Limit SSI spousal-deeming child allocations to the couple's co-resident children

changelog.d/ssi-ineligible-child-allocation-scope.fixed.md

@@ -0,0 +1 @@
+Limit SSI spousal-deeming child allocations to the couple's co-resident children. Scope parental allocations to co-resident children, align SSI and Medicaid recipient immigration rules, preserve state Medicaid allocation age ceilings and child definitions, recognize marriage across households and historical student age limits, and retain monthly allocations through deeming thresholds, exclusions and benefit caps. Use full-time secondary-school attendance, including explicit K-12 enrollment at age 18, rather than tax dependency for Wisconsin's dependent 18-year-old allocation condition, with enrollment proxying expected completion before 19. Preserve annual SSI and Medicaid income inputs while applying allocations, exclusions, floors, and caps monthly. Keep Colorado and Texas couple-budget consumers, New York SSP, Virginia AG, Oklahoma SSP, Colorado OAP, and New Hampshire SSP on those monthly interfaces.

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/deeming/ineligible_child_age_limit.yaml

@@ -0,0 +1,70 @@
+description: States limit parental Medicaid income allocations to ineligible children below these ages. These overrides constrain the shared SSI allocation definition; states absent from this parameter retain the existing shared allocation behavior.
+# The dates mark the shared Medicaid income model's 2015 coverage baseline,
+# not an assertion that the states changed their allocation rules in 2015.
+# Sources were checked for the current rules in October 2026.
+metadata:
+  unit: year
+  period: year
+  label: Medicaid parental allocation ineligible child age limit
+  breakdown:
+    - state_code
+  reference:
+    - title: California Code of Regulations, title 22, section 50030 - Child
+      href: https://www.cdss.ca.gov/shd/res/pdf/50101.pdf
+    - title: Florida ESS Manual 2240.0606.03 - Dependent in Deeming
+      href: https://ffic.myflfamilies.com/manual/2200.pdf#page=40
+    - title: Florida ESS Manual 2640.0212.02 - Determine if Parent has Income to Deem
+      href: https://ffic.myflfamilies.com/manual/2600.pdf#page=61
+    - title: Idaho IDAPA 16.03.05.451.03 - Ineligible Child
+      href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=37
+    - title: Louisiana Medicaid Eligibility Manual I-1400 - Ineligible Child
+      href: https://ldh.la.gov/assets/medicaid/MedicaidEligibilityPolicy/I-1400.pdf#page=4
+    - title: Michigan BEM 540 - Allocation to Non-SSI-Related Children
+      href: https://mdhhs-pres-prod.michigan.gov/olmweb/ex/BP/Public/BEM/540.pdf#page=2
+    - title: Missouri DSS 0805.020.15 - Deeming Parental Income, step 1
+      href: https://dssmanuals.mo.gov/mo-healthnet-for-the-aged-blind-and-disabled/0805-000-00/0805-020-00/0805-020-15/
+    - title: Montana Combined Medicaid Manual 603-1 - Ineligible Child Allocation
+      href: https://prod-dphhs.mt.gov/assets/hcsd/mamanual/CMA603.1.pdf
+    - title: North Carolina MA-2260 IV.A - Financial Eligibility Requirements
+      href: https://policies.ncdhhs.gov/wp-content/uploads/MA-2260-Financial-Elig-Requirements-PLA.pdf#page=4
+    - title: New Jersey Medicaid Only Manual 10:71-5.5 - Deeming of Income
+      href: https://nj.gov/humanservices/notices/documents/rules-and-regulations/NJAC%2010_71%20%20MEDICAID%20ONLY.PDF#page=247
+    - title: New York Medicaid Reference Guide - Allocation
+      href: https://www.health.ny.gov/health_care/medicaid/reference/mrg/income.pdf
+    - title: Ohio Administrative Code 5160:1-3-03.3(B)(2) and (8) - Medicaid deeming of income
+      href: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-3-03.3
+    - title: Texas MEPD G-2312 - Parent-to-Child Deeming, step 2
+      href: https://fhb.hhs.texas.gov/handbooks/medicaid-elderly-people-disabilities-handbook/g-2300-special-income-noninstitutional-budgets
+    - title: Virginia Medicaid Manual M0530.002 B.1-B.2 - Nonblind Nondisabled Child
+      href: https://www.dmas.virginia.gov/media/mghpujpo/m05-1-1-26.pdf#page=57
+    - title: Wisconsin Medicaid Eligibility Handbook 15.1.2 - Special Financial Tests
+      href: https://www.emhandbooks.wisconsin.gov/meh-ebd/policy_files/15/15.1.htm
+
+CA:
+  2015-01-01: 21
+FL:
+  2015-01-01: 21
+ID:
+  2015-01-01: 21
+LA:
+  2015-01-01: 21
+MI:
+  2015-01-01: 18
+MO:
+  2015-01-01: 18
+MT:
+  2015-01-01: 21
+NC:
+  2015-01-01: 21
+NJ:
+  2015-01-01: 18
+NY:
+  2015-01-01: 18
+OH:
+  2015-01-01: 18
+TX:
+  2015-01-01: 21
+VA:
+  2015-01-01: 21
+WI:
+  2015-01-01: 19

policyengine_us/parameters/gov/ssa/ssi/eligibility/child/deeming_student_age_limit.yaml

@@ -0,0 +1,12 @@
+description: The Social Security Administration treats a student regularly attending school as an ineligible child for deeming below this age.
+
+values:
+  1974-01-01: 21
+  2008-06-16: 22
+metadata:
+  label: SSI ineligible child deeming student age limit
+  unit: year
+  period: year
+  reference:
+    - title: POMS SI 01310.115 A.3 - Ineligible child for deeming purposes
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501310115

policyengine_us/parameters/gov/ssa/ssi/eligibility/child/student_age_limit.yaml

@@ -0,0 +1,13 @@
+description: The Social Security Administration treats a student regularly attending school as a child under the Supplemental Security Income program below this age.
+
+values:
+  1974-01-01: 22
+metadata:
+  label: SSI child student age limit
+  unit: year
+  period: year
+  reference:
+    - title: 42 U.S.C. § 1382c(c) - Definition of child
+      href: https://www.law.cornell.edu/uscode/text/42/1382c#c
+    - title: 20 CFR § 416.1856(a)(2) - Who is considered a child
+      href: https://www.ecfr.gov/current/title-20/section-416.1856#p-416.1856(a)(2)

policyengine_us/tests/core/test_ssi_annual_income_inputs.py

@@ -0,0 +1,142 @@
+"""SSI monthly budgets must preserve existing annual input overrides.
+
+Policy examples and monthly allocation caps are covered in YAML. These tests
+exercise Core's period conversion, supplied-input detection and branch caches,
+which require the Python API. One small Core system uses the production
+variable classes and the imported country's read-only parameters; it never
+constructs or copies another country model. This belongs to Rest/core.
+"""
+
+import numpy as np
+import pytest
+from policyengine_core.simulations import Simulation
+from policyengine_core.taxbenefitsystems import TaxBenefitSystem
+
+from policyengine_us.entities import MaritalUnit, Person
+from policyengine_us.system import system as country_system
+from policyengine_us.tools.period_branch import get_override_branch
+
+YEAR = 2026
+MONTH = "2026-01"
+ANNUAL_CURRENCY_VARIABLES = (
+    "ssi_countable_income",
+    "ssi_unearned_income_deemed_from_ineligible_parent",
+    "ssi_earned_income_deemed_from_ineligible_spouse",
+    "ssi_unearned_income_deemed_from_ineligible_spouse",
+    "ssi_income_deemed_from_ineligible_spouse",
+    "ssi_ineligible_child_allocation",
+    "ssi_in_kind_support_and_maintenance",
+    "ssi_pmv_amount",
+    "medicaid_optional_senior_or_disabled_countable_income",
+    "medicaid_optional_senior_or_disabled_unearned_income_deemed_from_ineligible_parent",
+    "medicaid_optional_senior_or_disabled_income_deemed_from_ineligible_spouse",
+)
+
+ANNUAL_INPUT_VARIABLES = (*ANNUAL_CURRENCY_VARIABLES, "is_ssi_spousal_deeming_applies")
+
+
+@pytest.fixture(scope="module")
+def small_system():
+    result = TaxBenefitSystem(entities=[Person, MaritalUnit])
+    names = (
+        "is_ssi_eligible_individual",
+        "is_ssi_ineligible_spouse",
+        "ssi_earned_income",
+        "ssi_unearned_income",
+        "ssi_spousal_deeming_child_allocations",
+        *ANNUAL_INPUT_VARIABLES,
+        *(f"{name}_monthly" for name in ANNUAL_INPUT_VARIABLES),
+    )
+    result.add_variables(*(type(country_system.variables[name]) for name in names))
+    result.parameters = country_system.parameters
+    return result
+
+
+@pytest.mark.parametrize("input_period", [YEAR, MONTH])
+@pytest.mark.parametrize("name", ANNUAL_INPUT_VARIABLES)
+def test_annual_input_overrides_reach_monthly_budgets(small_system, name, input_period):
+    amount = 1_200 if name in ANNUAL_CURRENCY_VARIABLES else True
+    monthly = 100 if name in ANNUAL_CURRENCY_VARIABLES else True
+    changed = 2_400 if name in ANNUAL_CURRENCY_VARIABLES else False
+    changed_monthly = 200 if name in ANNUAL_CURRENCY_VARIABLES else False
+    simulation = Simulation(
+        tax_benefit_system=small_system,
+        situation={
+            "people": {
+                "claimant": {
+                    name: {input_period: amount},
+                    # Supplied inputs bypass the formula's eligibility gate.
+                    "is_ssi_eligible_individual": {YEAR: False},
+                }
+            },
+            "marital_units": {"unit": {"members": ["claimant"]}},
+        },
+    )
+    assert small_system.variables[name].definition_period == "year"
+    np.testing.assert_array_equal(simulation.calculate(name, YEAR), [amount])
+    np.testing.assert_array_equal(simulation.calculate(name, MONTH), [monthly])
+    np.testing.assert_array_equal(
+        simulation.calculate(f"{name}_monthly", MONTH), [monthly]
+    )
+
+    branch = get_override_branch(
+        simulation, "annual_override", YEAR, {name: np.array([changed])}
+    )
+    np.testing.assert_array_equal(
+        branch.calculate(f"{name}_monthly", MONTH), [changed_monthly]
+    )
+    np.testing.assert_array_equal(
+        simulation.calculate(f"{name}_monthly", MONTH), [monthly]
+    )
+
+
+def test_computed_annual_cache_does_not_replace_monthly_budgets(small_system):
+    name = "ssi_earned_income_deemed_from_ineligible_spouse"
+    allocations = {
+        f"2026-{month:02d}": 0 if month <= 6 else 200 for month in range(1, 13)
+    }
+    simulation = Simulation(
+        tax_benefit_system=small_system,
+        situation={
+            "people": {
+                "claimant": {
+                    "is_ssi_ineligible_spouse": {YEAR: False},
+                    "ssi_earned_income": {YEAR: 0},
+                    "ssi_unearned_income": {YEAR: 0},
+                    "ssi_spousal_deeming_child_allocations": allocations,
+                },
+                "spouse": {
+                    "is_ssi_ineligible_spouse": {YEAR: True},
+                    "ssi_earned_income": {YEAR: 12_000},
+                    "ssi_unearned_income": {YEAR: 0},
+                    "ssi_spousal_deeming_child_allocations": {
+                        month: 0 for month in allocations
+                    },
+                },
+            },
+            "marital_units": {"couple": {"members": ["claimant", "spouse"]}},
+        },
+    )
+    # Six months of $1,000 and six of $800 are not $900 in every month.
+    np.testing.assert_array_equal(simulation.calculate(name, YEAR), [10_800, 0])
+    np.testing.assert_array_equal(
+        simulation.calculate(f"{name}_monthly", MONTH), [1_000, 0]
+    )
+    np.testing.assert_array_equal(
+        simulation.calculate(f"{name}_monthly", "2026-07"), [800, 0]
+    )
+
+    if hasattr(simulation, "_get_store_history"):
+        # Core 3.33+ invalidates inherited calculations on direct set_input.
+        branch = simulation.get_branch("first_annual_override")
+        branch.set_input(name, YEAR, [24_000, 0])
+    else:
+        branch = get_override_branch(
+            simulation, "first_annual_override", YEAR, {name: np.array([24_000, 0])}
+        )
+    np.testing.assert_array_equal(
+        branch.calculate(f"{name}_monthly", MONTH), [2_000, 0]
+    )
+    np.testing.assert_array_equal(
+        simulation.calculate(f"{name}_monthly", MONTH), [1_000, 0]
+    )