RR Medicare
RR Medicare

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IRMAA Surcharge Estimate

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Your MAGI from the tax return two years ago — that’s the one Medicare looks at.

How that return was filed.

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JS
John Smith
RR Medicare

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Levers that move this
  • Modified adjusted gross income (MAGI)
  • Tax filing status

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  1. This IRMAA estimate is educational only, not tax or enrollment advice.
  2. Medicare determines IRMAA from the tax return filed two years earlier — this year's surcharge is set by that year's MAGI, and a life-changing event (like retirement) can qualify you for a reduction.
  3. The income brackets and surcharge amounts change every year; this estimate uses the 2026 figures. Joint totals assume both spouses are enrolled in Medicare.
  4. This tool is not affiliated with or endorsed by Medicare, CMS, the Social Security Administration, or any government agency.