Agency View: Agency View – EXPENSES

Use the Expenses Tab to add or update deductible expenses.

  • Applicants will be required to provide verification for any declared expenses.
  • Applicants will receive a limited eligibility period until verification is received and approved.

**More information on deductible expenses** SoonerCare Applicant and/or Member Expenses (Adjustments to Income)

For SoonerCare applicants:

  • Income expenses must have been paid within the 30-day period prior to your application date. If expense is paid outside of 30 days prior to your application date, it is not allowed.

For SoonerCare members:

  • Income expenses must be paid during your SoonerCare eligibility period or during the 30-day prior to your application date.
  • All allowed income expenses are prorated monthly for a year based on the payment date or your first day of eligibility, whichever is later.
  • All income expenses must be paid outside of any employer sponsored payroll deduction plan. For example, if you are participating in a retirement plan at work and your plan payment is deducted from your payroll check using pre-tax dollars, you cannot claim this as an income expense since it has already been considered in determining your taxable wages amount.
  • Supporting documentation for an income expense must be provided in the form of a receipt from the entity receiving the payment. The documentation must meet IRS standards. The documentation must clearly indicate the type of income expense being claimed, the person who paid the expense, the amount of the expense, and the date the expense was paid.

  • Does anyone in the household have deductible expenses that can be deducted on a Federal Income Tax Return? (Select Yes or No).
    • If Yes is selected, a box will appear with the “Add expense” link. Click link to add expenses.

Expense Type

  • Select Expense Type
    • Alimony Paid
    • Business expense allowed on Form 2106
    • Deductible part of self-employment tax (Schedule SE)
    • Domestic Production Activity Expense
    • Educator expenses
    • Health savings account deduction allowed by Form 8889
    • IRA deduction
    • Moving expenses allowed on Form 3903
    • Penalty for early withdrawal of savings
    • Self-employed SEP, SIMPLE, and qualified plans
    • Self-employment health insurance deduction
    • Student Loan Interest Paid
    • Tuition and fees allowed on Form 8917
  • Enter amount rounded to nearest dollar
  • Select Frequency

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