Webinar OE6: Determining Households and Income
For the Premium Tax Credit and Medicaid
In this Health Reform: Beyond the Basics webinar presented on September 18, 2018, Tara Straw, Senior Policy Analyst, and Shelby Gonzales, Senior Policy Analyst, detail the rules used to determine household size and explain what counts as income when determining eligibility for the premium tax credit and Medicaid.
This is Part II is a four-part series on core 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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Overview of tax filing statuses
Marital status and the premium tax credit
- Exceptions to the joint filing rule
Determining Households for the Premium Tax Credit
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Households for the PTC
- Determining tax dependents (video section, slides)
- Examples: Who can be claimed as a tax dependent?
Determining Households for MAGI Medicaid
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Rules to determine households for Medicaid using MAGI rules
Examples: (video section, slides)
- Married couple with children
- Three-generation household
- Non-married parents
What Counts as Income for PTCs and Medicaid
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Definition of modified adjusted gross income (MAGI)
General rules about counting income
- Tips when dealing with self-employment income
- 2017 tax law changes
- When to count a dependent’s income
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
Resources | View resources links
Reference Guide: Medicaid Household Rules
Reference Guide: Yearly Guidelines and Thresholds
Guide: Health Assister’s Guide to Tax Rules
Key Facts:
- Determining Households for Medicaid and CHIP
- Determining Households for PTC
- Income Definitions for Marketplace and Medicaid Coverage
Webinar OE6: Premium Tax Credits
Beyond the Basics Webinar Series | View all webinars
Key Facts About Health Reform | View all key facts
Tools and Resources | View all tools and resources
Frequently Asked Questions | View FAQs
