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Add the IRMAA notice, the tax return, the adviser’s projection and the records of the life-changing event. Fyllyo fills Form SSA-44 on your Mac. Anything it can’t confirm is left for you, with the reason.
Form SSA-44 is short, but almost every amount on it appears in the documents more than once: for the year Social Security used, for the year income went down, and as an estimate for the year after. The notice, the return and an adviser’s projection all carry an AGI, an interest figure and a filing status, and software reading them can take the wrong year’s. These are the common places AI tools and autofill get it wrong. What the form requires is for the Social Security Administration to say. Follow its instructions. SSA instructions for Form SSA-44.
The premium notice states the older year’s income that Social Security used, and the newer return states the lower one. Software can copy the notice’s figures because they’re printed under the form’s own words.
Returns and letters print total income, adjusted gross income and modified AGI within a few lines of each other. Software often takes the wrong one, or the MAGI that already includes the interest.
A return lists tax-exempt and taxable interest on the same line, and a notice shows another year’s figure. Software can copy the larger taxable amount, or the older year’s.
The tax year boxes print “20” and leave two spaces. Software that types the whole year writes “202025”.
Filing status can change with a marriage, a divorce or a death, and the notice shows the old one. Software can copy the status printed on the notice.
An adviser’s projection for next year sits in the same file as the actual return. Step 3 is for when income next year will be lower still, as the form says. Software that fills every amount it finds adds an estimate that doesn’t belong.
Client notes often mention old marriages and divorces as background. Software can tick every event it reads about, not just the one behind this request.
With a test client and five documents (an intake, the IRMAA notice, two tax returns and an adviser’s letter), Fyllyo filled 12 fields in 6 seconds. It kept next year’s estimate off the form and showed the preparer the amount it found.
Fyllyo fills 34 of the 35 fields on Form SSA-44 from the client’s documents. Lines the documents don’t support stay blank and are listed for you to check.
You do
You confirm on every form
Fyllyo reads the documents you already have. These can be PDFs, scans, photos, Word files or typed notes, and you can add several at once. Fyllyo works out which document answers which line.
Client documents and the filled form never leave your computer. Fyllyo uploads nothing. Once it is set up, filling works offline.
Fyllyo doesn’t decide what to file, give legal or tax advice, or submit Form SSA-44 for you. Use the SSA’s instructions for Form SSA-44 and your professional judgement. Fyllyo does the reading and the typing.
Fyllyo reads scans and photos as well as PDFs, Word files and typed notes. Clear, readable copies give the best results, and every answer on Form SSA-44 still shows the line it came from.
Try form filling free for 5 days. Then buy Fyllyo Paid once for $99. It is a lifetime licence with free updates and no subscription. Filling forms on your Mac uses no AI credits. Pricing and licence details.
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