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Four Steps to Forming a BadgerCare Plus MAGI Group
Step 1: Choose a target. Start with the primary person or the primary person's spouse.
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Step 2: Ask. Is the target expecting to file taxes?
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If NO, go to step 3. If YES, ask if the target will be claimed by anyone , else as a tax dependent.
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If NO, include the target, the target's spouse If YES, go to step 3. (if living in the home or filing jointly) and all of the target's tax dependents. If there is a Stor
pregnant woman in the group, include the number of expected babies (count one baby if the number of expected babies is unknown). Your MAGI group is then formed.
Step 3: Ask. Is anyone else claiming the target as a tax dependent?
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If NO, go to step 4. : If YES, ask if the tax filer is the target's parent or spouse.
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If NO, go to step 4. If YES, ask if the target lives in one household with both parents who are not filing taxes jointly?
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If YES, go to step 4. If NO, ask if the target will be claimed by a parent living outside this household?
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If YES, go to step 4. If NO, then the target's MAGI group
will be the same as his or her tax
filers group. Your MAGI group is then formed.
Step 4: Use relationship rules. If they are living in the home, include the target's spouse and his or her children under age 19. If the target is under age 19, include his or her parents and siblings under age 19 if they are living in the same household. If there is a pregnant woman in the group, include the number of expected babies (count one baby if the number of expected babies is unknown). Your MAGI group is then formed.