---
title: Explaining Medicare Premiums to Clients
description: Using the Tax Report we talk you through how to present the  Medicare Part B/D section of the Tax Report
---

[Skip to content](https://help.holistiplan.com/explaining-medicare-premiums-to-clients#main-content)

English

Show submenu for translations

[More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en)

[![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://help.holistiplan.com/kb-tickets/new)

 Holistiplan Knowledge Base

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.holistiplan.com/?hsLang=en)
2. [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en)
3. [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis)

# Explaining Medicare Premiums to Clients

## Using the Tax Report we talk you through how to present the Medicare Part B/D section of the Tax Report

Watch this one minute video to understand how to explain the Medicare section to your clients:

💡 Medicare is a two year look back! 

- [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content)
  
  
  
  
  
    - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support)
    - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started)
    - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households)
    - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis)
    - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard)
    - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users)
- [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content)
  
  
  
  
  
    - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis)
    - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis)
    - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool)
    - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer)
    - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients)
- [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content)
  
  
  
  
  
    - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns)
    - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information)
    - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources)
    - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins)
- [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content)
  
  
  
  
  
    - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis)
- [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en)
- [User Admin](https://help.holistiplan.com/user-admin?hsLang=en)
- [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content)
  
  
  
  
  
    - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq)
- [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content)
  
  
  
  
  
    - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing)
    - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income)
    - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies)
    - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions)
    - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation)
    - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status)
    - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max)
    - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions)
    - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions)
    - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes)
    - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations)
    - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages)
    - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq)
    - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income)
- [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en)
- [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en)
- [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en)
- [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics)
    - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started)
    - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information)
- [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content)
  
  
  
  
  
    - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on)
    - [API](https://help.holistiplan.com/integrations?hsLang=en#api)
    - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations)
    - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations)
- [Security](https://help.holistiplan.com/security?hsLang=en)
- [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en)

Copyright © 2025, Holistiplan LLC