Determining Household Size

Follow the steps below to determine the MAGI household size:

If the individual is a...	Then the household size is…
Tax Filer	The tax filer, his/her spouse (if filing jointly or living together), and all persons that the tax filer expects to claim as a dependent.
Tax Dependent	The same individuals in the household size of the tax filer except for the following: A tax dependent of someone other than a spouse or parent (biological, adopted, or step) Common children living with both parents (married or unmarried) who file separately Children claimed as tax dependents by a non-custodial parent. In these exceptions, the Non-Tax Filer rule below applies.
Non-Tax Filer (or does not expect to be claimed as a tax dependent)	Adult individual, AND: His/her spouse Natural, adopted, and/or stepchildren living in the home with the individual. Child, AND: Natural, adopted, and/or stepparents living in the home with the child Natural, adopted, and step minor siblings living in the home with the child.

Note: For MAGI MC purposes, a child is under the age of 19 (or under the age of 21 if a full-time student)

Household Size Flow Chart

A printable version of this chartchart is available on the Reference Materials page.

Household Size