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Modified Adjusted Gross Income (MAGI) Opportunity Section

Expand the MAGI section in scenario analysis to see various MAGI calculations for your client to identify various planning opportunities.

Similar to the corresponding section on the Tax Report, this section illustrates whether a taxpayer's Modified Adjusted Gross Income (MAGI) is over, under, or in the phase out for a variety of planning opportunities, deductions, credits, and tax applicability. This includes both Affordable Care Act premium credit thresholds and Medicare premium surcharges, along with other MAGI calculations. 



MAGI List

 

The planning opportunities are grouped by different ways of calculating MAGI, with all opportunities in a specific group sharing the same MAGI calculation formula. You can see the calculation for each MAGI Group clicking the question mark icon (?) located to the right of the MAGI Group header. 

MAGI2-1

Clicking on the question mark icon next to "MAGI Group 1" will show the following definition in a pop-up on your screen.

MAGI2a

More details on each planning opportunity can also be accessed by hovering over the grey question mark icons (?) located to the left of corresponding income thresholds.

MAGI3-1