Webinar OE5: Determining Households and Income for Premium Tax Credits and Medicaid
Key Elements of Eligibility and Enrollment
In this webinar presented on September 21, 2017, Shelby Gonzales, Senior Policy Analyst, and Tara Straw, Senior Policy Analyst, detail the rules used to determine household size and explain what counts as income when determining eligibility for premium tax credits and Medicaid.
This is Part II in a four-part series on key elements of eligibility and enrollment.
Presentation Slides
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Note: The December 2017 tax law changed some minor aspects of calculating MAGI for 2018. The relevant slides have been updated as of June 19, 2018. The webinar video has not been updated. For more information on the changes, please see Update: How the Tax Bill Affects MAGI in 2018.
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Why Household Size Matters
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Calculating percent of federal poverty line (FPL)
- Effect on expected premium contribution
Why Tax Filing Status Matters
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Overview of tax filing statuses
- Marital status and premium tax credits
Determining Households for Premium Tax Credits
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Households for PTC
Determining tax dependents (video section, slides)
- Example: Who can be claimed as a tax dependent?
Determining Households for MAGI Medicaid
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Which eligibility groups use MAGI rules?
Determining households for Medicaid (video section, slides)
- Example: Married couple with children
- Example: Three-generation household
- Example: Non-married parents
What Counts as Income for PTC and Medicaid
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Definition of MAGI
General rules about counting income
When to count a dependent’s income (video section, slides) *slides updated June 19, 2018
- Example: Single adult with dependent
How Marketplaces and Medicaid Combine Household and Income Rules to Determine Eligibility
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Example: Three-generation household
Example: Non-married parents
Q&A
Additional Resources
Part I: Premium Tax Credits | View webinar
Part III: Plan Design and Selection | View webinar
Part IV: Exemptions | View webinar
Key Facts: Income Definitions for Marketplace and Medicaid Coverage | View key facts
Key Facts: Determining Household Size | View key facts on Medicaid Households and PTC Households
Health Care Assister’s Guide to Tax Rules | View guide
Beyond the Basics Webinar Series | View all webinars
Key Facts About Health Reform | View all key facts