[MaxGhenis]

Fixes #10138.

Summary

Apply 20 CFR 416.1163(e)(2): SSI with spouse deeming cannot exceed the individual benefit after the claimant's own countable income. Previously the cap used the full individual rate, permitting overpayments and income monotonicity failures.

Identify SSI couples by marriage and co-residence under #10040's spouse test, rather than tax-unit roles. Sections 416.1801(c), 416.1806 and 416.1160(d) supply the relationship rules. Resource deeming under 416.1202/416.1205 remains from #10040.

What changes

• uncapped_ssi_without_spousal_deeming applies the same living-arrangement amount to the claimant's own countable income. When deeming applies, uncapped_ssi takes the lesser of that amount and the couple computation before zero-flooring in ssi_if_takes_up. Downstream supplements and the Puerto Rico CTC therefore see the capped federal payment.
• ssi_claim_is_joint pairs co-resident aged/blind/disabled spouses through _ssi_spouse_index. As on main, citizenship is not a gate because CAPI, Medicaid and supplements use this methodology predicate. is_ssi_ineligible_spouse identifies the co-resident non-ABD spouse of an ABD person.
• Spousal deemed/couple income, combined resources, one-in-facility rules and MA/AK supplements read the spouse row instead of the whole marital unit. _ssi_resource_couple retains Deem SSI resources from ineligible spouses and parents (20 CFR 416.1202) #10040's ineligible-spouse resource exclusions when citizenship fails.
• is_ssi_eligible_spouse labels the tax-unit-spouse member of a joint claim; a married couple with no tax-unit spouse has neither person labelled. Payment calculations treat both alike.
• The shared living-arrangement amount and state-specific spouse changes appear in the audit below.

Worked cases

2026 rates are $994 for an individual and $1,491 for a couple; 1986 rates are $336 and $504 (SSA, "SSI Federal Payment Amounts"). Amounts are the claimant's monthly SSI.

Case	main	This PR	Rule
Aged claimant with own Social Security $743; spouse with Social Security $100 + wages $400	$500.50	$271	416.1163(e)(2)
Same couple after Social Security falls to $579 and $78 (no deeming)	$435	$435	416.1163(d)(1)
416.1163(g) Example 3, Mr. Smith	$336	$256	(e)(2) applied to the example
416.1163(g) Example 2, Mr. Jones	$272	$272	couple computation is lower
Aged claimant with own Social Security $1,100; spouse wages $600 (Alabama, IHC Level A)	SSI $143.50, AL SSP $60	SSI $0, AL SSP $0	(e)(2); the AL SSP requires SSI receipt
Aged couple (Social Security $700, $600) sharing a tax unit with a 90-year-old	$314 and $414	$105.50 each	416.1801(c), 416.1802(b)
Aged claimant (Social Security $600) whose non-aged husband earns $2,000 and is a tax dependent	$414	$0	416.1160(d), 416.1163

These historical worked comparisons were measured before the main merge. Each row is a YAML case; the prior authoring run checked each value on the then-current main and PR branch. They are not new impact measurements at the continuation head.

Invariants

policyengine_us/tests/core/test_ssi_spousal_deeming_invariants.py checks:

1. SSI under deeming is at most the own-income individual benefit (416.1163(e)(2)).
2. An independent numpy reading of 416.1163(d)–(e), over a 400-household income grid and three derandomized batches of 40 random households, including $20/$65 exclusions and $497 deeming-threshold edges.
3. SSI never rises when either person's income rises with other inputs fixed.
4. Across 72 three-adult role-grid households, tax-role assignments do not change spouse status or SSI. Joint claims are symmetric, require two recognized ABD spouses, exclude third adults and never overlap ineligible-spouse status. Two-/one-person units vary row positions.
5. Adding a third adult leaves the role-grid couple's status/payment unchanged with support/living-arrangement inputs fixed.
6. All 45 implemented supplement jurisdictions give identical results with omitted versus explicit marital units. Income/age/resource/care edges include CO AND-CS, CA SSI/SSP, historical WA and Iowa FLH, dependent-person, RCF entry, positive-cost in-home care and covered SMME paths; inputs follow actual entities/periods.
7. CO/MO/OR/SD/VA/IA marriages spanning separate households retain the applicable budget and ignore an unrelated adult added to either household. Generated cases always activate care/entry; independent arithmetic catches dropping spouses in both comparisons. Two generated and six explicit examples per state use primitive income/assets and recorded event facts. Iowa adds 44 small simulations overall; budget assertions reuse them. Generated-only mutation results follow.

The original main comparison failed seven of eight tests; claimant-income monotonicity already held.

Tests

Regulation-based YAML covers SSI lesser-of cases, tax-role-independent couples, tax-dependent spouses, immigration-ineligible spouse resources, Alabama receipt gating, MA/AK third adults and the state calculations below. The qualified-noncitizen fixture now assigns unrelated people separate units; expectations are unchanged. Three #10040 cases retain their resource eligibility while joint resource combination replaces intermediate spouse deeming. Current validation appears below; historical broad local runs are superseded by exact-head checks.

Review

• Rounds 1–2 fixed the citizenship gate that broke CAPI/Medicaid methodology, moved (e)(2) into uncapped_ssi for downstream receipt gates, removed an incomplete facility exemption, and replaced MA/AK whole-unit sums with spouse totals. The complete reader audit supersedes earlier comparisons. Separately filed federal-shortfall and Puerto Rico CTC issues remain (State supplements under SSI spousal deeming should compare individual and couple state computations (POMS SI 01320.430) #10149/Puerto Rico refundable CTC subtracts SSI; Schedule 8812 line 24 is EITC plus excess Social Security/RRTA tax #10150).
• Round 3, b6b014e49c found MO medical-separation, VA initial-month and SD joint-entry regressions. Fixes preserve their state spouse budgets, apply the Oregon ruling and correct CT/PA citations.
• Round 4, a53311ad7b is the hub's summary of an unfinished review, not approval. It found missing Iowa inventory/semantics after merging main, generated cases missing separated-care paths and surviving mutants, and a misleading eligible-spouse comment. This revision addresses all three with the Iowa audit/budgets, generated budget assertions and accurate tax-role-label comment. Current validation follows.
• Round 5: the hub's independent review at the new head, pending.

Main merge and third-adult fixes

Earlier main merges retained the shared living-arrangement helper/corrected 42 USC 1382(e)(1)(B) citation, self-employed health-insurance deduction (#10109) and Maine student EITC (#10526).

Round 4 merges main cce379ea001b6bc2f48298cc5cb55c999817f128 as 37448b77efe5fdc3f3fb4a8e58c54cca9c3d06c5, conflict-free: 399 files, +35,814/−688 lines. It brings Iowa SSA (#8017, 52ffff9854), AK/MN/NM/TN energy assistance, Medicaid/tax/benefit updates and tests/releases. Iowa directly reads the changed spouse helper and marital budgets, so it joins this inventory/audit. Review-fix edits remain within the assigned supplement scope.

Twenty-nine jurisdictions need spouse-only budgets; sixteen already use spouse/person/SPM formulas. The shared state helper retains declared two-person marriages for CO OAP, MO medical separation, VA/SD entry, OR community care and qualifying IA RCF entry; federal SSI retains co-residence. Default-unit comparisons preserve household/tax/SPM entities, varying only marital units. Separate-household properties check the additional state boundary.

Supplement reader audit

State	Variables	Changed SSI reads / aggregation	Risk and resolution
AK	ak_ssp, ak_ssp_claim_type	uncapped_ssi, ssi_claim_is_joint; couple total/category	No: existing PR uses _ssi_couple_total and spouse index. Retained.
AL	al_ssp_eligible	uncapped_ssi	No: person-level SSI receipt gate, fixed care-category rate. Retained. Activate PRIVATE_HOME_IHC, waiver, and SNF flags.
CA	ca_state_supplement, ca_capi, CAPI income/person eligibility	ssi_amount_if_eligible, is_ssi_eligible_spouse; SPM sums	No default-marital-unit-specific sum: aggregation is explicitly SPM-level; same SPM units in each comparison. Retained. CAPI needs LPR with fewer than 40 qualifying quarters.
CO	co_oap_deemed_income, co_oap_deeming_exempt, co_oap_own_countable_income, OAP eligibility/ISM and AND-CS countable income	ssi_claim_is_joint, ssi_couple_computation_applies; spouse income, exemption, split disregard	Yes: third adult's income/eligibility and unit size affected the couple. Use OAP-specific co_oap_couple_total and co_oap_is_married: declared two-person marriages retain separated/out-of-state spouses under 9 CCR 2503-5 3.534(B)-(C); larger default groups use SSI's identified co-resident spouse pair. Existing separated-household cases retain the child allocation, Medicaid exemption and shared $20 disregard.
CT	ct_ssp_resource_eligible, ct_ssp_personal_needs_allowance	ssi_claim_is_joint, is_ssi_ineligible_spouse; resources	Yes: resource sum and ineligible-spouse flag included third adults. Use _ssi_couple_total; PNA already person-level.
DC	dc_ossp_payment_amount, dc_ossp	ssi_claim_is_joint, uncapped_ssi; eligibility/category counts	Yes: whole-unit count of 3 rejected a genuine couple. Count/compare only spouses.
DE	de_ssp	ssi_claim_is_joint, uncapped_ssi; eligible count and averaged supplement	Yes: count of 3 rejected the couple; averaging also included everyone. Use _ssi_couple_total for both. Care arrangement is Household/MONTH.
FL	fl_oss_couple_rate_applies	ssi_claim_is_joint; eligibility/facility/track predicates	Yes: a third adult with different care or track removed the couple rate. Each predicate now tests the two spouses only.
GA	ga_ssp	Person SSI/Medicaid-facility eligibility	No: person-level formula without marital-unit aggregation. Retained.
HI	hi_oss_couple_rate_applies, hi_oss	ssi_claim_is_joint, uncapped_ssi; eligibility and shared care category	Yes: unrelated adult with different setting/eligibility removed couple status. Use spouse-only counts for eligibility and matching setting.
IA	ia_ssa_has_spouse, ia_ssa_eligible, ia_ssa_federal, ia_ssa, ia_ssa_care_countable_income, IHHRC amount/participation, RCF couple budget and SMME income/helpers	_ssi_spouse_index, ssi_couple_computation_applies; unit size, income/resources/cost/deduction sums, status/category counts, maximum/any	Yes: the two-member gate erased real couples in default groups, and broad sums let third adults change budgets. Ordinary budgets now use the actual co-resident spouse. RCF entry alone uses the recorded retained pair, with explicit prior-SSI and same-room facts; permanent separated budgets remain individual.
ID	id_aabd	Person SSI countable income/receipt; explicit arrangement input	No: pair rate is explicit arrangement input, without marital aggregation. Retained. Use ROOM_AND_BOARD or SINGLE; RALF_CFH is excluded.
IL	il_aabd, il_aabd_person, non-financial eligibility	Person SSI eligibility/receipt and resource status; SPM income/assets/needs	No: all AABD aggregation is person/SPM-based and there are no marital-unit reads in the IL AABD subtree. The same SPM unit is retained in both comparisons. Added to the cross-state property after registry reconciliation.
IN	in_ssp_sapn	ssi_claim_is_joint; eligible count and SSI/countable budget sum	Yes: third adult rejected pair or contaminated its budget. Use _ssi_couple_total for both.
KS	ks_sspp	Person SSI receipt and medical setting	No: person-level institutional payment. Retained.
KY	ky_ssp_claim_type, ky_ssp_countable_income	ssi_marital_*, ssi_couple_computation_applies, is_ssi_eligible_spouse; eligible count/unit size	Yes: count/size misclassified eligible and ineligible-spouse claims. Use couple total and spouse index; retain federal paired income reads.
LA	la_oss	Person SSI receipt/medical setting	No: person-level institutional payment. Retained.
MA	ma_maximum_state_supplement, ma_state_supplement	ssi_claim_is_joint, uncapped_ssi; couple rate/payment totals	No: prior PR already uses _ssi_couple_total. Retained.
MD	md_paa_countable_income, md_paa_imputed_federal_ssi	ssi_marital_*, ssi_couple_computation_applies, ssi_amount_if_eligible	No: paired federal income read is attributed per person; no whole-unit sum. Retained.
ME	me_ssp, couple/individual amounts	ssi_claim_is_joint, uncapped_ssi; eligibility count/category equality	Yes: count of 3 caused individual rates and all-member category comparison admitted interference. Use spouse eligibility/category comparison.
MI	mi_ssp_couple_eligible, mi_ssp_person	ssi_claim_is_joint, uncapped_ssi; eligibility/category counts	Yes: count of 3 rejected pair and whole-unit categories interfered. Test spouse pair only.
MN	MSA gross/net/resource eligibility, person payment, guardian fee, payment category	ssi_amount_if_eligible; couple income/resources/special needs/guardian/allowance	Yes: downstream whole-unit sums and housing eligibility can read third adults even when default rate-only probe matches. Replace with spouse-only totals/maximum/any.
MO	mo_ssp_resource_eligible	SSI countable resources; marital-unit size	Yes: three-person default unit treated genuine spouses as individuals. Use the state helper to combine only spouses, preserving medical separation across households.
MT	mt_ssp via shared helper	ssi_couple_computation_applies, ssi_amount_if_eligible, countable/deemed income	Yes: helper averaged rates over three adults. Shared _ssi_couple_total fix; activate certified care category.
NC	nc_sa_countable_income, nc_sa_eligible	ssi_claim_is_joint, ssi_amount_if_eligible	No: person-level income gating without whole-unit sums. Retained.
NE	ne_aabd_couple_rate_applies, ne_aabd	ssi_claim_is_joint, ssi_amount_if_eligible; eligibility/independent-setting predicates	Yes: third adult with other care/eligibility removed couple budget. Use spouse-only counts. Independent benefits may legitimately be zero; test intermediate standard too.
NH	_nh_ssp_couple, nh_ssp	Spouse index helper	No: direct spouse helper already isolates the pair. Retained.
NJ	nj_ssp via shared helper, nj_ssp_living_arrangement	Shared changed SSI reads; ineligible-spouse/household-membership check	Yes: shared rate total overcounted, and default unit could falsely mean 'only with ineligible spouse'. Use shared pair total, pair-specific spouse flag and actual two-person household condition.
NM	nm_ssi_state_supplement	Person SSI/Medicaid setting	No: per-person payment; main's couple payout fix retained.
NV	nv_oss via shared helper	Shared changed SSI reads	Yes: whole-unit couple rate sum. Shared _ssi_couple_total fix.
NY	ny_ssp via shared helper, ny_ssp_living_arrangement, ny_ssp_is_minor	Shared changed SSI reads; ssi_couple_computation_applies; household spouse subtraction	Yes: whole-unit rates and whole-unit 'spouse' housemate count overpaid/misclassified couple. Pair total for rates and spouse housemate contribution. Minor test already spouse-index based.
OH	oh_rss, oh_rss_countable_income, oh_rss_eligible	uncapped_ssi; eligible count, resources, earned/unearned/SSI sums	Yes: count of 3 rejected couple; whole-unit sums contaminated budget/resources. Use _ssi_couple_total throughout.
OK	ok_ssp, _ok_ssp_income	ssi_couple_computation_applies; eligible/ineligible spouse flags, income/SSI/shelter sums	Yes: whole-unit eligible count, ineligible flag and income pooling included third adults. Spouse-only flag/totals and stable couple split.
OR	or_ssp	Person SSI; community-care count and spouse excess sum	Yes: count of 3 removed community-care couple payment; another adult's excess entered spouse income. Use the state helper for care and excess, including separate facilities under OAR 461-155-0630(3).
PA	pa_ssp via shared helper	Shared changed SSI reads	Yes: whole-unit couple rate sum. Shared _ssi_couple_total fix.
RI	ri_ssp via shared helper	ssi_couple_computation_applies and shared reads	Yes: whole-unit couple rate sum. Shared _ssi_couple_total fix.
SC	sc_ssi_state_supplement	Person SSI/Medicaid/residential setting	No: person-level payment, no marital-unit sum. Retained.
SD	sd_ssp_independent, sd_ssp_care	ssi_claim_is_joint, uncapped_ssi; spouse eligibility, joint-entry/resources/income	Yes: third adult contaminated independent other-income and entry-month care budget/resources. Care uses the state helper to retain joint entry across households; independent-living uses the SSI pair.
TX	tx_ssi_state_supplement	Person SSI and medical setting	No: per-person facility payment; main's couple and federal medical-rate changes retained.
UT	ut_dws_ssp, ut_dws_ssp_eligible	uncapped_ssi; eligible count	Yes: count of 3 rejected pair. Use spouse-only count.
VA	va_ag_eligible, va_ag_countable_income	uncapped_ssi; initial-month pair flags, resources/income sums	Yes: third adult altered initial-month count or pooled income/resources. The state helper retains recorded joint initial-month status after separate placement; later months remain separate cases.
VT	vt_aabd_federal via shared helper; Essential Person payment/income/resources/spouse variables	Shared changed SSI reads; EP any/max/count/income	Yes: federal helper rates and EP assistance-group whole-unit operations admitted third adults. Pair helper for each spouse-defined assistance-group operation.
WA	wa_ssp_payment_category	SSI recipients and marital-unit size/count	Yes: ineligible-spouse category used default-unit size/count; especially relevant to historical disabled-only cases. Use spouse index and pair count.
WI	wi_ssp_regular, wi_ssi_e	is_ssi_ineligible_spouse; eligible/ineligible/certified count	Yes: three eligible adults removed regular couple rate; unrelated ineligible/certified people affected spouse flags/SSI-E rate. Pair helpers throughout.
WY	wy_ssp	Person SSI benefit and arrangement	No: person-level formula without marital-unit sums. Retained.

Additional direct readers outside supplements:

Program	Reader	Changed SSI reads / aggregation	Scope
Medicare Savings Programs	gov/hhs/medicare/savings_programs/income/msp_countable_income.py	At the merged main, lines 100 and 103 read ssi_earned_income_deemed_from_ineligible_spouse and ssi_unearned_income_deemed_from_ineligible_spouse; lines 50, 94 and 115–119 contain marital-unit Medicare counts, state exclusions and income sums.	Inherited from main, outside the supplement properties and unchanged by these review fixes; see Known limitations.
Other SSI-dependent programs	Federal SSI, Medicaid senior/disabled pathways, California WDP and Puerto Rico refundable CTC	Direct status/payment and derived SSI-income readers.	These are inventoried separately from supplement invariance; the property is not coverage of every SSI-dependent benefit.

State rules and regression expectations

State	Primary rule or payment schedule	What changed	Hand-computed regression expectation
CO	9 CCR 2503-5 §§3.533(A)(2)(c), 3.534(B)(3), 3.534(C), 3.530(C) and 3.531(D)(2)	Exclude unrelated adults from deeming, exemption and the shared $20 disregard; retain declared two-person spouses across households, including out-of-state Medicaid recipients, under OAP-specific helpers.	Three-adult case: own countable income $290/$190/$380; SSI $505.50/$505.50/$614; OAP $236.50/$336.50/$189 monthly ($2,838/$4,038/$2,268 annually). Existing separated-spouse cases: ($2,000 − $1,032 − $497) × 12 = $5,652 deemed, with ($2,000 − $10) × 12 = $23,880 own countable; Medicaid spouse's own countable ($1,000 − $65 − $10) / 2 × 12 = $5,550 and no deemed income.
CT	CT DSS State Supplement page and fact sheet give $1,600/$2,400; §17b-600, chapter 319mm authorizes the program without dollar limits.	Count only spouses' resources and ineligible-spouse status.	Couple resources $1,000 + $1,000 = $2,000 ≤ $2,400. The third adult's $1,000 ≤ $1,600 individual limit. All three pass.
DC	DHCF 2026 OSSP payment table, O/S A	Compare only spouses' eligibility and matching adult-foster-care category.	A qualifying couple in a facility with at most 50 beds receives $1,717 / 2 = $858.50 each; the third individual receives $681.
DE	POMS SI 01415.058 C.2	Isolate the eligible couple count and averaged payment.	Certified residential care: $448 / 2 = $224 per spouse; third individual $140.
FL	DCF Appendix A-12, January 2025 OSS Redesign standards	Check only the spouses' SSI eligibility, qualifying facility and common program track.	January 2025 provider rate $1,885.80 / 2 = $942.90 per spouse. The third adult outside qualifying care does not remove that rate; its individual provider-rate standard is $991.40.
HI	POMS SI 01415.058 E.2	Test spouses' eligibility and shared care category without the third adult.	Community-care couple: $1,995 / 2 = $997.50 each; third adult outside qualifying care $0.
IA	441 IAC 51.4(3), 52.1(3)(a), 177.2(1)(f), 6-B RCF spouse guidance, printed pp.56–57	Exclude third adults from every spousal status/income/resource/cost/deduction operation; preserve the prior-SSI RCF entry budget across facilities. Use co-resident spouse budgets for ordinary care/SMME.	Iowa YAML independently checks separate facilities, a couple with no tax-unit spouse role, an unrelated third adult, and the same-room entry condition. Exact outputs and completed file counts are recorded in round-4 validation below.
IN	Medicaid Policy Manual §5005.05.00	Restrict SAPN eligible count and budgeted income to the spouses.	Each spouse has $30 SSI: $52 personal-needs allowance − $30 = $22. The ineligible third adult receives $0 and its $100 monthly income is excluded from their budget.
KY	921 KAR 2:015 §9(1)(c)	Identify eligible-couple and ineligible-spouse claims using the actual marriage.	Both-care caretaker standard: $1,606 / 2 = $803 per spouse; third individual's standard $1,056. With no countable income these are the payments.
ME	Approved SPA ME-25-0016, Optional State Supplement Beneficiaries, §E maximum-payment table	Compare only spouses' eligibility and living-arrangement category.	Independent couple $15 / 2 = $7.50 each; third individual $10. Moving only the third adult into adult foster care changes its payment to $49 and leaves each spouse at $7.50.
MI	MDHHS RFT 248, intact-couple payment table, effective January 1, 2026	Count eligible spouses and compare their care categories without other adults.	Independent couple $21 / 2 = $10.50 each, plus $14 for the third individual; SPM-unit total $35.
MN	CM §0020.21, MSA assistance standards; Minn. Stat. §256P.02 subd. 2; §256D.44 subd. 5(d)	Limit income, resources, special needs, housing-category sharing and guardian-fee budgets to the recipient and spouse.	SSI track: ($1,582 − ($1,491 − $20)) / 2 = $55.50 each; third $1,055 − ($994 − $20) = $81. Non-SSI resources $2,000/$9,000 each pass $10,000. Guardian fees: 5% × $1,500 = $75 per spouse; third 5% × $1,000 = $50.
MO	DSS Manual §1035.005.00, spouse property; MHABD Appendix J, SNC resource limits effective July 2026	Combine only the couple's resources, including declared spouses separated for medical care.	$7,000 + $1,000 = $8,000 ≤ $12,441 couple limit; third $1,000 ≤ $6,220.50 individual limit. All pass.
MT	POMS SI 01415.058 H.2	Use the shared spouse-only rate total.	Certified assisted/group/community care: $193 / 2 = $96.50 per spouse; third individual $94.
NE	469 NAC 3-006.02B3a(1)(a); 469-000-211 standards of need	Check only spouses' eligibility and independent-living setting.	Independent couple without shelter costs: $887 / 2 = $443.50 standard each and $0 supplement. Third adult in assisted living: $1,236 − $994 = $242.
NJ	POMS SI 01415.058 J.2; SI NY01415.025 B.2	Isolate shared couple rates and the actual ineligible spouse; require an actual two-person household for the “only with ineligible spouse” variation.	$25.35 / 2 rounds up to $12.68 each; third $31.25. With a non-aged spouse and a third adult, the eligible spouse keeps ordinary $31.25, the ineligible spouse $0, and the third adult $31.25.
NV	POMS SI 01415.058 I.2, aged independent-living schedule	Use the shared spouse-only rate total.	$74.46 / 2 = $37.23 per spouse; third aged individual $36.40.
NY	Social Services Law §209(2)(a)–(b); official 2026 SSI/SSP benefit chart, living with others	Isolate shared couple rates and subtract only the actual spouse when determining other household members.	Living-with-others couple $46 / 2 = $23 each; third individual $23.
OH	OAC 5160:1-5-01(E)(2); 5160:1-3-03.2 income exclusions; 5122-36-05 fee and PNA	Restrict eligible-couple counts and pooled income/SSI/resources to spouses.	Without SSI, ($300 + $200 − $20) / 2 = $240 countable each; third $400 − $20 = $380. Against $1,600 fee + $200 PNA, payments are $1,560/$1,560/$1,420.
OK	OAC 340:15-1-5, payment computation, implemented by Appendix C-1 Schedule VIII.A	Isolate eligible/ineligible spouses, pooled income/SSI/shelter and the two-spouse odd-dollar split.	Couple standard $1,571 less SSI $1,491 gives $80 / 2 = $40 each. Third individual standard $1,034 less $994 countable income gives $40.
OR	OAR 461-155-0630(3); 461-155-0250(3)	Restrict community-care couple status and excess-income transfer to actual spouses.	One-person standard $994 less countable income $800/$900 gives $194/$94. The third adult's $1,500 does not reduce those payments; it receives $0.
PA	PA DHS budget schedule gives the state-administered rates; 55 Pa. Code chapter 299 supplies individual/couple SSI rules.	Use the shared spouse-only rate total.	Independent living: $33.30 / 2 = $16.65 per spouse; third individual $22.10.
RI	R.I. Gen. Laws §40-6-27(a)(1)(i),(iii)	Use the shared spouse-only rate total.	Ordinary rate $79.38 / 2 = $39.69 per spouse; third individual $39.92.
SD	POMS SI DEN01415.011 B.5.b; ARSD 67:46:04:10(6); 67:46:05:30	Restrict independent-living other-income checks and payment order, and care-entry income/resources, to spouses.	SSI-only spouses receive $8 and $7; the third adult's $100 pension leaves its own payment $0. Joint care: couple resources $500 + $500 pass; each payment is $1,500 − $745.50 SSI = $754.50, third $0.
UT	DWS Eligibility Manual §205-10, January 2026 SSP table	Count only eligible spouses for the DWS couple rate.	Own household: $5.75 / 2 = $2.875 each, third $3.91. Household of another: $12.19 / 2 = $6.095 each, third $3.91.
VA	Auxiliary Grant Manual, Chapter B §6 and Chapter D; January 2026 rate letter	Restrict initial-month joint flags, income and resources to the couple.	Couple countable income ($2,000 − $20) / 2 = $990 each; third $1,980. Standard $2,130 + $87 = $2,217 gives grants $1,227/$1,227/$237.
VT	POMS SI 01415.058 M.2; AABD rules 2782, 2783.1, 2784(C), 2785–2786	Isolate shared federal rates and the Essential Person assistance group's certification, rate, income, resources and spouse status.	Federal supplement $105.80 / 2 = $52.90 each; third $55.68. Full EP grant: floor(($1,491 + $105.80 + $183.84) − ($1,491 + $105.80)) / 2 = $91.50 each; uncertified third $0.
WA	WAC 388-474-0012(2)(b), ineligible-spouse category; WSR 20-23-053, WAC 388-478-0055 rate	Identify the actual ineligible spouse rather than infer it from default-unit size or all-member receipt.	January 2022: disabled claimant with an ineligible spouse receives $38.25; spouse $0; separate aged third adult $38.25.
WI	DMS Operations Memo 26-12, regular and SSI-E tables effective May 1, 2026	Isolate eligible-spouse, ineligible-spouse and SSI-E certified-spouse counts.	Regular couple $145.26 / 2 = $72.63 each, third $92.16. SSI-E adds $379.90 / 2 = $189.95 each, giving $262.58 each; third $197.75. One eligible spouse receives $143.47, spouse $0, third $92.16.

Separated spouses

Round 3 showed that the third-adult isolation fix had substituted present federal SSI co-residence for broader state rules. gov/states/_spouses.py now shares Colorado's established pattern: a declared two-person marital unit retains both spouses across households; a larger default group uses only SSI's identified pair. Federal SSI recognition is unchanged. The state-specific eligibility and entry-month flags continue to determine when each budget applies.

State	Rule and pinpoint	Correction and independent YAML calculation
MO	RSMo 208.010.1, DSS 1035.005.00, Appendix J p.4	Medical/nursing separation retains spousal property. July 2026: $7,000+$1,000=$8,000≤$12,441; $2,000−$1,200=$800 need capped at $390+$50=$440 SNC. $1,000+$15,000=$16,000 fails and pays $0.
VA	AG Manual ch.B §6, pp.34–35	va_ag_is_joint_initial_month records marriage/co-residence at the first moment of the application month. Separate subsequent facilities do not erase it: ($1,200+$1,200−$20)/2=$1,190 each; $2,217−$1,190=$1,027 each. $1,600+$1,600=$3,200 exceeds joint $3,000 and denies both.
SD	ARSD 67:46:04:10(6), 67:46:05:30	sd_ssp_care_joint_entry retains the joint entry month despite separate care rooms/households. ($1,800+$1,200)/2=$1,500 income; $2,000−$1,500=$500 each. $1,600+$1,600=$3,200 exceeds joint $3,000 and denies both.
OR	OAR 461-155-0630(3), 461-001-0000 spouse definition	Legally married spouses each receiving SSI and community-care services qualify across facilities. $994 SSI less approved inaccessible income $194/$94 gives countable $800/$900; the $994 one-person standard yields $194/$94. Only the other spouse's excess can transfer.
IA	441 IAC 51.4(3), 52.1(3)(a), 177.2(1)(f), 6-B printed pp.56–57	Ordinary separated budgets are individual. Prior-SSI RCF entry preserves the recorded pair for the entry month; the no-prior-SSI exception requires both spouses entering the same room in the same month. New monthly facts record prior SSI and room sharing; ordinary IHHRC/FLH/SMME use the actual co-resident spouse. A couple without tax-unit spouse roles is still married.

Oregon reading: hub ruling us-or:ssp-community-care-spouses-separate-facilities applies the words of §0630(3), which impose no same-facility condition. The separate need-group rules (461-110-0410, -0530 and -0210) are compatible: the special payment already uses a one-person standard for each spouse. The rule and the general group rules need no conflicting-source override.

Round 3's seven review probes remain in their matching variable-named state YAML files, with citations and hand computations. Existing three-adult cases remain unchanged except the corrected CT/PA source comments. Round 4 adds Iowa cases and extends the independent-simulation property to CO/MO/OR/SD/VA/IA. Generated cases turn on the care or entry path, add an unrelated adult to either separately housed spouse's household, and check the required retained budget as well as invariance to that adult.

Iowa event facts and remaining question: ia_ssa_rcf_received_ssi_before_entry explicitly records prior SSI for the separate-household entry path; current individual SSI after a move does not establish that fact. ia_ssa_rcf_shares_room_with_spouse records the distinct same-room exception. The existing co-resident representation still infers prior receipt from current computed/reported SSI, an approximation retained for existing cases. The partial-entry flag records an earlier home, but cannot establish that a spouse shared it unless the retained-couple event facts do so. The texts do not expressly settle whether a spouse entering after the other spouse's original entry month gets a new couple budget in that later month when either received SSI. That staggered-entry question is left for the hub; this revision does not invent a rule.

Iowa entry-month SSI: the retained state budget must also use the retained couple SSI amount. For pensions $175/$100, 6-B printed p.65/PDF p.69 retains $1,236 couple SSI; combined care income $1,511 is $755.50 per spouse. After the personal-needs and entry-home allowances, participation is $0 and 22 covered days pay $846.34 each (ia_ssa.yaml Case 118). Pooling the static separate-household individual SSI amounts would instead underpay each care grant by $138.50. The state-local entry computation and low-income regression address that payment error without changing federal SSI transition formulas, parallel to Iowa's existing state-local individual computation after entry.

The shared-room fact applies to both spouses when entered on either row. The apart exception requires distinct household entities; a co-resident parent/dependent-child pair rejected by SSI cannot enter it (Case 119). As in the shared state helper, a two-person marital unit spanning households declares a marriage; an unlabeled default two-person group cannot independently establish that relationship, so unrelated people should have explicit singleton marital units. Case 101 now explicitly supplies those units to preserve its unmarried-person scenario. Case 117 supplies calendar-year annual inputs for its April SMME test.

Other 24 jurisdictions

“Separate residences” below means separate program residences. Physical temporary absence can retain a common program household: POMS SI 00520.140 D.3 retains living arrangements, deeming and federally administered OSS during qualifying temporary institutionalization, and SI 02005.030 A.1/A.3/G governs separation-month timing. These formulas lack dates, expected-return/certification and retained-residence flags. The old unit sums accidentally retained some temporary-absence pairs but also pooled permanent separations; the present household test cannot infer which occurred. Unconditionally extending the helper would wrongly pool permanent separate households in programs that require common residence. This remaining input/timing limitation is disclosed below.

State	Rule and pinpoint primary citation	Treatment of spouses establishing separate residences	Does the PR narrow this rule?	Round-4 action
CO	9 CCR 2503-5 §§3.533(A)(2)(c), 3.534(B)(3), 3.534(C): married disregard and spouse deeming do not impose same-household residence.	Retain the declared two-person marriage across households; state exemption rules still apply.	No; already preserved.	Shared helper; preserved behavior and property.
CT	UPM 4025.55 A–C, AABD spouse assets; DSS SSP description and fact sheet.	No asset deeming while apart; examples include spouse leaves and does not return, different boarding-home rooms, or a CBS special-needs group. A co-resident spouse is in needs group for the asset limit. Separation month remains deemed.	Separation-month timing limitation; see above.	Correct DSS dollar-limit citation.
DC	DHCF OSSP schedule, O/S A; federal OSS couple formation/separation SI 02005.030 G.	Federal SSI couple recognition; permanent separated residences become individual computations, subject to separation-month and retained-residence rules.	No broader exception identified.	Retain; no additional state change.
DE	POMS SI 01415.058 C.1–2, certified residential care; SI 02005.030 G.	Federal SSI couple recognition; a common care-category label alone does not preserve a couple across separate permanent households.	No broader exception identified.	Retain; no additional state change.
FL	DCF manual 2240.0613–2240.0615, pp.36–37; Appendix A-12.	Couple option requires both live in the same home or institution and meet technical criteria. OSS applicant not living with spouse uses individual income/assets standard.	No broader exception identified.	Retain; no additional state change.
HI	POMS SI 01415.058 E.1–2; SI 02005.030 G.	Federal eligible-couple rules apply to the certified-care rate. Separate permanent households are individual recipients after applicable transition.	No broader exception identified.	Retain; no additional state change.
IN	Medicaid PM 5005.00.00–5005.05.00; state-supplied SSA description, financial responsibility/table footnote b.	SAPN budgets personal needs; spousal financial responsibility is when residing in same facility. Separate-facility residents have individual budgets; licensed residential-care couples become individuals one month after leaving independent living.	No broader exception identified.	Retain; no additional state change.
KY	921 KAR 2:015 §§7–9 incorporates medically-needy methodology; 907 KAR 20:040 §1(4)(a),(c)–(d) distinguishes together/apart.	Individual after separation month. §8(7) permits spouses in the same personal/family-care home to be considered together if treating them apart would bar payment; it does not cover separate facilities.	Separation-month timing limitation; see above.	Retain; no additional state change.
ME	Approved SPA ME-25-0016 §E; DHHS legislative testimony, March 17 2025, p.1 explicitly aligns eligible-individual/couple status with federal SSI.	Federal individual/couple recognition; separate permanent households do not retain the couple rate merely by marriage.	No broader exception identified.	Retain; no additional state change.
MI	BEM 660 pp.1–2 and legal base; RFT 248 intact-couple table.	State payment follows federal recurring SSI and intact-couple classifications. Separate permanent residences are individual recipients under federal couple rules.	No broader exception identified.	Retain; no additional state change.
MN	CM 0014.03.03 MSA; CM 0020.21; CM 0014.09 MSA temporary absence.	Couple AU requires living together. Certified temporary hospitalization/nursing stay may retain normal MSA: home maintained, expected ≤3 months, ability to return, ongoing home expenses. That is retained program residence, not a general separated-facility couple.	Retained-residence encoding limitation; see above.	Retain; no additional state change.
MT	POMS SI 01415.058 H.1–2; SI 02005.030 G.	Federal couple computation; separate permanent households become individuals after transition.	No broader exception identified.	Retain; no additional state change.
NE	469 NAC 2-006.01(3)–(5) and note; 3-006.02B3a(1).	Separate grant budgets when apart; alternate-living couples are individuals. Temporary absence can retain income/resources together (<90 days may be temporary; longer depends on return plan/ability). Couple standard is for independent living together.	Retained-residence encoding limitation; see above.	Retain; no additional state change.
NJ	POMS SI 01415.058 J.2; SI NY01415.025 B; SI 02005.030 G.	Federal couple status. “Only with ineligible spouse” variation additionally depends on household membership, with documented separate-food/foster exceptions.	No broader exception identified.	Retain; no additional state change.
NV	POMS SI 01415.058 I.1–2; SI 02005.030 G.	Federal SSI individual/couple recognition, including mixed categories.	No broader exception identified.	Retain; no additional state change.
NY	SSL §209(1)(a),(2)(a)–(b); 2026 SSI/SSP chart.	Eligibility otherwise follows SSI; living-alone/with-others categories are household-specific. Permanent separate residences use individual computations; household composition can legitimately change rate.	No broader exception identified.	Retain; no additional state change.
OH	OAC 5160:1-5-01(E)(2)–(4),(H)(3); 5122-36-02(A)(5),(6),(10), (B).	Pool only spouses residing in same RSS living arrangement, both appropriate care. Context denotes the specific facility/provider residence, not merely the same type: accepted placement, licensed facility, its owner/caregiver/operator, continuing residence in it. Temporary placement preserves RSS residency under H(3)(c).	Retained-residence encoding limitation; see above.	Retain; no additional state change.
OK	OAC 340:15-1-5 via current Appendix C-1 VIII.A; OHCA 317:35-5-42(a)(2)–(5).	Own-home spouses split total budget. Both entering nursing facilities have separate income/resources. After couple stops living together, ineligible spouse's actual contributions alone count beginning next month.	Separation-month timing limitation; see above.	Retain; no additional state change.
PA	55 Pa. Code §299.21(a),(b)(1) and §299.36(a)(2)(iii)–(iv); DHS budget schedule; POMS SI PHI01415.010 E,G and Appendix I.	SSI individual/couple rules; historical six-month “split couple” treatment expressly predates Oct.1990. PCBH becomes individual after move month; domiciliary couple rates require an eligible SSI couple.	Separation-month timing limitation; see above.	Correct DHS schedule citation.
RI	218-RICR-20-00-5 §§5.4,5.6; RIGL §40-6-27.	Regulations explicitly use SSI couple rules and treat applicants/reinstatements not together as individuals. Ordinary own-household couple rate does not independently extend across permanent residences.	No broader exception identified.	Retain; no additional state change.
UT	DWS Eligibility Manual §205-10, first eligibility paragraph, January 1, 2026 rate list, and “Who is not eligible” list.	SSI eligibility or all SSI criteria except income; eligible-couple status follows SSI. Own household may contain others; that does not make two separate households a couple.	No broader exception identified.	Retain; no additional state change.
VT	AABD rules 2782,2783.1–.2; ordinary federal supplement SI 01415.058 M.2.	EP assistance group expressly includes persons in same household; spouse/nonspouse EP can legally affect budget only within that group. Ordinary supplement uses federal couple recognition.	No broader exception identified.	Retain; no additional state change.
WA	WAC 388-474-0012(1),(2)(b); 388-474-0001.	State category is tied to SSA's SSI determination and SSI ineligible-spouse recognition; no separate state definition continuing that category across permanently separate households.	No broader exception identified.	Retain; no additional state change.
WI	DHS benefits/SSI family-type schedule; DMS Operations Memo 26-12.	Positive federal SSI entitles to corresponding state payment; eligible-couple/one-spouse categories follow federal status. Memo p.1 BACKGROUND adopts SSA rules; p.2 POLICY’s State SSI Supplement and SSI-E tables list family types. SSI-E certification changes category, not spouse residence recognition.	No broader exception identified.	Retain; no additional state change.

Historical validation

At b6b014e49c, 206 YAML cases/17 files and 63 invariants/two files passed; 33 CI checks passed. At a53311ad7b, all 210 requested YAML cases/seven files, 62 SSI invariants and formatting passed; 33 CI checks passed. The old equality property missed dropping spouses in both comparisons; cited YAML killed the MO, SD and helper mutants. Round 4 adds independent generated-budget assertions.

Historical lane timings were 353.541 s/1.41 GiB for the old 57-test subset and 491.335 s/1.43 GiB for 62 tests. These are not matched benchmarks for this revision. Prior-head CI and YAML mutation results are not new-head validation.

Round-4 fix validation

Review-fix head: 9446b01a2a3941d0bf34dbf35546d40ec1b0d3e0 (Iowa calculation commit 6a3d5d2a2cbd8a1209662a3fba24e407e5fa3f22, followed by the generated property and comment correction).

Local validation passed: all 358 requested YAML cases in 12 files and all 65 final invariants. Each file ran in a separate foreground process. All Python processes used four numeric threads, load1 ≤100 and the requested 4 GiB/1,800-second cap. Every final YAML file passed through the standard CLI; the no-clone fallback was not needed. Earlier Iowa runs exposed fixture assumptions (unmarried units and April annual-input periods); the corrected full file passed all 119 cases. CI at the final pushed head is recorded separately below.

Measure	Before round-4 fixes (after main merge)	After round-4 fixes
Invariants file elapsed time, test count, peak RSS	288 s process wall; 218.05 s pytest; 61 passed and the expected missing-Iowa inventory failure; peak RSS unavailable	65 passed; 313 s process wall / 245.10 s pytest; peak RSS unavailable; completed within the 4 GiB cap
Iowa SSA YAML files, including new regressions	Main's existing cases, before this audit	148 passed across five files: payments 119, integration 12, parent income 4, parent resources 7, nonfinancial 6; includes Cases 111–119
MO/VA/SD/OR, three-adult, joint-claim and CO OAP YAML files	Historical results above	210 passed across seven files: MO 35, VA 32, SD 39, OR 38, three-adult 37, joint claim 9, CO OAP 20
make format	Not yet recorded	Passed before both review-fix commits; ruff format and ruff check passed
CI at final pushed head	Prior-head CI is historical	All 33 checks passed at 9446b01a2a3941d0bf34dbf35546d40ec1b0d3e0; watched every 300 seconds from 05:20:49 to 06:56:07 UTC on October 30 (95 min 18 s), within the 100-minute limit

These are local lane timings, including startup and teardown; host load and I/O vary, so the difference is not an isolated CPU-cost estimate. Hypothesis retains two generated cases per parameterization. Iowa adds 44 small simulations; the independent budget assertions reuse existing simulations and the read-only model. The file remains in the existing Rest/core group, with no CI runner, matrix or timeout changes.

At this head, CI Python shard 6 passed. Its timing artifact records all 65 invariants passing with summed JUnit testcase time of 179.660 s, including 15.130 s for the six separated-spouse cases. This is recorded setup/call/teardown time in a shared process, excluding standalone import/collection and process overhead; it is not standalone wall time or a module memory measurement.

The three round-4 patches are tested one at a time in scratch copies under 2 GiB/900-second caps. The property run disables explicit examples so a failure demonstrates generated-case coverage; the complete unchanged-source invariant run exercises the same generated domain as well as the explicit examples. A process dying during import/collection or at a cap is unrun, not a killed mutant. No mutant enters the committed source.

The generated domain uses eligible ages, observable unequal pensions and low resources. Missouri places one spouse above its individual resource limit but the pair below the couple limit; Oregon keeps both SSI payments positive and checks the community-care amount; South Dakota checks half the combined income against entered care cost; Virginia checks the combined income after one general exclusion; Iowa checks its recorded prior-SSI RCF entry budget and averaged care income; Colorado checks the divided married disregard. These arithmetic checks use the rules directly and call no shared spouse helper.

Round-4 mutant	Generated property result	Failure or unrun log
mutant-va.patch	Killed by generated [VA] case; 161 s process wall, exit 1	With $1,100/$1,600 pensions, the retained initial-month countable-income assertion fails; four unaffected state cases pass first. No import failure or cap kill.
mutant-sd-build-unchanged.patch	Killed by generated [SD] case; 133 s process wall, exit 1	With $1,100/$1,600 pensions, grants are $900/$400 instead of $650/$650. Three unaffected state cases pass first. No import failure or cap kill.
mutant-helper-coresident.patch	Killed by generated [CO] case; 188 s process wall, exit 1	Apart spouses' own countable income is $1,080/$1,580 instead of $1,090/$1,590, losing the divided married disregard. No import failure or cap kill.

Known limitations (follow-ups)

• Medicare Savings Programs. At the merged main, gov/hhs/medicare/savings_programs/income/msp_countable_income.py:100,103 reads the changed spouse-deemed earned/unearned income. Marital-unit aggregation appears at lines 50, 94 and 115–119: three Medicare-eligible adults can defeat the count-equals-two predicate or contaminate a pooled budget. These formulas are inherited from main, outside the supplement property and unchanged by these review fixes.
• Sponsored-noncitizen allocation, 416.1163(c). The inherited spouse-income calculation has no allocation for an eligible noncitizen sponsored by the ineligible spouse; after child allocations it proceeds to the deeming threshold. Such a spouse can be over-deemed.
• Married minors, 416.1802(c). ssi_amount_if_eligible.py:43–49 still applies the individual rate to is_child (under 18), even for a recognized married 17-year-old. Marriage should end child treatment. This inherited rate override is separate from the spouse-recognition limitation below.
• Mixed-citizenship couples. An aged citizen married to an aged spouse who fails SSI's citizenship condition is still computed as a couple on the income side, as on main. Under 416.1801(c) and 416.1160(d) the spouse's income should be deemed instead. Fixing this needs a methodology-couple concept separate from SSI eligibility for CAPI, Medicaid and state supplements.
• 416.1163(f)(5). Spousal income is still deemed while the $30 facility rate applies, as on main.
• Medicaid senior/disabled countable income is zero for an aged, blind or disabled person who fails SSI's citizenship condition, for example the head of the LPR couple above. This is unchanged from main.
• Label and allocation rules.
  • is_ssi_eligible_spouse still uses the tax-unit spouse role to pick which member of a joint claim carries the label; the computations treat both alike.
  • Main's per-recipient Colorado AND-CS, New Mexico and Texas supplement fixes are retained; the independent couple-payment invariant module is unchanged.
  • Ineligible-child allocations (416.1163(b)) are still summed over the claimant's tax unit.
• Deem SSI resources from ineligible spouses and parents (20 CFR 416.1202) #10040 spouse-test limitation. A lone married couple in which one spouse is the other's tax dependent, in a simulation with a single marital unit, is not treated as married. This now also affects joint claims and income deeming.
• Situations that omit units. Without tax or marital units, the model places everyone in one group and makes the two oldest adults its head and spouse. Like Deem SSI resources from ineligible spouses and parents (20 CFR 416.1202) #10040's resource deeming, joint claims now read that pair as a married couple. is_ssi_qualified_noncitizen.yaml listed nine unrelated disabled people this way and expected none of them to be a spouse, so it now gives each person their own units. On main that case avoided the couple only because ssi_marital_both_eligible required exactly two aged, blind or disabled people in the marital unit, while ssi_claim_is_joint was true for all nine.
• Alaska supplemental audit. Outside the 29-jurisdiction table, APA Manual 460-2 A retains the separation month, and 460-1 G retains deployed ineligible spouses in the program household. Explicitly splitting physical household entities now drops pair recognition that the former broad unit sums retained. Dates/deployment/retained-residence inputs are missing; an unconditional pair helper would also pool permanent separations and same-nursing-home couples that the manual treats individually. Current 7 AAC 40.240 currency could not be verified (official endpoint 403; external copies show a six-month presumption absent from the manual). No AK change is made here; targeted event/residence modeling and primary-source reconciliation need follow-up. MA's 106 CMR 327.110 requires a common household.
• Residence and separation inputs. MN CM 0014.09, NE 469 NAC 2-006.01 and OH OAC 5160:1-5-01(H) can retain program residence during a qualifying temporary absence; federal OSS also has residence/separation-month rules. No event/date/return-intent input distinguishes these cases from established separate households. Keeping the program household represents retained residence; replacing it with a temporary physical address loses that information. Missouri also has no separate medical-separation-purpose input: the declared two-person marital unit retains its resource treatment.
• Timing. The two-month lag of 416.1163(e)(1) is not modelled, as before.

Impact

Stale: measured at 56579ca544 against b2aaef3391 on the default 2026 dataset. Main merges and supplement fixes invalidate it; the hub reruns impact at the landing head. No continuation microsimulation ran.

Historical weighted annual SSI fell $29.3M across six records (weight 22,516), all through (e)(2); joint claims and measured benefits/supplements were unchanged. The ineligible-spouse label changed on 83,564 records. An earlier CAPI regression was removed before that result. Evidence remains in ~/reviews/us-hub/fixes/10141-impact/; none of these figures describes this head.

axiom: TheAxiomFoundation/rulespec-us#1706 queued (20 CFR 416.1163(d)-(f), 416.1801(c), 416.1806, 416.1160(d); same corpus-release blocker as #1626). Resource deeming: TheAxiomFoundation/rulespec-us#1626 queued.

[MaxGhenis]

Local results at 2924cd90da (macOS, not Linux CI):

• policyengine_us/tests/core/test_ssi_spousal_deeming_invariants.py: 8 passed. 19 s user CPU, 1.0 GB peak RSS.
• test_ssi_resource_deeming_invariants.py and test_ssi_state_supplement_medicaid_dependency.py: 24 passed. 73 s user CPU, 4.9 GB peak RSS (mostly the dependency module).
• All 33 YAML files under tests/policy/baseline/gov/ssa/ssi, run one process at a time: pass, after the three is_ssi_spousal_resource_deeming_applies.yaml updates described in the body. The new cases in ssi_if_takes_up.yaml (10), ssi_claim_is_joint.yaml (10) and the deemed-income file (7) also pass.
• The same invariant module, with the new variable replaced by the oracle's no-deeming amount, fails 7 of 8 tests on main.

A real microsimulation of the impact (merge base b2aaef3391 against this head, 2026, default dataset) is queued under the shared heavy lock and will be added to the body.