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RMD IRMAA Calculator

Estimate whether a required minimum distribution or IRA withdrawal could raise your Medicare premiums.

1Filing status
2MAGI estimate
3Income events
4Premium impact
  • Uses 2026 CMS Part B and Part D IRMAA surcharge amounts.
  • Shows monthly and annual surcharge estimates in plain English.
  • Built for planning conversations, not tax, legal, or Medicare enrollment advice.

Step-by-step estimate

Check your estimated IRMAA risk

Enter your expected Medicare MAGI and add any one-time income events.

MAGI is generally AGI plus tax-exempt interest for IRMAA.
Add income events

Your estimate

Estimated bracketStandard premium
Estimated MAGI$0
Monthly surcharge$0.00
Annual surcharge$0
Room before next bracket$0

This estimate is educational. Check final rules and your situation against official Medicare, SSA, and tax guidance.

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2026 IRMAA brackets at a glance

For 2026 Medicare premiums, IRMAA uses 2024 modified adjusted gross income. The first surcharge begins above $109,000 for single filers and above $218,000 for married couples filing jointly.

Filing statusFirst IRMAA thresholdFirst Part B surchargeFirst Part D surcharge
SingleOver $109,000$81.20/month$14.50/month
Married filing jointlyOver $218,000$81.20/month$14.50/month
Married filing separatelyOver $109,000$446.30/month$83.30/month
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Why RMDs can affect IRMAA

Required minimum distributions from traditional retirement accounts are usually taxable income. That means an RMD can raise the Medicare MAGI used for IRMAA brackets.

Model your expected distribution here, then compare it with the 2026 IRMAA brackets, review Medicare MAGI, or use the main IRMAA calculator for a broader estimate.

RMD FAQ

Do RMDs count toward IRMAA?
Taxable RMD income generally counts toward MAGI for IRMAA purposes.
Can a QCD change the result?
A properly handled qualified charitable distribution may reduce taxable IRA income, but details matter.
Which year matters?
Medicare typically uses income from two years before the premium year.