Revision 09-4; Effective December 1, 2009
For the income eligibility budget, treatment of the following income exceptions is the same whether the person is in a noninstitutional or an institutional setting.
When calculating the total income for the income eligibility budget, do not consider receipt of those items detailed in Section E-1700, Things That Are Not Income. Some examples of things that are not income are:
- medical care and services that are not income;
- social services that are not income;
- sale of a resource;
- proceeds of a loan;
- mandatory payroll deductions; and
- cafeteria plan.
When calculating the total income for the income eligibility budget, do not consider receipt of those items detailed in Section E-2000, Exempt Income. Some examples of exempt income are:
- income exempt under federal laws;
- exempt income for Native Americans;
- earned income tax credits; and
- certain educational assistance.
When calculating the total income for the income eligibility budget, do not consider receipt of income that meets the definition of irregular or infrequent detailed in Section E-9000, Infrequent or Irregular Income. Take special note of interest and dividend treatment detailed in:
- Section E-3331, Interest and Dividends
- Section E-3331.1, Treatment of Interest/Dividends on Fully Countable Resources
- Section E-3331.2, Treatment of Interest/Dividends on Certain Excluded or Partially Excluded Resources
- Section E-3331.3, Treatment of Interest/Dividends on All Other Resources