N.M. Admin. Code § 8.200.510.12

Current through Register Vol. 35, No. 23, December 10, 2024
Section 8.200.510.12 - POST-ELIGIBILITY CALCULATION (MEDICAL CARE CREDIT)

Apply applicable deductions in the order listed below when determining the medical care credit for an institutionalized spouse.

DEDUCTION

AMOUNT

A.

Personal needs allowance for institutionalized spouse: July 1, 2023

$91

B.

Minimum monthly maintenance needs allowance (MMMNA): July 1, 2023

$2,465

C. The community spouse monthly income allowance (CSMIA) is calculated by subtracting the community spouse's gross income from the MMMNA:
(1) If allowable shelter expenses of the community spouse exceeds the minimum allowance then deduct an excess shelter allowance from community spouse's income that includes: expenses for rent; mortgage (including interest and principal); taxes and insurance; any maintenance charge for a condominium or cooperative; and an amount for utilities (if not part of maintenance charge above); use the standard utility allowance (SUA) deduction used in the food stamp program for the utility allowance.

July 1, 2023

$740

(2) Excess shelter allowance may not exceed the maximum:

(a)

Jan. 1, 2024

$1,388.50

(b)

July 1, 2023

$1,251

(c)

Jan. 1, 2023

$1,427

(d)

July 1, 2022

$1,146

(e)

Jan. 1, 2022

$1,257

(f)

July 1, 2021

$1,082

(g)

Jan. 1, 2021

$1,105

D. Any extra maintenance allowance ordered by a court of jurisdiction or a state administrative hearing officer.
E. Dependent family member income allowance (if applicable) calculated as follows: 1/3 X MMMNA - dependent member's income).
F. Non-covered medical expenses.
G. The maximum total of the community spouse monthly income allowance and excess shelter deduction may not exceed $3,853.50.

N.M. Admin. Code § 8.200.510.12

1-1-95, 7-1-95, 3-30-96, 8-31-96, 4-1-97, 6-30-97, 4-30-98, 6-30-98, 1-1-99, 7-1-99, 7-1-00; 8.200.510.12 NMAC - Rn, 8 NMAC 4.MAD.510.2 & A, 1-1-01, 7-1-01; A, 1-1-02; A, 7-1-02; A, 1-1-03; A, 7-1-03; A, 1-1-04; A, 7-1-04; A, 1-1-05; A, 7-1-05; A, 1-1-06; A, 7-1-06; A, 1-1-07; A, 7-1-07; A, 1-1-08; A, 7-1-08, A, 1-1-09, A, 4-1-09; A, 7-1-09; A, 7-1-11; A, 1-1-12; A, 7-1-12; A, 7-1-13; A, 2-14-14; A, 4-1-14; A, 7-1-14, Adopted by New Mexico Register, Volume XXVI, Issue 13, July 15, 2015, eff. 7/1/2015, Amended by New Mexico Register, Volume XXVIII, Issue 04, February 28, 2017, eff. 3/1/2017, Amended by New Mexico Register, Volume XXIX, Issue 17, September 11, 2018, eff. 8/30/2018, Amended by New Mexico Register, Volume XXIX, Issue 23, December 11, 2018, eff. 12/11/2018, Amended by New Mexico Register, Volume XXX, Issue 08, April 23, 2019, eff. 4/11/2019, Amended by New Mexico Register, Volume XXX, Issue 14, July 30, 2019, eff. 7/30/2019, Amended by New Mexico Register, Volume XXXI, Issue 02, January 28, 2020, eff. 1/16/2020, Amended by New Mexico Register, Volume XXXI, Issue 09, May 5, 2020, eff. 5/5/2020, Amended by New Mexico Register, Volume XXXI, Issue 16, August 25, 2020, eff. 8/11/2020, Amended by New Mexico Register, Volume XXXI, Issue 23, December 15, 2020, eff. 12/15/2020, Amended by New Mexico Register, Volume XXXII, Issue 09, May 4, 2021, eff. 4/1/2021, Amended by New Mexico Register, Volume XXXII, Issue 16, August 24, 2021, eff. 9/1/2021, Amended by New Mexico Register, Volume XXXIII, Issue 08, April 19, 2022, eff. 4/1/2022, Amended by New Mexico Register, Volume XXXIII, Issue 15, August 9, 2022, eff. 8/9/2022, Amended by New Mexico Register, Volume XXXIV, Issue 06, March 28, 2023, eff. 4/1/2023, Amended by New Mexico Register, Volume XXXV, Issue 07, April 9, 2024, eff. 4/1/2024, Amended by New Mexico Register, Volume XXXV, Issue 14, July 30, 2024, eff. 8/1/2024