OE8 Webinar: Part I Households & Income
Determining Households and Income for Premium Tax Credits and Medicaid
In this Health Reform: Beyond the Basics webinar presented on September 15, 2020, Tara Straw, Senior Policy Analyst, and Shelby Gonzales, Director of Immigration Policy, 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
- Calculating percent of federal poverty line (FPL)
- How FPL effects expected premium contribution
- Overview of tax filing statuses
- Marital status and premium tax credits
- New head of household questions
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
How Income Time Periods Differ between Medicaid and Premium Tax Credits
- Income time periods
- Example with fluctuating income
How Marketplaces and Medicaid Combine Household and Income Rules to Determine Eligibility
- Examples
Additional Resources
Yearly Income Guidelines and Thresholds
Determining Households for Medicaid and CHIP
Determining Households for PTC
Income Definitions for Marketplace and Medicaid Coverage