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Does a bonus count as income for benefits?

Bonuses and overtime count, and a big one can knock out help.

The short answer

Yes. A bonus, overtime, and extra hours all count as earned income for benefits like food help, Medicaid, and childcare help. A large one-time bonus can push you over a limit for that period and cost more than the bonus itself. In Ohio, a raise of the same size costs a family $19,076 a year.

Check your own number

Benefit programs measure your income to decide what you qualify for, and that measure includes almost all the money you earn from work: your regular pay, overtime, tips, commissions, and bonuses. A bonus is not treated differently from a raise while it counts. So a large bonus can lift your income above a benefit limit for the month or period it is counted in.

That is why a bonus can, in some cases, leave a family worse off. If it pushes income past a cliff where several benefits fall away, the help lost during that period can be worth more than the bonus. It is the same math as a raise landing on a cliff, just for a shorter stretch of time. A sustained raise carries the same risk permanently, which is the more common case.

A worked example

A raise is a sustained bonus, and here is what one costs, for a family of 4 in Ohio:

The raise, at $47,000 before tax+$1,000
Benefits and extra costs it triggers−$19,076
What the family actually keeps−$18,076

Calculated live from published government rules for a family of 4 in Ohio, the same engine behind the calculator.

None of this means a bonus is bad. Most bonuses are worth taking, and only the ones that land right on a cliff cause a problem. The way to know is to check where your income sits relative to your benefit limits before the extra pay lands, so a windfall does not turn into a surprise bill from lost help.

The free tool treats extra pay exactly as the programs do. Enter your income with and without the bonus and it shows whether the extra tips you over a cliff, and the income level that clears it so more pay reliably means more money.

See the cliff where you live

The band where benefits fall away is different in every state. Pick yours to see the real number for a family like yours.

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Questions people ask

Does a one-time bonus affect my benefits?
It can. Benefits count almost all earned income, including bonuses, in the period they are received. A large one-time bonus can lift your income above a limit for that period and reduce or pause some help, even though your regular pay has not changed.
Does overtime count against benefits the same way?
Yes. Overtime, extra shifts, tips, and commissions all count as earned income, just like a bonus or a raise. Most of the time the extra pay is worth more than any help you lose, but near a cliff the lost benefits can outweigh it.
How do I tell if a bonus will cost me benefits?
Enter your income with and without the bonus into the free CliffCheck tool. It shows whether the extra pay crosses a cliff and by how much. For a family of 4 in Ohio, extra pay landing on the cliff can cost about $19,076 a year in lost help. Your numbers stay on your phone.

Keep reading

Why this happens at allWhat is a benefits cliff?Will a raise make me poorer?