Flowchart

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges has become more important as the Medicare premium increase amount has grown in recent years.

This guide helps you avoid the IRMAA Medicare Surcharge on Part B & D options

While on the surface the concept is pretty straightforward, there are a few issues that can cause an unexpected wrinkle for you.

It can be difficult to avoid pitfalls, and to recognize when you may be able to request an exception from the IRMAA surcharge.

To help make this easier, we have created the “Will I Avoid IRMAA Surcharges On Medicare Part B & Part D” flowchart. It addresses some of the most common issues that arise for you to avoid Medicare IRMAA surcharges:

IRMAA surcharges for Part B and Part D based on MAGI ranges
Situations to request an exception and the form to complete
Relevant tax year for the surcharge calculation

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

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