- TO:
- ALL FAMILY SUPPORT DIVISION OFFICES
- FROM:
- PATRICK LUEBBERING, ACTING DIRECTOR
- SUBJECT:
- REQUESTING TAX FILING STATUS AND RELATIONSHIPS
- MANUAL REVISION #53
- 1805.030.10
DISCUSSION:
This memorandum provides updates made to MAGI Policy Manual, 1805.030.10 MAGI Household Composition.
The update includes using tax filing and non-tax filer rules to determine each individual’s household composition and how and when to request clarification when the tax filing status is questionable or unknown.
Self-attestation is acceptable for tax filing status. It is appropriate to send an IM-31A to request clarification on the tax filing status when:
- The tax filing status is questionable, or
- FSD does not know the tax filing status.
If the individual fails to provide the request for clarification, the application should be rejected for failure to cooperate.
NECESSARY ACTION:
Review this memorandum with appropriate staff.
PL/ks