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Thanks so much for your response.

Yes, I am trying to figure out the MAGI that effects my medicare payment & surcharge.

Based on your response and references are you saying that tax exempt SS is not part of the MAGI calculation for the IRMAA?

 

Your reference to:

Line 8b of form 1040 refers only to tax exempt interest (nothing about tax exempt SS)

And the link to the TT article references "Taxable SS payments"

 

My confusion continues because:

Medicare customer service told me they use MAGI as defined on form 8962 line 2A.

I believe my form 8962 line 2A includes tax exempt SS

 

 

So I am still looking for some kind of official documentation that specifically references "non-taxable SS" as it relates to IRMAA