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April 5, 2024
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For IRMAA, is MAGI sum of line 11 plus tax exempt interest? My line 11 has a deductible IRA contrib. Does IRA contribution need to be added back to get to MAGI or not?

  • April 5, 2024
  • 1 reply
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I have gotten 3 different answers here and I am confused.   Is MAGI calculated differently for different criteria?  I am only interested in IRMAA.
Best answer by dmertz

No.  MAGI for the purpose of Medicare IRMAA is line 11 plus line 2a of Form 1040.

1 reply

dmertzAnswer
Employee
April 5, 2024

No.  MAGI for the purpose of Medicare IRMAA is line 11 plus line 2a of Form 1040.

JoH8Author
April 5, 2024

Thank you.   That is what I thought but I have been given conflicting information from financial advisors.