End Current Tax Relationships

TO END CURRENT TAX RELATIONSHIPS

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. 1. From the Integrated Case page tab> Evidence sub-tab> Dashboard folder
   2. Click Tax Relationships hyperlink
   3. Toggle open participant to access List Actions menu
   4. Select Edit
   5. Select appropriate person from Related drop down box
   6. Enter End Date

NOTE: This is the date prior to the date reported

1. 7. Click Save
   8. Close the Tax Relationship page tab

NOTE: If the participant is changed back to the tax filer, the tax relationship will need to be re-established.

1. 10. Complete Verifications
   11. 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. 12. Make a comment on the HoH Person Page to include:
       1. Participant for whom the tax relationship is changing
       2. Explanation of why the tax relationship changed
       3. Any Coverage Changes
   13. 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