policyengine-us 1.403.2__py3-none-any.whl → 1.405.0__py3-none-any.whl

policyengine_us/parameters/gov/states/household/state_agis.yaml

@@ -2,13 +2,13 @@ description: All state adjusted gross income variables.
 values:
   0000-01-01:
     - al_agi  # Alabama
-    - ar_agi  # Arkansas
+    # Arkansas allows for a married filing separately structure which requires two separate itemized deductions.
     - az_agi  # Arizona
     - ca_agi  # California
     # Colorado adopts federal AGI
     - ct_agi  # Connecticut
     - dc_agi  # DC
-    - de_agi  # Delaware
+    # Delaware allows for a married filing separately structure which requires two separate itemized deductions.
     - ga_agi  # Georgia
     - hi_agi  # Hawaii
     - ia_net_income  # Iowa
@@ -30,7 +30,7 @@ values:
     # North Dakota adopts federal AGI
     - ne_agi  # Nebraska
     - nj_agi  # New Jersey
-    - nm_modified_gross_income  # New Mexico
+    # New Mexico adopts federal AGI
     - ny_agi  # New York
     - oh_agi  # Ohio
     - ok_agi  # Oklahoma

policyengine_us/parameters/gov/states/tx/dart/monthly_pass_cost/full_fare.yaml

@@ -0,0 +1,11 @@
+description: Dallas Area Rapid Transit (DART) charges the full fare 31 Day Pass at this price.
+values:
+  2025-01-01: 126
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: DART 31 Day Pass full cost
+  reference:
+    - title: Dallas Area Rapid Transit (DART) Fares
+      href: https://www.dart.org/fare/general-fares-and-overview/fares

policyengine_us/parameters/gov/states/tx/dart/monthly_pass_cost/reduced_fare.yaml

@@ -0,0 +1,11 @@
+description: Dallas Area Rapid Transit (DART) charges the reduced fare 31 Day Pass at this price.
+values:
+  2025-01-01: 63
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: DART 31 Day Pass reduced fare cost
+  reference:
+    - title: Dallas Area Rapid Transit (DART) Reduced Fares
+      href: https://www.dart.org/fare/general-fares-and-overview/reduced-fares

policyengine_us/parameters/gov/states/tx/dart/qualifying_programs.yaml

@@ -0,0 +1,19 @@
+description: Dallas Area Rapid Transit (DART) provides the Discount GoPass Program to individuals enrolled in these assistance programs.
+values:
+  2024-01-01:
+    - chip
+    - medicaid
+    - is_medicare_eligible # medicare
+    - wic
+    - snap
+    - tanf
+    # Comprehensive Energy Assistance Program (CEAP)
+    # Housing Choice Voucher Program (Section 8)
+    
+metadata:
+  label: DART Discount GoPass qualifying assistance programs
+  reference:
+    - title: Dallas Area Rapid Transit (DART) Discount GoPass Tap Card
+      href: https://www.dart.org/fare/general-fares-and-overview/discount-gopass-tap-card
+    - title: Ask DART, What is the Discount GoPass® Tap card?
+      href: https://dartdaily.dart.org/home/ask-dart-what-is-the-discount-gopass-tap-card

policyengine_us/parameters/gov/states/tx/dart/reduced_fare/age_threshold/child.yaml

@@ -0,0 +1,23 @@
+description: Dallas Area Rapid Transit (DART) provides the Reduced Fare Program to applicants who are within these age brackets.
+metadata:
+  threshold_unit: year
+  amount_unit: bool
+  period: year
+  type: single_amount
+  label: DART Reduced Fare Program child age threshold
+  reference:
+    - title: Dallas Area Rapid Transit (DART) Reduced Fare GoPass Tap Card
+      href: https://www.dart.org/fare/general-fares-and-overview/reduced-fares#college
+brackets:
+  - threshold:
+      2021-01-01: 0
+    amount: 
+      2021-01-01: false
+  - threshold: 
+      2021-01-01: 5 # Children under 5 years old ride for free
+    amount: 
+      2021-01-01: true
+  - threshold: 
+      2021-01-01: 15
+    amount: 
+      2021-01-01: false

policyengine_us/parameters/gov/states/tx/dart/reduced_fare/age_threshold/senior.yaml

@@ -0,0 +1,10 @@
+description: Dallas Area Rapid Transit (DART) provides the Reduced Fare Program to seniors of this age or older.
+values:
+  2021-01-01: 65
+metadata:
+  unit: year
+  period: year
+  label: DART Reduced Fare Program senior age threshold
+  reference:
+    - title: Dallas Area Rapid Transit (DART) Reduced Fare GoPass Tap Card
+      href: https://www.dart.org/fare/general-fares-and-overview/reduced-fares

policyengine_us/tests/policy/baseline/gov/states/tax/income/state_agi.yaml

@@ -0,0 +1,191 @@
+- name: Colorado adopts federal AGI
+  period: 2023
+  input:
+    state_code: CO
+    filing_status: SINGLE
+    age_head: 30
+    employment_income: 50_000
+  output:
+    adjusted_gross_income: 50_000
+    state_agi: 50_000
+
+- name: Michigan adopts federal AGI
+  period: 2023
+  input:
+    state_code: MI
+    filing_status: JOINT
+    age_head: 35
+    age_spouse: 33
+    employment_income: 80_000
+  output:
+    adjusted_gross_income: 80_000
+    state_agi: 80_000
+
+- name: Minnesota adopts federal AGI
+  period: 2023
+  input:
+    state_code: MN
+    filing_status: SINGLE
+    age_head: 45
+    employment_income: 60_000
+  output:
+    adjusted_gross_income: 60_000
+    state_agi: 60_000
+
+- name: North Carolina adopts federal AGI
+  period: 2023
+  input:
+    state_code: NC
+    filing_status: JOINT
+    age_head: 40
+    age_spouse: 38
+    employment_income: 120_000
+  output:
+    adjusted_gross_income: 120_000
+    state_agi: 120_000
+
+- name: North Dakota adopts federal AGI
+  period: 2023
+  input:
+    state_code: ND
+    filing_status: HEAD_OF_HOUSEHOLD
+    age_head: 35
+    employment_income: 45_000
+  output:
+    adjusted_gross_income: 45_000
+    state_agi: 45_000
+
+- name: South Carolina adopts federal AGI
+  period: 2023
+  input:
+    state_code: SC
+    filing_status: SINGLE
+    age_head: 28
+    employment_income: 65_000
+  output:
+    adjusted_gross_income: 65_000
+    state_agi: 65_000
+
+# States with their own AGI calculations
+- name: California uses state-specific AGI
+  period: 2023
+  input:
+    state_code: CA
+    filing_status: JOINT
+    age_head: 40
+    age_spouse: 38
+    employment_income: 150_000
+  output:
+    adjusted_gross_income: 150_000
+    ca_agi: 150_000
+    state_agi: 150_000
+
+- name: New York uses state-specific AGI
+  period: 2023
+  input:
+    state_code: NY
+    filing_status: SINGLE
+    age_head: 32
+    employment_income: 80_000
+  output:
+    adjusted_gross_income: 80_000
+    ny_agi: 80_000
+    state_agi: 80_000
+
+- name: Georgia uses state-specific AGI
+  period: 2023
+  input:
+    state_code: GA
+    filing_status: JOINT
+    age_head: 45
+    age_spouse: 43
+    employment_income: 95_000
+  output:
+    adjusted_gross_income: 95_000
+    ga_agi: 95_000
+    state_agi: 95_000
+
+- name: Massachusetts uses state-specific AGI
+  period: 2023
+  input:
+    state_code: MA
+    filing_status: HEAD_OF_HOUSEHOLD
+    age_head: 38
+    employment_income: 70_000
+  output:
+    adjusted_gross_income: 70_000
+    ma_agi: 70_000
+    state_agi: 70_000
+
+- name: Virginia uses state-specific AGI
+  period: 2023
+  input:
+    state_code: VA
+    filing_status: SINGLE
+    age_head: 29
+    employment_income: 55_000
+  output:
+    adjusted_gross_income: 55_000
+    va_agi: 55_000
+    state_agi: 55_000
+
+- name: Illinois uses state-specific base income
+  period: 2023
+  input:
+    state_code: IL
+    filing_status: JOINT
+    age_head: 50
+    age_spouse: 48
+    employment_income: 130_000
+  output:
+    adjusted_gross_income: 130_000
+    il_base_income: 130_000
+    state_agi: 130_000
+
+- name: Pennsylvania uses state-specific eligibility income
+  period: 2023
+  input:
+    state_code: PA
+    filing_status: SINGLE
+    age_head: 35
+    employment_income: 60_000
+  output:
+    adjusted_gross_income: 60_000
+    pa_eligibility_income: 60_000
+    state_agi: 60_000
+
+# Edge case - Texas has no state income tax
+- name: Texas has no state AGI (no state income tax)
+  period: 2023
+  input:
+    state_code: TX
+    filing_status: SINGLE
+    age_head: 30
+    employment_income: 75_000
+  output:
+    adjusted_gross_income: 75_000
+    state_agi: 0  # No state AGI variables for Texas
+
+# Arkansas with individual/joint AGI logic
+- name: Arkansas uses maximum of individual and joint AGI
+  period: 2023
+  input:
+    state_code: AR
+    ar_agi_joint: 90_000
+    ar_agi_indiv: 70_000
+  output:
+    # Arkansas will calculate both ar_agi_indiv and ar_agi_joint
+    # and use the maximum for state_agi
+    state_agi: 90_000  # Maximum of the two
+
+# Delaware with individual/joint AGI logic
+- name: Delaware uses maximum of individual and joint AGI
+  period: 2023
+  input:
+    state_code: DE
+    de_agi_joint: 60_000
+    de_agi_indiv: 80_000
+  output:
+    # Delaware will calculate both de_agi_indiv and de_agi_joint
+    # and use the maximum for state_agi
+    state_agi: 80_000  # Maximum of the two

policyengine_us/tests/policy/baseline/gov/states/tx/dart/free_ride/tx_dart_free_ride_benefit.yaml

@@ -0,0 +1,132 @@
+- name: Eligible child under 5 years old receives free monthly pass benefit
+  period: 2025
+  input:
+    people:
+      child:
+        age: 3
+    households:
+      household:
+        members: [child]
+        state_code: TX
+  output:
+    # $126 monthly pass * 12 months = $1,512 annual benefit
+    tx_dart_free_ride_benefit: 1_512
+
+- name: Child exactly 5 years old does not receive free ride benefit
+  period: 2025
+  input:
+    people:
+      child:
+        age: 5
+    households:
+      household:
+        members: [child]
+        state_code: TX
+  output:
+    tx_dart_free_ride_benefit: 0
+
+- name: Older child age 10 does not receive free ride benefit
+  period: 2025
+  input:
+    people:
+      child:
+        age: 10
+    households:
+      household:
+        members: [child]
+        state_code: TX
+  output:
+    tx_dart_free_ride_benefit: 0
+
+- name: Adult does not receive free ride benefit
+  period: 2025
+  input:
+    people:
+      adult:
+        age: 35
+    households:
+      household:
+        members: [adult]
+        state_code: TX
+  output:
+    tx_dart_free_ride_benefit: 0
+
+- name: Multi-person household with one eligible young child
+  period: 2025
+  input:
+    people:
+      parent1:
+        age: 32
+      parent2:
+        age: 30
+      child1:
+        age: 2
+      child2:
+        age: 8
+    households:
+      household:
+        members: [parent1, parent2, child1, child2]
+        state_code: TX
+  output:
+    tx_dart_free_ride_benefit: [0, 0, 1_512, 0]
+
+- name: Infant under 1 year old receives free ride benefit
+  period: 2025
+  input:
+    people:
+      infant:
+        age: 0
+    households:
+      household:
+        members: [infant]
+        state_code: TX
+  output:
+    # $126 monthly pass * 12 months = $1,512 annual benefit
+    tx_dart_free_ride_benefit: 1_512
+
+- name: Child at age 4 boundary receives free ride benefit
+  period: 2025
+  input:
+    people:
+      child:
+        age: 4
+    households:
+      household:
+        members: [child]
+        state_code: TX
+  output:
+    # $126 monthly pass * 12 months = $1,512 annual benefit
+    tx_dart_free_ride_benefit: 1_512
+
+- name: Elderly person does not receive free ride benefit
+  period: 2025
+  input:
+    people:
+      senior:
+        age: 70
+    households:
+      household:
+        members: [senior]
+        state_code: TX
+  output:
+    tx_dart_free_ride_benefit: 0
+
+- name: Multiple young children each receive free ride benefit
+  period: 2025
+  input:
+    people:
+      parent:
+        age: 28
+      child1:
+        age: 1
+      child2:
+        age: 3
+      child3:
+        age: 4
+    households:
+      household:
+        members: [parent, child1, child2, child3]
+        state_code: TX
+  output:
+    # Each eligible child gets $1,512 annual benefit
+    tx_dart_free_ride_benefit: [0, 1_512, 1_512, 1_512]

policyengine_us/tests/policy/baseline/gov/states/tx/dart/free_ride/tx_dart_free_ride_eligible_young_child.yaml

@@ -0,0 +1,56 @@
+- name: Child under 5 rides free
+  period: 2025
+  input:
+    state_code: TX
+    age: 2
+  output:
+    tx_dart_free_ride_eligible_young_child: true
+
+- name: 4-year-old rides free
+  period: 2025
+  input:
+    state_code: TX
+    age: 4
+  output:
+    tx_dart_free_ride_eligible_young_child: true
+
+- name: 5-year-old does not ride free
+  period: 2025
+  input:
+    state_code: TX
+    age: 5
+  output:
+    tx_dart_free_ride_eligible_young_child: false
+
+- name: Adult does not ride free
+  period: 2025
+  input:
+    state_code: TX
+    age: 30
+  output:
+    tx_dart_free_ride_eligible_young_child: false
+
+- name: Senior does not ride free through free ride program
+  period: 2025
+  input:
+    state_code: TX
+    age: 65
+  output:
+    tx_dart_free_ride_eligible_young_child: false
+
+- name: Multi-person household with toddler
+  period: 2025
+  input:
+    people:
+      parent1:
+        age: 35
+      parent2:
+        age: 33
+      child:
+        age: 3
+    households:
+      household:
+        members: [parent1, parent2, child]
+        state_code: TX
+  output:
+    tx_dart_free_ride_eligible_young_child: [false, false, true]

policyengine_us/tests/policy/baseline/gov/states/tx/dart/reduced_fare/eligibility/tx_dart_reduced_fare_age_eligible.yaml

@@ -0,0 +1,90 @@
+- name: 4-year-old not age eligible for reduced fare
+  period: 2025
+  input:
+    state_code: TX
+    age: 4
+  output:
+    tx_dart_reduced_fare_age_eligible: false
+
+- name: 5-year-old child eligible (minimum age)
+  period: 2025
+  input:
+    state_code: TX
+    age: 5
+  output:
+    tx_dart_reduced_fare_age_eligible: true
+
+- name: 10-year-old child eligible
+  period: 2025
+  input:
+    state_code: TX
+    age: 10
+  output:
+    tx_dart_reduced_fare_age_eligible: true
+
+- name: 14-year-old child eligible (maximum age)
+  period: 2025
+  input:
+    state_code: TX
+    age: 14
+  output:
+    tx_dart_reduced_fare_age_eligible: true
+
+- name: 15-year-old not child eligible
+  period: 2025
+  input:
+    state_code: TX
+    age: 15
+  output:
+    tx_dart_reduced_fare_age_eligible: false
+
+- name: 30-year-old adult not age eligible
+  period: 2025
+  input:
+    state_code: TX
+    age: 30
+  output:
+    tx_dart_reduced_fare_age_eligible: false
+
+- name: 64-year-old not senior eligible
+  period: 2025
+  input:
+    state_code: TX
+    age: 64
+  output:
+    tx_dart_reduced_fare_age_eligible: false
+
+- name: 65-year-old senior eligible (minimum age)
+  period: 2025
+  input:
+    state_code: TX
+    age: 65
+  output:
+    tx_dart_reduced_fare_age_eligible: true
+
+- name: 70-year-old senior eligible
+  period: 2025
+  input:
+    state_code: TX
+    age: 70
+  output:
+    tx_dart_reduced_fare_age_eligible: true
+
+- name: Multi-generation household age eligibility
+  period: 2025
+  input:
+    people:
+      grandparent:
+        age: 68
+      parent:
+        age: 40
+      child:
+        age: 12
+      toddler:
+        age: 3
+    households:
+      household:
+        members: [grandparent, parent, child, toddler]
+        state_code: TX
+  output:
+    tx_dart_reduced_fare_age_eligible: [true, false, true, false]