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Sam Ribble Case - Finalizing the Process

Answer the following questions to finalize the medical expense deduction process for Sam’s case.

1. What information do you need to add to a case note? 

2. Should you complete a DAIL/TIKL for Sam’s case? 

Yes, you should complete a DAIL/TIKL for Sam. He is exempt from a six-month renewal because he has only RSDI disability income. The TIKL will remind you to update his new certification period with the carry forward expenses.

You have completed your processing of Sam Ribble’s medical expense deduction!  Move on to the next section to learn more about changes to the medical expense deduction and updates needed at renewal. 

This is the end of the section. Click Next» to go to the next section.

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The MA-LTC Medical Expense Deduction - Training Case Scenario

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