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jagross1962 Asked February 2017

Will it hurt my mother's Medicaid benefits if I claim her as a dependent on my income taxes?

pamstegma Feb 2017
Don't claim her. When she recertifies, they will ask if she is claimed as a dependent. She then has to declare the dollar value of your support. As a result she will probably lose Medicaid.

97yroldmom Feb 2017
Medicare provides home health as part of Medicare coverage. It's ordered when needed by her dr. Look at her insurance card. Call the phone number on the card if you need more affirmation that she is on Medicare or Medicaid. Then see if she meets the IRS requirements. If she is on Medicare there is nothing to lose. If she is on Medicaid that may also be true since she lives in your home and you pay more than half her support etc. Which has been mentioned you can find the requirements on the IRS website.

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Sunnygirl1 Feb 2017
I'd check with an expert on Medicaid ref. that issue, but, also with a tax expert on the tax issue. If you go to the IRS website, they have requirements for claiming a non-child relative. It looks like they can't make more than $4050.00 per year. That's more than that based on her income. I'm no expert, but, you should be able to find your answers . I hope you'll get some more responses here too.

Also, I'd look into how your mom's income was calculated when she qualified for Medicaid.  They may look at income for the household, so I'd ask if you claim her, would they then count your income when it's time for her eligibility review.  That normally happens once a year.  ALSO, are you sure the benefits that she's getting is not through Medicare and not Medicaid? 

jagross1962 Feb 2017
She lives with my wife and I full-time. She only gets 700/mo in social security. We meet all of the irs guidelines. Her concern is that if i claim her she will lose her occasional visit from a nurse and supply coverage.

97yroldmom Feb 2017
Just curious. How could you claim her? Does she live with you? Do you provide the required support for your mom that the IRS requires in order to claim her? I don't know about Medicaids rules but I'm sure someone who does will answer.

Sunnygirl1 Feb 2017
I hope someone can respond to your questions. Have you confirmed that your mom qualifies for you to claim her according to IRS guidelines? Are you referring to Medicaid Medical or Medicaid Long Term Care or both? Is her total annual income less than $4050.?

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