policyengine-us 1.399.0__py3-none-any.whl → 1.400.0__py3-none-any.whl

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Potentially problematic release.

This version of policyengine-us might be problematic. Click here for more details.

Files changed (14) hide show
  1. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/five_exemptions.yaml +173 -38
  2. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/four_exemptions.yaml +182 -40
  3. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/one_exemption.yaml +181 -40
  4. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/six_exemptions.yaml +191 -42
  5. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/three_exemptions.yaml +182 -40
  6. policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/two_exemptions.yaml +182 -40
  7. policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/exclusions/nj_other_retirement_income_exclusion.yaml +178 -0
  8. policyengine_us/tests/policy/baseline/gov/states/nm/tax/income/rebates/low_income_comprehensive/nm_low_income_comprehensive_tax_rebate.yaml +38 -0
  9. policyengine_us/variables/gov/states/nj/tax/income/exclusions/nj_other_retirement_income_exclusion.py +4 -4
  10. {policyengine_us-1.399.0.dist-info → policyengine_us-1.400.0.dist-info}/METADATA +1 -1
  11. {policyengine_us-1.399.0.dist-info → policyengine_us-1.400.0.dist-info}/RECORD +14 -14
  12. {policyengine_us-1.399.0.dist-info → policyengine_us-1.400.0.dist-info}/WHEEL +0 -0
  13. {policyengine_us-1.399.0.dist-info → policyengine_us-1.400.0.dist-info}/entry_points.txt +0 -0
  14. {policyengine_us-1.399.0.dist-info → policyengine_us-1.400.0.dist-info}/licenses/LICENSE +0 -0
policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/three_exemptions.yaml CHANGED
@@ -3,103 +3,243 @@ brackets:
3
3
  - threshold:
4
4
  2021-01-01: -.inf
5
5
  amount:
6
- 2021-01-01: 325
7
- 2023-01-01: 352
6
+ values:
7
+ 2021-01-01: 325
8
+ 2023-01-01: 352
9
+ 2024-01-01: 364
10
+ metadata:
11
+ uprating: gov.irs.uprating
12
+ rounding:
13
+ type: nearest
14
+ interval: 1
8
15
  - threshold:
9
16
  2021-01-01: 1_000
10
17
  amount:
11
- 2021-01-01: 405
12
- 2023-01-01: 438
18
+ values:
19
+ 2021-01-01: 405
20
+ 2023-01-01: 438
21
+ 2024-01-01: 454
22
+ metadata:
23
+ uprating: gov.irs.uprating
24
+ rounding:
25
+ type: nearest
26
+ interval: 1
13
27
  - threshold:
14
28
  2021-01-01: 7_500
15
29
  amount:
16
- 2021-01-01: 390
17
- 2023-01-01: 422
30
+ values:
31
+ 2021-01-01: 390
32
+ 2023-01-01: 422
33
+ 2024-01-01: 437
34
+ metadata:
35
+ uprating: gov.irs.uprating
36
+ rounding:
37
+ type: nearest
38
+ interval: 1
18
39
  - threshold:
19
40
  2021-01-01: 8_000
20
41
  amount:
21
- 2021-01-01: 375
22
- 2023-01-01: 406
42
+ values:
43
+ 2021-01-01: 375
44
+ 2023-01-01: 406
45
+ 2024-01-01: 420
46
+ metadata:
47
+ uprating: gov.irs.uprating
48
+ rounding:
49
+ type: nearest
50
+ interval: 1
23
51
  - threshold:
24
52
  2021-01-01: 9_000
25
53
  amount:
26
- 2021-01-01: 340
27
- 2023-01-01: 368
54
+ values:
55
+ 2021-01-01: 340
56
+ 2023-01-01: 368
57
+ 2024-01-01: 381
58
+ metadata:
59
+ uprating: gov.irs.uprating
60
+ rounding:
61
+ type: nearest
62
+ interval: 1
28
63
  - threshold:
29
64
  2021-01-01: 10_000
30
65
  amount:
31
- 2021-01-01: 275
32
- 2023-01-01: 298
66
+ values:
67
+ 2021-01-01: 275
68
+ 2023-01-01: 298
69
+ 2024-01-01: 308
70
+ metadata:
71
+ uprating: gov.irs.uprating
72
+ rounding:
73
+ type: nearest
74
+ interval: 1
33
75
  - threshold:
34
76
  2021-01-01: 11_500
35
77
  amount:
36
- 2021-01-01: 235
37
- 2023-01-01: 254
78
+ values:
79
+ 2021-01-01: 235
80
+ 2023-01-01: 254
81
+ 2024-01-01: 263
82
+ metadata:
83
+ uprating: gov.irs.uprating
84
+ rounding:
85
+ type: nearest
86
+ interval: 1
38
87
  - threshold:
39
88
  2021-01-01: 13_000
40
89
  amount:
41
- 2021-01-01: 220
42
- 2023-01-01: 238
90
+ values:
91
+ 2021-01-01: 220
92
+ 2023-01-01: 238
93
+ 2024-01-01: 246
94
+ metadata:
95
+ uprating: gov.irs.uprating
96
+ rounding:
97
+ type: nearest
98
+ interval: 1
43
99
  - threshold:
44
100
  2021-01-01: 14_500
45
101
  amount:
46
- 2021-01-01: 185
47
- 2023-01-01: 200
102
+ values:
103
+ 2021-01-01: 185
104
+ 2023-01-01: 200
105
+ 2024-01-01: 207
106
+ metadata:
107
+ uprating: gov.irs.uprating
108
+ rounding:
109
+ type: nearest
110
+ interval: 1
48
111
  - threshold:
49
112
  2021-01-01: 16_500
50
113
  amount:
51
- 2021-01-01: 165
52
- 2023-01-01: 179
114
+ values:
115
+ 2021-01-01: 165
116
+ 2023-01-01: 179
117
+ 2024-01-01: 185
118
+ metadata:
119
+ uprating: gov.irs.uprating
120
+ rounding:
121
+ type: nearest
122
+ interval: 1
53
123
  - threshold:
54
124
  2021-01-01: 18_000
55
125
  amount:
56
- 2021-01-01: 145
57
- 2023-01-01: 157
126
+ values:
127
+ 2021-01-01: 145
128
+ 2023-01-01: 157
129
+ 2024-01-01: 162
130
+ metadata:
131
+ uprating: gov.irs.uprating
132
+ rounding:
133
+ type: nearest
134
+ interval: 1
58
135
  - threshold:
59
136
  2021-01-01: 19_500
60
137
  amount:
61
- 2021-01-01: 140
62
- 2023-01-01: 151
138
+ values:
139
+ 2021-01-01: 140
140
+ 2023-01-01: 151
141
+ 2024-01-01: 157
142
+ metadata:
143
+ uprating: gov.irs.uprating
144
+ rounding:
145
+ type: nearest
146
+ interval: 1
63
147
  - threshold:
64
148
  2021-01-01: 23_000
65
149
  amount:
66
- 2021-01-01: 120
67
- 2023-01-01: 130
150
+ values:
151
+ 2021-01-01: 120
152
+ 2023-01-01: 130
153
+ 2024-01-01: 134
154
+ metadata:
155
+ uprating: gov.irs.uprating
156
+ rounding:
157
+ type: nearest
158
+ interval: 1
68
159
  - threshold:
69
160
  2021-01-01: 24_500
70
161
  amount:
71
- 2021-01-01: 115
72
- 2023-01-01: 124
162
+ values:
163
+ 2021-01-01: 115
164
+ 2023-01-01: 124
165
+ 2024-01-01: 129
166
+ metadata:
167
+ uprating: gov.irs.uprating
168
+ rounding:
169
+ type: nearest
170
+ interval: 1
73
171
  - threshold:
74
172
  2021-01-01: 26_000
75
173
  amount:
76
- 2021-01-01: 105
77
- 2023-01-01: 114
174
+ values:
175
+ 2021-01-01: 105
176
+ 2023-01-01: 114
177
+ 2024-01-01: 117
178
+ metadata:
179
+ uprating: gov.irs.uprating
180
+ rounding:
181
+ type: nearest
182
+ interval: 1
78
183
  - threshold:
79
184
  2021-01-01: 27_500
80
185
  amount:
81
- 2021-01-01: 100
82
- 2023-01-01: 108
186
+ values:
187
+ 2021-01-01: 100
188
+ 2023-01-01: 108
189
+ 2024-01-01: 112
190
+ metadata:
191
+ uprating: gov.irs.uprating
192
+ rounding:
193
+ type: nearest
194
+ interval: 1
83
195
  - threshold:
84
196
  2021-01-01: 29_500
85
197
  amount:
86
- 2021-01-01: 80
87
- 2023-01-01: 87
198
+ values:
199
+ 2021-01-01: 80
200
+ 2023-01-01: 87
201
+ 2024-01-01: 89
202
+ metadata:
203
+ uprating: gov.irs.uprating
204
+ rounding:
205
+ type: nearest
206
+ interval: 1
88
207
  - threshold:
89
208
  2021-01-01: 31_000
90
209
  amount:
91
- 2021-01-01: 65
92
- 2023-01-01: 70
210
+ values:
211
+ 2021-01-01: 65
212
+ 2023-01-01: 70
213
+ 2024-01-01: 72
214
+ metadata:
215
+ uprating: gov.irs.uprating
216
+ rounding:
217
+ type: nearest
218
+ interval: 1
93
219
  - threshold:
94
220
  2021-01-01: 32_500
95
221
  amount:
96
- 2021-01-01: 50
97
- 2023-01-01: 54
222
+ values:
223
+ 2021-01-01: 50
224
+ 2023-01-01: 54
225
+ 2024-01-01: 56
226
+ metadata:
227
+ uprating: gov.irs.uprating
228
+ rounding:
229
+ type: nearest
230
+ interval: 1
98
231
  - threshold:
99
232
  2021-01-01: 34_000
100
233
  amount:
101
- 2021-01-01: 40
102
- 2023-01-01: 43
234
+ values:
235
+ 2021-01-01: 40
236
+ 2023-01-01: 43
237
+ 2024-01-01: 44
238
+ metadata:
239
+ uprating: gov.irs.uprating
240
+ rounding:
241
+ type: nearest
242
+ interval: 1
103
243
  - threshold:
104
244
  2021-01-01: 36_000
105
245
  amount:
@@ -120,3 +260,5 @@ metadata:
120
260
  href: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/608063af-0c4c-4f28-ba42-cf40e04557ca/PITbook2021.pdf#page=60
121
261
  - title: N.M. Stat. § 7-2-14(D)
122
262
  href: https://casetext.com/statute/new-mexico-statutes-1978/chapter-7-taxation/article-2-income-tax-general-provisions/section-7-2-14-low-income-comprehensive-tax-rebate?sort=relevance&type=regulation&tab=keyword&jxs=&resultsNav=false
263
+ - title: New Mexico 2024 PIT-RC, page 82, SECTION II LOW INCOME COMPREHENSIVE TAX REBATE
264
+ href: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/90560f4e-0ef0-4e52-a003-878b84f858bb/PITbook2024.pdf#page=82
policyengine_us/parameters/gov/states/nm/tax/income/rebates/low_income/amount/two_exemptions.yaml CHANGED
@@ -3,103 +3,243 @@ brackets:
3
3
  - threshold:
4
4
  2021-01-01: -.inf
5
5
  amount:
6
- 2021-01-01: 260
7
- 2023-01-01: 281
6
+ values:
7
+ 2021-01-01: 260
8
+ 2023-01-01: 281
9
+ 2024-01-01: 291
10
+ metadata:
11
+ uprating: gov.irs.uprating
12
+ rounding:
13
+ type: nearest
14
+ interval: 1
8
15
  - threshold:
9
16
  2021-01-01: 1_000
10
17
  amount:
11
- 2021-01-01: 315
12
- 2023-01-01: 341
18
+ values:
19
+ 2021-01-01: 315
20
+ 2023-01-01: 341
21
+ 2024-01-01: 353
22
+ metadata:
23
+ uprating: gov.irs.uprating
24
+ rounding:
25
+ type: nearest
26
+ interval: 1
13
27
  - threshold:
14
28
  2021-01-01: 7_500
15
29
  amount:
16
- 2021-01-01: 310
17
- 2023-01-01: 335
30
+ values:
31
+ 2021-01-01: 310
32
+ 2023-01-01: 335
33
+ 2024-01-01: 347
34
+ metadata:
35
+ uprating: gov.irs.uprating
36
+ rounding:
37
+ type: nearest
38
+ interval: 1
18
39
  - threshold:
19
40
  2021-01-01: 8_000
20
41
  amount:
21
- 2021-01-01: 285
22
- 2023-01-01: 308
42
+ values:
43
+ 2021-01-01: 285
44
+ 2023-01-01: 308
45
+ 2024-01-01: 319
46
+ metadata:
47
+ uprating: gov.irs.uprating
48
+ rounding:
49
+ type: nearest
50
+ interval: 1
23
51
  - threshold:
24
52
  2021-01-01: 9_000
25
53
  amount:
26
- 2021-01-01: 250
27
- 2023-01-01: 271
54
+ values:
55
+ 2021-01-01: 250
56
+ 2023-01-01: 271
57
+ 2024-01-01: 280
58
+ metadata:
59
+ uprating: gov.irs.uprating
60
+ rounding:
61
+ type: nearest
62
+ interval: 1
28
63
  - threshold:
29
64
  2021-01-01: 10_000
30
65
  amount:
31
- 2021-01-01: 210
32
- 2023-01-01: 227
66
+ values:
67
+ 2021-01-01: 210
68
+ 2023-01-01: 227
69
+ 2024-01-01: 235
70
+ metadata:
71
+ uprating: gov.irs.uprating
72
+ rounding:
73
+ type: nearest
74
+ interval: 1
33
75
  - threshold:
34
76
  2021-01-01: 11_500
35
77
  amount:
36
- 2021-01-01: 185
37
- 2023-01-01: 200
78
+ values:
79
+ 2021-01-01: 185
80
+ 2023-01-01: 200
81
+ 2024-01-01: 207
82
+ metadata:
83
+ uprating: gov.irs.uprating
84
+ rounding:
85
+ type: nearest
86
+ interval: 1
38
87
  - threshold:
39
88
  2021-01-01: 13_000
40
89
  amount:
41
- 2021-01-01: 170
42
- 2023-01-01: 184
90
+ values:
91
+ 2021-01-01: 170
92
+ 2023-01-01: 184
93
+ 2024-01-01: 190
94
+ metadata:
95
+ uprating: gov.irs.uprating
96
+ rounding:
97
+ type: nearest
98
+ interval: 1
43
99
  - threshold:
44
100
  2021-01-01: 14_500
45
101
  amount:
46
- 2021-01-01: 155
47
- 2023-01-01: 168
102
+ values:
103
+ 2021-01-01: 155
104
+ 2023-01-01: 168
105
+ 2024-01-01: 173
106
+ metadata:
107
+ uprating: gov.irs.uprating
108
+ rounding:
109
+ type: nearest
110
+ interval: 1
48
111
  - threshold:
49
112
  2021-01-01: 16_500
50
113
  amount:
51
- 2021-01-01: 130
52
- 2023-01-01: 141
114
+ values:
115
+ 2021-01-01: 130
116
+ 2023-01-01: 141
117
+ 2024-01-01: 145
118
+ metadata:
119
+ uprating: gov.irs.uprating
120
+ rounding:
121
+ type: nearest
122
+ interval: 1
53
123
  - threshold:
54
124
  2021-01-01: 18_000
55
125
  amount:
56
- 2021-01-01: 115
57
- 2023-01-01: 124
126
+ values:
127
+ 2021-01-01: 115
128
+ 2023-01-01: 124
129
+ 2024-01-01: 129
130
+ metadata:
131
+ uprating: gov.irs.uprating
132
+ rounding:
133
+ type: nearest
134
+ interval: 1
58
135
  - threshold:
59
136
  2021-01-01: 19_500
60
137
  amount:
61
- 2021-01-01: 105
62
- 2023-01-01: 114
138
+ values:
139
+ 2021-01-01: 105
140
+ 2023-01-01: 114
141
+ 2024-01-01: 117
142
+ metadata:
143
+ uprating: gov.irs.uprating
144
+ rounding:
145
+ type: nearest
146
+ interval: 1
63
147
  - threshold:
64
148
  2021-01-01: 23_000
65
149
  amount:
66
- 2021-01-01: 100
67
- 2023-01-01: 108
150
+ values:
151
+ 2021-01-01: 100
152
+ 2023-01-01: 108
153
+ 2024-01-01: 112
154
+ metadata:
155
+ uprating: gov.irs.uprating
156
+ rounding:
157
+ type: nearest
158
+ interval: 1
68
159
  - threshold:
69
160
  2021-01-01: 24_500
70
161
  amount:
71
- 2021-01-01: 90
72
- 2023-01-01: 97
162
+ values:
163
+ 2021-01-01: 90
164
+ 2023-01-01: 97
165
+ 2024-01-01: 100
166
+ metadata:
167
+ uprating: gov.irs.uprating
168
+ rounding:
169
+ type: nearest
170
+ interval: 1
73
171
  - threshold:
74
172
  2021-01-01: 26_000
75
173
  amount:
76
- 2021-01-01: 80
77
- 2023-01-01: 87
174
+ values:
175
+ 2021-01-01: 80
176
+ 2023-01-01: 87
177
+ 2024-01-01: 89
178
+ metadata:
179
+ uprating: gov.irs.uprating
180
+ rounding:
181
+ type: nearest
182
+ interval: 1
78
183
  - threshold:
79
184
  2021-01-01: 27_500
80
185
  amount:
81
- 2021-01-01: 75
82
- 2023-01-01: 81
186
+ values:
187
+ 2021-01-01: 75
188
+ 2023-01-01: 81
189
+ 2024-01-01: 84
190
+ metadata:
191
+ uprating: gov.irs.uprating
192
+ rounding:
193
+ type: nearest
194
+ interval: 1
83
195
  - threshold:
84
196
  2021-01-01: 29_500
85
197
  amount:
86
- 2021-01-01: 55
87
- 2023-01-01: 60
198
+ values:
199
+ 2021-01-01: 55
200
+ 2023-01-01: 60
201
+ 2024-01-01: 61
202
+ metadata:
203
+ uprating: gov.irs.uprating
204
+ rounding:
205
+ type: nearest
206
+ interval: 1
88
207
  - threshold:
89
208
  2021-01-01: 31_000
90
209
  amount:
91
- 2021-01-01: 50
92
- 2023-01-01: 54
210
+ values:
211
+ 2021-01-01: 50
212
+ 2023-01-01: 54
213
+ 2024-01-01: 56
214
+ metadata:
215
+ uprating: gov.irs.uprating
216
+ rounding:
217
+ type: nearest
218
+ interval: 1
93
219
  - threshold:
94
220
  2021-01-01: 32_500
95
221
  amount:
96
- 2021-01-01: 40
97
- 2023-01-01: 43
222
+ values:
223
+ 2021-01-01: 40
224
+ 2023-01-01: 43
225
+ 2024-01-01: 44
226
+ metadata:
227
+ uprating: gov.irs.uprating
228
+ rounding:
229
+ type: nearest
230
+ interval: 1
98
231
  - threshold:
99
232
  2021-01-01: 34_000
100
233
  amount:
101
- 2021-01-01: 35
102
- 2023-01-01: 38
234
+ values:
235
+ 2021-01-01: 35
236
+ 2023-01-01: 38
237
+ 2024-01-01: 39
238
+ metadata:
239
+ uprating: gov.irs.uprating
240
+ rounding:
241
+ type: nearest
242
+ interval: 1
103
243
  - threshold:
104
244
  2021-01-01: 36_000
105
245
  amount:
@@ -120,3 +260,5 @@ metadata:
120
260
  href: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/608063af-0c4c-4f28-ba42-cf40e04557ca/PITbook2021.pdf#page=60
121
261
  - title: N.M. Stat. § 7-2-14(D)
122
262
  href: https://casetext.com/statute/new-mexico-statutes-1978/chapter-7-taxation/article-2-income-tax-general-provisions/section-7-2-14-low-income-comprehensive-tax-rebate?sort=relevance&type=regulation&tab=keyword&jxs=&resultsNav=false
263
+ - title: New Mexico 2024 PIT-RC, page 82, SECTION II LOW INCOME COMPREHENSIVE TAX REBATE
264
+ href: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/90560f4e-0ef0-4e52-a003-878b84f858bb/PITbook2024.pdf#page=82