Once you submit, you’ll receive a summary explaining whether you likely qualify for an IRMAA appeal, need a tax amendment, or would benefit from a consultation.

Step 3: Take Action

We’ll guide you on what to do next—whether that’s filing Form SSA‑44, preparing an amendment, or scheduling a consultation for more complex cases.

What You’ll Need

Gather these before you start — most people have them handy.

Before starting your online assessment, it helps to have a few details nearby. You’ll only enter basic information, no document uploads required.

Tip: Many retirees only need their prior tax return and a retirement letter.

✓ Your 2023 tax return (SSA typically uses income from two years ago)

✓ Your filing status (Single, Married Filing Jointly, etc.)

✓ An idea of your current income if it has changed since that year

✓ Proof of a life‑changing event, if applicable (retirement letter, divorce decree, death certificate, pension change)

✓ If you sold your main home: Closing Disclosure/HUD‑1 and Form 1099‑S

Kristy Alballero

Partnering with you to simplify accounting, taxes, and growth.

Serving individuals and businesses nationwide.

info@kristyalballero.com

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How It Works

Step 1: Complete the Assessment

Step 2: Review YourResults

Step 3: Take Action

What You’ll Need

Kristy Alballero

Let’s talk about your business finances.

Step 2: Review Your
Results