Section 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, 2024 $94 B. Minimum monthly maintenance needs allowance (MMMNA): July 1, 2024 $2,555 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, 2024 $766.50 (2) Excess shelter allowance may not exceed the maximum: (a) Jan. 1, 2025 $1,393 (b) Jan. 1, 2024 $1,388.50 (c) July 1, 2023 $1,251 (d) Jan. 1, 2023 $1,427 (e) July 1, 2022 $1,146 (f) Jan. 1, 2022 $1,257 (g) July 1, 2021 $1,082 (h) 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. [8.200.510.12 NMAC - Rp, 8.200.510.12 NMAC, 7/1/2015; A/E, 3/1/2017; A/E n 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. [8.200.510.12 NMAC - Rp, 8.200.510.12 NMAC, 7/1/2015; A/E, 3/1/2017; A/E. 8/30/2018; A/E, 4/11/2019; A, 7/30/2019; A/E, 1/16/2020; A/E, 8/11/2020; A, 12/15/2020; A/E, 4/1/2021; A, 9/1/2021; A/E, 4/1/2022; A, 8/9/2022; A/E, 4/1/2023; A/E, 4/1/2024; A, 8/1/2024; A/E, 4/1/2025] 8.200.510.13 AVERAGE MONTHLY COST OF NURSING FACILITIES FOR PRIVATE PATIENTS USED IN TRANSFER OF ASSET PROVISIONS: Costs of care are based on the date of application registration. DATE AVERAGE COST PER MONTH A. July 1, 1988 - Dec. 31, 1989 $1,726 per month B. Jan. 1, 1990 - Dec. 31, 1991 $2,004 per month C. Jan. 1, 1992 - Dec. 31, 1992 $2,217 per month D. Effective July 1, 1993, for application $2,377 per month 8.200.510 NMAC 4 register on or after Jan. 1, 1993 E. Jan. 1, 1994 - Dec. 31, 1994 $2,513 per month F. Jan. 1, 1995 - Dec. 31, 1995 $2,592 per month G. Jan. 1, 1996 - Dec. 31, 1996 $2,738 per month H. Jan. 1, 1997 - Dec. 31, 1997 $2,889 per month I. Jan. 1, 1998 - Dec 31, 1998 $3,119 per month J. Jan. 1, 1999 - Dec. 31, 1999 $3,429 per month K. Jan. 1, 2000 - Dec. 31, 2000 $3,494 per month L. Jan. 1, 2001 - Dec. 31, 2001 $3,550 per month M. Jan. 1, 2002 - Dec. 31, 2002 $3,643 per month N. Jan. 1, 2003 - Dec. 31, 2003 $4,188 per month O. Jan. 1, 2004 - Dec. 31, 2004 $3,899 per month P. Jan. 1, 2005 - Dec. 31, 2005 $4,277 per month Q. Jan. 1, 2006 - Dec. 31, 2006 $4,541 per month R. Jan. 1, 2007 - Dec. 31, 2007 $4,551 per month S. Jan. 1, 2008 - Dec. 31, 2008 $4,821 per month T. Jan. 1, 2009 - Dec. 31, 2009 $5,037 per month U. Jan. 1, 2010 - Dec. 31, 2010 $5,269 per month V. Jan. 1, 2011 - Dec. 31, 2011 $5,774 per month W. Jan. 1, 2012 - Dec. 31, 2012 $6,015 per month X. Jan. 1, 2013 - Dec 05 - Dec. 31, 2005 $4,277 per month Q. Jan. 1, 2006 - Dec. 31, 2006 $4,541 per month R. Jan. 1, 2007 - Dec. 31, 2007 $4,551 per month S. Jan. 1, 2008 - Dec. 31, 2008 $4,821 per month T. Jan. 1, 2009 - Dec. 31, 2009 $5,037 per month U. Jan. 1, 2010 - Dec. 31, 2010 $5,269 per month V. Jan. 1, 2011 - Dec. 31, 2011 $5,774 per month W. Jan. 1, 2012 - Dec. 31, 2012 $6,015 per month X. Jan. 1, 2013 - Dec. 31, 2013 $6,291 per month Y. Jan. 1, 2014 - Dec. 31, 2014 $6,229 per month Z. Jan. 1, 2015 - Dec. 31, 2015 $6,659 per month AA. Jan. 1, 2016 - Dec. 31, 2016 $7,786 per month BB. Jan. 1, 2017 - Dec. 31, 2017 $7,485 per month CC. Jan. 1, 2018 - Dec. 31, 2018 $7,025 per month DD. Jan. 1, 2019 - Dec. 31, 2019 $7,285 per month EE. Jan. 1, 2020 - Dec. 31, 2020 $7,480 per month FF. Jan. 1, 2021 - Dec. 31, 2021 $7,590 per month GG. Jan. 1, 2022 - Dec. 31, 2021 $7,811 per month HH. Jan. 1, 2023 - Dec. 31, 2023 $8,275 per month II. Jan. 1, 2024 - Dec. 31, 2024 $8,919 per month JJ. Jan. 1, 2025 - $8,947 per month