There is currently a known issue with the creation of IBUs at EDBC. If an applicant is filing jointly with a spouse, who is coded as Permanently Out of the Home, that spouse will be incorrectly included in the IBU of the applicant who they are filing jointly with. Policy states to add the spouse of an individual or tax filer, only if they are living together.
Example: The case members are PA, SP, and 1 CH. The PA and CH are in the home. The SP is out of the home. The PA reports that they will file taxes jointly with the SP. The CH will be claimed as a dependent on the PA and SP’s joint return.
In this scenario, the PA and CH should not have the SP included in their IBU.
For situations where an applicant is filing jointly with a spouse who is not living in the household, the following workaround should be used.
If the case is a LTC and MAGI combo case then begin with Part B.
NOTE: If the SP is not in the home, it is not necessary to add the SP as a Case Person if he/she is not currently on the case. The SP does not need to be added to complete this workaround.
Navigate to the Tax List page.
Either reject the applicant’s tax record or end date the existing Married Filing Jointly tax record between the applicant and their spouse.
From the Tax List page, click the Add button to create a new tax record for the applicant.
Select the applicant who reported filing jointly with a spouse who is outside of the home from the Name drop-down.
In the Filing Status drop-down, select Married Filing Separately.
In the Dependent Name drop-down, select the dependents that the applicant reported claiming on their joint return. Click the Add button after each dependent is selected.
Set the record to Verified and enter the appropriate Begin Date based on the application that is being worked.
Click Save and Return. Return to Part B STEP 6 if processing LTC Combo case.
The authorization of an LTC recipient, who living in a facility or institution, requires the LTC recipient to be coded as In the Home. The LTC recipient is not considered to be living in the home for the case’s MAGI determination.
Navigate to the Non-Financial Data Collection page, Household Status.
Locate the spouse receiving LTC coverage and click the Edit button next to their record.
In the Living in the Home Status dropdown, select the Permanently Out of the Home option. It is not necessary to adjust the begin or end dates.
Click the Save and Return button.
Jump to Part A STEP 1.
After the MAGI determination has been completed and the EDBC saved and accepted, navigate back to the Household Status page.
Locate the LTC recipient and click the Edit button next to their record.
In the Living in the Home Status dropdown select the In the Home option.
Click the Save and Return button.
Process complete.