Calculation catalog › Medicare and ACA

Scenario IRMAA surcharge tier years

Count of projection years whose IRMAA tier is above 0.

Field: Years in an IRMAA surcharge tier Unit: count Basis: no dollar basis Computed by: Engine Status: Complete chain

Appears in: scenarios-page (Medicare table "Years in a surcharge tier")

Calculation records

  • Scenario comparison: years in an IRMAA surcharge tier Composition record, justified by derivation

    Purpose: How many projection years sit strictly above IRMAA tier 0, compared proposal-minus-baseline.

    Statement: For each side, surchargeTierYears = count of projection years whose published irmaaTier is strictly greater than 0 (tier 0 is the standard premium; tiers 1–5 are surcharge tiers). The comparison is the integer triple (baseline count, proposal count, proposal − baseline). Units: year counts. Rounding: none (exact integers).

    Formula: count = sum_y 1[irmaaTier_y > 0]; delta = count_proposal − count_baseline

    • irmaaTier_y: Published IRMAA tier classification for year y (unit: tier) (domain: integer 0..5)
    • count: Number of surcharge-tier years on one side (unit: years) (domain: integer >= 0)

    Timing: one count per side over that side's projection years

    Rounding: none

    Limits:

    • Medicare premium dollars and the maximum tier are different outputs; this record counts years only
    • The evidence constructs the stated irmaaTier rows rather than running two full simulations

    Provenance: derived by codex, implemented by grok.

    Independent review: cursor

    Gates (6 of 6 pass): fixture registers a test: pass; pins resolve: pass; families exist: pass; worksheet exists: pass; mutation receipt exists: pass; provenance independent: pass

    Worksheet: scenario-irmaa-surcharge-tier-years.md Mutation receipt: scenario-irmaa-surcharge-tier-years.mutation.md

    Evidence tests: comparison.evidence.test.ts

    Implemented in: comparison.ts

    Is the number of: scenario-irmaa-surcharge-tier-years

    Feeds: scenario-comparison-cell

Engine source: engine/src/scenarios/comparison.ts (ScenarioIrmaaComparison.surchargeTierYears)

The evidence links on this page (each record's worksheet, mutation receipt, evidence tests and implementation, and the source links) are pinned to engine commit 2624dbdba9fd, committed 2026-10-11. The live calculation index and output-family census links point at the repository's main branch, so you can check this snapshot against them.