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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A flagged parent married to an unflagged spouse takes the couple rate, so 20 CFR 416.1166(e)(1) holds. With parent ids, only a child's named parents and their spouses are flagged. The parent's test takes child allocations first. Missouri keeps its stepparent exclusion and parent allowance. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
PR Review: Deem income from a disabled parent who is not eligible for SSISummaryThe core reading is right. 20 CFR 416.1160(d) defines an ineligible parent as "a natural or adoptive parent, or the spouse ... of a natural or adoptive parent, who lives with you and is not eligible for SSI benefits." Nothing in it exempts an aged, blind or disabled (ABD) parent, so main's rule that an ABD parent never deems was wrong. POMS SI 01320.630 A covers exactly this group: "When a parent or parents have filed for SSI, but are ineligible (or become ineligible) because of excess income, use the following rules to determine eligibility and payment amount for the eligible child(ren)." After this PR:
One point is critical. The parent's test and the parental allocation use the federal benefit rate alone. In states where SSA administers the state supplement (California most of all), a parent who still gets that supplement is a Title XVI recipient. Binding regulation excludes their income from deeming, and the 416.1166 sentence the PR relies on defines "SSI benefits" to include the supplement. This regresses single disabled parents in California against main. It also leaves the California integration case the PR edits wrong. Two points are SHOULD:
I hand-checked 15 expectations, ran the PR head on four extra households, and checked the two unpinned terms by deleting them. Critical (must fix)
Should address
Suggestions
Verified correct
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Verdict: REQUEST_CHANGES |
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Requesting changes: 1 critical (the parent test and allocation ignore the federally administered state supplement, so in California a disabled parent still due SSP is treated as an ineligible parent and their income is deemed: the child's SSI falls from $11,928 to $10,336, and the edited Case 6 expects $0 where 416.1166 gives about $7,048), 2 should (a spouse filing elsewhere gets the couple rate but their income stays out of the pool; two terms unpinned). The core 416.1160(d) reading is right. Full report in the comment above.
Fixes #10625
What and why
is_ssi_ineligible_parenttreated every aged, blind or disabled (ABD) parent as eligible for SSI, however high their income. None of a disabled parent's income reached their disabled child's SSI, so the child received the full benefit and SSI-based Medicaid.20 CFR 416.1160(d) defines an ineligible parent as one who "is not eligible for SSI benefits". The variable now tests an ABD parent's income, resources and noncitizen status, and flags a parent who fails any of them.
ssi_resources_deemed_from_ineligible_parentalready treats ABD parents this way (POMS SI 01330.310).An Ohio parent aged 45 with a $60,000 pension and a disabled child aged 10, in 2026:
The parent's tests. A joint claim, where both spouses are ABD, tests the couple's totals against the couple rate. In other cases the test adds
ssi_income_deemed_from_ineligible_spouseto the parent's own countable income, so allocations for ineligible children come first (20 CFR 416.1163(b), (d)(2)). A disabled parent whose spouse has a $22,000 pension, with one ineligible child, counts $15,796 against the $17,892 couple rate and stays eligible. The resource test uses the couple limit for a parent with a co-resident spouse (20 CFR 416.1205).is_ssi_eligiblehas no income test, anduncapped_ssi,ssi_countable_incomeand the marital income variables all depend on this variable, so the tests read the parent's own inputs and the spouse's deemed income directly.Who counts as a parent. A disabled child's parent ids settle this: the flag covers the co-resident parents the ids name and those parents' spouses. An aged grandparent with a $40,000 pension, whom the child's ids don't name, deems $0 and the child keeps $11,928. A child with no ids falls back on the tax-unit proxy (
unlinked_parent).The parent allocation.
ssi_ineligible_parent_allocationnow follows 20 CFR 416.1165(d)(3), which subtracts the couple rate "if both parents live with you" and the individual rate "if only one parent lives with you". Two ineligible spouses in one tax unit share the couple rate, as do two ineligible parents there with no spouse between them. A flagged parent takes the whole couple rate when their spouse stays eligible or files in another tax unit. Nothing then reaches the child while the spouse stays eligible, as 20 CFR 416.1166(e)(1) requires: "If you are eligible for SSI benefits after your spouse's income has been deemed to you, we do not deem any income to your child."This also changes a household type on
main. A disabled parent with no income, a non-ABD spouse with a $15,000 pension and a disabled child move from $2,832 deemed and $9,336 of child's SSI to $0 and $11,928.medicaid_optional_senior_or_disabled_unearned_income_deemed_from_ineligible_parentreads the same flag and allocation in every state but Missouri.Missouri. MHABD 0805.020.15 says "Do not deem the income of any other persons in the home, including a stepparent", and step 8 says "The parental living allowance is the SSI maximum for the number of parents in the home whose income was used in deeming." The Medicaid variable's Missouri branch limits the pool to the child's own parents through a new helper,
is_parent_of_any, and sets the allowance from the number of parents in the pool. SSI counts a parent's spouse under 416.1160(d), so the two programs differ. With a mother earning $48,000, a stepfather earning $120,000 and ids naming the mother:Order of the ineligible-child allocation. The sources disagree for a parent with excess income. 20 CFR 416.1165(b) deducts the allocation before the exclusions and the parent allocation in 416.1165(d): "We next deduct an allocation for each ineligible child in the household". POMS SI 01320.630 B.2 deducts it last: "From the amount in excess of what is required to reduce the individual's (parent) or couple's (both parents) payment to zero, subtract an allocation for each ineligible child." The model follows the regulation, and this PR leaves that formula's order unchanged. Ruled by the project lead, 2026-11-02; candidate
us:ssi-parental-child-allocation-order. In 2026 an aged parent with $4,000 of monthly wages, a disabled child and a non-disabled child deems $8,580 a year under the regulation and $5,598 under the POMS order. The orders differ only when the allocation falls on earned income.Not changed: take-up. A parent who meets every test but doesn't take up SSI still counts as eligible. #10243 raises the same question for spouses.
The PR adds no variables or parameters.
Limits.
own_children_in_householdstill counts.is_parentadds no income, and the other parent still takes the whole couple rate. A mother earning $48,000 and a stepfather earning $120,000 in Ohio deem $5,598, where the rule gives $65,598.parent_1_iddocumentation), so a stepparent the ids name directly enters Missouri's pool.ssi_couple_computation_appliesstays true onssi_claim_is_joint. This belongs to Fix SSI spousal deeming for in-kind support and for aged, blind or disabled spouses who are not eligible #10243, and the test for this household asserts only the child's SSI.is_medically_needy_for_medicaidand the parent's own (traced, not executed).Cross-PR, #10629. Once this PR and that one both merge,
medicaid_parental_medical_expense_sharereads this flag on Missouri's 209(b) route. A stepparent the flag reaches through parent ids would then count, against the MHABD 0805.020.15 note on medical expenses: "This does not include a stepparent because under Missouri law stepparents are not legally liable for the support of step children." Whichever PR merges second should handle that. Missouri doesn't reachis_medically_needy_for_medicaidtoday.Test plan
is_ssi_ineligible_parent.yamlwith 14 cases, 6 new cases infrom_ineligible_parent.yamland 3 in the Medicaid deeming YAML (Cases 4-6), with expected values worked by hand from 20 CFR 416.1160(d), 416.1163, 416.1165, 416.1166 and 416.1205, POMS SI 01320.620 D.2 and MHABD 0805.020.15. They cover the POMS household, the same pattern as 416.1166(f) Example 2, an analog of Example 1, the income limit on both sides for one parent and for a couple, both resource limits, the noncitizen test, a noncitizen parent with an eligible spouse, an ineligible child's allocation, three generations with ids, separate tax units, a default marital unit and three Missouri households.integration_tests.yamlCase 6 changes because both parents live with the child, so the couple rate applies. Income deemed to the child goes from $17,886 to $12,090 ($29,490 - $17,400), and the child's countable income from $17,646 to $11,850. Its SSI stays $0.us:ssi-parental-child-allocation-orderinsource_conflicts/candidates.yaml, as above. The register entry and the# Source conflictmarker follow the merge, as CONTRIBUTING.md#source-conflicts sets out.make format(ruff format on the changed variables)changelog.d/Test suites were not run locally; CI validates. Values were checked by hand and in one process per case.
axiom: TheAxiomFoundation/rulespec-us#2007 queued
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