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Add 2015-2023 Medicare IRMAA brackets and 2015-2020 Part B premiums #10112

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Merged
MaxGhenis merged 10 commits into from
Nov 5, 2026
Merged

Add 2015-2023 Medicare IRMAA brackets and 2015-2020 Part B premiums #10112

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82b644d
Add 2015-2023 Medicare IRMAA brackets and 2015-2020 Part B premiums
MaxGhenis Oct 11, 2026
8452a08
Merge main into irmaa-historical-brackets
claude Nov 2, 2026
9d95e32
Cite the Federal Register page of each IRMAA table and premium
claude Nov 2, 2026
4da94d3
Name each 2015-2023 IRMAA test case's source table
claude Nov 2, 2026
9832fd5
Draw IRMAA lookback properties from every published year
claude Nov 2, 2026
8484624
Merge remote-tracking branch 'origin/main' into pr-10112
claude Nov 3, 2026
6232f6c
Keep two IRMAA lookback cases below the 2015-2016 threshold
claude Nov 3, 2026
7d858c4
Merge origin/main into irmaa-historical-brackets
claude Nov 4, 2026
eaf0867
Pin the highest MAGI of each IRMAA tier and drop a stale Medicaid note
claude Nov 4, 2026
db993a8
Merge main into irmaa-historical-brackets
MaxGhenis Nov 5, 2026
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1 change: 1 addition & 0 deletions changelog.d/irmaa-historical-brackets.fixed.md
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Add the Medicare Part B and Part D income-related monthly adjustment brackets for 2015-2023 and the standard Part B premium for 2015-2020, which had been backdated from their 2024 and 2021 values.
24 changes: 24 additions & 0 deletions policyengine_us/parameters/gov/hhs/medicare/part_b/base_premium.yaml
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Expand Up @@ -4,6 +4,24 @@ metadata:
period: month
label: Medicare Part B base premium
reference:
- title: Medicare Part B premium rates beginning January 1, 2015 (79 FR 61314)
href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24248.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2016 (80 FR 70811)
href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29181.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2017 (81 FR 80063)
href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27425.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2018 (82 FR 55370)
href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24877.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2019 (83 FR 52462, 52463)
href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22530.pdf#page=2
- title: Medicare Part B premium rates beginning January 1, 2020 (84 FR 61625)
href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24440.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2021 (85 FR 71904)
href: https://www.govinfo.gov/content/pkg/FR-2020-11-12/pdf/2020-25029.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2022 (86 FR 64205)
href: https://www.govinfo.gov/content/pkg/FR-2021-11-17/pdf/2021-25050.pdf#page=1
- title: Medicare Part B premium rates beginning January 1, 2023 (87 FR 59080)
href: https://www.govinfo.gov/content/pkg/FR-2022-09-29/pdf/2022-21090.pdf#page=1
- title: 2021 Medicare Parts A & B Premiums and Deductibles
href: https://www.cms.gov/newsroom/press-releases/2021-medicare-part-b-premiums-remain-steady
- title: 2022 Medicare Parts A & B Premiums and Deductibles
Expand All @@ -17,6 +35,12 @@ metadata:
- title: 2026 Medicare Parts A & B Premiums and Deductibles
href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
values:
2015-01-01: 104.90
2016-01-01: 121.80
2017-01-01: 134.00
2018-01-01: 134.00
2019-01-01: 135.50
2020-01-01: 144.60
2021-01-01: 148.50
2022-01-01: 170.1
2023-01-01: 164.9
Expand Down
116 changes: 116 additions & 0 deletions policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/head_of_household.yaml
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Expand Up @@ -6,6 +6,28 @@ metadata:
period: month
label: Medicare Part B income brackets for head of household filers
reference:
- title: 42 U.S.C. § 1395r(i)
href: https://www.law.cornell.edu/uscode/text/42/1395r#i
- title: Medicare Part B premium rates beginning January 1, 2015 (79 FR 61314, 61316)
href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24248.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2016 (80 FR 70811, 70814)
href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29181.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2017 (81 FR 80063, 80066)
href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27425.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2018 (82 FR 55370, 55372)
href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24877.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2019 (83 FR 52462, 52465)
href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22530.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2020 (84 FR 61625, 61627)
href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24440.pdf#page=3
- title: "Medicare Part B premium rates beginning January 1, 2021 (85 FR 71904, 71906-71907) #page 3-4"
href: https://www.govinfo.gov/content/pkg/FR-2020-11-12/pdf/2020-25029.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2022 (86 FR 64205, 64208)
href: https://www.govinfo.gov/content/pkg/FR-2021-11-17/pdf/2021-25050.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2023 (87 FR 59080, 59083)
href: https://www.govinfo.gov/content/pkg/FR-2022-09-29/pdf/2022-21090.pdf#page=4
- title: 2026 Medicare Trustees Report, Table V.E3
href: https://www.cms.gov/oact/tr/2026#page=215
- title: 2024 Medicare Parts A & B Premiums and Deductibles
href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
- title: 2025 Medicare Parts A & B Premiums and Deductibles
Expand All @@ -14,50 +36,144 @@ metadata:
href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
brackets:
- threshold:
2015-01-01: 0
2024-01-01: 0
2025-01-01: 0
2026-01-01: 0
amount:
2015-01-01: 0
2024-01-01: 0
2025-01-01: 0
2026-01-01: 0
- threshold:
2015-01-01: 85_001
2016-01-01: 85_001
2017-01-01: 85_001
2018-01-01: 85_001
2019-01-01: 85_001
2020-01-01: 87_001
2021-01-01: 88_001
2022-01-01: 91_001
2023-01-01: 97_001
2024-01-01: 103_001
2025-01-01: 106_001
2026-01-01: 109_001
amount:
2015-01-01: 42.00
2016-01-01: 48.70
2017-01-01: 53.50
2018-01-01: 53.50
2019-01-01: 54.10
2020-01-01: 57.80
2021-01-01: 59.40
2022-01-01: 68.00
2023-01-01: 65.90
2024-01-01: 69.90
2025-01-01: 74
2026-01-01: 81.20
- threshold:
2015-01-01: 107_001
2016-01-01: 107_001
2017-01-01: 107_001
2018-01-01: 107_001
2019-01-01: 107_001
2020-01-01: 109_001
2021-01-01: 111_001
2022-01-01: 114_001
2023-01-01: 123_001
2024-01-01: 129_001
2025-01-01: 133_001
2026-01-01: 137_001
amount:
2015-01-01: 104.90
2016-01-01: 121.80
2017-01-01: 133.90
2018-01-01: 133.90
2019-01-01: 135.40
2020-01-01: 144.60
2021-01-01: 148.50
2022-01-01: 170.10
2023-01-01: 164.80
2024-01-01: 174.70
2025-01-01: 185
2026-01-01: 202.90
- threshold:
2015-01-01: 160_001
2016-01-01: 160_001
2017-01-01: 160_001
2018-01-01: 133_501
2019-01-01: 133_501
2020-01-01: 136_001
2021-01-01: 138_001
2022-01-01: 142_001
2023-01-01: 153_001
2024-01-01: 161_001
2025-01-01: 167_001
2026-01-01: 171_001
amount:
2015-01-01: 167.80
2016-01-01: 194.90
2017-01-01: 214.30
2018-01-01: 214.30
2019-01-01: 216.70
2020-01-01: 231.40
2021-01-01: 237.60
2022-01-01: 272.20
2023-01-01: 263.70
2024-01-01: 279.50
2025-01-01: 295.9
2026-01-01: 324.60
- threshold:
2015-01-01: 214_001
2016-01-01: 214_001
2017-01-01: 214_001
2018-01-01: 160_001
2019-01-01: 160_001
2020-01-01: 163_001
2021-01-01: 165_001
2022-01-01: 170_001
2023-01-01: 183_001
2024-01-01: 193_001
2025-01-01: 200_001
2026-01-01: 205_001
amount:
2015-01-01: 230.80
2016-01-01: 268.00
2017-01-01: 294.60
2018-01-01: 294.60
2019-01-01: 297.90
2020-01-01: 318.10
2021-01-01: 326.70
2022-01-01: 374.20
2023-01-01: 362.60
2024-01-01: 384.30
2025-01-01: 406.9
2026-01-01: 446.30
- threshold:
# The 85% tier begins in 2019 (Bipartisan Budget Act of 2018, section 53114).
2015-01-01: .inf
2016-01-01: .inf
2017-01-01: .inf
2018-01-01: .inf
2019-01-01: 500_000
2020-01-01: 500_000
2021-01-01: 500_000
2022-01-01: 500_000
2023-01-01: 500_000
2024-01-01: 500_000
2025-01-01: 500_000
2026-01-01: 500_000
amount:
# Before 2019 the threshold is unreachable and the amount repeats the 80% tier.
2015-01-01: 230.80
2016-01-01: 268.00
2017-01-01: 294.60
2018-01-01: 294.60
2019-01-01: 325.00
2020-01-01: 347.00
2021-01-01: 356.40
2022-01-01: 408.20
2023-01-01: 395.60
2024-01-01: 419.30
2025-01-01: 443.9
2026-01-01: 487
116 changes: 116 additions & 0 deletions policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/joint.yaml
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Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,28 @@ metadata:
type: single_amount
label: Medicare Part B income brackets for joint filers
reference:
- title: 42 U.S.C. § 1395r(i)
href: https://www.law.cornell.edu/uscode/text/42/1395r#i
- title: Medicare Part B premium rates beginning January 1, 2015 (79 FR 61314, 61316)
href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24248.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2016 (80 FR 70811, 70814)
href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29181.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2017 (81 FR 80063, 80066)
href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27425.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2018 (82 FR 55370, 55372)
href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24877.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2019 (83 FR 52462, 52465)
href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22530.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2020 (84 FR 61625, 61627)
href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24440.pdf#page=3
- title: "Medicare Part B premium rates beginning January 1, 2021 (85 FR 71904, 71906-71907) #page 3-4"
href: https://www.govinfo.gov/content/pkg/FR-2020-11-12/pdf/2020-25029.pdf#page=3
- title: Medicare Part B premium rates beginning January 1, 2022 (86 FR 64205, 64208)
href: https://www.govinfo.gov/content/pkg/FR-2021-11-17/pdf/2021-25050.pdf#page=4
- title: Medicare Part B premium rates beginning January 1, 2023 (87 FR 59080, 59083)
href: https://www.govinfo.gov/content/pkg/FR-2022-09-29/pdf/2022-21090.pdf#page=4
- title: 2026 Medicare Trustees Report, Table V.E3
href: https://www.cms.gov/oact/tr/2026#page=215
- title: 2024 Medicare Parts A & B Premiums and Deductibles
href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
- title: 2025 Medicare Parts A & B Premiums and Deductibles
Expand All @@ -14,50 +36,144 @@ metadata:
href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
brackets:
- threshold:
2015-01-01: 0
2024-01-01: 0
2025-01-01: 0
2026-01-01: 0
amount:
2015-01-01: 0
2024-01-01: 0
2025-01-01: 0
2026-01-01: 0
- threshold:
2015-01-01: 170_001
2016-01-01: 170_001
2017-01-01: 170_001
2018-01-01: 170_001
2019-01-01: 170_001
2020-01-01: 174_001
2021-01-01: 176_001
2022-01-01: 182_001
2023-01-01: 194_001
2024-01-01: 206_001
2025-01-01: 212_001
2026-01-01: 218_001
amount:
2015-01-01: 42.00
2016-01-01: 48.70
2017-01-01: 53.50
2018-01-01: 53.50
2019-01-01: 54.10
2020-01-01: 57.80
2021-01-01: 59.40
2022-01-01: 68.00
2023-01-01: 65.90
2024-01-01: 69.90
2025-01-01: 74
2026-01-01: 81.20
- threshold:
2015-01-01: 214_001
2016-01-01: 214_001
2017-01-01: 214_001
2018-01-01: 214_001
2019-01-01: 214_001
2020-01-01: 218_001
2021-01-01: 222_001
2022-01-01: 228_001
2023-01-01: 246_001
2024-01-01: 258_001
2025-01-01: 266_001
2026-01-01: 274_001
amount:
2015-01-01: 104.90
2016-01-01: 121.80
2017-01-01: 133.90
2018-01-01: 133.90
2019-01-01: 135.40
2020-01-01: 144.60
2021-01-01: 148.50
2022-01-01: 170.10
2023-01-01: 164.80
2024-01-01: 174.70
2025-01-01: 185
2026-01-01: 202.90
- threshold:
2015-01-01: 320_001
2016-01-01: 320_001
2017-01-01: 320_001
2018-01-01: 267_001
2019-01-01: 267_001
2020-01-01: 272_001
2021-01-01: 276_001
2022-01-01: 284_001
2023-01-01: 306_001
2024-01-01: 322_001
2025-01-01: 334_001
2026-01-01: 342_001
amount:
2015-01-01: 167.80
2016-01-01: 194.90
2017-01-01: 214.30
2018-01-01: 214.30
2019-01-01: 216.70
2020-01-01: 231.40
2021-01-01: 237.60
2022-01-01: 272.20
2023-01-01: 263.70
2024-01-01: 279.50
2025-01-01: 295.9
2026-01-01: 324.60
- threshold:
2015-01-01: 428_001
2016-01-01: 428_001
2017-01-01: 428_001
2018-01-01: 320_001
2019-01-01: 320_001
2020-01-01: 326_001
2021-01-01: 330_001
2022-01-01: 340_001
2023-01-01: 366_001
2024-01-01: 386_001
2025-01-01: 400_001
2026-01-01: 410_001
amount:
2015-01-01: 230.80
2016-01-01: 268.00
2017-01-01: 294.60
2018-01-01: 294.60
2019-01-01: 297.90
2020-01-01: 318.10
2021-01-01: 326.70
2022-01-01: 374.20
2023-01-01: 362.60
2024-01-01: 384.30
2025-01-01: 406.9
2026-01-01: 446.30
- threshold:
# The 85% tier begins in 2019 (Bipartisan Budget Act of 2018, section 53114).
2015-01-01: .inf
2016-01-01: .inf
2017-01-01: .inf
2018-01-01: .inf
2019-01-01: 750_000
2020-01-01: 750_000
2021-01-01: 750_000
2022-01-01: 750_000
2023-01-01: 750_000
2024-01-01: 750_000
2025-01-01: 750_000
2026-01-01: 750_000
amount:
# Before 2019 the threshold is unreachable and the amount repeats the 80% tier.
2015-01-01: 230.80
2016-01-01: 268.00
2017-01-01: 294.60
2018-01-01: 294.60
2019-01-01: 325.00
2020-01-01: 347.00
2021-01-01: 356.40
2022-01-01: 408.20
2023-01-01: 395.60
2024-01-01: 419.30
2025-01-01: 443.9
2026-01-01: 487
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