All Medicaid Programs

Obsolete Policy

 

Obsolete 1117 - 340-1 MAGI General Rules

Effective Date:  January 1, 2014 - October 31, 2017 (340-1 was incorporated into 232 as of November 1, 2017)

No Previous MAGI Policy

 

MAGI Methodology

The MAGI methodology follows federal tax rules for determining a household size, whose income counts and the amount of that income, and the eligibility group for each individual applying for medical assistance. There are some exceptions to the tax rules when determining household size and countable income.  There are also some individuals for whom we will use non-tax filer rules to determine their household size.

There is no asset test for the eligibility groups to which MAGI methodology apply.

Steps in Using the MAGI Method

Following federal income tax rules, and in some cases, relationship rules, the steps used to determine eligibility under the MAGI methodology are:

Determine the household size and composition for each individual applying for medical assistance.

Determine whose income counts for each individual.

Determine the modified adjusted gross income of each person whose income counts for the individual, and the total income for the applicable household.

Determine the appropriate eligibility group for each individual.

Determine the eligibility of each individual.

Each of these will be described in detail in subsequent sections.