Finance calculators

MAGI Calculator

Updated Sep 11, 2026 By Infinity Calculator
Filing Status
Filing status and tax year set the income thresholds your MAGI is compared against.
Enter Your Income & Adjustments
Line 11 of Form 1040. Required.
Enter a negative value for net losses (e.g. -2000).
Enter a negative value for losses (e.g. -1500).
Positive or negative values accepted.

Your Estimated MAGI
$72,000.00
Same as your AGI (no add-backs entered).
MAGI Breakdown Summary
AGI vs. MAGI Composition
MAGI Threshold Indicators (2026)
Estimates based on the IRS phase-out ranges and Medicare income thresholds for the selected tax year. For guidance only — confirm with a tax professional.

Introduction

Your Modified Adjusted Gross Income (MAGI) is one of the most important numbers on your tax return. The IRS uses it to decide if you qualify for tax breaks like Roth IRA contributions, traditional IRA deductions, and education credits. MAGI starts with your Adjusted Gross Income (AGI) and adds back certain deductions and exclusions, such as foreign earned income, student loan interest, and IRA contributions. Many people assume their AGI and MAGI are the same, but even one add-back can change your number and affect your eligibility.

This free MAGI calculator helps you find your Modified Adjusted Gross Income. Just enter your AGI and any add-back items, choose your filing status, and the tool calculates your MAGI. It also shows a clear breakdown of each item, a visual chart, and checks your MAGI against key 2024 IRS income thresholds so you can see where you stand.

How to Use Our MAGI Calculator

Enter your income details and adjustments below. The calculator will add them to your AGI to estimate your Modified Adjusted Gross Income (MAGI). It also shows if you qualify for Roth IRA contributions, traditional IRA deductions, and standard Medicare premiums.

Filing Status: Pick the status that matches your tax return: Single / Head of Household, Married Filing Jointly, or Married Filing Separately. This sets the income thresholds used to check your eligibility.

Adjusted Gross Income (AGI): Enter your AGI. You can find this number on line 11 of your Form 1040.1 This is the starting point for your MAGI calculation.

Tax Year: Pick 2024, 2025 or 2026. The year sets the Roth IRA, traditional IRA and Medicare income thresholds the calculator compares your MAGI against.

Foreign Earned Income Exclusion: Enter any income you earned in another country that was excluded from your tax return.

Foreign Housing Cost Exclusion/Deduction: Enter any foreign housing costs you excluded or deducted on your return.

Non-Taxable Social Security Benefits: Enter the part of your Social Security benefits that was not taxed.

Student Loan Interest Deduction: Enter the amount you deducted for interest paid on student loans.

Tuition and Fees Deduction: This deduction was repealed for tax years after 2020, so the calculator no longer includes it.8

IRA Contributions Deduction: Enter the amount you deducted for contributions to a traditional IRA.

Self-Employment Tax Deduction: Enter the deductible portion of self-employment taxes you paid.

Self-Employed Health Insurance Deduction: Enter health insurance premiums you deducted as a self-employed person.

Passive Income or Losses: Enter net income or losses from passive activities like rental properties. Use a negative number for losses.

Rental Losses: Enter losses from rental real estate. Use a negative number for losses.

Other Adjustments: Enter any other amounts that need to be added back to your AGI. Positive or negative values are accepted.

Click Calculate MAGI to see your results. Click Reset to clear all fields and start over.

What Is Modified Adjusted Gross Income (MAGI)?

Modified Adjusted Gross Income, or MAGI, is a number the IRS uses to decide if you qualify for certain tax benefits. It starts with your Adjusted Gross Income (AGI), which is your total income minus specific deductions like student loan interest or IRA contributions. Then, some of those deductions get added back in. The result is your MAGI.

Your AGI is found on line 11 of your federal tax return (Form 1040).1 MAGI takes that number and adds back items such as foreign earned income exclusions, non-taxable Social Security benefits, student loan interest deductions, and IRA contribution deductions. Not every person has these add-backs. If you don't, your MAGI and AGI will be the same number.

Why Does MAGI Matter?

The IRS uses your MAGI to determine if you can contribute to a Roth IRA, deduct traditional IRA contributions, or qualify for premium tax credits on health insurance. Medicare also uses MAGI to decide if you pay extra for Part B and Part D coverage.3 If your MAGI is too high, you may lose access to these benefits or pay higher costs. Understanding where your income falls relative to tax brackets is also essential for overall tax planning.

MAGI Thresholds by Year

Each tax benefit has its own income limits, and these limits change based on your filing status. For example, in 2024, single filers start to lose Roth IRA eligibility at $146,000 and are fully phased out at $161,000.2 Married couples filing jointly phase out between $230,000 and $240,000.2 For 2025 the Roth IRA range is $150,000 to $165,000 for single filers and $236,000 to $246,000 for joint filers.5 For 2026 it is $153,000 to $168,000 and $242,000 to $252,000.6 The traditional IRA deduction phases out for a worker covered by a workplace plan between $79,000 and $89,000 (single) or $126,000 and $146,000 (joint) in 20255 and between $81,000 and $91,000 or $129,000 and $149,000 in 2026.6 Medicare's income-related surcharge starts above $106,000 for individual filers and $212,000 for joint filers in 20257 and above $109,000 and $218,000 in 2026.3 Traditional IRA deduction limits and Medicare surcharge thresholds also depend on your MAGI and filing status. If you earn investment income, be aware that capital gains taxes can also be affected by your overall income level.

How to Lower Your MAGI

You can reduce your MAGI by contributing to a workplace retirement plan like a 401(k), putting money into a Health Savings Account (HSA), or increasing deductions that are not added back into the MAGI calculation. Lowering your MAGI can help you stay within the income limits for tax benefits you want to keep.


Formulas used

Modified Adjusted Gross Income (MAGI)
\text{MAGI} = \text{AGI} + \text{FEIE} + \text{Housing Exclusion} + \text{Non-Taxable SS Benefits} + \text{Student Loan Interest} + \text{IRA Deduction} + \text{SE Tax Deduction} + \text{SE Health Insurance} + \text{Passive Income/Losses} + \text{Rental Losses} + \text{Other Adjustments}

Frequently asked questions

Where do I find my AGI?

Your AGI is on line 11 of Form 1040.1 This is your federal income tax return. If you filed online, you can also find it in your tax software summary or your IRS transcript.

Is MAGI always higher than AGI?

Not always. MAGI is usually the same as or higher than AGI because it adds back certain deductions. However, if you enter negative values for passive losses or rental losses, your MAGI could end up lower than your AGI in some cases.

What if I have no add-back items to enter?

If you have no add-backs, your MAGI equals your AGI. Just enter your AGI, leave the other fields at zero, and the calculator will confirm they are the same.

Why does filing status matter for MAGI?

Filing status does not change how MAGI is calculated. It changes the income limits the IRS uses for tax benefits. For example, Roth IRA phase-out ranges are much higher for married couples filing jointly than for single filers.

What is a phase-out range?

A phase-out range is a span of income where a tax benefit gradually decreases. If your MAGI is below the range, you get the full benefit. If it is above, you get none. If it falls within the range, you get a reduced amount.

Should I enter losses as negative numbers?

Yes. For passive losses, rental losses, and other adjustments, enter losses as negative numbers (for example, -2000). The calculator will subtract them from your MAGI total.

Does MAGI include capital gains?

Yes. Capital gains are part of your AGI, and AGI is the starting point for MAGI. So any taxable capital gains you earned are already included when you enter your AGI into the calculator.

Does MAGI include 401(k) contributions?

Pre-tax 401(k) contributions are already excluded from your AGI, and they are not added back for most MAGI calculations. This is why contributing more to a 401(k) can help lower your MAGI.

What is the foreign earned income exclusion?

It is money you earned while working in another country that the IRS lets you exclude from your gross income. When calculating MAGI, this excluded amount gets added back in. For 2024, the maximum exclusion is $126,500.4 For 2025 it is $130,0004 and for 2026 $132,900.9

Can married filing separately filers contribute to a Roth IRA?

It is very limited. The phase-out range for married filing separately is $0 to $10,000.2 If your MAGI is over $10,000, you cannot contribute to a Roth IRA at all under this filing status.

Sources

  1. Definition of adjusted gross income. Internal Revenue Service. Accessed September 10, 2026.
  2. 401(k) limit increases to $23,000 for 2024, IRA limit rises to $7,000. Internal Revenue Service. 2023. Accessed September 10, 2026.
  3. Medicare Premiums. Social Security Administration. Higher premium based on income. Accessed September 10, 2026.
  4. IRS releases tax inflation adjustments for tax year 2025. Internal Revenue Service. 2024;IR-2024-273. Accessed September 10, 2026.
  5. 401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000. Internal Revenue Service. 2024;IR-2024-285. Accessed September 11, 2026.
  6. 401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500. Internal Revenue Service. 2025;IR-2025-111. Accessed September 11, 2026.
  7. 2025 Medicare Parts A & B Premiums and Deductibles. Centers for Medicare & Medicaid Services. 2024. Accessed September 11, 2026.
  8. 26 U.S. Code § 222 — Repealed. Legal Information Institute, Cornell Law School. Accessed September 11, 2026.
  9. IRS releases tax inflation adjustments for tax year 2026, including amendments from the One, Big, Beautiful Bill. Internal Revenue Service. 2025;IR-2025-103. Accessed September 11, 2026.