State of Wisconsin
Department of Health Services

Release 26-03
August 12, 2026

View History

28.2 Home and Community-Based Waivers Long-Term Care Fiscal Test Group

Form the fiscal test group as follows:

  1. Single person = a fiscal test group of one.
  2. Married couple, when one spouseA person recognized under federal law as another person’s legal partner through marriage. This includes a marriage (including common law marriage) that was valid in the state where it was entered into. For marriages entered into outside the United States, this includes a marriage that was valid in the place where it was entered into and could have been entered into in the United States. is applying for community waivers, and the other is a community spouse . This is a spousal impoverishment situation. Combine the assets (18.4.3 Calculate the Community Spouse Asset Share) and apply the spousal impoverishment asset test (18.4.4 Asset Test). The income limit is the same as for institutionalized persons who do not have a community spouse.
  3. Married couple, both applying for HCBW, are in two separate fiscal test groups. Spousal impoverishment policies may apply.
Example 1: Cathy and Bob, a married couple, are both applying for community waivers. Both are each other’s community spouse. Combine the assets and apply the spousal impoverishment asset test. Calculate asset shares and asset limits for each. Cathy and Bob each have one year to spend assets down to $2,000, based on their individual application dates.

This page last updated in Release Number: 19-01
Release Date: 4/19/2019
Effective Date: 4/19/2019


The information concerning the Medicaid program provided in this handbook release is published in accordance with: Titles XI and XIX of the Social Security Act; Parts 430 through 481 of Title 42 of the Code of Federal Regulations; Chapters 46 and 49 of the Wisconsin Statutes; and Chapters HA 3, DHS 2, 10 and 101 through 109 of the Wisconsin Administrative Code.

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-10030