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All County Welfare Directors Letter No.: 20-10 Page 13 April 30, 2020
4) Child 1 qualifies for Tax Dependent Rules: household consists of the dependent, the person claiming the dependent, and all others the tax filer claims as a dependent (Spouse 1, Spouse 2, Child 1 and Grandparent). 5) Is the child married? No. 6) Is the child pregnant? No. 7) Is anyone included in the household pregnant? Yes. 8) No additional change, end household composition determination here.
Grandparent Household Composition:
The grandparent will be ineligible for MAGI Medi-Cal because they do not meet the age requirements of MAGI Medi-Cal eligibility (42 C.F.R. Section 435.603(j)) and is not a caretaker relative. Grandparent, if applying for Medi-Cal services, shall be evaluated for the Non-MAGI Medi-Cal program. However, the grandparent is included on this case because they are a tax dependent of the primary tax filer and will be used in the household composition for other members of the household
Medi-Cal Household Spouse 1 Spouse 2 Child 1 Grandparent Family Size Spouse 1 Included Included Included Included 5(unborn included) Spouse 2 Included Included Included Included 5(unborn included) Child 1 Included Included Included Included 5(unborn included)
Scenario 3: Married Couple with Mutual Child (Age 11) and Grandparent (age 63) A married couple (Spouse 1 and Spouse 2) is living together, plans to file joint tax return and claim as tax dependents: one mutual child (Child 1) who is under the age of 18 and Spouse 1’s parent (Grandparent) who is age 63. This scenario reviews Tax Filer Rules, Tax Dependent Rules, and Non-Filer Rules.
Spouse 1’s Household Composition: 1) Does Spouse 1 expect to file a federal tax return? Yes. 2) Does Spouse 1 expect to be claimed as a tax dependent by another tax filer? No. 3) Spouse 1 qualifies for Tax Filer Rules: household consists of the Spouse 1, and all those claimed as a tax dependent. (Child 1 and Grandparent) 4) Is Spouse 1 married? Yes.