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ABD and Family Medically Needy: Exclude State and Federal income tax refund sand Earned Income Tax Credit payments.

Exclude the following tax credits: · Child Tax Credit; and · Renters/Homeowners Credit · TEMPORARY DISABILITY INSURANCE: ACA: Exclude disability payments paid through Workers’ Compensation. Count payments paid through an employer (considered disability payment when received prior to retirement age, and pension income once reach retirement age). ABD and Family Medically Needy: Countable, unless a reimbursement for specific costs.

UNEMPLOYMENT COMPENSATION: Countable. NOTE: Count the gross amount when child support or taxes are taken out of unemployment payments. The child support may be an allowable deduction.

VENDOR PAYMENTS (AKA IN-KIND): Benefits received in a form other than cash. Vendor payments/benefits can be earned or unearned and may be for food and/or shelter costs. Vendor payments may be paid directly to the household’s creditors or to a person/entity providing services to the household. Income or money obligated to the household from any source, even if diverted to an outside entity is considered available. See ‘Bartering’ in Section CMA 503- 1 Self-Employment Income for policy regarding in-kind services exchanged between two or more self-employment businesses.

ACA: Exclude vendor payments/in-kind income, unless it is taxable. Count taxable vendor/in-kind income. ACA Exception: Special rules apply to clergy; exclude income designated for housing that is included in their pay. Family Medically Needy: Excluded. Unearned vendor payments/in-kind income is food or shelter given to the household with no requirement to work. However, evaluate to determine if it is a contribution (e.g., the client is receiving money to buy groceries or pay rent). ABD: Count as vendor payments/in-kind income only those vendor payment/in-kind benefits received in the form of food or shelter or as something that can be used to get food or shelter (e.g. Walmart or other prepaid card that can be used to buy food).