817-2 Examples of MAGI Medicaid Households
Household Example #1:
Lilly applies for Medicaid for her household. She lives with her partner Bill and their common child, Bella, age 1. Lilly and Bill are both employed and expect to file taxes. Since they are not married, they will file separately. Bella is Bill's tax dependent. Lily earns $1,000/month and Bill earns $800/month.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Lily |
Tax Filer |
$1,000 |
1 (Lily) |
$1,000 |
|
Bill |
Tax Filer |
$800 |
2 (Bill and Bella) |
$800 |
|
Bella |
Non Tax Filer (living with both parents who do not expect to file taxes together) |
$0 |
3 (Bill, Bella, and Lily) |
$1800 |
Household Example #2:
Casey is 20 years old and living on his own. He doesn't list his tax filing status on the application. Casey earns $1,300/month at his job.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Casey |
Non Tax Filer (status is unknown) |
$1,300 |
1 (Casey) |
$1,300 |
Household Example #3:
April applies for Medicaid. She lives with her husband, Jason and children, Deanna and Meg, twins, age 13. The family's only income is TANF. They don't expect to file taxes since TANF is not taxable income.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
April |
Non Tax Filer |
$0 |
4 (April, Jason, Deanna, Meg) |
$0 |
|
Jason |
Non Tax Filer |
$0 |
4 (April, Jason, Deanna, Meg) |
$0 |
|
Deanna |
Non Tax Filer |
$0 |
4 (April, Jason, Deanna, Meg) |
$0 |
|
Meg |
Non Tax Filer |
$0 |
4 (April, Jason, Deanna, Meg) |
$0 |
Household Example #4:
Betty lives with her child, 6 year old Dan, and her nephew and niece who are siblings, Jake, age 14 and Laurel, age 17. Betty claims her child Dan as a dependent on her taxes. Laurel is filing taxes on her own. Jake isn't filing taxes and is not claimed as a tax dependent by anyone.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Betty |
Tax Filer |
$2,000 |
2 (Betty and Dan) |
$2,000 |
|
Dan |
Tax Dependent of Betty |
$0 |
2 (Betty and Dan) |
$2,000 |
|
Jake |
Non Tax Filer |
$500 |
2 (Jake and Laurel) |
$1,500 |
|
Laurel |
Tax Filer |
$1,000 |
1 (Laurel) |
$1,000 |
Household Example #5:
Sophia and her 9 year old daughter live together and are applying for Medicaid. Sophia is a tax filer with no tax dependents and makes $1,000/month. Monica is claimed as a tax dependent by her non-custodial father, James. She receives $200/month from her job delivering newspapers.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Sophia |
Tax Filer |
$1,000 |
1 (Sophia) |
$1,000 |
|
Monica |
Non Tax Filer (claimed as a tax dependent by a parent she doesn't live with) |
$200 |
2 (Sophia and Monica) |
$1,200 |
Household Example #6:
James is applying for himself. He lives by himself and is a tax filer, earning $900/month. He claims his daughter Monica as a tax dependent. Monica receives $200/month from her job delivering newspapers.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
James |
Tax Filer |
$900 |
2 (James and Monica) |
$900 (Monica is James's tax dependent with income under the tax filing threshold, so her income is not countable) |
|
Monica |
not a Medicaid applicant in this household |
$200 |
N/A |
N/A |
Household Example #7:
Eric and Leann are married and have one young child, Summer. Leann is expecting twins, so Eric's mother, Serrita is living with the family to help. Eric earns $2,000/month, Leann earns $1,500/month, and Serrita receives $500/month in early retirement benefits.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Eric |
Tax Filer |
$2,000 |
3 (Eric, Leann, Summer) |
$3,500 |
|
Leann |
Tax Filer |
$1,500 |
5 (Eric, Leann, Summer, 2 unborns) |
$3,500 |
|
Summer |
Tax Dependent |
$0 |
3 (Eric, Leann, Summer) |
$3,500 |
|
Serrita |
Tax Filer |
$500 |
1 (Serrita) |
$500 |
Household Example #8:
Luci, her husband, Joe, and their 2 children, Sam and Dean, apply for Medicaid. Joe receives SSI and APA cash benefits. These benefits are not taxable income. Luci also works part time, earning $400/month. Luci and Joe file taxes jointly and claim both children as tax dependents.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Luci |
Joint Tax Filer |
$400 |
4 (Luci, Joe, Sam, Dean) |
$400 |
|
Joe - SSI related Medicaid |
Joint Tax Filer |
4 (Luci, Joe, Sam, Dean) |
N/A (not a MAGI Medicaid applicant) |
|
|
Sam |
Tax Filer |
$0 |
4 (Luci, Joe, Sam, Dean) |
$400 |
|
Dean |
Tax Filer |
$0 |
4 (Luci, Joe, Sam, Dean) |
$400 |
Household Example #9:
Christina lives with her 17 year old daughter, Stephanie, and Stephanie’s 16 year old friend, Julie. Christina files taxes and claims both Stephanie and Julie as tax dependents. Christina works full-time and receives gross wages of $3,000 a month. Julie receives Social Security Survivor benefits of $450/month.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Christina |
Tax filer |
$3,000 |
3 (Christina, Stephanie, Julie) |
$3,450 |
|
Stephanie |
Tax Dependent |
$0 |
3 (Christina, Stephanie, Julie) |
$3,450 |
|
Julie |
Non Tax Filer (claimed as a tax dependent by someone other than a parent or spouse) |
$450 |
1 (Julie) |
$450 |
Household Example #10:
Paul and Shauna have a 7 year old child, Liza. For the sake of Liza, Paul and Shauna live under the same roof, but Shauna later married Matt. Shauna also has another child, Natalie, who is 17 years old.
Paul claims Liza on his taxes as his dependent. Shauna and Matt file taxes jointly and claim Natalie as a tax dependent. Paul has earnings of $2,000/month, Shauna makes $1,500/month, and Matt makes $2,500/month.
|
Household Members |
Tax Filing Status |
Individual Income |
MAGI Medicaid Household Size |
Monthly Countable Income |
|
Paul |
Tax Filer |
$2,000 |
2 (Paul and Liza) |
$,2000 |
|
Liza |
Non Tax Filer (living with both parents who do not expect to file taxes together) |
$0 |
5 (Paul, Liza, Shauna, Matt, Natalie) |
$6,000 |
|
Shauna |
Joint Tax Filer with Matt |
$1,500 |
3 (Shauna, Matt, Natalie) |
$4,000 |
|
Matt |
Joint Tax Filer with Shauna |
$2,500 |
3 (Shauna, Matt, Natalie) |
$4,000 |
|
Natalie |
Tax Dependent of Matt and Shauna |
$0 |
3 (Shauna, Matt, Natalie) |
$4,000 |
|
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