Personal Finance

IRMAA brackets for 2025 Medicare Part D and Part B: What you need to know

Medicare beneficiaries with income exceeding certain limits will pay an additional surcharge called the Income-Related Monthly Adjustment Amount (IRMAA), based on their 2023 tax return, affecting Part B and Part D premiums.

IRMAA brackets for 2025 Medicare: Medicare is a crucial program for seniors and those with certain disabilities, but it can be a bit confusing. It’s divided into different parts, each covering specific healthcare needs.

In 2025, the Income-Related Monthly Adjustment Amount (IRMAA) will affect your Medicare Part B and Part D premiums, adding an extra charge based on your income.

What is IRMAA and How It Works for 2025

In 2025, Medicare beneficiaries whose income exceeds certain limits will need to pay an additional surcharge called the Income-Related Monthly Adjustment Amount (IRMAA). This is added on top of the standard premiums for Part B and Part D.

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The surcharge is determined based on your Modified Adjusted Gross Income (MAGI) from two years prior. So, for 2025, the surcharge will be based on your 2023 tax return. This means that if you had a higher income in 2023, you may have to pay more for your Medicare coverage in 2025.

IRMAA brackets for 2025 Medicare

For 2025, the income thresholds for IRMAA are as follows:

  • If you’re an individual with an income greater than $106,000 but less than $133,000, you’ll pay an additional $74 per month for Part B. If your income exceeds $133,000, the surcharge will increase.
  • For Part D, the surcharge ranges from $35.30 to $85.80 per month depending on your income level.

The surcharge for Part B will range from $259 to $628 per month, depending on your income. In 2025, Medicare will add these amounts to the standard Part B premium of $185 per month. For Part D, the typical premium of $46.50 will also have the IRMAA surcharge added on top.

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How to pay IRMAA?

Medicare will automatically add the IRMAA surcharge for Part B to your monthly premium bill. You don’t need to take any extra steps for this charge, it will simply be included with your regular payment. However, for Part D, Medicare bills the IRMAA surcharge separately, so you’ll need to keep track of those payments.

It’s crucial to pay your premiums on time. If you miss payments or delay your payment, you could face penalties or a delay in coverage.

If your income was higher in 2023 due to a one-time event (such as selling a property or making a large financial withdrawal), you can appeal the IRMAA surcharge. Social Security allows you to request a redetermination if you believe the surcharge doesn’t reflect your current financial situation.

To appeal, you’ll need to contact the Social Security Administration. If your appeal is denied, you can take further steps, though it may require legal assistance, especially if you’re challenging the decision based on special circumstances.

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How to Calculate Your MAGI?

Your MAGI is your adjusted gross income (AGI) from your tax return, plus certain tax-exempt income, like interest from municipal bonds. This includes all sources of income, including wages, pensions, rental income, and dividends, minus deductions like retirement contributions. If you’re not sure about your MAGI, you can use tax software to calculate it based on your 2023 tax return or consult with a tax professional.

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