End Tax Filing Status

When a Participant’s Tax Filing Status changes from the Tax Filer to any other status, the Eligibility Specialist performs a 3 step process:

  1. End Current Tax Filing Status evidence see steps below
  2. Add New Tax Filing Status evidence
  3. Review and adjust the Tax Relationships as needed

See:  3.6.4 MAGI Household Composition for Tax Filers

Related Evidence: Tax Filing Status, Tax Relationship

To End Current Tax Filing Status

If completing this task as part of a returned IM-1U, or if the case is Under Renewal, you must first follow steps to To Create a Manual Renewal and To Complete Manual Renewal.

    1. From the Integrated Case page> Evidence sub-tab> Dashboard folder
    2. Click Tax Filing Status hyperlink>
    3. Toggle beside the Name of the participant who needs to be edited
    4. Click List Action menu
    5. Select Edit…
    6. Complete all required fields:
      1. Case Participant: Select Participant to edit
      2. End Date: Type the date prior to the date reported
      3. Comment: Type required comment (Reference IM-#48 2014)
    7. Click Save
    8. Complete Verifications
    9. Apply, Review and Authorize Changes

NOTE: MEDES may generate an additional proposed determination, especially in cases with income changes, adding a person, or removing a person. If the system generated an additional proposed determination, you must run the Eligibility Redetermination again.

    1. Make a comment (Reference IM-#48 9/23/2014) on the HoH Person Page to include:
      1. Change in Tax Relationships and Tax Filing Status
      2. Any Coverage Changes
    2. Review Notice Queue to make sure appropriate forms generated
      1. IM-80PRE: Generates in the event of coverage changes
      2. IM-80: Generates in the event of coverage changes
      3. IM-33C: Case Action Notice

Complete Add Evidence for Tax Filing Status