policyengine-us 1.413.3__py3-none-any.whl → 1.418.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_age_eligible.yaml

@@ -0,0 +1,39 @@
+- name: Age eligible at 64 (at threshold)
+  period: 2025
+  input:
+    state_code: TX
+    age: 64
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age eligible at 30 (below threshold)
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age eligible at 18 (young adult)
+  period: 2026
+  input:
+    state_code: TX
+    age: 18
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age ineligible at 65 (above threshold)
+  period: 2026
+  input:
+    state_code: TX
+    age: 65
+  output:
+    tx_fpp_age_eligible: false
+
+- name: Age ineligible at 70
+  period: 2026
+  input:
+    state_code: TX
+    age: 70
+  output:
+    tx_fpp_age_eligible: false

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_benefit.yaml

@@ -0,0 +1,39 @@
+- name: Benefit for eligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_benefit: 266.84
+
+- name: No benefit for age-ineligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 65
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_benefit: 0
+
+- name: No benefit for income-ineligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+    spm_unit_size: 1
+    spm_unit_net_income: 50_000
+  output:
+    tx_fpp_benefit: 0
+
+- name: Benefit for eligible person at age threshold
+  period: 2026
+  input:
+    state_code: TX
+    age: 64
+    spm_unit_size: 2
+    spm_unit_net_income: 40_000
+  output:
+    tx_fpp_benefit: 266.84

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_income_eligible.yaml

@@ -0,0 +1,53 @@
+- name: Income eligible - at limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 39_125  # 250% of 2025 FPG for size 1
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income eligible - below limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income ineligible - above limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 42_000
+  output:
+    tx_fpp_income_eligible: false
+
+- name: Income eligible - at limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 80_375  # 250% of 2025 FPG for size 4
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income eligible - below limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 60_000
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income ineligible - above limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 90_000
+  output:
+    tx_fpp_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_income_limit.yaml

@@ -0,0 +1,44 @@
+- name: FPP income limit for household size 1
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 1
+  output:
+    tx_fpp_income_limit: 40_076  # 250% of 2026 FPG for size 1
+
+- name: FPP income limit for household size 2
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 2
+  output:
+    tx_fpp_income_limit: 54_161  # 250% of 2026 FPG for size 2
+
+- name: FPP income limit for household size 3
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 3
+  output:
+    tx_fpp_income_limit: 68_245 # 250% of 2026 FPG for size 3
+
+- name: FPP income limit for household size 5
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 5
+  output:
+    tx_fpp_income_limit: 96_415  # 250% of 2026 FPG for size 5
+
+- name: FPP income limit for household size 10
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 10
+  output:
+    tx_fpp_income_limit: 166_837 # 250% of 2026 FPG for size 10

policyengine_us/tests/policy/baseline/household/demographic/geographic/in_nyc.yaml

@@ -0,0 +1,20 @@
+- name: Queens County 
+  period: 2023
+  input:
+    county_str: QUEENS_COUNTY_NY
+  output:
+    in_nyc: true
+
+- name: Not NYC
+  period: 2025
+  input:
+    county_str: LOS_ANGELES_COUNTY_CA
+  output:
+    in_nyc: false
+
+- name: Kings County 
+  period: 2023
+  input:
+    county_str: KINGS_COUNTY_NY
+  output:
+    in_nyc: true

policyengine_us/tests/policy/contrib/aca/ptc_simplified_bracket.yaml

@@ -1,5 +1,5 @@
 - name: Single filer at 100% FPL - starts at 0%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -9,7 +9,7 @@
     aca_ptc_phase_out_rate: 0.0
 
 - name: Single filer at 200% FPL - linear increase to 4%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -19,7 +19,7 @@
     aca_ptc_phase_out_rate: 0.04
 
 - name: Single filer at 300% FPL - linear increase to 8%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -29,7 +29,7 @@
     aca_ptc_phase_out_rate: 0.08
 
 - name: Single filer at 400% FPL - linear increase to 12%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -39,7 +39,7 @@
     aca_ptc_phase_out_rate: 0.12
 
 - name: Single filer at 500% FPL - linear increase to 16%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -49,7 +49,7 @@
     aca_ptc_phase_out_rate: 0.16
 
 - name: Single filer at 600% FPL - linear increase to 20%
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -59,7 +59,7 @@
     aca_ptc_phase_out_rate: 0.20
 
 - name: Single filer at 150% FPL - interpolated value
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -69,7 +69,7 @@
     aca_ptc_phase_out_rate: 0.02
 
 - name: Baseline comparison at 400% FPL - shows difference
-  period: 2028
+  period: 2026
   absolute_error_margin: 0.00001
   input:
     aca_magi_fraction: 4.0
@@ -77,7 +77,7 @@
     aca_ptc_phase_out_rate: 0.0996
 
 - name: Edge case - Lower boundary at 0% FPL
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -87,7 +87,7 @@
     aca_ptc_phase_out_rate: 0.0
 
 - name: Edge case - Upper boundary at 1000% FPL
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -97,7 +97,7 @@
     aca_ptc_phase_out_rate: 0.36
 
 - name: Edge case - Interpolation between 1.0 and 2.0 at 175% FPL
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:
@@ -107,7 +107,7 @@
     aca_ptc_phase_out_rate: 0.03
 
 - name: Comparison with additional bracket reform at 600% FPL
-  period: 2028
+  period: 2026
   reforms: policyengine_us.reforms.aca.aca_ptc_simplified_bracket.aca_ptc_simplified_bracket
   absolute_error_margin: 0.00001
   input:

policyengine_us/tests/policy/contrib/congress/tlaib/end_child_poverty_act/integration.yaml

@@ -59,48 +59,6 @@
     refundable_ctc: 0
     non_refundable_ctc: 500
 
-
-- name: Household with two children
-  period: 2023
-  reforms: policyengine_us.reforms.congress.tlaib.end_child_poverty_act.end_child_poverty_act
-  input:
-    # ECPA parameters.
-    gov.contrib.congress.tlaib.end_child_poverty_act.in_effect: true
-    # Household.
-    people:
-      head:
-        age: 36
-        is_tax_unit_head: True
-        is_tax_unit_dependent: False
-        employment_income: 21_000
-      child_1:
-        age: 10
-        is_tax_unit_dependent: true
-      child_2:
-        age: 18
-        is_tax_unit_dependent: true
-    tax_units:
-      tax_unit:
-        members: [head, child_1, child_2]
-        filing_status: HEAD_OF_HOUSEHOLD
-    spm_units:
-      spm_unit:
-        members: [head, child_1, child_2]
-        free_school_meals: 0
-        snap: 0
-        ca_capi: 0
-    households:
-      household:
-        members: [head, child_1, child_2]
-        state_code_str: FL  # Florida has no TANF implementation
-  output:
-    ecpa_adult_dependent_credit: 0
-    ecpa_child_benefit: 5_140 * 2
-    ecpa_filer_credit: 550  # 600 - 0.05 * (21_000 - 20_000).
-    non_refundable_ctc: 0
-    household_benefits: 10_280
-    spm_unit_benefits: 10_280
-
 - name: Baseline test, head of household with two children
   period: 2024
   input:

policyengine_us/tests/policy/contrib/congress/tlaib/income_security/integration.yaml

@@ -0,0 +1,154 @@
+- name: Family with baby, children, and adults receives all benefits
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      baby:
+        age: 0
+      child1:
+        age: 5
+      child2:
+        age: 10
+      adult_head:
+        age: 35
+      adult_spouse:
+        age: 33
+      adult_dependent:
+        age: 20
+        is_tax_unit_dependent: true
+    tax_units:
+      tax_unit:
+        members: [adult_head, adult_spouse, baby, child1, child2, adult_dependent]
+        filing_status: JOINT
+        adjusted_gross_income: 45_000  # 5,000 above phase-out start
+  output:
+    # Baby Bonus
+    baby_bonus_act_payment:
+      2026: [2_000, 0, 0, 0, 0, 0]  # Only baby gets bonus
+    # ECPA Child Benefit
+    ecpa_child_benefit:
+      2026: [5_630, 5_630, 5_630, 0, 0, 0]  # All children under 19
+    # ECPA Adult Dependent Credit
+    ecpa_adult_dependent_credit:
+      2026: [0, 0, 0, 0, 0, 700]  # Only adult dependent
+    # BOOST Payment
+    boost_act_payment:
+      2026: [0, 0, 0, 3_000, 3_000, 3_000]  # Adults 19-67
+    # ECPA Filer Credit (at tax unit level)
+    ecpa_filer_credit:
+      2026: 1_150  # 1,400 - (5,000 * 0.05)
+    # BOOST Tax (at tax unit level)
+    boost_act_tax:
+      2026: 0  # Below 60,000 threshold for joint
+
+- name: Single parent with high income
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      parent:
+        age: 40
+      child:
+        age: 8
+    tax_units:
+      tax_unit:
+        members: [parent, child]
+        filing_status: HEAD_OF_HOUSEHOLD
+        adjusted_gross_income: 80_000
+  output:
+    # No baby bonus (child too old)
+    baby_bonus_act_payment:
+      2026: [0, 0]
+    # Child benefit
+    ecpa_child_benefit:
+      2026: [0, 5_630]
+    # BOOST payment for parent
+    boost_act_payment:
+      2026: [3_000, 0]
+    # ECPA filer credit fully phased out
+    ecpa_filer_credit:
+      2026: 0  # 700 - (60,000 * 0.05) = -2,300, max to 0
+    # BOOST tax on high income
+    boost_act_tax:
+      2026: 1_250  # (80,000 - 30,000) * 0.025
+
+- name: Senior couple with adult dependent
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      senior1:
+        age: 68
+      senior2:
+        age: 70
+      adult_dependent:
+        age: 40
+        is_tax_unit_dependent: true
+    tax_units:
+      tax_unit:
+        members: [senior1, senior2, adult_dependent]
+        filing_status: JOINT
+        adjusted_gross_income: 35_000
+  output:
+    # No baby bonus
+    baby_bonus_act_payment:
+      2026: [0, 0, 0]
+    # No child benefit (all adults)
+    ecpa_child_benefit:
+      2026: [0, 0, 0]
+    # Adult dependent credit
+    ecpa_adult_dependent_credit:
+      2026: [0, 0, 700]
+    # BOOST payment only for adult dependent (seniors too old)
+    boost_act_payment:
+      2026: [0, 0, 3_000]
+    # No filer credit (seniors over 64)
+    ecpa_filer_credit:
+      2026: 0
+    # No BOOST tax (below threshold)
+    boost_act_tax:
+      2026: 0
+
+- name: Young adult living alone
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      young_adult:
+        age: 19
+    tax_units:
+      tax_unit:
+        members: [young_adult]
+        filing_status: SINGLE
+        adjusted_gross_income: 12_000
+  output:
+    # No baby bonus
+    baby_bonus_act_payment:
+      2026: 0
+    # No child benefit (19 or over)
+    ecpa_child_benefit:
+      2026: 0
+    # Not a dependent
+    ecpa_adult_dependent_credit:
+      2026: 0
+    # Gets BOOST payment
+    boost_act_payment:
+      2026: 3_000
+    # Gets filer credit
+    ecpa_filer_credit:
+      2026: 700  # No phase-out
+    # No BOOST tax (below threshold)
+    boost_act_tax:
+      2026: 0

policyengine_us/tests/policy/contrib/congress/tlaib/income_security/state_integration.yaml

@@ -0,0 +1,115 @@
+# Essential state credit integration tests
+# Tests that federal CTC/EITC are calculated for state reference but not applied federally
+
+- name: Oklahoma family - state credits reference federal calculations
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  absolute_error_margin: 1
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      parent1:
+        age: 35
+        employment_income: 30_000
+      parent2:
+        age: 33
+        employment_income: 20_000
+      newborn:
+        age: 0
+        birth_year: 2026
+      child:
+        age: 8
+        birth_year: 2018
+      adult_dependent:
+        age: 19
+        birth_year: 2007
+        is_full_time_student: true
+    tax_units:
+      tax_unit:
+        members: [parent1, parent2, newborn, child, adult_dependent]
+        filing_status: JOINT
+    households:
+      household:
+        members: [parent1, parent2, newborn, child, adult_dependent]
+        state_code: OK
+  output:
+    # Federal CTC/EITC calculated for state reference
+    ctc:
+      2026: 4_900  # $2,200 per child + $500 other dependent
+    eitc:
+      2026: 4_225.342  # Joint, 2 children, $50k income
+
+    # Oklahoma credits (5% of federal)
+    ok_child_care_child_tax_credit:
+      2026: 245  # 5% of $4,900
+    ok_eitc:
+      2026: 72.07
+
+    # Income Security Package benefits
+    baby_bonus_act_payment:
+      2026: [0, 0, 2_000, 0, 0]
+    ecpa_child_benefit:
+      2026: [0, 0, 5_630, 5_630, 0]
+    ecpa_adult_dependent_credit:
+      2026: [0, 0, 0, 0, 700]
+    ecpa_filer_credit:
+      2026: 900  # $1,400 - ($50k - $40k) * 0.05
+    boost_act_payment:
+      2026: [3_000, 3_000, 0, 0, 3_000]
+
+    # Federal refundable credits exclude CTC/EITC
+    income_tax_refundable_credits:
+      2026: 1_600  # ECPA filer ($900) + adult dependent ($700)
+
+- name: Maine single parent - state EITC percentage of federal
+  period: 2026
+  reforms: policyengine_us.reforms.congress.tlaib.income_security_package.income_security_package
+  absolute_error_margin: 1
+  input:
+    gov.contrib.congress.tlaib.income_security_package.baby_bonus_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.boost_act.in_effect: true
+    gov.contrib.congress.tlaib.income_security_package.end_child_poverty_act.in_effect: true
+    people:
+      parent:
+        age: 28
+        employment_income: 25_000
+      child1:
+        age: 3
+        birth_year: 2023
+      child2:
+        age: 10
+        birth_year: 2016
+    tax_units:
+      tax_unit:
+        members: [parent, child1, child2]
+        filing_status: HEAD_OF_HOUSEHOLD
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: ME
+  output:
+    # Federal calculations
+    ctc:
+      2026: 4_400
+    eitc:
+      2026: 7_055.704
+
+    # Maine EITC is 25% of federal
+    me_eitc:
+      2026: 1_763.926
+
+    # Income Security Package
+    baby_bonus_act_payment:
+      2026: [0, 0, 0]
+    ecpa_child_benefit:
+      2026: [0, 5_630, 5_630]
+    ecpa_filer_credit:
+      2026: 450  # $700 - ($25k - $20k) * 0.05
+    boost_act_payment:
+      2026: [3_000, 0, 0]
+
+    # Federal credits exclude EITC/CTC
+    income_tax_refundable_credits:
+      2026: 450