What does this Job Aid help with?
Interfaces
What is the title of this Job Aid and it's purpose?
Job Aid 35: Tax Filer Relationships in ASPEN. The purpose of this Job Aid is to assist in entering information into Data Collection when determining Tax Filer vs. Non -Tax Filer status, and to understand the difference between the two for Medicaid purposes.
Is this found in Job Aid 35? "For individuals who do NOT plan to file an income tax return, “NO” would be selected in the drop-down box next to the question, “Do you plan to file a federal income tax return next year?”.
TRUE
What is this Target Training's purpose and what does it help with?
Target Training 04: MAGI Federal Deductions. This Target Training helps in identifying Federal deductions on paychecks, documenting identifiable allowable deductions and, if any, conversations with applicant/recipients regarding MAGI (Modified Adjusted Gross Income) Federal Deductions.
In which resource is this located (with page number)? "Household must have a relative child in the home under the age of 18 (5th degree of relation if not the parent)."
MAD 222: COE 200 - Parent Caretaker
What is the frequency or response time for a SOLQ report?
Upon request (Real-time)
On WHAT PAGE of this Job Aid can you find information about Households that have a legal spouse and are planning to file a federal tax return but do NOT plan to file jointly. Also, what do the questions on the ASPEN screenshots on this page of the Job Aid determine?
Page 4. These questions help determine household composition for ACA Medicaid cases. If an individual is being claimed as a tax dependent from anyone outside of the household, that person is a Non-filer.
The following statement: “Does the Individual expect to be claimed as a tax dependent?” is “Yes,” follow the chart to “Does the Individual expect to be claimed as a tax dependent by someone outside the home?” can be found in Job Aid 37: Reasonable Compatibility.
FALSE. This statement is found in Job Aid 34: Building the Household MAGI Medicaid.
Where can Allowable Federal Deductions be found?
These allowable deductions can be found in QuiKGuide using the following pathway. QuiKGuide > Program Introduction > New Mexico Medical Assistance Programs > Affordable Care Act Categories/MAGI > Financials.
Find where this statement is located (with page number): "Enter the last day of the certification period in the Last month to count income. The application date in our example is 10/2021 so we will use 9/30/2022. ASPEN will not count this income the month after this date."
Target Training 12: Contract Employment Income page 8.
How do you navigate to the Prisoner Match interface in ASPEN?
Left Navigation > Interfaces > Prisoner Match
What are the three categories for Tax Filers and how are they defined?
Tax Filers, Tax Dependents, and Non-filers.
Tax Filer: A tax filer is the individual who intends to file a tax return for the tax year of the eligibility determination, and who does not expect to be claimed as a tax dependent on someone else's taxes.
Tax Dependent: A tax dependent expects to be claimed as a tax dependent by another taxpayer on his or her tax return for the tax year of the eligibility determination.
Non-Tax Filer: A non-filer is an individual in the household who does not intend to file taxes and who cannot be claimed as a tax dependent.
The following statement can be found in Job Aid 08: Interfaces: "The report is broken down into multiple sections with a selection of codes and definitions more commonly found within the report."
FALSE. This statement can be found in Job Aid 30: Request and View SOLQ Report Process Steps.
How can we help every applicant the best we can in regards to reviewing an application?
This is found on Page 7. For us to help every applicant the best we can, it is very important to review the application and supporting documents/information closely for potential allowable deductions. For example, if deductions are not reported but are listed in the applicant/recipient’s pay stub, document what was discovered on the pay stub and enter the identified allowable deduction in ASPEN.
What is the first step in requesting verification and where can this information be found (with page number)?
Step #1: Is the verification required for the specific benefit program?
• Verification shall be requested only when necessary to establish a specific eligibility factor or benefit amount for a program and is not available or acceptable from an electronic data source. ISD shall only request verification which is necessary to establish eligibility or benefit amounts for the program(s) for which the applicant/recipient has applied for.
• For some types of verification, self-attestation/client statement, without additional verification may be accepted.
• One document/type of verification may be used for multiple categories. To the extent possible, ISD shall use a document/verification to establish more than one eligibility factor.
• Non-applicants shall not be required to submit verification.
(found in the Verification Matrix Tool page 1)
What is the use of the New Hire interface in ASPEN?
This interface sends an alert when someone has been hired.
Where can you find this statement on this Job Aid? and finish this sentence: "When there are two parents present on the case who plan to file jointly, claiming the children as dependents together."
Page 2. "you need to mark both parents in the relationship screen as claiming the children as tax dependents."
Complete statement: "Note: When there are two parents present on the case who plan to file jointly, claiming the children as dependents together, you need to mark both parents in the relationship screen as claiming the children as tax dependents."
Determine where this statement originates from, and is it true of false that "Eligible even if children have other health insurance or have voluntarily dropped insurance"
MAD 222. TRUE.
What is the next step once you identify federal deductions on the pay stubs and confirm with the applicant/recipient?
Once you identify them on the pay stubs, confirm with the applicant/recipient. Let them know the Federal deductions listed on their paycheck are deductions that are allowed for MAGI. (found on page 2)
What are types of earned income and in what resource can this information be found (and page number)?
Earned Income includes, but is not limited to: wages, salaries, bonuses/commissions, overtime, holiday pay,. (*Future trainings will address earned income types not mentioned here.)
This can be found in Target Training 02: How to Read Pay Stubs (page 2)
Where can you find this Job Aid specifically? (Platform and location on the page and section.)
QuikGuide. Within the QuikGuide, you would go to the Left Navigation > News You Can Use > Job Aids > Job Aid 08.
Where can this statement be found on this Job Aid? “Will you file a joint return with your spouse” and what would be the correct action to take for this question in ASPEN?
Page 3. “Yes” will be the selection for the field, “Will you file a joint return with your spouse”, when there is a legal spouse in the case and plan to file jointly.
Process the MAD 313 (Notification of Birth form) or process failed Baby Bot tasks within 10 days of receipt as required by 8.231.600.10 NMAC. (Also determine where this statement can be found)
FALSE. Baby Bot tasks within 3 DAYS of receipt as required by 8.231.600.10 NMAC. This information can be found page 1 of Target Training 01: Correctly Adding a Newborn to a Medicaid Case.
What do you select if the client has a valid Federal Tax Deduction that is not listed in the ASPEN drop-down list or has an additional deduction that has already been used?
You will select "Other" from the list, and document the type of deduction in case comments. (found on page 5)
What are the exceptions to cancellation of debt income and where can this information be found (with page number)?
This can be found in Countable Income/Not Countable Income for MAGI COEs (page 2).
1. Amounts canceled as gifts, bequests, devises, or inheritances
2. Certain qualified student loans canceled under the loan provisions that the loans would be canceled if you work for a certain period of time in certain professions for a broad class of employers
3. Certain other education loan repayment or loan forgiveness programs to help provide health services in certain areas.
4. Amounts of canceled debt that would be deductible if you, as a cash basis taxpayer, paid it
5. A qualified purchase price reduction given by the seller of property to the buyer
6. Any Pay-for-Performance Success Payments that reduce the principal balance of your home mortgage under the Home Affordable Modification Program
7. Amounts from student loans discharged on the account of death or total and permanent disability of the student. (Exception for tax years 2018 through 2025.)