policyengine-us 1.360.0__py3-none-any.whl → 1.437.0__py3-none-any.whl

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/parent/income_limit.yaml

@@ -11,106 +11,148 @@ metadata:
       href: https://www.medicaidscreener.com/?p=table
     - title: Medicaid, Children's Health Insurance Program, & Basic Health Program Eligibility Levels
       href: https://www.medicaid.gov/medicaid/national-medicaid-chip-program-information/medicaid-childrens-health-insurance-program-basic-health-program-eligibility-levels/index.html
+    - title: Medicaid and CHIP Eligibility, Enrollment, Renewal, and Cost Sharing Policies as of January 2018
+      href: https://files.kff.org/attachment/Report-Medicaid-and-CHIP-Eligibility-Enrollment-Renewal-and-Cost-Sharing-Policies-as-of-January-2018#page=36
 AK:
+  2018-01-01: 1.39
   2021-01-01: 1.36
 AL:
-  2021-01-01: 0.18
+  2018-01-01: 0.18
 AR:
+  2018-01-01: 0.15
   2021-01-01: 0.20
 AZ:
+  2018-01-01: 1.06
   2021-01-01: 1.11
 CA:
+  2018-01-01: 1.09
   2021-01-01: 1.14
 CO:
+  2018-01-01: 0.68
   2021-01-01: 0.73
 CT:
+  2018-01-01: 1.43
   2021-01-01: 1.60
 DC:
-  2021-01-01: 2.21
+  2018-01-01: 2.21
 DE:
+  2018-01-01: 0.87
   2021-01-01: 0.92
 FL:
+  2018-01-01: 0.33
   2021-01-01: 0.32
 GA:
-  2021-01-01: 0.36
+  2018-01-01: 0.36
 HI:
+  2018-01-01: 1.00
   2021-01-01: 1.10
 IA:
+  2018-01-01: 0.50
   2021-01-01: 0.54
 ID:
+  2018-01-01: 0.26
   2021-01-01: 0.27
 IL:
+  2018-01-01: 0.24
   2021-01-01: 1.38
 IN:
+  2018-01-01: 0.17
   2021-01-01: 0.22
 KS:
-  2021-01-01: 0.38
+  2018-01-01: 0.38
 KY:
+  2018-01-01: 0.19
   2021-01-01: 0.27
 LA:
+  2018-01-01: 0.19
   2021-01-01: 0.24
 MA:
-  2021-01-01: 1.38
+  2018-01-01: 1.38
 MD:
+  2018-01-01: 1.23
   2021-01-01: 1.28
 ME:
-  2021-01-01: 1.05
+  2018-01-01: 1.05
 MI:
+  2018-01-01: 0.54
   2021-01-01: 0.59
 MN:
-  2021-01-01: 1.38
+  2018-01-01: 1.38
 MO:
-  2021-01-01: 0.22
+  2018-01-01: 0.22
 MS:
+  2018-01-01: 0.27
   2021-01-01: 0.26
 MT:
+  2018-01-01: 0.24
   2021-01-01: 0.29
 NC:
+  2018-01-01: 0.43
   2021-01-01: 0.45
   2023-12-01: 1.38
 ND:
+  2018-01-01: 0.50
   2021-01-01: 0.53
 NE:
-  2021-01-01: 0.63
+  2018-01-01: 0.63
 NH:
+  2018-01-01: 0.55
   2021-01-01: 0.67
 NJ:
+  2018-01-01: 0.29
   2021-01-01: 0.34
 NM:
+  2018-01-01: 0.44
   2021-01-01: 0.47
 NV:
+  2018-01-01: 0.28
   2021-01-01: 0.35
 NY:
+  2018-01-01: 0.89
   2021-01-01: 1.38
 OH:
+  2018-01-01: 0.90
   2021-01-01: 0.95
 OK:
-  2021-01-01: 0.43
+  2018-01-01: 0.43
 OR:
+  2018-01-01: 0.35
   2021-01-01: 0.42
 PA:
+  2018-01-01: 0.33
   2021-01-01: 0.38
 RI:
+  2018-01-01: 1.16
   2021-01-01: 1.21
 SC:
+  2018-01-01: 0.67
   2021-01-01: 1.00
 SD:
+  2018-01-01: 0.50
   2021-01-01: 0.57
 TN:
+  2018-01-01: 0.98
   2021-01-01: 1.00
 TX:
+  2018-01-01: 0.18
   2021-01-01: 0.19
 UT:
+  2018-01-01: 0.60
   2021-01-01: 0.46
 VA:
+  2018-01-01: 0.38
   2021-01-01: 0.54
 VT:
+  2018-01-01: 0.43
   2021-01-01: 0.54
 WA:
+  2018-01-01: 0.47
   2021-01-01: 0.42
 WI:
-  2021-01-01: 1.00
+  2018-01-01: 1.00
 WV:
+  2018-01-01: 0.18
   2021-01-01: 0.23
 WY:
+  2018-01-01: 0.55
   2021-01-01: 0.56

policyengine_us/parameters/gov/hhs/medicaid/eligibility/eligible_immigration_statuses.yaml

@@ -0,0 +1,29 @@
+description: The United States limits Medicaid eligibility to these immigration statuses.
+values:
+  2018-01-01:
+    - CITIZEN
+    - LEGAL_PERMANENT_RESIDENT
+    - REFUGEE
+    - ASYLEE
+    - DEPORTATION_WITHHELD
+    - CUBAN_HAITIAN_ENTRANT
+    - CONDITIONAL_ENTRANT
+    - PAROLED_ONE_YEAR
+
+  2026-10-01:
+    - CITIZEN
+    - LEGAL_PERMANENT_RESIDENT
+    - CUBAN_HAITIAN_ENTRANT
+
+
+metadata:
+  label: Medicaid eligible immigration statuses
+  period: year
+  unit: list
+  reference:
+    - title: 42 USC § 1396b(v) - Medicaid eligibility for aliens
+      href: https://www.law.cornell.edu/uscode/text/42/1396b#v
+    - title: 8 USC § 1641 - Definition of qualified alien
+      href: https://www.law.cornell.edu/uscode/text/8/1641
+    - title: Health Provisions in the 2025 Federal Budget Reconciliation Bill | KFF
+      href: https://www.kff.org/tracking-the-medicaid-provisions-in-the-2025-budget-bill/

policyengine_us/parameters/gov/hhs/medicaid/eligibility/undocumented_immigrant.yaml

@@ -24,7 +24,6 @@ AR:
   2021-01-01: false
 CA:
   2021-01-01: false
-  2022-01-01: true
 CO:
   2021-01-01: false
 CT:

policyengine_us/parameters/gov/hhs/smi/amount.yaml

@@ -5,261 +5,313 @@ AK:
   2022-10-01: 109_805
   2023-10-01: 112_227
   2024-10-01: 121_634
+  2025-10-01: 128_650
 AL:
   2021-10-01: 80_762
   2022-10-01: 83_791
   2023-10-01: 88_407
   2024-10-01: 95_455
+  2025-10-01: 98_700
 AR:
   2021-10-01: 71_485
   2022-10-01: 74_456
   2023-10-01: 78_985
   2024-10-01: 86_577
+  2025-10-01: 90_280
 AZ:
   2021-10-01: 82_227
   2022-10-01: 86_079
   2023-10-01: 92_454
   2024-10-01: 101_783
+  2025-10-01: 107_983
 CA:
   2021-10-01: 98_644
   2022-10-01: 103_856
   2023-10-01: 110_879
   2024-10-01: 121_926
+  2025-10-01: 128_144
 CO:
   2021-10-01: 106_120
   2022-10-01: 110_786
   2023-10-01: 118_538
   2024-10-01: 130_104
+  2025-10-01: 138_760
 CT:
   2021-10-01: 125_087
   2022-10-01: 127_443
   2023-10-01: 133_184
   2024-10-01: 145_853
+  2025-10-01: 153_091
 DC:
   2021-10-01: 137_563
   2022-10-01: 152_043
   2023-10-01: 159_662
   2024-10-01: 184_525
+  2025-10-01: 198_211
 DE:
   2021-10-01: 103_900
   2022-10-01: 105_076
   2023-10-01: 111_871
   2024-10-01: 120_963
+  2025-10-01: 126_099
 FL:
   2021-10-01: 81_077
   2022-10-01: 83_452
   2023-10-01: 88_895
   2024-10-01: 98_038
+  2025-10-01: 103_063
 GA:
   2021-10-01: 84_851
   2022-10-01: 89_932
   2023-10-01: 95_238
   2024-10-01: 105_893
+  2025-10-01: 110_736
 HI:
   2021-10-01: 108_498
   2022-10-01: 112_242
   2023-10-01: 119_285
   2024-10-01: 129_108
+  2025-10-01: 134_428
 IA:
   2021-10-01: 94_221
   2022-10-01: 97_935
   2023-10-01: 104_510
   2024-10-01: 113_549
+  2025-10-01: 117_810
 ID:
   2021-10-01: 79_820
   2022-10-01: 81_293
   2023-10-01: 86_721
   2024-10-01: 97_325
+  2025-10-01: 105_243
 IL:
   2021-10-01: 102_167
   2022-10-01: 106_151
   2023-10-01: 112_679
   2024-10-01: 122_136
+  2025-10-01: 128_140
 IN:
   2021-10-01: 86_578
   2022-10-01: 89_193
   2023-10-01: 95_373
   2024-10-01: 103_324
+  2025-10-01: 107_555
 KS:
   2021-10-01: 90_284
   2022-10-01: 92_146
   2023-10-01: 98_343
   2024-10-01: 107_363
+  2025-10-01: 112_919
 KY:
   2021-10-01: 80_407
   2022-10-01: 82_499
   2023-10-01: 87_555
   2024-10-01: 96_305
+  2025-10-01: 100_924
 LA:
   2021-10-01: 81_779
   2022-10-01: 83_464
   2023-10-01: 86_934
   2024-10-01: 95_801
+  2025-10-01: 98_137
 MA:
   2021-10-01: 131_252
   2022-10-01: 135_936
   2023-10-01: 145_491
   2024-10-01: 157_680
+  2025-10-01: 165_955
 MD:
   2021-10-01: 124_807
   2022-10-01: 127_853
   2023-10-01: 136_443
   2024-10-01: 149_249
+  2025-10-01: 154_117
 ME:
   2021-10-01: 93_560
   2022-10-01: 98_914
   2023-10-01: 104_719
   2024-10-01: 113_259
+  2025-10-01: 118_065
 MI:
   2021-10-01: 93_492
   2022-10-01: 96_917
   2023-10-01: 103_103
   2024-10-01: 111_699
+  2025-10-01: 117_043
 MN:
   2021-10-01: 112_942
   2022-10-01: 117_587
   2023-10-01: 125_645
   2024-10-01: 137_690
+  2025-10-01: 143_998
 MO:
   2021-10-01: 88_519
   2022-10-01: 91_159
   2023-10-01: 97_499
   2024-10-01: 105_825
+  2025-10-01: 109_229
 MS:
   2021-10-01: 68_871
   2022-10-01: 70_961
   2023-10-01: 75_300
   2024-10-01: 82_331
+  2025-10-01: 85_708
 MT:
   2021-10-01: 87_442
   2022-10-01: 90_180
   2023-10-01: 95_501
   2024-10-01: 102_893
+  2025-10-01: 108_077
 NC:
   2021-10-01: 84_549
   2022-10-01: 88_855
   2023-10-01: 95_852
   2024-10-01: 104_937
+  2025-10-01: 109_383
 ND:
   2021-10-01: 104_087
   2022-10-01: 107_076
   2023-10-01: 114_503
   2024-10-01: 123_092
+  2025-10-01: 129_911
 NE:
   2021-10-01: 93_660
   2022-10-01: 95_903
   2023-10-01: 102_274
   2024-10-01: 112_961
+  2025-10-01: 118_162
 NH:
   2021-10-01: 120_821
   2022-10-01: 124_902
   2023-10-01: 133_449
   2024-10-01: 146_582
+  2025-10-01: 152_580
 NJ:
   2021-10-01: 128_786
   2022-10-01: 133_238
   2023-10-01: 141_384
   2024-10-01: 153_514
+  2025-10-01: 160_276
 NM:
   2021-10-01: 67_949
   2022-10-01: 71_118
   2023-10-01: 76_101
   2024-10-01: 81_873
+  2025-10-01: 87_796
 NV:
   2021-10-01: 82_509
   2022-10-01: 85_150
   2023-10-01: 89_325
   2024-10-01: 96_026
+  2025-10-01: 100_681
 NY:
   2021-10-01: 104_972
   2022-10-01: 109_716
   2023-10-01: 116_765
   2024-10-01: 127_802
+  2025-10-01: 133_609
 OH:
   2021-10-01: 91_185
   2022-10-01: 93_649
   2023-10-01: 100_106
   2024-10-01: 109_319
+  2025-10-01: 114_593
 OK:
   2021-10-01: 76_142
   2022-10-01: 78_027
   2023-10-01: 83_103
   2024-10-01: 90_026
+  2025-10-01: 93_937
 OR:
   2021-10-01: 94_050
   2022-10-01: 100_210
   2023-10-01: 107_136
   2024-10-01: 117_983
+  2025-10-01: 123_027
 PA:
   2021-10-01: 100_995
   2022-10-01: 104_230
   2023-10-01: 111_335
   2024-10-01: 121_268
+  2025-10-01: 125_674
 PR:
   2021-10-01: 32_843
   2022-10-01: 33_705
   2023-10-01: 35_747
   2024-10-01: 39_438
+  2025-10-01: 42_061
 RI:
   2021-10-01: 107_837
   2022-10-01: 109_100
   2023-10-01: 114_343
   2024-10-01: 125_328
+  2025-10-01: 135_424
 SC:
   2021-10-01: 80_973
   2022-10-01: 83_778
   2023-10-01: 89_725
   2024-10-01: 98_172
+  2025-10-01: 102_542
 SD:
   2021-10-01: 88_721
   2022-10-01: 91_281
   2023-10-01: 96_351
   2024-10-01: 105_723
+  2025-10-01: 111_183
 TN:
   2021-10-01: 80_773
   2022-10-01: 84_838
   2023-10-01: 90_197
   2024-10-01: 98_377
+  2025-10-01: 102_735
 TX:
   2021-10-01: 85_391
   2022-10-01: 88_783
   2023-10-01: 94_466
   2024-10-01: 103_213
+  2025-10-01: 108_284
 UT:
   2021-10-01: 90_542
   2022-10-01: 93_679
   2023-10-01: 100_752
   2024-10-01: 111_554
+  2025-10-01: 117_667
 VA:
   2021-10-01: 108_955
   2022-10-01: 114_081
   2023-10-01: 121_130
   2024-10-01: 134_005
+  2025-10-01: 139_313
 VT:
   2021-10-01: 99_184
   2022-10-01: 101_554
   2023-10-01: 110_661
   2024-10-01: 125_336
+  2025-10-01: 131_654
 WA:
   2021-10-01: 107_085
   2022-10-01: 112_299
   2023-10-01: 120_416
   2024-10-01: 131_054
+  2025-10-01: 139_313
 WI:
   2021-10-01: 99_688
   2022-10-01: 102_898
   2023-10-01: 108_490
   2024-10-01: 117_736
+  2025-10-01: 123_148
 WV:
   2021-10-01: 77_096
   2022-10-01: 78_811
   2023-10-01: 84_092
   2024-10-01: 90_661
+  2025-10-01: 94_396
 WY:
   2021-10-01: 95_814
   2022-10-01: 98_354
   2023-10-01: 104_110
   2024-10-01: 111_736
+  2025-10-01: 114_837
 
 metadata:
   unit: currency-USD
@@ -275,3 +327,5 @@ metadata:
     href: https://www.acf.hhs.gov/sites/default/files/documents/ocs/COMM_LIHWAP_Att1SMITable_FY2023.pdf
   - title: State Median Income (SMI) by Household Size for Mandatory Use in LIHEAP for FY 2025
     href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM%202024-02_Att4SMITable.pdf
+  - title: State Median Income (SMI) by Household Size for Mandatory Use in LIHEAP for FY 2026
+    href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM2025-02_SMIStateTable_Att4.pdf

policyengine_us/parameters/gov/hhs/tanf/cash/income/sources/earned.yaml

@@ -0,0 +1,13 @@
+description: The Department of Health and Human Services counts these income sources as earned income under the Temporary Assistance for Needy Families program.
+values:
+  2020-01-01:
+    - employment_income_before_lsr
+    - self_employment_income_before_lsr
+metadata:
+  unit: list
+  period: year
+  label: TANF earned income sources
+  reference:
+    - title: 42 U.S.C. § 602 - Eligible States; State plan
+      href: https://www.law.cornell.edu/uscode/text/42/602
+  # TANF gives states flexibility to define earned income in their state plans. This list serves as a general baseline that states may override with their own definitions.

policyengine_us/parameters/gov/hhs/tanf/cash/income/sources/unearned.yaml

@@ -0,0 +1,23 @@
+description: The Department of Health and Human Services counts these income sources as unearned income under the Temporary Assistance for Needy Families program.
+values:
+  2020-01-01:
+    - veterans_benefits
+    - rental_income
+    - child_support_received
+    - alimony_income
+    - dividend_income
+    - interest_income
+    - miscellaneous_income
+    - pension_income
+    - unemployment_compensation
+    - gi_cash_assistance
+    - social_security
+
+metadata:
+  unit: list
+  period: year
+  label: TANF unearned income sources
+  reference:
+    - title: 42 U.S.C. § 602 - Eligible States; State plan
+      href: https://www.law.cornell.edu/uscode/text/42/602
+  # TANF gives states flexibility to define unearned income in their state plans. This list serves as a general baseline that states may override with their own definitions.

policyengine_us/parameters/gov/hhs/uprating.yaml

@@ -1,6 +1,8 @@
 description: The US indexes the federal poverty guidelines according to this schedule, annually updating based on CPI-U in the calendar year.
 values:
   # Actuals averaged from prior 12mo.
+  2022-01-01: 292.6
+  2023-01-01: 304.7
   2024-01-01: 313.6
   # CBO forecasts.
   2025-01-01: 320.6
@@ -14,19 +16,16 @@ values:
   2033-01-01: 383.9
   2034-01-01: 392.5
   2035-01-01: 401.3
+  # Values for 2036-2100 are set programmatically in uprating_extensions.py
 metadata:
-  unit: currency-USD
-  label: Poverty line uprating
   economy: false
+  unit: currency-USD
+  label: HHS uprating
   reference:
     - title: 2025 Annual Update of the HHS Poverty Guidelines
       href: https://www.govinfo.gov/app/details/FR-2025-01-17/2025-01377
     - title: 2024 Annual Update of the HHS Poverty Guidelines
       href: https://www.federalregister.gov/documents/2024/01/17/2024-00796/annual-update-of-the-hhs-poverty-guidelines
     - title: CBO Budget and Economic Outlook | 2024 to 2034
-      # Feb 2024 Economic Projections | 2. Calendar Year | Row 51
-      href: https://www.cbo.gov/data/budget-economic-data#4
-    - title: CBO Budget and Economic Outlook | 2025 to 2035
-      # Feb 2024 Economic Projections | 2. Calendar Year | Row 51
+      # Jan 2025 Economic Projections | 2. Calendar Year | Row 51
       href: https://www.cbo.gov/data/budget-economic-data#4
-

policyengine_us/parameters/gov/irs/ald/student_loan_interest/reduction/start.yaml

@@ -9,6 +9,8 @@ metadata:
   reference:
     - title: 26 U.S. Code § 221 - Interest on education loans (b)(1)
       href: https://www.law.cornell.edu/uscode/text/26/221
+    - title: 2026 IRS data release
+      href: https://www.irs.gov/pub/irs-drop/rp-25-32.pdf#page=23
     - title: 2023 IRS data release
       href: https://www.irs.gov/pub/irs-drop/rp-22-38.pdf#page=18
     - title: 2022 IRS data release
@@ -29,6 +31,7 @@ JOINT:
     2022-01-01: 145_000
     2023-01-01: 155_000
     2024-01-01: 165_000
+    2026-01-01: 175_000
   metadata:
     uprating:
       parameter: gov.irs.uprating
@@ -41,6 +44,7 @@ SINGLE:
     2019-01-01: 70_000
     2023-01-01: 75_000
     2024-01-01: 80_000
+    2026-01-01: 85_000
   metadata:
     uprating:
       parameter: gov.irs.uprating
@@ -56,18 +60,20 @@ HEAD_OF_HOUSEHOLD:
     2019-01-01: 70_000
     2023-01-01: 75_000
     2024-01-01: 80_000
+    2026-01-01: 85_000
   metadata:
     uprating:
       parameter: gov.irs.uprating
       rounding:
         type: downwards
         interval: 5_000
-SURVIVING_SPOUSE: 
+SURVIVING_SPOUSE:
   values:
     2002-01-01: 50_000
     2019-01-01: 70_000
     2023-01-01: 75_000
     2024-01-01: 80_000
+    2026-01-01: 85_000
   metadata:
     uprating:
       parameter: gov.irs.uprating

policyengine_us/parameters/gov/irs/capital_gains/rates.yaml

@@ -0,0 +1,17 @@
+description: The IRS taxes long-term capital gains and qualified dividends at these rates.
+1:
+  2013-01-01: 0
+2:
+  2013-01-01: 0.15
+3:
+  2013-01-01: 0.2
+
+metadata:
+  unit: /1
+  period: year
+  label: Capital gains tax rates
+  reference:
+    - title: 26 U.S. Code § 1(h) - Tax on net capital gain
+      href: https://www.law.cornell.edu/uscode/text/26/1#h
+    - title: 26 U.S. Code § 1(j)(5)(A) - Capital gains rates
+      href: https://www.law.cornell.edu/uscode/text/26/1#j_5_A