MaxGhenis · Oct 11, 2026 · Oct 11, 2026
diff --git a/changelog.d/dependent-magi-filing-requirement.fixed.md b/changelog.d/dependent-magi-filing-requirement.fixed.md
@@ -0,0 +1 @@
+Count a dependent's modified AGI in premium tax credit and Medicaid/CHIP household income only when the dependent is required to file, and keep each person's Social Security in their own MAGI, so a child's survivor benefits or tax-exempt interest no longer raise household income unless the child must file.
diff --git a/policyengine_us/parameters/gov/hhs/medicaid/income/modification.yaml b/policyengine_us/parameters/gov/hhs/medicaid/income/modification.yaml
@@ -4,7 +4,8 @@ values:
     # Form 2555 lines 45 and 50 (Form 8962 Worksheet 1-1 line 3).
     - section_911_excluded_income
     - tax_exempt_interest_income
-    - tax_exempt_social_security
+    # Each person's own benefits, so a dependent's stay with the dependent.
+    - tax_exempt_social_security_person
 metadata:
   unit: list
   label: Medicaid/CHIP/ACA-related MAGI additions over AGI
Original file line number	Diff line number	Diff line change
		@@ -0,0 +1 @@
		Count a dependent's modified AGI in premium tax credit and Medicaid/CHIP household income only when the dependent is required to file, and keep each person's Social Security in their own MAGI, so a child's survivor benefits or tax-exempt interest no longer raise household income unless the child must file.