What Medicare premiums are eligible for reimbursement?

Medicare A
If you are covered under social security (or if you are a government employee who paid Medicare tax), you are enrolled in Medicare A. The payroll tax paid for Medicare A is not eligible for tax-free reimbursement.

If you are not covered under social security (or were not a government employee who paid Medicare tax), you can voluntarily enroll in Medicare A. In this situation, you can receive tax-free reimbursement for medical expense premiums you pay for Medicare A.

Medicare B
Medicare B is a medical insurance policy. You can receive tax-free reimbursement for medical expense premiums you pay for Medicare B.

Medicare D
Medicare D is a voluntary prescription drug insurance program for persons with Medicare A or B. You can receive tax-free reimbursement for medical expense premiums you pay for Medicare D.

Please Note: If you have a supplemental policy, please see Documentation Requirements for Health Insurance Claims for additional documentation suggestions.
 

What are the documentation requirements?

In order to receive tax-free reimbursement of your Medicare health insurance premiums, you are required to submit detailed documentation verifying the following:

  1. Type of Health Insurance
  2. Period of Coverage for the Amount Claimed
  3. Amount Billed

What documentation do I need to submit to receive approval for Medicare health insurance premium claims?

To ensure your claim gets approved, you should submit one of the following documentation options for each claim:

Option 1:

  1. You or your spouse’s Benefit Verification Letter from the Social Security Administration for the current year, AND
  2. A bank statement showing the Social Security deposit for the period of coverage claimed

Option 2:

  1. An itemized billing statement (i.e. Medicare Coupon) showing the insurance provider name, policyholder name, amount charged, and period of coverage dates, AND
  2. Proof of payment (copy of front and back of check, credit card confirmation, etc.) for qualified insurance policies.

Where can I get the above documentation?

If you do not currently have this documentation, you can request it on the Social Security website or by calling their representatives:

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