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Retirement tax questions
@Ry03 I think you are asking about IRMAA surcharges.
"MAGI" is calculated by taking your AGI (Line 11) and adding tax-exempt interest (line 2a). That is it!
Income reported in box 4a, which would include Roth distributions, are NOT added back for IRMAA Medicare premium purposes.
‎August 27, 2024
1:51 PM