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Deem income from a disabled parent who is not eligible for SSI - #10630

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@hua7450 hua7450 commented Nov 2, 2026 •

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Fixes #10625

What and why

is_ssi_ineligible_parent treated 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_parent already 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:

Parent Income deemed to child Child's SSI before Child's SSI after
Not disabled $47,832 $0 $0
Disabled, $60,000 pension $47,832 $11,928 $0
Disabled, no income $0 $11,928 $11,928

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_spouse to 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_eligible has no income test, and uncapped_ssi, ssi_countable_income and 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_allocation now 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_parent reads 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:

Program Calculation Deemed to child
SSI (168,000 - 240 - 780) / 2 - 17,892 $65,598
Missouri Medicaid (48,000 - 240 - 780) / 2 - 11,928 $11,562

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.

  • No ids, who is a parent. The tax-unit proxy can't tell a grandparent or an unrelated parent from the child's parent, so a grandparent in the child's tax unit with own_children_in_household still counts.
  • No ids, stepparent. A stepparent who isn't is_parent adds 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.
  • Separate filers. The income pool sums flagged members of the child's tax unit. A spouse filing elsewhere adds no income while the couple rate still applies, so that result holds only when the spouse has no income.
  • Missouri, named stepparent. Parent ids name natural, adoptive and step parents alike (parent_1_id documentation), so a stepparent the ids name directly enters Missouri's pool.
  • Missouri, tax-unit pool. Two disabled children, one each of a mother earning $48,000 and a stepfather earning $120,000, get $32,799 each. By the manual, each child's own parent alone deems, which gives $11,562 and $47,562.
  • Missouri, exceptions. The model doesn't apply "Do not deem parental income if the parent or spouse of the parent is receiving Title XIX under a MA non-spenddown case". The $2,832 in Medicaid deeming Case 5 would be $0 if that parent holds such a case; whether Missouri places an SSI parent on one wasn't checked. The section also stops deeming from a parent receiving cash public assistance, and the formula reaches only SSI among those programs.
  • Mixed-status couple. A citizen spouse whose noncitizen spouse has a $1,400 monthly pension gets $666 a year, half the $1,332 that 20 CFR 416.1163(d)(2) gives. ssi_couple_computation_applies stays true on ssi_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.
  • Not modeled. The deeming formula doesn't count federally administered state supplements under 416.1165(e)(3), and the 416.1165(i) waiver doesn't reach the income path. A flagged ABD parent's medical expense can enter both the child's test in is_medically_needy_for_medicaid and the parent's own (traced, not executed).

Cross-PR, #10629. Once this PR and that one both merge, medicaid_parental_medical_expense_share reads 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 reach is_medically_needy_for_medicaid today.

Test plan

  • For policy changes: new is_ssi_ineligible_parent.yaml with 14 cases, 6 new cases in from_ineligible_parent.yaml and 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.yaml Case 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.
  • If this PR takes a reading where sources disagree: candidate us:ssi-parental-child-allocation-order in source_conflicts/candidates.yaml, as above. The register entry and the # Source conflict marker follow the merge, as CONTRIBUTING.md#source-conflicts sets out.
  • make format (ruff format on the changed variables)
  • Changelog fragment in 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

🤖 Generated with Claude Code

hua7450 and others added 2 commits November 2, 2026 22:18
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>
@DTrim99

DTrim99 commented Nov 5, 2026

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PR Review: Deem income from a disabled parent who is not eligible for SSI

Summary

The 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:

  • Disabled parent who isn't eligible. A disabled parent whose income, resources or noncitizen status rule out SSI now deems.
  • Eligible parent. A parent who is eligible still deems nothing (416.1165(g)(1)).
  • Eligible parent with an ineligible spouse. Here 416.1166(e)(1) holds: the flagged spouse takes the whole couple rate. For states without a federally administered supplement I checked that this is exact. If the ABD parent stays eligible, couple countable income ≤ couple rate, so the spouse's own countable income after allocations is also ≤ the couple rate, and nothing is deemed. If the ABD parent fails, both parents are flagged and pooling gives couple countable − couple rate, which is the SI 01320.620 D.2 figure.
  • Stepparents. A stepparent is reached only through a co-resident named parent (SI 01320.500 A.1).
  • Missouri. The Missouri branch matches MHABD 0805.020.15.
  • No circularity. The flag reads none of is_ssi_eligible, ssi, ssi_countable_income or the living arrangement, so there is no cycle. CI is green.

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:

  1. The couple rate is now subtracted for a spouse who files elsewhere while that spouse's income stays out of the pool. When that spouse has income, the result moves further from the law than main.
  2. Two terms are not pinned by any test.

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)

  1. is_ssi_ineligible_parent.py:47–52 and ssi_ineligible_parent_allocation.py:38–47: the federally administered state supplement is ignored on the parent side.
    • Benefit rate. The parent's income test compares countable income with p.amount.couple or p.amount.individual only. The allocation subtracts only the federal rate.
    • Supplement counts as a PIM payment. 20 CFR 416.1142(a)(2) lists among public income-maintenance payments those made under "Title XVI of the Social Security Act (SSI, including federally administered State supplements ...)".
    • Its income is excluded from deeming. 20 CFR 416.1161(a)(2) says we do not include, for an ineligible spouse or parent, "Any public income-maintenance payments your ineligible spouse or parent receives, and any income which was counted or excluded in figuring the amount of that payment."
    • 416.1166 includes the supplement. The opening paragraph of 20 CFR 416.1166 says: "For the purpose of this section, SSI benefits include any federally administered State supplement." (e)(2) deems only the spouse's income "which was not used to reduce your SSI benefits to zero."
    • POMS SI 01320.620. B.6 says: "if the parent is eligible for a federally-administered State supplement, that State supplement must be reduced to zero before deeming any excess income to the eligible child(ren)". C.3 says: "any income in excess of the amount required to reduce the parent's FBR and any federally administered State supplement to zero is deemed to the child".
    • POMS SI 01320.630. B.1 says, for a single or two-parent case: "If a benefit is payable, there is no income to deem to the child(ren) ... Only the countable income in excess of what is required to reduce the parents' FBR and any Federally-administered State supplement to zero is available for deeming."
    • Reproduced at the PR head: California 2026, a single disabled parent aged 45 with a $14,000 pension and a disabled child aged 10.
      • The parent's countable income is $13,760, or $1,146.67 a month. That is above the $994 federal rate but below California's $1,233.94 SSI/SSP standard, so the parent is due $87.27 a month ($1,047.28 a year) of SSA-administered supplement.
      • The same simulation pays this unit $2,214.52 of ca_state_supplement.
      • Even so, the PR flags the parent and deems $13,760 − $11,928 = $1,832. The child's SSI falls from $11,928 on main to $10,336.
      • By the rules above, nothing should be deemed, so main was right for this household and the PR regresses it.
      • Above the band, the PR deems the supplement amount too much.
    • California 2026, married: a disabled parent with no income, a spouse earning $40,000 and a disabled child.
      • Couple countable income is $19,490, or $1,624.17 a month. That is below the $2,098.83 couple SSI/SSP standard, so the parent is still due supplement and 416.1166 deems nothing.
      • The PR deems $1,598, and the child's SSI is $10,570. Main deemed $7,562, so the PR is closer to the law but still wrong.
    • integration_tests.yaml Case 6 (line 202), which this PR edits.
      • This is California, 2025. Couple countable income is $2,457.50 a month, against the model's own $2,057.83 couple SSI/SSP standard. So 416.1166(e)(2) deems about $399.67 a month: $4,796.04 a year. The child's countable income is then $4,556.04, and the child's SSI about $11,604 − $4,556.04 = $7,047.96.
      • The edited expectation ([0, 0, 12_090] at line 241, child SSI $0) subtracts only the federal couple rate. The figure above uses the model's California couple standard; SSA's level for this living arrangement is in POMS SI 01415.058.
    • What the documentation says. The PR body's "Not modeled" bullet lists only the child-side cap in 416.1165(e)(3). The rulespec-us issue lists "the federally administered State supplement in 416.1165(e)(3) and 416.1166" as out of scope. Even so, its companion case 22 asserts the federal-rate-only California figure.
    • Fix.
      • Add the parent's federally administered supplement standard to the benefit rate in the parent's test and to the parental allocation, as SI 01320.620 C.3 and SI 01320.630 B.1 do. The tree already carries the California, Hawaii, Rhode Island and other levels from POMS SI 01415.058.
      • Read those parameters directly. The state supplement variables reach this flag through meets_ssi_resource_test → ssi_resources_deemed_from_ineligible_parent → ssi_countable_income, so reading them would create a cycle.
      • If that is out of scope here, at minimum don't flag an ABD parent on income alone in states where SSA administers the supplement, which keeps main's correct result in the band. Then document the remaining gap in the PR body.
      • Either way, move integration Case 6 out of California or assert the 416.1166 result. Add a California case in is_ssi_ineligible_parent.yaml on each side of the SSI/SSP standard, and update rulespec-us#2007 to match.

Should address

  1. ssi_ineligible_parent_allocation.py:43 with ssi_unearned_income_deemed_from_ineligible_parent.py:22, 33: a spouse filing elsewhere gets the couple rate, but their income stays out of the pool.

    • The has_spouse branch gives the flagged parent the whole couple rate when the spouse is in another tax unit. The deeming pool, however, still sums only the child's tax unit.
    • With ids naming the mother, a mother earning $48,000 in the child's tax unit and a father earning $30,000 in his own (Ohio, 2026) give:
      • Law (416.1160(d), 416.1165(d)(3)(i)): (78,000 − 240 − 780) / 2 − 17,892 = $20,598.
      • Main: (48,000 − 240 − 780) / 2 − 11,928 = $11,562.
      • PR, as run at the head: 23,490 − 17,892 = $5,598. The child's SSI is $6,570.
    • The PR is exact only when that spouse has no income, which the "Separate filers" limit admits. Otherwise it widens main's error from $9,036 to $15,000.
    • The resource side already handles this case. _ssi_unlinked_parental_resource_pool adds "spouses who file elsewhere" to the deemors.
    • Fix: add a flagged co-resident spouse's earned and unearned income to the pool wherever that spouse files. Pin it with this household.
  2. Two terms that no test pins.

    • is_ssi_ineligible_parent.py:65–66: | person("is_ssi_qualified_noncitizen", period). Every noncitizen ABD parent in the tests fails the qualified-noncitizen test.
    • ssi_ineligible_parent_allocation.py:44: count_ineligible_parents == 2 → couple / 2, for two ineligible parents in one tax unit with no spouse between them. The PR body claims this case ("as do two ineligible parents there with no spouse between them"), but every two-parent test pair is a married couple and takes the first branch.
    • I deleted both terms and ran the PR's four test files plus the NH, NV, OK, PA and WY supplement files that assert parental deeming. All 161 cases still pass.
    • Fix: add a disabled permanent-resident parent with 40 qualifying quarters and no income (not flagged, deems $0, child $11,928). Also add two unmarried co-parents whose ids are named by the child, in one tax unit (couple rate shared, $8,946 each).

Suggestions

  1. Public income-maintenance exclusion (pre-existing, model-wide).
    • 416.1165(d) says: "We do not deduct an allocation for a parent who is receiving public income-maintenance payments". 416.1161(a)(2)–(3) also excludes the income used to compute such a payment.
    • POMS SI 01320.141 A lists TANF, Title XVI (including federally administered and mandatory state supplements), need-based state and local assistance and, "effective 9/30/2024", SNAP. SI 01320.500 B.4 repeats the no-allowance exception.
    • Neither the model's spouse deeming nor its parent deeming applies this exclusion. Main never did either. This PR rewrites the (d)(3) allocation but not the (d) exception.
    • Since SNAP counts, the exclusion would zero deeming for many low-income families with a disabled child, so it deserves its own issue. Drop the allowance only together with the income exclusion: dropping it alone would deem more.
  2. Resource test (is_ssi_ineligible_parent.py:59–61).
    • person.marital_unit.sum(resources) also sums a child's resources when the situation has no marital units: the default unit holds everyone, as in Case 14. resources + where(spouse >= 0, resources[spouse], 0) uses the spouse index the line already computes.
    • meets_ssi_resource_test counts a non-ABD spouse's ssi_resources_for_deeming, which carries the 416.1202(a)(2)–(3) military exclusions, not ssi_countable_resources.
  3. Candidate us:ssi-parental-child-allocation-order (source_conflicts/candidates.yaml:10843).
    • years: 2026–2026 understates the conflict. The formula is undated, and both sources apply every year.
    • The Medicaid deeming variable follows the same order and could be listed under pe_us.code.
    • The note could also say that SI 01320.630 is the manual's instruction for exactly the parents this PR newly flags: parents "ineligible because of excess income". SI 01320.500 C, the general procedure, uses the regulation's order.
  4. ssi_ineligible_parent_allocation.py:15. The documentation string "The amount of income that SSI does not to SSI claimants." is garbled. Fix it while touching the file.
  5. Medical expenses. As the PR body notes, a flagged ABD parent's expense can now enter both the child's and the parent's own test in is_medically_needy_for_medicaid. Worth an issue, so the same expense isn't deducted twice.
  6. Take-up. Treating an eligible parent who doesn't take up SSI as eligible is a reasonable, documented choice. 416.305 makes an application a condition of eligibility, so note that in the variable's comment, next to the link to Fix SSI spousal deeming for in-kind support and for aged, blind or disabled spouses who are not eligible #10243.

Verified correct

  • Definition and test.
    • 416.1160(d), 416.1165 and 416.1166 were read in the current eCFR. POMS SI 01320.500, .620, .630 and .141 were read at SSA.
    • An ABD parent is tested on own income (or the couple's on a joint claim, or own plus spouse-deemed under 416.1163(d)(2)), against the individual or couple rate. "Not more than" at the boundary matches 42 USC 1382(a)(1)(A) and 416.1163(d)(1).
    • The parent's resources are tested against the couple limit with a spouse (416.1205(a)–(c)). The noncitizen gate is the same as in is_ssi_eligible.
  • Who deems.
    • Parents are taken from parent ids, which are limited to the eligible child's own parents through the new children argument of linked_child_count. A spouse counts only when the named parent is co-resident.
    • Without ids, the tax-unit proxy matches main.
    • The grandparent case (Case 12) and the stepfather's-own-child case (Missouri Case 6) pin the children filter.
  • Allocation. Allocations follow 416.1165(d)(3)(i)–(ii) and SI 01320.500 B.4: the couple rate for both parents or for a parent and spouse, the individual rate for one. An unmarried co-parent alongside an SSI parent gets the individual rate, which matches the PIM exception in SI 01320.500 B.4 and SI 01320.141 B.
  • Resource deeming. ssi_resources_deemed_from_ineligible_parent (416.1202(b)) is unchanged and consistent: Case 11 deems the $1 excess.
  • Missouri. "Do not deem the income of any other persons in the home, including a stepparent", step 1's allocation for "each minor child ... not applying for MA", and step 8's allowance "for the number of parents in the home whose income was used in deeming" are all implemented. The two exceptions are documented as not modeled.
  • Code health.
    • Index lookups on −1 are guarded, and periods are YEAR throughout.
    • No new state-gated int or enum key is added (the NH Add New Hampshire state supplementation for 2026 #10156 pattern does not apply).
    • The Cornell anchors #d, #d_3 and #e_1 resolve.
    • The changelog fragment is a top-level .fixed.md.
    • The new tests are in the variable-named is_ssi_ineligible_parent.yaml.
    • No added comment matches the source-conflict ratchet's patterns. The allocation-order conflict is recorded as a ruled candidate.
  • Partner tests. The PR edits no partner test file, and they pass at the head. Since the merge base, main has changed three partner files (CDCC, EITC, CA state supplement). None has a household with parental deeming. No partner gate is needed.
  • Hand checks (2026 rates of $994 and $1,491 unless noted):
    1. Case 2: 60,000 − 240 = 59,760 > 11,928; deemed 59,760 − 11,928 = 47,832; the child's 47,592 > 11,928, so SSI is $0.
    2. Cases 4/5: 12,168 − 240 = 11,928, equal to the rate, so not flagged. 12,169 gives 11,929, so flagged.
    3. Case 8: 20,000 − 240 = 19,760; 19,760 − 17,892 = 1,868; 11,928 − (1,868 − 240) = 10,300.
    4. Case 9: 14,760 ≤ 17,892; (17,892 − 14,760) / 2 = 1,566 each.
    5. Cases 10/11: 2,500 ≤ 3,000, so not flagged. 3,001 > 3,000, so flagged, with $1 of resources deemed and the child's SSI kept at 11,928.
    6. Case 13: (1,491 − 994) × 12 = 5,964; 22,000 − 5,964 − 240 = 15,796 ≤ 17,892; parent's SSI 17,892 − 15,796 = 2,096.
    7. POMS household (2025): (3,350 − 20 − 65) / 2 = 1,632.50 > 1,450; deemed 182.50 × 12 = 2,190; child (182.50 − 20) × 12 = 1,950; SSI (967 − 162.50) × 12 = 9,654; parent's countable 1,632.50 × 12 = 19,590.
    8. Example 1 analog: (3,000 − 85) / 2 = 1,457.50 ≤ 1,491; SSI (1,491 − 1,457.50) × 12 = 402; countable 17,490.
    9. Noncitizen boundary: 18,132 / 12 − 20 = 1,491, equal to the rate, so the spouse stays eligible and $0 is deemed. 18,144 gives 1,492, so (1,492 − 1,491) × 12 = 12 deemed, which the child's $240 exclusion covers.
    10. Separate tax units: (48,000 − 240 − 780) / 2 = 23,490; 23,490 − 17,892 = 5,598; 5,598 − 240 = 5,358; 11,928 − 5,358 = 6,570.
    11. Missouri Case 4: SSI (168,000 − 1,020) / 2 − 17,892 = 65,598; Missouri (48,000 − 1,020) / 2 − 11,928 = 11,562.
    12. Missouri Case 5: 15,000 − 240 = 14,760 ≤ 17,892, so SSI deems 0; Missouri 14,760 − 11,928 = 2,832.
    13. Missouri Case 6: SSI (168,000 − 5,964 − 1,020) / 2 − 17,892 = 62,616; Missouri (48,000 − 5,964 − 1,020) / 2 − 11,928 = 8,580.
    14. Integration Case 6 (2025): 29,490 − 17,400 = 12,090; 12,090 − 240 = 11,850 > 11,604. The arithmetic is right, but the law is wrong; see Critical 1.
    15. Candidate example: regulation (48,000 − 5,964 − 1,020) / 2 − 11,928 = 8,580; POMS (48,000 − 1,020) / 2 − 11,928 − 5,964 = 5,598.

Axiom line assessment

axiom: TheAxiomFoundation/rulespec-us#2007 queued is valid.

  • The issue is OPEN and labelled pe-parity, and it names head ad5aaee77f.
  • It is dispatch-ready: it has module paths, corpus citation paths with status, verbatim 416.1160(d), 416.1163, 416.1165, 416.1166, 416.1205, the POMS sections and MHABD 0805.020.15, required outputs, and 26 hand-derived companion cases.
  • The blockers are recorded: sources missing from the bundles, and billed runs needing approval.
  • When Critical 1 is fixed, update the scope line ("Out of scope: the federally administered State supplement in ... 416.1166") and companion case 22.

CI status

All 34 checks pass at ad5aaee77f (re-checked with gh pr checks 10630). None is pending.

Branch status

  • The branch is 87 commits behind main and 4 ahead (2 authored commits and 2 merges of main).
  • git merge-tree --write-tree PolicyEngine/main ad5aaee77f is clean.
  • Main has since changed source_conflicts/candidates.yaml, which merges cleanly. It has also merged Compute the California state supplement per person #10601 ("Compute the California state supplement per person"). The California supplement figure in Critical 1 is from the PR head. After Compute the California state supplement per person #10601, the parent's own supplement in that household is 12 × 1,233.94 − 13,760 = $1,047.28. Re-run CI after merging main.

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.

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SSI: deem income from an aged, blind or disabled parent who is not eligible for SSI

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