Process Step 3 - Track Expenses
The third step of the process is to complete the Medical Expense Tracking Worksheet for the LTC Income Calculation (DHS-6059B). This step was also discussed in the previous section.
As part of completing this form you must enter the client’s income on Line D. The amount you enter on this line is the net income remaining in the LTC income calculation after all other deductions but prior to the medical expense deduction. You must complete this calculation “off-line.” You may find that using the LTC Income Calculation Worksheet (PDF) is helpful in determining the net income before the medical expense deduction is allowed.
Carry forward unused medical expenses as instructed on the DHS-6059B until there is no longer an unused amount.
To Do: Complete Section 3 of Elizabeth Ribble’s Case Packet. Return to this page to check your answers.
Check your DHS-6059B against a completed version (PDF).
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The MA-LTC Medical Expense Deduction - Deduction Process