Change to Income or Other Deductions
A change to the income a client receives or the amount of another deduction affects the medical expense deduction because the amount of income available for payment of medical expenses changes (Line D of the DHS-6059B Page 2 chart.)
When a change occurs determine the amount of income available after all other deductions are allowed. Then update the DHS-6059B with the change in income available, adjust MAXIS STAT and HC ELIG, and MMIS RSPD accordingly and send the client an updated DHS-6059C.
Example
Sam Ribble verifies in November that his health care coverage premium will increase to $500 for December.
Action:
Determine the amount of Sam’s income remaining (PDF) after the health care coverage premium and his clothing and personal needs allowance are deducted.Update the DHS-6059B (PDF) with the new income remaining amount for December through February. Based on this update, the medical expense deduction is decreased to $2,285, for December. There is more carry forward allowed for January because of this. However you may also be updating for COLA in January and would then adjust the figures accordingly. MAXIS STAT/BILS must be updated with the deduction amount change.
Once eligibility is approved, send an updated version of the DHS-6059C (PDF) to Sam to explain the updates made to his deduction.
Page 6
The MA-LTC Medical Expense Deduction - Case Maintenance