FAQ: Stimulus Check
Q. I am on Medicaid, is the Stimulus Check considered income? Should I give it to the facility?
A. No, it is not income and should not be paid to the facility as part of your Patient Monthly Liability.
Q. Since it is not considered income for Medicaid purposes, is it a resource because it pushes me over my $2,000 limit?
A. It is not a resource right now. You have a full year to get below your $2,000 limit. If not spent after 12 months, the remaining amount will be a resource.
Q. My husband is on Medicaid and we received a stimulus check made payable to both of us. What should I do with it?
A. You can deposit the check in your account, if allowed by your bank, without any impact on his Medicaid. If your bank will only allow you to deposit in a joint account, you may do so and then make a transfer to your account. Transfers from the institutionalized spouse to the at-home spouse are allowable. Once in your personal account, you can spend it or save it as you wish.
Q. My wife is on Medicaid, should I keep receipts for how I spend the Stimulus Check?
A. The at-home spouse does not need to keep receipts. If the recipient is a single person, it is a good idea to keep receipts in case DSS requests proof of how the funds were spent (even though this is an unlikely request).
Q. My Mom passed away last year and received a Stimulus Check. Should I deposit it in the Estate Account?
A. No, the Stimulus Check should be mailed to your regional IRS location. The outside of the check envelope states this clearly. Be sure to write “VOID” on the back and include an explanation of why it is being returned. Don’t forget to send it with tracking!
Q. My Husband passed away last year. I received a Stimulus Check payable to both of us. What should I do with it?
A. You are entitled to keep your portion of the check. Deposit it and send a check for his half to your regional IRS location. Include an explanation of why it is being returned and don’t forget to send it with tracking.
Q. I am receiving VA A&A, do I need to report the Stimulus Check as a change in income?
A. No, the Stimulus Check is not countable income for VA purposes.
Q. Is the Stimulus Check Taxable?
A. No, it is not Taxable income.