Medicare Premium Jumps Hundreds a Month in 2026 From a 2024 Asset Sale You Forgot About
Medicare premiums are set to increase significantly in 2026 due to a two-year lookback rule on asset sales. A capital gain from 2024 can lead to higher surcharges for retirees, impacting their monthly bills. This situation often catches retirees off guard, as the additional costs are based on income reported from two years prior.
- ▪A $300,000 capital gain can increase a single retiree's IRMAA surcharge to approximately $483 per month.
- ▪Social Security does not allow appeals for one-time capital gains, only for specific life events.
- ▪Retirees can mitigate IRMAA impacts by spreading asset sales across tax years or confirming stepped-up cost basis on inherited assets.
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| Original publisher | Yahoo Finance |
| Canonical URL | https://finance.yahoo.com/sectors/healthcare/articles/medicare-premium-jumps-hundreds-month-160010989.html |
| Publication time | 2026-05-23T16:00:10Z |
| Retrieval time | 2026-05-23T16:17:27.490Z |
| Last seen | 2026-05-23T16:17:28.969Z |
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Medicare Premium Jumps Hundreds a Month in 2026 From a 2024 Asset Sale You Forgot About shapecharge / Getty Images Austin Smith Sat, May 23, 2026 at 9:00 AM PDT 5 min read Quick Read Large asset sales trigger Medicare surcharges through a two-year lookback rule: a 2024 capital gain doesn’t hit your Medicare bill until January 2026, and a $300,000 gain can push a single retiree’s IRMAA surcharge to roughly $483/month ($5,796 annually); married couples pay double. Social Security denies IRMAA appeals for one-time capital gains—they only allow appeals for marriage, divorce, death of spouse, work stoppage, or pension loss—so the surcharge is locked in once reported.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Yahoo Finance.