Modified Adjusted Gross Income (MAGI) Opportunity Section

Similar to the corresponding section on the Tax Report, this table illustrates whether a taxpayer is over, under, or in the phase out range of different MAGI calculations for a variety of planning opportunities, credits, and tax applicability. This includes both Affordable Care Act thresholds and Medicare premium surcharges.

The planning opportunities are organized by MAGI definitions. Calculations for each definition is provided by clicking on the outlined question mark icon (?) located to the right of the definition header. More detail on each planning opportunity can also be accessed by hovering over the grey question mark icons (?) located to the left of corresponding income thresholds.