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IRMAA Calculator — Medicare Income Surcharge

See if your income triggers higher Medicare Part B and Part D premiums in 2026.
Reviewed by Aaron Sims, Licensed Life & Health Agent since 2012

Income-Related Monthly Adjustment Amount

What is IRMAA?

If your Modified Adjusted Gross Income (MAGI) from two years ago exceeds a certain threshold, you'll pay a surcharge on top of your standard Medicare Part B and Part D premiums. This is called IRMAA — and it can add hundreds of dollars to your monthly costs.

Important: IRMAA is based on your tax return from 2 years ago. For 2026 premiums, we look at your 2024 MAGI. If your income has dropped significantly, you can request a reconsideration from Social Security.

Your 2024 Modified Adjusted Gross Income (MAGI)

Medicare uses your tax return from 2 years ago (2024) to determine your 2026 premiums. MAGI = Adjusted Gross Income + tax-exempt interest income (Form 1040, lines 11 + 2a).

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2026 IRMAA brackets (based on 2024 income)

Single / Head of HouseholdMarried filing jointlyPart B totalPart D surcharge
≤ $109k≤ $218k$202.90
$109.001k – $137k$218.001k – $274k$284.10$14.50
$137.001k – $171k$274.001k – $342k$405.80$37.50
$171.001k – $205k$342.001k – $410k$527.50$60.40
$205.001k – $500k$410.001k – $750k$649.20$83.30
≥ $500.001k≥ $750.001k$689.90$91.00
Source: CMS.gov — 2026 Medicare Parts A & B Premiums and Deductibles

How IRMAA Works

1
SSA reviews your tax return

Social Security gets your income data directly from the IRS. They use your Modified Adjusted Gross Income (MAGI) from 2 years prior.

2
Income determines your bracket

If your MAGI exceeds the threshold ($103,000 single / $206,000 married filing jointly in 2024), you'll fall into an IRMAA bracket.

3
Surcharge is added to your premium

The IRMAA amount is added on top of your standard Part B and Part D premiums. Higher income = higher surcharge.

Confused about your results?

IRMAA can be complicated, especially if your income has changed. Our team can help you understand your options and potentially reduce your premium.

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