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Medicare IRMAA Premium Surcharge Thresholds

Direct answer: IRMAA is a surcharge added to Medicare Part B and Part D premiums for higher-income beneficiaries. For 2025, the surcharge is based on your 2023 MAGI. Single filers above $106,000 and joint filers above $212,000 pay more than the standard $185.00 monthly Part B premium.

2025 Medicare Part B IRMAA brackets

These brackets apply to 2025 premiums and are based on 2023 income as reported on your federal tax return. IRMAA uses income from two years prior.

2025 Medicare Part B monthly premiums by 2023 MAGI income bracket
2023 MAGI (Individual) 2023 MAGI (Joint/MFJ) 2025 Monthly Part B Premium
Up to $106,000Up to $212,000$185.00 (standard)
$106,001-$133,000$212,001-$266,000$259.00
$133,001-$167,000$266,001-$334,000$370.00
$167,001-$200,000$334,001-$400,000$481.00
$200,001-$500,000$400,001-$750,000$592.00
Over $500,000Over $750,000$628.90

Source: Medicare.gov: Part B Costs. Last verified: September 2026. Verify current-year figures at Medicare.gov before making decisions.

How IRMAA is determined

The SSA determines IRMAA automatically using income data from the IRS. You receive a notice before your coverage year begins. Part D (prescription drug plan) also carries an IRMAA surcharge, separate from Part B. The surcharge amounts are adjusted annually; check Medicare.gov each fall for the coming year's figures.

Frequently asked questions

What is IRMAA?

IRMAA stands for Income-Related Monthly Adjustment Amount. It is a surcharge added to Medicare Part B and Part D premiums for higher-income beneficiaries. The SSA determines IRMAA based on your MAGI from two years prior. For 2025 premiums, 2023 tax return income is used. First-time IRMAA may come as a surprise if 2023 income included a one-time event like a Roth conversion or business sale.

Can I appeal an IRMAA determination?

Yes. If your income in the determination year was unusually high due to a one-time event such as divorce, spouse death, retirement, or job loss, you can request an IRMAA reconsideration using Form SSA-44. The SSA will consider your current or more recent income if a life-changing event reduced it. Routine high income from wages or investments does not qualify for an appeal.

How does Roth conversion income affect IRMAA?

Roth conversions increase your MAGI in the conversion year, which can push you into a higher IRMAA tier two years later. A $100,000 Roth conversion for a married couple with otherwise modest retirement income could trigger IRMAA surcharges. Careful conversion planning, smoothing conversions across multiple years, can help avoid large IRMAA jumps.

References

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