OE9 Webinar: Part I Households & Income
Determining Households and Income for Premium Tax Credits and Medicaid
In this Beyond the Basics webinar presented on September 14, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, and Jen Wagner, Director of Medicaid Eligibility and Enrollment, detail the rules used to determine household size and explain what counts as income when determining eligibility for premium tax credits and Medicaid.
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Why Household Size & Income Matter
- ACA Eligibility Overview
- How the federal poverty line (FPL) effects expected premium contribution
- Overview of tax filing statuses
- Marital status and premium tax credits (PTC)
- Head of household questions
- Exceptions to the joint filing requirement for PTC
Determining Households for Premium Tax Credits
- Types of tax dependents
Determining Households for MAGI Medicaid
- Medicaid household rules
What Counts as Income for PTC and Medicaid
- Modified Adjusted Gross Income (MAGI)
- Rules for counting income
- Tips for counting self-employment income
Annual vs Monthly Income Counting
- Entering monthly income
- Entering annual income
Examples of Combining Household & Income Rules to Determine Eligibility
Additional Resources
Yearly Income Guidelines and Thresholds
Determining Households for Medicaid and CHIP
Determining Households for PTC
Income Definitions for Marketplace and Medicaid Coverage
