Page 43

Title 8: Medicaid Page 38 Iowa Department of Health and Human Services Employees’ Manual Chapter E: Income Types of Non-MAGI-Related Income Revised April 11, 2025 Rebates and Refunds Rebates and Refunds 20 CFR 416.1102, 20 CFR 416.1103, 20 CFR 416.1123; P. L. 103-60 If a person gets back money the person has already paid (e.g., a property tax rebate), the returned money is not considered income. If a rebate is not returning the person’s own money, however, it is income. Recouped Benefits Paid in Error 20 CFR 416.1102, 20 CFR 416.1103, 20 CFR 416.1123 Do not count the portion of an unearned benefit that is being recouped if:  The client received Medicaid under Medically Needy, Medicaid for Employed People with Disabilities (MEPD), HCBS waiver, or nursing facility assistance or received State Supplementary Assistance payments when the overpayment occurred, and

 The income that created the overpayment was included in figuring the amount of the Medicaid or State Supplementary Assistance benefit at the time it was incorrectly paid. Relocation Assistance 20 CFR 416.1124(b) Exclude relocation assistance provided to owners, tenants, or occupants who were displaced when real property was acquired by a federal, state, or local government-assisted project. Do not count:

 Moving expenses.

 Losses of tangible property.

 Expenses of looking for replacement business or farm.

 Displacement allowances.

 Amounts required to replace a dwelling.

 Compensation for increased interest costs.

 Closing costs on a replacement dwelling.

 Rental expenses for displaced tenants.

 Amounts for down payments on replacement housing.

 Mortgage insurance through federal programs, waiving requirements such as age, physical condition, or personal characteristics that borrowers must usually meet.