Webinar: Determining Household Size and Income
Key Elements of Eligibility and Enrollment
In this webinar presented on September 29, 2016, Shelby Gonzales, Senior Health Policy Analyst, and Tara Straw, Senior Health 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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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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Tax filing statuses
Marital status and premium tax credits
Determining Households for Premium Tax Credits
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Households for PTCs
Determining tax dependents (video section, slides)
- Example: Who can be claimed as a tax dependent?
Determining Households for MAGI Medicaid
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Households for Medicaid
Summary of Medicaid household rules
- Example: Married couple with children (video section, slides)
- Example: Three-generation household (video section, slides)
- Example: Non-married parents (video section, slides)
What Counts as Income for PTCs and Medicaid
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Definition of MAGI
General rules about counting income
When to count a dependent’s income (video section, slides)
- 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 | View webinar
Part IV: Exemptions and Penalties | 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