Notice 2014-7 Explained by Regina Levy, CPA

Notice 2014-7 Explained by Regina Levy, CPA Gina Levy has been described as the “special needs CPA” by her clients. She has been the source of much of the IRS tax information that I have presented on both our web page and our Facebook page. For those of you who are confused about how to proceed with amending prior year tax returns in order to get a refund, I highly…

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IRS Notice 2014-7 Clarified with Amending Instructions

IRS Notice 2014-7 Clarified with Amending Instructions The IRS just recently published this document to provide clarity to the earlier released document¬†IRS notice 2014-7 (which can be viewed on this website). Instructions are given for amending prior year’s taxes, as the change in this tax rule has a three year look back window. This is great news for Medicaid Waiver recipients and their families! In January of 2014 we posted…

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Providers’ IHSS Payments Excluded From Gross Income

Providers’ IHSS Payments Excluded From Gross Income Update:Read the new Q&A’s the IRS posted on February 23, 2015 by clicking the following linkCertain Medicaid Waiver Payments May Be Excludable From Income (Per IRS Notice 2014 – 7) For those families receiving IHSS as a result of a Medicaid Waiver, the income you earn by providing in-home care to a disabled person can be excluded from gross income. The IRS has…

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CalFresh Decision

CalFresh Decision This is the first successful appeal that I am aware of involving the exemption of MediCaid Waiver IHSS (via IRS 2014-7) for purposes of qualifying for the Cal Fresh program. In this case, the claimant argued that the disabled child was already excluded from the Cal Fresh calculation as he received SSI, therefore the difficulty of care payment (the IHSS income) should be excluded from the household’s income…

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