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April 6, 2025
Question

Does Roth to Roth Account rollover be included for AGI for IRMMA?

  • April 6, 2025
  • 1 reply
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Did a rollover no distribution and yet it’s been considered an AGI which is raising my Irma considerably why

1 reply

April 6, 2025

A Roth to Roth rollover is nontaxable income.  As such, it does not add to your AGI and has no effect on Medicare IRMAA.