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Medicare IRMAA Calculator

Calculate Medicare Part B and Part D income-related adjustments

Income Information

$

From 2 years ago (e.g., 2023 for 2025 premiums)

$

Your plan's base premium (before IRMAA)

Note: IRMAA is based on your tax return from 2 years prior. For 2025 premiums, Social Security uses your 2023 MAGI.

IRMAA Premium Summary

Enter your income and click Calculate

See your Medicare premium adjustments

2025 IRMAA Income Thresholds

Income RangePart B PremiumPart D Surcharge
$0 - $106,000$185None
$106,000 - $133,000$259+$14
$133,000 - $167,000$370+$35
$167,000 - $200,000$481+$57
$200,000 - $500,000$592+$79
Above $500,000$629+$86

* Thresholds shown for Single filers

Understanding Medicare IRMAA

What is IRMAA?

IRMAA (Income-Related Monthly Adjustment Amount) is an extra charge added to your Medicare Part B and Part D premiums if your income exceeds certain thresholds.

How is IRMAA Calculated?

  • Based on your Modified Adjusted Gross Income (MAGI)
  • Uses tax return from 2 years prior (2023 for 2025 premiums)
  • MAGI = AGI + tax-exempt interest + certain foreign income

Life-Changing Events

You can appeal IRMAA if you experienced a qualifying life event that reduced your income:

  • Marriage, divorce, or death of spouse
  • Work stoppage or reduction
  • Loss of income-producing property
  • Loss of pension income

Strategies to Reduce IRMAA

  • Roth conversions before Medicare enrollment
  • Timing of capital gains realizations
  • Qualified Charitable Distributions (QCDs)
  • Tax-loss harvesting
  • Managing Required Minimum Distributions (RMDs)

Payment

IRMAA is automatically deducted from your Social Security benefits. If you dont receive Social Security, youll be billed directly by Medicare.

Disclaimer: This calculator is for informational purposes only and should not be considered financial, tax, or legal advice. Results are estimates based on the information provided and current tax laws. Consult a qualified professional for advice specific to your situation.

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