--- title: "Tax Report: Medicare Part B/D Premiums" description: We list the different surcharge ranges and your client’s MAGI to show how much (if any) surcharges may apply, along with the amount of the surcharge for Part B and Part D premiums. --- [Skip to content](https://help.holistiplan.com/tax-report-medicare-part-b/d-premiums#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. [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en) 3. [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) # Tax Report: Medicare Part B/D Premiums ## This section lists the different surcharge ranges and your client’s MAGI to show how much (if any) surcharges may apply in the future, along with the amount of the surcharge for Part B and Part D premiums. Any Medicare premium Income Related Adjustment Amount (commonly known as IRMAA) surcharges due are based on **income reported on the tax return from two years prior**. There is no phase-out for these surcharges; they will be triggered by being over the threshold for each surcharge bracket by a single dollar. These thresholds are also represented within the Range Calc tool in Scenario Analysis, where they show up as vertical dotted lines on the graph. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-27-2026-09-50-16-8577-PM.png?width=670&height=280&name=image-png-Jan-27-2026-09-50-16-8577-PM.png) --- Because Peter and Paula aren’t Medicare eligible, this information may not be relevant to them. To hide this section, select the **Manage Sections** button in the top-right corner of the page, as shown below. 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