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Medical Services –Appendix E, Dependent Filing Requirements and MAGI Revised 01/24 Examples of Determining Households Example 1: Grandmother claiming daughter and granddaughter as tax dependents Bertha is a working grandmother who claims her daughter Audrey, age 20 and a full-time student, and granddaughter Chloe (Audrey’s daughter), age 2, as tax dependents. The household consists of these three only. All are applying for medical assistance. Bertha’s Household 1. Does Bertha expect to file a tax return? Yes Continue to Question 1a. 1a. Does Bertha expect to be claimed as a tax dependent by anyone else? No Bertha’s household: Bertha (applicant and taxpayer) Audrey (tax dependent) Chloe (tax dependent) Audrey’s Household 1. Does Audrey expect to file a tax return? No Continue to Question 2. 2. Does Audrey expect to be claimed as a tax dependent? Yes Continue to Question 2a. 2a. Does Audrey expect to be claimed as a tax dependent of someone other than a spouse or biological, adopted or step-parent? Is Audrey under age 19 living with both parents but the parents do not expect to file a joint tax return? Is Audrey under age 19 and expecting to be claimed by a non-custodial parent? No No No Audrey’s household: Audrey (applicant) Bertha (taxpayer) Chloe (tax dependent) Chloe’s Household 1. Does Chloe expect to file a tax return? No Continue to Question 2. 2. Does Chloe expect to be claimed as a tax dependent? Yes Continue to Question 2a.