Defining Income and Household Size

Defining Income and Household Size

Tools and Resources

Reference Guide: Medicaid Household Rules | Reference Guide
Outlines the household rules for Medicaid eligibility based on modified adjusted gross income (MAGI) rules


Health Assister’s Guide to Tax Rules | Guide
Explains the basic tax rules that are applied in determining eligibility for premium tax credits and Medicaid


Reference Guide: Tax Filing Status and Dependent Rules | Reference Guide
Explains the basic tax rules around determining tax dependents and tax filing statuses

Update: How the Tax Bill Affects MAGI in 2018 | Update
Update on minor changes to the calculation of MAGI in 2018 as a result of the December 2017 tax law


Key Facts: Detailed Q&As on various topics related to eligibility and enrollment

  • Income Definitions for Marketplace and Medicaid Coverage | Key Facts
  • Determining Households for Medicaid and CHIP | Key Facts
  • Determining Households for Premium Tax Credits | Key Facts


Determining Household Size and Income

Webinar OE6: 2019 Coverage | Presentation Slides (PDF) | September 18, 2018

  • Determining households for PTC
  • Determining households for Medicaid
  • What counts as income for PTC and Medicaid
  • Combining household and income rules to determine eligibility for coverage programs


Resources by Subtopic

Households for PTC | View all

Households for Medicaid | View all

Income Definitions | View all


Frequently Asked Questions | View FAQ
Collection of FAQs on many of the common issues encountered since the implementation of health reform

View all webinars and resources related to households and income

View all webinars

View all key facts

View all other resources