Section Introduction
As was stated earlier in this module, an LTC spouse may allocate a portion of his or her income to a community spouse when the community spouse’s income is insufficient to meet his or her monthly maintenance needs. The allocation amount is used as a deduction from the LTC client’s gross income in the LTC income calculation.
The community spouse income allocation deduction is only allowed if it is actually made available to the community spouse.
This section provides the steps to follow to calculate the maximum community spouse income allocation amount, when to begin or end an allocation, and other community spouse allocation rules. The Community Spouse Income Allocation (PDF) handout highlights topics covered in this section.
Page 1
LTC Income Calculation - Community Spouse Income Allocation