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Children Pregnant Woman Caretaker Relative TMA – 2nd extension Adult KidsCare |
The customer lives with her daughter, age 17, and granddaughter, age 1.
The customer is a tax filer and claims her daughter and granddaughter as dependents. The customer earns $2,200 per month. Her daughter earns $300 per month. The daughter’s income is expected to be too low to have to file a tax return.
The customer’s budget group = Self, daughter, and granddaughter. The daughter’s income is below the tax filing threshold, she is the customer’s child, and they are both in the budget group. Since all three conditions are met, the daughter’s income is not counted in the customer’s budget. Total monthly income counted is $2,200 (the customer’s monthly income).
The daughter’s budget group = The customer, self, and granddaughter. The daughter’s income is below the tax filing threshold, she is the customer’s child, and they are both in the budget group. Since all three conditions are met, the daughter’s income is not counted in her own budget. Total monthly income counted is $2,200 (The customer’s monthly income).
The granddaughter’s budget group = Daughter and self. The daughter’s income is still below the tax filing threshold, and she is under 19, but her parent (the customer) is not part of the granddaughter’s budget group. So, the daughter’s income is counted in the granddaughter’s budget. Total monthly income counted is $300 (The daughter’s monthly income).
The customer, age 42, is a tax filer and claims her mother, age 63, as a tax dependent.
The customer makes about $1,300 a month from her job while her mother’s income is $200 a month from her part-time job. The mother’s income is expected to be too low to have to file a tax return.
The customer’s budget group = Self and mother. The mother is the customer’s tax dependent, her income is below the tax filing threshold, and they are both in the budget group. Since all three conditions are met, the mother’s income is not counted in the customer’s budget. Total monthly income counted is $1,300.
The mother’s budget group = Self. The mother is the customer’s tax dependent, her income is still below the tax filing threshold, but the customer is not part of the mother’s budget group. The mother's income is counted in her own budget. Total monthly income counted is $200.