policyengine-us 1.424.6__py3-none-any.whl → 1.455.0__py3-none-any.whl

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml

@@ -8,106 +8,115 @@ metadata:
   reference:
     - title: Medicaid Eligibility and Enrollment Policies for Seniors and People with Disabilities (Non-MAGI) During the Unwinding Appendix Table 6| KFF"
       href: https://www.kff.org/report-section/medicaid-eligibility-and-enrollment-policies-for-seniors-and-people-with-disabilities-non-magi-during-the-unwinding-appendix/
+    - title: Medicaid Financial Eligibility for Seniors and People with Disabilities Findings from a 50-State Survey
+      href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/
 
 AK:
-  2015-01-01: 0.83
+  2018-01-01: 0.74
+  2021-01-01: 0.83
 AL:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 AZ:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 AR:
-  2015-01-01: 0.80
+  2018-01-01: 0.80
 CA:
-  2015-01-01: 1.38
+  2018-01-01: 1.00
+  2021-01-01: 1.38
 CO:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 CT:
-  2015-01-01: 0.98
+  2018-01-01: 0.63
+  2021-01-01: 0.98
 DE:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 DC:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 FL:
-  2015-01-01: 0.88
+  2018-01-01: 0.88
 GA:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 HI:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 ID:
-  2015-01-01: 0.78
+  2018-01-01: 0.80
+  2021-01-01: 0.78
 IL:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 IN:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 IA:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 KS:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 KY:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 LA:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 ME:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 MD:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 MA:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 MI:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 MN:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 MS:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 MO:
-  2015-01-01: 0.85
+  2018-01-01: 0.87
+  2021-01-01: 0.85
 MT:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 NE:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 NV:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 NH:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 NJ:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 NM:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 NY:
-  2015-01-01: 0.82
+  2018-01-01: 0.82
 NC:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 ND:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 OH:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 OK:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 OR:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 PA:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 RI:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 SC:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 SD:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 TN:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 TX:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 UT:
-  2015-01-01: 1.00
+  2018-01-01: 1.00
 VT:
-  2015-01-01: 0.80
+  2018-01-01: 0.74
+  2021-01-01: 0.80
 VA:
-  2015-01-01: 0.80
+  2018-01-01: 0.80
 WA:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 WV:
-  2015-01-01: 0.75
+  2018-01-01: 0.75
 WI:
-  2015-01-01: 1.00
+  2018-01-01: 0.83
+  2021-01-01: 1.00
 WY:
-  2015-01-01: 0.75
+  2018-01-01: 0.75

policyengine_us/parameters/gov/hhs/medicare/part_a/deductible.yaml

@@ -0,0 +1,13 @@
+description: The Centers for Medicare & Medicaid Services (CMS) requires this annual deductible for Medicare Part A inpatient hospital coverage.
+metadata:
+  unit: currency-USD
+  period: year
+  label: Medicare Part A deductible
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+values:
+  2024-01-01: 1_632
+  2025-01-01: 1_676

policyengine_us/parameters/gov/hhs/medicare/part_a/default_quarters_of_coverage.yaml

@@ -0,0 +1,10 @@
+description: Most people have this many quarters of Medicare-covered employment and qualify for premium-free Part A.
+metadata:
+  unit: quarters
+  period: year
+  label: Default Medicare quarters of coverage
+  reference:
+    - title: Medicare.gov - Part A costs
+      href: https://www.medicare.gov/basics/costs/medicare-costs/part-a-costs
+values:
+  2000-01-01: 40  # Standard for premium-free Part A

policyengine_us/parameters/gov/hhs/medicare/part_a/full_premium.yaml

@@ -0,0 +1,13 @@
+description: The Centers for Medicare & Medicaid Services (CMS) charges this monthly premium for Medicare Part A coverage to individuals with fewer than 30 quarters of Medicare-covered employment.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Medicare Part A full premium
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+values:
+  2024-01-01: 505
+  2025-01-01: 518

policyengine_us/parameters/gov/hhs/medicare/part_a/premium_free_quarters_threshold.yaml

@@ -0,0 +1,10 @@
+description: The Centers for Medicare & Medicaid Services (CMS) requires this many quarters of Medicare-covered employment for beneficiaries to qualify for premium-free Part A coverage.
+metadata:
+  unit: quarters
+  period: year
+  label: Premium-free Part A quarters threshold
+  reference:
+    - title: Medicare.gov - Part A costs
+      href: https://www.medicare.gov/basics/costs/medicare-costs/part-a-costs
+values:
+  2000-01-01: 40

policyengine_us/parameters/gov/hhs/medicare/part_a/reduced_premium.yaml

@@ -0,0 +1,13 @@
+description: The Centers for Medicare & Medicaid Services (CMS) charges this monthly premium for Medicare Part A coverage to individuals with 30-39 quarters of Medicare-covered employment.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Medicare Part A reduced premium
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+values:
+  2024-01-01: 278
+  2025-01-01: 285

policyengine_us/parameters/gov/hhs/medicare/part_a/reduced_premium_quarters_threshold.yaml

@@ -0,0 +1,10 @@
+description: The Centers for Medicare & Medicaid Services (CMS) requires this many quarters of Medicare-covered employment for beneficiaries to qualify for reduced (rather than full) Part A premium.
+metadata:
+  unit: quarters
+  period: year
+  label: Reduced Part A premium quarters threshold
+  reference:
+    - title: Medicare.gov - Part A costs
+      href: https://www.medicare.gov/basics/costs/medicare-costs/part-a-costs
+values:
+  2000-01-01: 30

policyengine_us/parameters/gov/hhs/medicare/part_b/base_premium.yaml

@@ -0,0 +1,16 @@
+description: The Centers for Medicare & Medicaid Services (CMS) sets this as the standard monthly premium for Medicare Part B coverage.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Medicare Part B base premium
+  reference:
+    - title: 2021 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2021-medicare-parts-b-premiums-and-deductibles
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+values:
+  2021-01-01: 148.50
+  2024-01-01: 174.70
+  2025-01-01: 185

policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/head_of_household.yaml

@@ -0,0 +1,50 @@
+description: The Centers for Medicare & Medicaid Services (CMS) charges these Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare Part B to head of household filers, based on modified adjusted gross income (MAGI) from two years prior.
+metadata:
+  threshold_unit: currency-USD
+  type: single_amount
+  amount_unit: currency-USD
+  period: month
+  label: Medicare Part B income brackets for head of household filers
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+brackets:
+  - threshold:
+      2024-01-01: 0
+      2025-01-01: 0
+    amount:
+      2024-01-01: 0
+      2025-01-01: 0
+  - threshold:
+      2024-01-01: 103_001
+      2025-01-01: 106_001
+    amount:
+      2024-01-01: 69.90
+      2025-01-01: 74
+  - threshold:
+      2024-01-01: 129_001
+      2025-01-01: 133_001
+    amount:
+      2024-01-01: 174.70
+      2025-01-01: 185
+  - threshold:
+      2024-01-01: 161_001
+      2025-01-01: 167_001
+    amount:
+      2024-01-01: 279.50
+      2025-01-01: 295.9
+  - threshold:
+      2024-01-01: 193_001
+      2025-01-01: 200_001
+    amount:
+      2024-01-01: 384.30
+      2025-01-01: 406.9
+  - threshold:
+      2024-01-01: 500_000
+      2025-01-01: 500_000
+    amount:
+      2024-01-01: 419.30
+      2025-01-01: 443.9
+

policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/joint.yaml

@@ -0,0 +1,49 @@
+description: The Centers for Medicare & Medicaid Services (CMS) charges these Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare Part B to joint filers, based on modified adjusted gross income (MAGI) from two years prior.
+metadata:
+  threshold_unit: currency-USD
+  amount_unit: currency-USD
+  period: month
+  type: single_amount
+  label: Medicare Part B income brackets for joint filers
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+brackets:
+  - threshold:
+      2024-01-01: 0
+      2025-01-01: 0
+    amount:
+      2024-01-01: 0
+      2025-01-01: 0
+  - threshold:
+      2024-01-01: 206_001
+      2025-01-01: 212_001
+    amount:
+      2024-01-01: 69.90
+      2025-01-01: 74
+  - threshold:
+      2024-01-01: 258_001
+      2025-01-01: 266_001
+    amount:
+      2024-01-01: 174.70
+      2025-01-01: 185
+  - threshold:
+      2024-01-01: 322_001
+      2025-01-01: 334_001
+    amount:
+      2024-01-01: 279.50
+      2025-01-01: 295.9
+  - threshold:
+      2024-01-01: 386_001
+      2025-01-01: 400_001
+    amount:
+      2024-01-01: 384.30
+      2025-01-01: 406.9
+  - threshold:
+      2024-01-01: 750_000
+      2025-01-01: 750_000
+    amount:
+      2024-01-01: 419.30
+      2025-01-01: 443.9

policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/separate.yaml

@@ -0,0 +1,30 @@
+description: Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare Part B for married filing separately, based on modified adjusted gross income (MAGI) from two years prior.
+metadata:
+  threshold_unit: currency-USD
+  amount_unit: currency-USD
+  period: month
+  label: Medicare Part B income brackets for married filing separately
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+brackets:
+  - threshold:
+      2024-01-01: 0
+      2025-01-01: 0
+    amount:
+      2024-01-01: 0
+      2025-01-01: 0
+  - threshold:
+      2024-01-01: 103_001
+      2025-01-01: 106_001
+    amount:
+      2024-01-01: 384.30
+      2025-01-01: 406.9
+  - threshold:
+      2024-01-01: 397_000
+      2025-01-01: 394_000
+    amount:
+      2024-01-01: 419.30
+      2025-01-01: 443.9

policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/single.yaml

@@ -0,0 +1,50 @@
+description: The Centers for Medicare & Medicaid Services (CMS) charges these Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare Part B to single filers, based on modified adjusted gross income (MAGI) from two years prior.
+metadata:
+  threshold_unit: currency-USD
+  amount_unit: currency-USD
+  period: month
+  type: single_amount
+  label: Medicare Part B income brackets for single filers
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+brackets:
+  - threshold:
+      2024-01-01: 0
+      2025-01-01: 0
+    amount:
+      2024-01-01: 0
+      2025-01-01: 0
+  - threshold:
+      2024-01-01: 103_001
+      2025-01-01: 106_001
+    amount:
+      2024-01-01: 69.90
+      2025-01-01: 74
+  - threshold:
+      2024-01-01: 129_001
+      2025-01-01: 133_001
+    amount:
+      2024-01-01: 174.70
+      2025-01-01: 185
+  - threshold:
+      2024-01-01: 161_001
+      2025-01-01: 167_001
+    amount:
+      2024-01-01: 279.50
+      2025-01-01: 295.9
+  - threshold:
+      2024-01-01: 193_001
+      2025-01-01: 200_001
+    amount:
+      2024-01-01: 384.30
+      2025-01-01: 406.9
+  - threshold:
+      2024-01-01: 500_000
+      2025-01-01: 500_000
+    amount:
+      2024-01-01: 419.30
+      2025-01-01: 443.9
+      

policyengine_us/parameters/gov/hhs/medicare/part_b/irmaa/surviving_spouse.yaml

@@ -0,0 +1,49 @@
+description: Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare Part B for surviving spouse filers, based on modified adjusted gross income (MAGI) from two years prior.
+metadata:
+  threshold_unit: currency-USD
+  amount_unit: currency-USD
+  type: single_amount
+  period: month
+  label: Medicare Part B income brackets for surviving spouse filers
+  reference:
+    - title: 2024 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
+    - title: 2025 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+brackets:
+  - threshold:
+      2024-01-01: 0
+      2025-01-01: 0
+    amount:
+      2024-01-01: 0
+      2025-01-01: 0
+  - threshold:
+      2024-01-01: 103_001
+      2025-01-01: 106_001
+    amount:
+      2024-01-01: 69.90
+      2025-01-01: 74
+  - threshold:
+      2024-01-01: 129_001
+      2025-01-01: 133_001
+    amount:
+      2024-01-01: 174.70
+      2025-01-01: 185
+  - threshold:
+      2024-01-01: 161_001
+      2025-01-01: 167_001
+    amount:
+      2024-01-01: 279.50
+      2025-01-01: 295.9
+  - threshold:
+      2024-01-01: 193_001
+      2025-01-01: 200_001
+    amount:
+      2024-01-01: 384.30
+      2025-01-01: 406.9
+  - threshold:
+      2024-01-01: 500_000
+      2025-01-01: 500_000
+    amount:
+      2024-01-01: 419.30
+      2025-01-01: 443.9

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/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