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(See my other comment)'

 

You mention - "the amount on my [MAGI] worksheet does not include any social security retirement income, taxable or non-taxable, which is odd. " I have same question.

 

TT did calculate my MAGI for 'passive gain/loss' calculation (on the MAGI Worksheet) but like you, it did not include any SS income (neither taxed or untaxed portions).  I don't know if TT did this correctly?  (It wouldn't be the first error I've found in TT) Assuming its correct for passive gain/loss purposes,  I also need MAGI for Medicare Part B IRMMA rate planning, and need to know if I should add SS income to the MAGI for IRMMA purposes or not?   I find conflicting references, and the IRS forms are only vague in addressing this matter.