policyengine-us 1.420.0__py3-none-any.whl → 1.450.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/il/hfs/hbwd/integration.yaml

@@ -0,0 +1,183 @@
+- name: Case 1, eligible working disabled individual.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    state_code: IL
+    age: 28
+    is_ssi_disabled: true
+    employment_income: 24_000  # $2,000/month
+    social_security_disability: 12_000  # $1,000/month
+    spm_unit_cash_assets: 15_000
+  output:
+    # Eligibility components
+    il_hbwd_age_eligible: true
+    il_hbwd_disability_eligible: true
+    il_hbwd_employment_eligible: true
+    il_hbwd_income_eligible: true
+    il_hbwd_asset_eligible: true
+    il_hbwd_eligible: true
+    # Income calculation
+    il_hbwd_gross_earned_income: 2_000  # 24,000 / 12
+    il_hbwd_countable_income: 2_728.13
+    # Earned: $2,000 - $211.55 (expenses) - $50 (exemptions) = $1,738.45
+    # Unearned: $1,000 - $10 (remaining flat exemption)
+    # Total: ~$2,728.13
+    # Premium calculation
+    il_hbwd_premium: 113
+    # Earned $1,713.45 → bracket 6 (1501-1750) → $38
+    # Unearned $1,000 → bracket 4 (1001-1250) → $75
+    # Total: $38 + $75 = $113
+
+- name: Case 2, couple with one eligible member.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 45
+        is_ssi_disabled: true
+        employment_income: 30_000  # $2,500/month
+        social_security_disability: 9_600  # $800/month
+      person2:
+        age: 43
+        is_ssi_disabled: false
+        employment_income: 36_000  # $3,000/month
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 12_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    il_hbwd_eligible: [true, false]
+    # person1: disabled + employed = eligible
+    # person2: not disabled = ineligible
+    il_hbwd_disability_eligible: [true, false]
+    il_hbwd_employment_eligible: [true, true]
+    il_hbwd_income_eligible: [true, true]
+    il_hbwd_asset_eligible: [true, true]
+
+- name: Case 3, self-employed individual with childcare expenses.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 35
+        is_ssi_disabled: true
+        self_employment_income: 30_000  # $2,500/month
+        monthly_hours_worked: 160  # Full-time
+      person2:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        childcare_expenses: 1_920  # $160/month
+        spm_unit_cash_assets: 8_000
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+        tax_unit_dependents: 1
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    il_hbwd_age_eligible: [true, false]
+    il_hbwd_disability_eligible: [true, false]
+    il_hbwd_employment_eligible: [true, false]
+    il_hbwd_eligible: [true, false]
+    # Income calculation for person1
+    il_hbwd_gross_earned_income: [2_500, 0]
+    # $30,000 / 12 = $2,500
+    il_hbwd_countable_earned_income: [2_193.44, 0]
+    # Gross: $2,500
+    # After expenses and exemptions: $2,193.44
+
+- name: Case 4, near income limit boundary.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    state_code: IL
+    age: 50
+    is_ssi_disabled: true
+    employment_income: 48_000  # $4,000/month
+    social_security_disability: 4_800  # $400/month
+    spm_unit_cash_assets: 20_000
+  output:
+    il_hbwd_age_eligible: true
+    il_hbwd_disability_eligible: true
+    il_hbwd_employment_eligible: true
+    il_hbwd_eligible: true
+    il_hbwd_income_eligible: true
+    # Total income after deductions: ~$4,089
+    # 350% FPL for single (2024): ~$4,393
+    # Just under limit → eligible
+    il_hbwd_premium: 100
+    # Premium: $100
+
+- name: Case 5, eligible with high income after exemptions.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    state_code: IL
+    age: 40
+    is_ssi_disabled: true
+    employment_income: 60_000  # $5,000/month
+    spm_unit_cash_assets: 10_000
+  output:
+    il_hbwd_age_eligible: true
+    il_hbwd_disability_eligible: true
+    il_hbwd_employment_eligible: true
+    il_hbwd_asset_eligible: true
+    il_hbwd_income_eligible: true
+    # Countable income after expenses and exemptions: ~$4,618
+    # With exemptions, now under 350% FPL limit
+    il_hbwd_eligible: true
+
+- name: Case 6, SSDI recipient with part-time work.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    state_code: IL
+    age: 55
+    is_ssi_disabled: false
+    social_security_disability: 18_000  # $1,500/month SSDI
+    employment_income: 12_000  # $1,000/month part-time
+    spm_unit_cash_assets: 5_000
+  output:
+    il_hbwd_age_eligible: true
+    il_hbwd_disability_eligible: true  # Via SSDI receipt
+    il_hbwd_employment_eligible: true
+    il_hbwd_income_eligible: true
+    il_hbwd_asset_eligible: true
+    il_hbwd_eligible: true
+    # Income calculation
+    il_hbwd_gross_earned_income: 1_000
+    il_hbwd_countable_income: 2_349.95
+    # Earned after expenses and exemptions: ~$850
+    # Unearned: $1,500
+    # Total: ~$2,349.95
+    il_hbwd_premium: 132
+    # Earned $824.95 → bracket 3 (751-1000) → $19
+    # Unearned $1,500 → bracket 6 (1501-1750) → $113
+    # Total: $19 + $113 = $132
+
+- name: Case 7, ineligible too young.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 15
+    is_ssi_disabled: true
+    employment_income: 12_000  # $1,000/month
+    spm_unit_cash_assets: 5_000
+  output:
+    il_hbwd_age_eligible: false
+    il_hbwd_disability_eligible: true
+    il_hbwd_employment_eligible: true
+    il_hbwd_income_eligible: true
+    il_hbwd_asset_eligible: true
+    il_hbwd_eligible: false
+    # Age < 16 → ineligible despite meeting other criteria

policyengine_us/tests/policy/baseline/gov/states/il/hfs/il_hfs_immigration_status_eligible.yaml

@@ -0,0 +1,47 @@
+- name: Citizen eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: CITIZEN
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Legal permanent resident eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Refugee eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: REFUGEE
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Asylee eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: ASYLEE
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Undocumented ineligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: UNDOCUMENTED
+  output:
+    il_hfs_immigration_status_eligible: false
+
+- name: DACA ineligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: DACA
+  output:
+    il_hfs_immigration_status_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/tax/income/credits/il_income_tax_rebate.yaml

@@ -0,0 +1,49 @@
+- name: Head of household, income above threshold
+  period: 2021
+  input:
+    adjusted_gross_income: 200_000
+    filing_status: HEAD_OF_HOUSEHOLD
+    state_code: IL
+    tax_unit_dependents: 3
+  output:
+    il_income_tax_rebate: 0
+
+- name: Head of household, income below threshold, three dependents
+  period: 2021
+  input:
+    adjusted_gross_income: 199_999
+    filing_status: HEAD_OF_HOUSEHOLD
+    state_code: IL
+    tax_unit_dependents: 3
+  output:
+    il_income_tax_rebate: 350
+
+- name: Head of household, income below threshold, five dependents
+  period: 2021
+  input:
+    adjusted_gross_income: 199_999
+    filing_status: HEAD_OF_HOUSEHOLD
+    state_code: IL
+    tax_unit_dependents: 5
+  output:
+    il_income_tax_rebate: 350
+
+- name: Joint with two dependents
+  period: 2021
+  input:
+    adjusted_gross_income: 399_999
+    tax_unit_is_joint: true
+    state_code: IL
+    tax_unit_dependents: 2
+  output:
+    il_income_tax_rebate: 300
+
+- name: Single with no dependents
+  period: 2021
+  input:
+    adjusted_gross_income: 0
+    tax_unit_is_joint: false
+    state_code: IL
+    tax_unit_dependents: 0
+  output:
+    il_income_tax_rebate: 50

policyengine_us/tests/policy/baseline/gov/states/il/tax/income/credits/il_income_tax_rebate_eligible.yaml

@@ -0,0 +1,35 @@
+- name: Ineligible joint filer
+  period: 2021
+  input:
+    adjusted_gross_income: 400_000
+    tax_unit_is_joint: true
+    state_code: IL
+  output:
+    il_income_tax_rebate_eligible: false
+
+- name: Eligible joint filer
+  period: 2021
+  input:
+    adjusted_gross_income: 399_999
+    tax_unit_is_joint: true
+    state_code: IL
+  output:
+    il_income_tax_rebate_eligible: true
+
+- name: Ineligible non-joint filer
+  period: 2021
+  input:
+    adjusted_gross_income: 200_000
+    tax_unit_is_joint: false
+    state_code: IL
+  output:
+    il_income_tax_rebate_eligible: false
+
+- name: Eligible non-joint filer
+  period: 2021
+  input:
+    adjusted_gross_income: 199_999
+    tax_unit_is_joint: false
+    state_code: IL
+  output:
+    il_income_tax_rebate_eligible: true

policyengine_us/tests/policy/baseline/gov/states/in/tax/income/credits/in_automatic_refund_rebate.yaml

@@ -0,0 +1,47 @@
+- name: Rebate for single filer
+  period: 2020
+  input:
+    state_code: IN
+    head_spouse_count: 1
+  output:
+    in_automatic_refund_rebate: 325  # (125 base + 200 additional) * 1
+
+- name: Rebate for married couple
+  period: 2020
+  input:
+    state_code: IN
+    head_spouse_count: 2
+  output:
+    in_automatic_refund_rebate: 650  # (125 base + 200 additional) * 2
+
+- name: No rebate outside Indiana
+  period: 2020
+  input:
+    state_code: CA
+    head_spouse_count: 1
+  output:
+    in_automatic_refund_rebate: 0
+
+- name: No rebate for zero head_spouse_count
+  period: 2020
+  input:
+    state_code: IN
+    head_spouse_count: 0
+  output:
+    in_automatic_refund_rebate: 0
+
+- name: Rebate for married couple outside Indiana
+  period: 2020
+  input:
+    state_code: NY
+    head_spouse_count: 2
+  output:
+    in_automatic_refund_rebate: 0
+
+- name: Single filer rebate validation
+  period: 2020
+  input:
+    state_code: IN
+    filing_status: SINGLE
+  output:
+    in_automatic_refund_rebate: 325  # (125 base + 200 additional) * 1

policyengine_us/tests/policy/baseline/gov/states/ks/tax/income/ks_fstc.yaml

@@ -4,7 +4,7 @@
     age_head: 56
     blind_head: false
     adjusted_gross_income: 30_000
-    ks_count_exemptions: 3
+    tax_unit_size: 3
     state_code: KS
   output:
     ks_fstc: 125 * 3
@@ -15,7 +15,7 @@
     age_head: 54
     blind_head: true
     adjusted_gross_income: 30_000
-    ks_count_exemptions: 1
+    tax_unit_size: 1
     state_code: KS
   output:
     ks_fstc: 125 * 1
@@ -26,7 +26,7 @@
     age_head: 54
     blind_head: false
     adjusted_gross_income: 30_000
-    ks_count_exemptions: 1
+    tax_unit_size: 1
     state_code: KS
   output:
     ks_fstc: 0  # tax unit is ineligible
@@ -37,7 +37,7 @@
     age_head: 56
     blind_head: false
     adjusted_gross_income: 31_000
-    ks_count_exemptions: 3
+    tax_unit_size: 3
     state_code: KS
   output:
     ks_fstc: 0  # income ineligible

policyengine_us/tests/policy/baseline/gov/states/ks/tax/income/ks_integration.yaml

@@ -29,3 +29,51 @@
         state_code: KS
   output:  # expected results from patched TAXSIM35 2023-03-22 version
     ks_income_tax: 147.18
+
+- name: 0-KS.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 70
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        taxable_private_pension_income: 29882.531
+        qualified_dividend_income: 4.5687127
+        taxable_interest_income: 145.75577
+        is_tax_unit_head: true
+      person2:
+        age: 1
+        employment_income: 0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        is_tax_unit_dependent: true
+        is_tax_unit_head: false
+        is_tax_unit_spouse: false
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+        premium_tax_credit: 0
+        local_income_tax: 0
+        state_sales_tax: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        snap: 0
+        tanf: 0
+        free_school_meals: 0
+        reduced_price_school_meals: 0
+    households:
+      household:
+        members: [person1, person2]
+        state_fips: 20
+  output:
+    ks_income_tax: 229

policyengine_us/tests/policy/baseline/gov/states/ma/dta/ssp/ma_state_supplement.yaml

@@ -1,6 +1,7 @@
 - name: Single person.
   period: 2022
   input:
+    state_code: MA
     is_ssi_aged_blind_disabled: true
     uncapped_ssi: -100
     ma_maximum_state_supplement: 300
@@ -11,6 +12,7 @@
 - name: Single person fails resource test.
   period: 2022
   input:
+    state_code: MA
     is_ssi_aged_blind_disabled: true
     uncapped_ssi: -100
     ma_maximum_state_supplement: 300

policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/dependent_care_deduction/ma_eaedc_dependent_care_deduction.yaml

@@ -1,17 +1,17 @@
-- name: Case 1, one child age of 5. 
+- name: Case 1, one child age of 5.
   period: 2022
   input:
     people:
       person1:
         age: 35
-        is_tax_unit_dependent: false 
-        weekly_hours_worked: 40
+        is_tax_unit_dependent: false
+        weekly_hours_worked_before_lsr: 40
         ma_eaedc_eligible_dependent: false
       person2:
         age: 5
         is_tax_unit_dependent: true
         pre_subsidy_childcare_expenses: 3_600
-        weekly_hours_worked: 0
+        weekly_hours_worked_before_lsr: 0
         ma_eaedc_eligible_dependent: true
     spm_units:
       spm_unit:
@@ -33,13 +33,13 @@
       person1:
         age: 35
         is_tax_unit_dependent: false
-        weekly_hours_worked: 40 
+        weekly_hours_worked_before_lsr: 40
         ma_eaedc_eligible_dependent: false
       person2:
         age: 1
         is_tax_unit_dependent: true
         pre_subsidy_childcare_expenses: 2_040
-        weekly_hours_worked: 0
+        weekly_hours_worked_before_lsr: 0
         ma_eaedc_eligible_dependent: true
     spm_units:
       spm_unit:
@@ -60,20 +60,20 @@
     people:
       person1:
         age: 35
-        is_tax_unit_dependent: false 
-        weekly_hours_worked: 40
+        is_tax_unit_dependent: false
+        weekly_hours_worked_before_lsr: 40
         ma_eaedc_eligible_dependent: false
       person2:
         age: 1
         is_tax_unit_dependent: true
         pre_subsidy_childcare_expenses: 2_040
-        weekly_hours_worked: 0
+        weekly_hours_worked_before_lsr: 0
         ma_eaedc_eligible_dependent: true
       person3:
         age: 5
         is_tax_unit_dependent: true
         pre_subsidy_childcare_expenses: 2_760
-        weekly_hours_worked: 0
+        weekly_hours_worked_before_lsr: 0
         ma_eaedc_eligible_dependent: true
     spm_units:
       spm_unit:
@@ -94,14 +94,14 @@
     people:
       person1:
         age: 35
-        is_tax_unit_dependent: false 
-        weekly_hours_worked: 25
+        is_tax_unit_dependent: false
+        weekly_hours_worked_before_lsr: 25
         ma_eaedc_eligible_dependent: false
       person2:
         age: 2
         is_tax_unit_dependent: true
         pre_subsidy_childcare_expenses: 3_600
-        weekly_hours_worked: 0
+        weekly_hours_worked_before_lsr: 0
         ma_eaedc_eligible_dependent: true
     spm_units:
       spm_unit:

policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/dependent_care_deduction/ma_eaedc_dependent_care_deduction_person.yaml

@@ -4,9 +4,9 @@
     people:
       person1:
         age: 35
-        is_tax_unit_dependent: false 
+        is_tax_unit_dependent: false
         ma_eaedc_eligible_dependent: false
-        weekly_hours_worked: 40
+        weekly_hours_worked_before_lsr: 40
       person2:
         age: 5
         is_tax_unit_dependent: true
@@ -30,7 +30,7 @@
   input:
     ma_eaedc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     age: 2
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -41,7 +41,7 @@
   input:
     ma_eaedc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     age: 1
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -52,7 +52,7 @@
   input:
     ma_eaedc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     age: 2
     pre_subsidy_childcare_expenses: 30
   output:
@@ -63,7 +63,7 @@
   input:
     ma_eaedc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 60
+    weekly_hours_worked_before_lsr: 60
     age: 2
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -71,10 +71,10 @@
 
 - name: Integration test, one dependent, 60 hours/week, older dependent.
   period: 2023
-  input: 
+  input:
     people:
       person1:
-        weekly_hours_worked: 60
+        weekly_hours_worked_before_lsr: 60
       person2:
         ma_eaedc_eligible_dependent: true
         age: 12

policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml

@@ -140,7 +140,7 @@
       person1:
         age: 19
         is_pregnant: true
-        employment_income: 9_600
+        employment_income_before_lsr: 9_600
         rent: 1_200
         weekly_hours_worked: 13.3
       person2:
@@ -185,7 +185,7 @@
       person1:
         age: 19
         is_pregnant: true
-        employment_income: 9_600
+        employment_income_before_lsr: 9_600
         rent: 1_200
         weekly_hours_worked: 13.3
       person2:

policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/income/deductions/ma_tafdc_dependent_care_deduction_person.yaml

@@ -3,7 +3,7 @@
   input:
     ma_tafdc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     monthly_age: 2
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -14,7 +14,7 @@
   input:
     ma_tafdc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     monthly_age: 1
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -25,7 +25,7 @@
   input:
     ma_tafdc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 10
+    weekly_hours_worked_before_lsr: 10
     monthly_age: 2
     pre_subsidy_childcare_expenses: 30
   output:
@@ -36,7 +36,7 @@
   input:
     ma_tafdc_eligible_dependent: true
     state_code: MA
-    weekly_hours_worked: 60
+    weekly_hours_worked_before_lsr: 60
     monthly_age: 2
     pre_subsidy_childcare_expenses: 3_000
   output:
@@ -44,10 +44,10 @@
 
 - name: Integration test, one dependent, 60 hours/week, older dependent.
   period: 2023
-  input: 
+  input:
     people:
       person1:
-        weekly_hours_worked: 60
+        weekly_hours_worked_before_lsr: 60
       person2:
         ma_tafdc_eligible_dependent: true
         age: 12