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.
In this Beyond the Basics webinar presented on October 24, 2023, 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 walking through a series of…
In this Beyond the Basics webinar presented on September 12, 2023, 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 for premium tax credits and…
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…
Updated August 2023 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…
Updated August 2023 Medicaid eligibility based on modified adjusted gross income (MAGI) household and income rules uses three categories to determine an individual’s household size: Tax filers not claimed as a tax dependent Tax dependents (with three exceptions) Non-filers not claimed as a tax dependent Separate determinations of household size…
Updated August 2023 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…
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…
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…
