Medicaid applications use the applicant’s income in the current month to determine eligibility, but marketplace eligibility is determined by a projection of yearly income. Our webinar, income calculation worksheet, self-employment income estimator, and key facts explain how to determine income when completing the application.
In this Beyond the Basics office hours session hosted on September 3, 2024, CBPP’s Jenny Sullivan and Allison Orris were joined by Lynn Cowles, Health and Food Justice Programs Manager at Every Texan and former Navigator program manager. They provided a brief refresher on the rules used to determine household…
Eligibility for subsidies in the Marketplace is determined in part by using specific percentages and thresholds that are indexed and change each enrollment year. In addition, people who received advance premium tax credits (APTC) in the prior enrollment year will need to complete a tax return for that year and…
Updated August 2024 Financial eligibility for the premium tax credit, 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 following Q&A explains what income is included in MAGI. Note that many guidelines and…
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…
This worksheet will help individuals add up their current monthly income and estimate their annual income for the following year. It will be particularly useful for people with multiple sources of income. This is a fillable worksheet, which means you can fill it out on your computer and email it…
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…
Updated August 2023 We have created a tool to help you estimate the income and expenses a self-employed client needs to include on their HealthCare.gov application to project their income for the enrollment year. This tool will give the client a ballpark estimate of their projected net self-employment income. There’s…
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…
