Medicaid Waiver Payment Scenarios Calculator

Use this calculator to determine the optimal tax outcome for Medicaid Waiver Payments (MWP).

Instructions:

Enter the Medicaid Waiver Payment amount below
Record the tax outcomes for each scenario in TaxSlayer
Compare the results to determine the best outcome for the taxpayer

Taxpayer's Name
Medicaid Waiver Payment Amount

Medicaid Waiver Payment Scenarios - Record TaxSlayer Results Below
Option	Taxable Income	Earned Income	AGI	Federal Refund or Tax to Pay	State Refund or Tax to Pay	Total Refund or Tax to Pay
Option 1	Include MWP	Include MWP
Option 2	Exclude MWP	Include MWP
Option 3	Exclude MWP	Exclude MWP

Recommended Option:
Total Tax Impact:

Identification Clues: W2's from the OR Department of Human Services or a 1099 from SEIU are clues to knowing if a payment is potentially a Medicaid Waiver.

Contact Information: Taxpayer can contact Oregon Home Care Commission to seek assistance in this determination.
Phone: 877-624-6080 or OHCC.CustomerRelations@odhsoha.oregon.gov