Additional Resources
Reference Guides:
Guide: Health Assister’s Guide to Tax Rules (last updated September 2020)
Tool: Self-Employment Income Estimator Tool
Key Facts:
Open Enrollment Series:
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 Medicaid.
Webinar Resources
Jump To:
Why Household Size & Income Matter
- ACA Eligibility Overview
- Why Household Size & Composition Matter
- Expected Contributions at Certain Income Levels
- Yearly Guidelines & Thresholds Reference Guide
- Tax Filing Status
- Marital Status & Premium Tax Credits
- Exceptions to the Joint Filing Requirement for PTC
- Head of Household Questions
Determining Households for Premium Tax Credits
- Households for Premium Tax Credits
- Determining Tax Dependents
- Children of Divorced or Separated Parents
- Examples
Determining Households for MAGI Medicaid
- Determining Households for Medicaid
- Medicaid Household Rules
- Examples
What Counts as Income for PTC & Medicaid
- What is Modified Adjusted Gross Income (MAGI)
- General Rules About Counting Income
- Tips for People with Self-Employment Income
- Self-Employment Income Estimator Tool
- Examples
Annual vs. Monthly Income Counting
- Entering Monthly Income
- Entering Annual Income
- Marketplace Notice When Medicaid is Denied
- Examples
Combining Household & Income Rules to Determine Eligibility
- Estimating Income
- Examples