Add New Tax Relationship

See 3.6.4 MAGI Household Composition 

Related Evidence: Tax Relationship

TO ADD NEW 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. From the Integrated Case page tab> Evidence sub-tab> Dashboard folder
    2. Hover cursor over Tax Relationship hyperlink> Click Add Evidence
    3. Select the Tax Filer
    4. Click Next
    5. Complete all required fields
      1. Ensure the Received Date matches the Start Date
      2. Select the Related participant from the drop down box
    6. Click Finish
    7. Complete Verifications
    8. 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 2014) on the HoH Person Page to include:
      1. Change in Tax Relationships
      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