matching programs can be used to establish or verify a person’s eligibility for Federally funded or administered benefit programs and for repayment of payments or delinquent debts under these programs. Explanations about these and other reasons why information you provide us may be used or given out are available in Systems of Records Notice 60-0321 (Medicare Database File). The Notice, additional information about this form, and any other information regarding our systems and programs, are available on-line at www.socialsecurity.gov or at your local Social Security office. Paperwork Reduction Act Statement - This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995 . You do not need to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take about 45 minutes to read the instructions, gather the facts, and answer the questions. SEND OR BRING THE COMPLETED FORM TO YOUR LOCAL SOCIAL SECURITY OFFICE. The office is listed under U. S. Government agencies in your telephone directory or you may call Social Security at 1-800-7 7 2-1213 (TTY 1-800-3 2 5-0778). You may send comments on our time estimate above to: SSA, 6401 Security Boulevard, Baltimore, MD 2 1 2 3 5- 6 4 0 1. Send only comments relating to our time estimate to this address, not the completed form Text
Read the privacy act statement which explains why the Social Security Administration is asking for this information and how it will be used.
Tax Filing Status
Tax Filing Status for this Tax Year (choose ONE ): Single CheckBox
Select this checkbox if your tax filing status for the specified tax year is 'Single'.
Married, Filing Jointly CheckBox
Select this checkbox if your tax filing status for the specified tax year is 'Married, Filing Jointly'.
Head of Household CheckBox
Select this checkbox if your tax filing status for the specified tax year is 'Head of Household'.
Married, Filing Separately CheckBox
Select this checkbox if your tax filing status for the specified tax year is 'Married, Filing Separately'.
Qualifying Widow(er) with Dependent Child CheckBox
Select this checkbox if your tax filing status for the specified tax year is 'Qualifying Widow(er) with Dependent Child'.