Page 1
DHCS Guide for Calculating MAGI Medi-Cal Individual Household Size Household Size Flow Chart Based on § 435.603(f) of the final Medicaid regulations. Instructions: Person-based; Complete for each individual since there could be different household sizes within same applicant family. Use Key Characteristics Table and Household Diagram Worksheets on next two pages to prepare for this flow chart START HERE Go to #1 #1 - Does the individual expect to file a federal tax return for the taxable year? If No Go to #2 If Yes Go to #3 #2 - Does the individual expect to be claimed as a tax dependent by a taxfiler for the taxable year? If No Go to Box C, NonFiler Rules then to #7 If Yes Go to #4 #3 - Does the individual expect to be claimed as a tax dependent by another taxfiler for the taxable year? If No Go to Box A, TaxFiler Rules, then to #5 If Yes Go to #4 #4 - Is the tax dependent: 1. Someone other than the spouse or child (biological, adopted, or step; minor or adult) of the taxfiler. 2. Under the age of 19 or under 21 if a full time student who expects to be claimed as a tax dependent and is living with both parents but whose parents do not expect to file a joint tax return. 3. Under age 19 or under age 21 if full time student and the taxfiler is the individual’s non-custodial parent. If No to all three, Go to Box B, Tax Dependent Rules then to #5 If Yes to any of the above, Go to Box C, Non-Filer Rules, then to #7 v1.2 20160826