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Regdkp

Joint tax after naturalization

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Filed: Other Country: India
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I just got everything done. Received my US passport, about 2 weeks after the oath ceremony and immediate passport application.  My spouse who is on Medicare for his medical coverage, received some letter about coverage B. We are yet to reach out to his agent. However,  we wondered if the joint taxes from the last year (we have been doing since 2020) caused his income to go up and triggered something about the Medicare. My main question is do we have to keep doing joint taxes? We want to find a good way where he doesn't have to compromise his Medicare coverages. Even if we need to file separately as married people. Thanks for your input.

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Filed: Citizen (apr) Country: Australia
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30 minutes ago, Regdkp said:

I just got everything done. Received my US passport, about 2 weeks after the oath ceremony and immediate passport application.  My spouse who is on Medicare for his medical coverage, received some letter about coverage B. We are yet to reach out to his agent. However,  we wondered if the joint taxes from the last year (we have been doing since 2020) caused his income to go up and triggered something about the Medicare. My main question is do we have to keep doing joint taxes? We want to find a good way where he doesn't have to compromise his Medicare coverages. Even if we need to file separately as married people. Thanks for your input.

Find out what the issue is first. Are you talking about Medicare.. over 65 .. or Medicaid ? Lots of accurate  info needed here  from your end  before anyone can really comment your question. 

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Filed: Other Country: India
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4 hours ago, Lil bear said:

Find out what the issue is first. Are you talking about Medicare.. over 65 .. or Medicaid ? Lots of accurate  info needed here  from your end  before anyone can really comment your question. 

Medicare. He is 65+. He was on my insurance, even after retiring and medicare eligibility. But he chose to go on Medicare part B and other supplemental options, starting 2024, so his health needs are catered, especially financially. Any out of pocket we still manage through my HSA plan. 

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Filed: Citizen (apr) Country: Australia
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8 minutes ago, Regdkp said:

Medicare. He is 65+. He was on my insurance, even after retiring and medicare eligibility. But he chose to go on Medicare part B and other supplemental options, starting 2024, so his health needs are catered, especially financially. Any out of pocket we still manage through my HSA plan. 

Medicare is not income or asset affected or tested. Late signing up can increase premiums if there has a long gap between employer based cover and registering with Medicare . But you can no longer contribute to HSA of you are on Medicare. What exactly does the letter say ? 

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