A person's household size is one of several key factors that determines their eligibility for Medicaid and financial help in the marketplace. When completing an application, it's important to understand tax filing statuses and who counts as a dependent in order to get an accurate eligibility determination.
Household size is a key factor in determining eligibility for the premium tax credit. The following Q&A explains the rules on household size and how it affects eligibility for and the amount of the premium tax credit. Note that many guidelines and thresholds are indexed and change each enrollment year.…
In Part VIII of this Beyond the Basics OE10 webinar series presented on October 13, 2022, Claire Heyison, Senior Policy Analyst for Health Insurance & Marketplace Policy, and Jenny Sullivan, Director of Health Coverage Access, bring together all of the policies covered in the Beyond the Basics webinar series by…
In Part I of this Beyond the Basics OE10 webinar series presented on September 8, 2022, Jenny Sullivan, Director of Health Coverage Access, and Allison Orris, Senior Fellow on the Health Policy Team, cover the rules used to determine household size and explain what counts as income when determining eligibility…
Financial eligibility for most categories of Medicaid and the Children’s Health Insurance Program (CHIP) is determined using a tax-based measure of income called modified adjusted gross income (MAGI). The MAGI methodology includes rules prescribing who must be included in a household when determining eligibility. The following FAQ explains MAGI and…
In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on October 12, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, brings together all of the policies covered in our webinar series by walking through the HealthCare.gov application step-by-step. ↓ View Presentation Slides…
In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on September 24, 2021, in partnership with the National Immigration Law Center, Shelby Gonzales, Vice President for Immigration Policy, and Gabrielle Lessard, Senior Policy Attorney at the National Immigration Law Center, provide an overview of…
In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on September 16, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, provides an in-depth review of eligibility rules for premium tax credits—including how offers of employer-sponsored insurance can affect eligibility—as well as how…
In this Beyond the Basics webinar presented on September 14, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, and Jen Wagner, Director of Medicaid Eligibility and Enrollment, detail the rules used to determine household size and explain what counts as income when determining eligibility for premium tax credits…
The health reform law changed the way Medicaid and CHIP determine eligibility for most beneficiaries to align with how eligibility for premium tax credits is determined in the Marketplaces. All three coverage programs determine a household’s size and income using tax rules. The Center on Budget and Policy Priorities developed…
Eligibility for the premium tax credit is based on certain tax rules determining filing status and who is included in a tax household. This reference guide walks through the following: Who can be claimed as a tax dependent? Tax filing statuses and eligibility for the premium tax credit Rules to…
