Detail Tax Household

WINDOW OVERVIEW:

The Tax Household is used to determine eligibility for Medicaid benefits. The formation of the Tax Household will be used to request Tax Interface information from the IRS. It will also we used to in budgeting Medicaid MAGI household composition.

Note: More than one Tax Household may be created in a Master Case in a Tax Year but a person may only be in one Tax Household in a Tax Year.

Note: The Tax Household window will be in Inquiry status when the Master Case associated with the Tax Household is checked out to the Expert System.

FIELD DESCRIPTIONS:

Master Case ID:  The system generated Master Case ID number.

Name: The Master Case name.

Tax Year: The year the Tax Household information refers to. This is a mandatory field. All of the information shown on this window reflect the selected Tax Year.  

Medicaid Persons Group Box:

All Medicaid persons in Pending or Active Status in the Master Case will display in this group box.

Last Name:  The last name of the person listed in an active/pending Medicaid case in the Master Case.

First Name:The first name of the person listed in an active/pending Medicaid case in the Master Case.

M: The middle name of the person listed in an active/pending Medicaid case in the Master Case.

Ext: The name extension (Jr. Sr., etc) of the person listed in an active/pending Medicaid case in the Master Case.

SSN: The SSN of the person listed in an active/pending Medicaid case in the Master Case. All SSNs must be verified in order to submit the Tax Household request to the IRS.

Birth Date: The date of birth of the person listed in an active/pending Medicaid case for the Master Case.

Person No: A system generated number associated to the selected person.

Tax Filing Status Group Box:

Selecting a person enables the Tax Filing Status list. Select the filing status that best describes the person's situation as reported for the Tax Year.

Tax Filing Status's are:

  • Single Tax Payer (Not a Dependent)
  • Married-Filing a Joint Return
  • Married Not filing Jointly
  • Tax Dependent of Parent
  • Tax Dependent of Other
  • No Tax Filing Status

ACTION BUTTONS:

This button will become active once a Tax Filing Status is selected. Click to add the selected person to the Tax Household group box.
This button will become active once a Tax Filing Status is selected for a person. Click this button to clear the selections made.

 

Permission: If the applicant gave tax permission on the application this field would display a Y.

Date: The date the applicant gave tax permission on the application.

No. of Years: The number of years the applicant gave tax permission on the application.

Tax Household Group Box:

Last Name: The last name of the person listed in the Tax Household.

First Name: The first name of the person listed in the Tax Household.

M: The middle initial of the person listed in the Tax Household.

Ext: The name extension (Jr. Sr., etc) of the person listed in the Tax Household.

SSN: The SSN of the person listed in the Tax Household.

Tax Filing Status: The tax filing status selection for the person listed in the Tax Household.

SSN Verified: This field indicates if the SSN for the person listed has been verified.

Person No: A system generated number associated tot he selected person.

ACTION BUTTONS:

Click this button to update/change the Tax Filing Status for a person selected in the Tax Household group box.
Click this button to remove a person from the Tax Household. The persons information will display in the Medicaid Persons group box.
Click this button to document that Tax Permissions were given by the applicant.

Click this button to submit tax information to the Federal HUB.

Note: This button is only active when the Permission field is marked with a Y.
Click this button to cancel any changes made to the Tax Household.

 

(03-2014)

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