policyengine-us 1.426.0__py3-none-any.whl → 1.439.0__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.
Files changed (124) hide show
  1. policyengine_us/parameters/gov/aca/state_rating_area_cost.yaml +511 -12
  2. policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/adult_dependent_credit/min_age.yaml +1 -1
  3. policyengine_us/parameters/gov/contrib/states/ri/ctc/young_child_boost/age_limit.yaml +9 -0
  4. policyengine_us/parameters/gov/contrib/states/ri/ctc/young_child_boost/amount.yaml +9 -0
  5. policyengine_us/parameters/gov/contrib/states/ri/dependent_exemption/amount.yaml +2 -2
  6. policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/couple.yaml +60 -51
  7. policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml +60 -51
  8. policyengine_us/parameters/gov/hhs/tanf/cash/income/sources/earned.yaml +13 -0
  9. policyengine_us/parameters/gov/hhs/tanf/cash/income/sources/unearned.yaml +23 -0
  10. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/README.md +1 -206
  11. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/{income/all.yaml → income.yaml} +1 -1
  12. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/substitution.yaml +70 -0
  13. policyengine_us/parameters/gov/states/co/tax/income/credits/care_worker/amount/joint.yaml +10 -0
  14. policyengine_us/parameters/gov/states/co/tax/income/credits/care_worker/amount/single.yaml +10 -0
  15. policyengine_us/parameters/gov/states/co/tax/income/credits/care_worker/income_limit/joint.yaml +10 -0
  16. policyengine_us/parameters/gov/states/co/tax/income/credits/care_worker/income_limit/single.yaml +10 -0
  17. policyengine_us/parameters/gov/states/co/tax/income/credits/refundable.yaml +10 -0
  18. policyengine_us/parameters/gov/states/ga/tax/income/credits/itemizer/amount.yaml +14 -0
  19. policyengine_us/parameters/gov/states/ga/tax/income/credits/non_refundable.yaml +9 -0
  20. policyengine_us/parameters/gov/states/hi/tax/income/alternative_tax/availability.yaml +2 -3
  21. policyengine_us/parameters/gov/states/pa/tax/income/credits/eitc/match.yaml +10 -0
  22. policyengine_us/parameters/gov/states/pa/tax/income/credits/refundable.yaml +6 -0
  23. policyengine_us/parameters/gov/states/va/tax/income/credits/non_refundable.yaml +1 -1
  24. policyengine_us/parameters/gov/territories/pr/tax/income/credits/refundable.yaml +2 -0
  25. policyengine_us/parameters/gov/territories/pr/tax/income/tax_rate/amount.yaml +35 -0
  26. policyengine_us/parameters/gov/usda/snap/work_requirements/general/age_threshold/caring_dependent_child.yaml +1 -1
  27. policyengine_us/parameters/gov/usda/snap/work_requirements/general/age_threshold/exempted.yaml +1 -1
  28. policyengine_us/parameters/gov/usda/snap/work_requirements/general/weekly_hours_threshold.yaml +1 -1
  29. policyengine_us/reforms/congress/tlaib/__init__.py +4 -3
  30. policyengine_us/reforms/congress/tlaib/economic_dignity_for_all_agenda/__init__.py +9 -0
  31. policyengine_us/reforms/congress/tlaib/economic_dignity_for_all_agenda/edaa_end_child_poverty_act.py +237 -0
  32. policyengine_us/reforms/reforms.py +5 -4
  33. policyengine_us/reforms/states/ri/ctc/ri_ctc_reform.py +32 -1
  34. policyengine_us/reforms/states/ri/exemption/ri_exemption_reform.py +26 -5
  35. policyengine_us/tests/policy/baseline/gov/ed/pell_grant/pell_grant_simplified_formula_applies.yaml +1 -1
  36. policyengine_us/tests/policy/baseline/gov/hhs/tanf/tanf_fpg.yaml +53 -0
  37. policyengine_us/tests/policy/baseline/gov/simulation/labor_supply_response/income_elasticity.yaml +6 -12
  38. policyengine_us/tests/policy/baseline/gov/simulation/labor_supply_response/labor_supply_behavioral_response.yaml +24 -2
  39. policyengine_us/tests/policy/baseline/gov/simulation/labor_supply_response/substitution_elasticity.yaml +35 -10
  40. policyengine_us/tests/policy/baseline/gov/ssa/ssi/integration_tests.yaml +150 -4
  41. policyengine_us/tests/policy/baseline/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit.yaml +64 -0
  42. policyengine_us/tests/policy/baseline/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit_eligible.yaml +122 -0
  43. policyengine_us/tests/policy/baseline/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit_eligible_care_worker_count.yaml +65 -0
  44. policyengine_us/tests/policy/baseline/gov/states/ga/tax/income/credits/ga_itemizer_credit.yaml +44 -0
  45. policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/alternative_tax/hi_alternative_tax_on_capital_gains_eligible.yaml +0 -8
  46. policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/credits/cdcc/hi_cdcc.yaml +4 -0
  47. policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/credits/cdcc/hi_cdcc_eligible.yaml +15 -0
  48. policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/integration.yaml +96 -0
  49. policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/credits/cdcc/nj_cdcc.yaml +8 -8
  50. policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/integation.yaml +57 -0
  51. policyengine_us/tests/policy/baseline/gov/states/oh/tax/income/credits/oh_cdcc.yaml +4 -4
  52. policyengine_us/tests/policy/baseline/gov/states/oh/tax/income/integration.yaml +59 -0
  53. policyengine_us/tests/policy/baseline/gov/states/pa/tax/income/credits/pa_eitc.yaml +26 -0
  54. policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_normal_tax.yaml +31 -0
  55. policyengine_us/tests/policy/baseline/gov/test_categorical_eligibility_vectorization.yaml +41 -0
  56. policyengine_us/tests/policy/contrib/congress/tlaib/economic_dignity_for_all_agenda/edaa_end_child_poverty_act.yaml +198 -0
  57. policyengine_us/tests/policy/contrib/states/ri/ctc_reform_test.yaml +144 -0
  58. policyengine_us/tests/policy/contrib/states/ri/exemption_reform_test.yaml +2 -2
  59. policyengine_us/variables/gov/ed/pell_grant/efc/pell_grant_simplified_formula_applies.py +1 -2
  60. policyengine_us/variables/gov/fcc/lifeline/is_lifeline_eligible.py +2 -2
  61. policyengine_us/variables/gov/hhs/head_start/early_head_start.py +2 -1
  62. policyengine_us/variables/gov/hhs/head_start/head_start.py +2 -1
  63. policyengine_us/variables/gov/hhs/head_start/is_head_start_categorically_eligible.py +1 -3
  64. policyengine_us/variables/gov/hhs/tanf/cash/income/tanf_gross_earned_income.py +13 -0
  65. policyengine_us/variables/gov/hhs/tanf/cash/income/tanf_gross_unearned_income.py +13 -0
  66. policyengine_us/variables/gov/hhs/tanf/tanf_fpg.py +28 -0
  67. policyengine_us/variables/gov/simulation/labor_supply_response/income_elasticity.py +1 -27
  68. policyengine_us/variables/gov/simulation/labor_supply_response/substitution_elasticity.py +18 -43
  69. policyengine_us/variables/gov/ssa/ssi/eligibility/income/deemed/from_ineligible_spouse/is_ssi_spousal_deeming_applies.py +41 -0
  70. policyengine_us/variables/gov/ssa/ssi/eligibility/income/deemed/from_ineligible_spouse/ssi_income_deemed_from_ineligible_spouse.py +20 -20
  71. policyengine_us/variables/gov/ssa/ssi/ssi.py +22 -1
  72. policyengine_us/variables/gov/ssa/ssi/ssi_amount_if_eligible.py +26 -4
  73. policyengine_us/variables/gov/states/ca/cpuc/care/eligibility/ca_care_categorically_eligible.py +2 -2
  74. policyengine_us/variables/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit.py +26 -0
  75. policyengine_us/variables/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit_eligible.py +27 -0
  76. policyengine_us/variables/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit_eligible_care_worker.py +10 -0
  77. policyengine_us/variables/gov/states/co/tax/income/credits/care_worker/co_care_worker_credit_eligible_care_worker_count.py +18 -0
  78. policyengine_us/variables/gov/states/ga/tax/income/credits/ga_itemizer_credit.py +19 -0
  79. policyengine_us/variables/gov/states/hi/tax/income/credits/cdcc/hi_cdcc.py +1 -1
  80. policyengine_us/variables/gov/states/hi/tax/income/credits/cdcc/hi_cdcc_eligible.py +14 -0
  81. policyengine_us/variables/gov/states/nj/tax/income/credits/cdcc/nj_cdcc.py +2 -2
  82. policyengine_us/variables/gov/states/oh/tax/income/credits/oh_cdcc.py +2 -2
  83. policyengine_us/variables/gov/states/pa/tax/income/credits/pa_eitc.py +16 -0
  84. policyengine_us/variables/gov/territories/pr/tax/income/pr_income_tax.py +14 -0
  85. policyengine_us/variables/gov/territories/pr/tax/income/pr_normal_tax.py +16 -0
  86. policyengine_us/variables/gov/territories/pr/tax/income/pr_regular_tax_before_credits.py +11 -0
  87. policyengine_us/variables/gov/territories/pr/tax/income/taxable_income/pr_net_taxable_income.py +11 -0
  88. {policyengine_us-1.426.0.dist-info → policyengine_us-1.439.0.dist-info}/METADATA +1 -1
  89. {policyengine_us-1.426.0.dist-info → policyengine_us-1.439.0.dist-info}/RECORD +100 -84
  90. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/baby_bonus_act/age_limit.yaml +0 -8
  91. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/baby_bonus_act/amount.yaml +0 -13
  92. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/baby_bonus_act/in_effect.yaml +0 -8
  93. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/baby_bonus_act/min_birth_year.yaml +0 -8
  94. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/amount.yaml +0 -13
  95. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/in_effect.yaml +0 -8
  96. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/max_age.yaml +0 -8
  97. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/min_age.yaml +0 -8
  98. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/tax/rate.yaml +0 -8
  99. policyengine_us/parameters/gov/contrib/congress/tlaib/income_security_package/boost_act/tax/threshold.yaml +0 -24
  100. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/income/age_multiplier_over_threshold.yaml +0 -11
  101. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/income/age_threshold.yaml +0 -9
  102. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/income/base.yaml +0 -11
  103. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/substitution/age_multiplier_over_threshold.yaml +0 -11
  104. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/substitution/age_threshold.yaml +0 -9
  105. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/substitution/all.yaml +0 -6
  106. policyengine_us/parameters/gov/simulation/labor_supply_responses/elasticities/substitution/by_position_and_decile.yaml +0 -71
  107. policyengine_us/reforms/congress/tlaib/income_security_package/__init__.py +0 -17
  108. policyengine_us/reforms/congress/tlaib/income_security_package/income_security_package.py +0 -402
  109. policyengine_us/tests/policy/baseline/gov/simulation/labor_supply_response/integration.yaml +0 -45
  110. policyengine_us/tests/policy/contrib/congress/tlaib/income_security/integration.yaml +0 -154
  111. policyengine_us/tests/policy/contrib/congress/tlaib/income_security/state_integration.yaml +0 -110
  112. policyengine_us/tests/policy/contrib/congress/tlaib/income_security/test_individual_acts.yaml +0 -149
  113. policyengine_us/tests/policy/contrib/congress/tlaib/income_security/unit_tests.yaml +0 -272
  114. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/adult_dependent_credit/amount.yaml +0 -0
  115. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/child_benefit/age_limit.yaml +0 -0
  116. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/filer_credit/amount.yaml +0 -0
  117. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/filer_credit/eligibility/max_age.yaml +0 -0
  118. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/filer_credit/eligibility/min_age.yaml +0 -0
  119. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/filer_credit/phase_out/rate.yaml +0 -0
  120. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/filer_credit/phase_out/start.yaml +0 -0
  121. /policyengine_us/parameters/gov/contrib/congress/tlaib/{income_security_package → economic_dignity_for_all_agenda}/end_child_poverty_act/in_effect.yaml +0 -0
  122. {policyengine_us-1.426.0.dist-info → policyengine_us-1.439.0.dist-info}/WHEEL +0 -0
  123. {policyengine_us-1.426.0.dist-info → policyengine_us-1.439.0.dist-info}/entry_points.txt +0 -0
  124. {policyengine_us-1.426.0.dist-info → policyengine_us-1.439.0.dist-info}/licenses/LICENSE +0 -0
policyengine_us/tests/policy/baseline/gov/states/ga/tax/income/credits/ga_itemizer_credit.yaml ADDED
@@ -0,0 +1,44 @@
1
+ - name: Georgia itemizer credit - single itemizer receives credit
2
+ period: 2024
3
+ input:
4
+ state_code: GA
5
+ tax_unit_itemizes: true
6
+ filing_status: SINGLE
7
+ output:
8
+ ga_itemizer_credit: 300
9
+
10
+ - name: Georgia itemizer credit - joint itemizers receive double credit
11
+ period: 2024
12
+ input:
13
+ state_code: GA
14
+ tax_unit_itemizes: true
15
+ filing_status: JOINT
16
+ output:
17
+ ga_itemizer_credit: 600
18
+
19
+ - name: Georgia itemizer credit - non-itemizer receives no credit
20
+ period: 2024
21
+ input:
22
+ state_code: GA
23
+ tax_unit_itemizes: false
24
+ output:
25
+ ga_itemizer_credit: 0
26
+
27
+ - name: Georgia itemizer credit - available in 2025
28
+ period: 2025
29
+ input:
30
+ state_code: GA
31
+ tax_unit_itemizes: true
32
+ output:
33
+ ga_itemizer_credit: 300
34
+
35
+ - name: Georgia itemizer credit - high income single itemizer receives credit
36
+ period: 2024
37
+ input:
38
+ state_code: GA
39
+ adjusted_gross_income: 100_000
40
+ tax_unit_itemizes: true
41
+ filing_status: SINGLE
42
+ output:
43
+ ga_itemizer_credit: 300
44
+
policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/alternative_tax/hi_alternative_tax_on_capital_gains_eligible.yaml CHANGED
@@ -13,11 +13,3 @@
13
13
  net_capital_gain: 0
14
14
  output:
15
15
  hi_alternative_tax_on_capital_gains_eligible: false
16
-
17
- - name: After 2023 and net capitals gains present
18
- period: 2023
19
- input:
20
- state_code: HI
21
- net_capital_gain: 1_000
22
- output:
23
- hi_alternative_tax_on_capital_gains_eligible: false
policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/credits/cdcc/hi_cdcc.yaml CHANGED
@@ -4,6 +4,7 @@
4
4
  hi_agi: 1_000
5
5
  hi_cdcc_min_head_spouse_earned: 1_000
6
6
  hi_dependent_care_benefits: 100
7
+ hi_cdcc_eligible: true
7
8
  state_code: HI
8
9
  output:
9
10
  hi_cdcc: 25
@@ -14,6 +15,7 @@
14
15
  hi_agi: 1_000
15
16
  hi_cdcc_min_head_spouse_earned: 1_000
16
17
  hi_dependent_care_benefits: 2_000
18
+ hi_cdcc_eligible: true
17
19
  state_code: HI
18
20
  output:
19
21
  hi_cdcc: 250
@@ -24,6 +26,7 @@
24
26
  hi_agi: 50_000
25
27
  hi_cdcc_min_head_spouse_earned: 1_000
26
28
  hi_dependent_care_benefits: 100
29
+ hi_cdcc_eligible: true
27
30
  state_code: HI
28
31
  output:
29
32
  hi_cdcc: 20
@@ -34,6 +37,7 @@
34
37
  hi_agi: 50_001
35
38
  hi_cdcc_min_head_spouse_earned: 1_000
36
39
  hi_dependent_care_benefits: 100
40
+ hi_cdcc_eligible: true
37
41
  state_code: HI
38
42
  output:
39
43
  hi_cdcc: 15
policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/credits/cdcc/hi_cdcc_eligible.yaml ADDED
@@ -0,0 +1,15 @@
1
+ - name: No eligible dependents
2
+ period: 2022
3
+ input:
4
+ count_cdcc_eligible: 0
5
+ state_code: HI
6
+ output:
7
+ hi_cdcc_eligible: false
8
+
9
+ - name: No eligible dependents
10
+ period: 2022
11
+ input:
12
+ count_cdcc_eligible: 1
13
+ state_code: HI
14
+ output:
15
+ hi_cdcc_eligible: true
policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/integration.yaml CHANGED
@@ -103,3 +103,99 @@
103
103
  state_fips: 15 # HI
104
104
  output: # expected results from patched TAXSIM35 2024-01-29 version
105
105
  hi_income_tax: -485.10
106
+
107
+ - name: 0-HI.yaml
108
+ absolute_error_margin: 2
109
+ period: 2024
110
+ input:
111
+ people:
112
+ person1:
113
+ age: 40
114
+ employment_income: 0.0
115
+ ssi: 0
116
+ wic: 0
117
+ head_start: 0
118
+ early_head_start: 0
119
+ commodity_supplemental_food_program: 0
120
+ long_term_capital_gains: 100000
121
+ is_tax_unit_head: true
122
+ tax_units:
123
+ tax_unit:
124
+ members: [person1]
125
+ premium_tax_credit: 0
126
+ local_income_tax: 0
127
+ state_sales_tax: 0
128
+ state_and_local_sales_or_income_tax: 0
129
+ spm_units:
130
+ spm_unit:
131
+ members: [person1]
132
+ snap: 0
133
+ tanf: 0
134
+ free_school_meals: 0
135
+ reduced_price_school_meals: 0
136
+ households:
137
+ household:
138
+ members: [person1]
139
+ state_fips: 15
140
+ output:
141
+ hi_income_tax: 6_461
142
+
143
+ - name: 0-HI.yaml
144
+ absolute_error_margin: 2
145
+ period: 2024
146
+ input:
147
+ people:
148
+ person1:
149
+ age: 70
150
+ employment_income: 10000.0
151
+ ssi: 0
152
+ wic: 0
153
+ head_start: 0
154
+ early_head_start: 0
155
+ commodity_supplemental_food_program: 0
156
+ deductible_mortgage_interest: 167159.52
157
+ taxable_interest_income: 250739.28
158
+ is_tax_unit_head: true
159
+ person2:
160
+ age: 70
161
+ employment_income: 10000.0
162
+ ssi: 0
163
+ wic: 0
164
+ head_start: 0
165
+ early_head_start: 0
166
+ commodity_supplemental_food_program: 0
167
+ taxable_interest_income: 250739.28
168
+ is_tax_unit_spouse: true
169
+ person3:
170
+ age: 17
171
+ employment_income: 0
172
+ ssi: 0
173
+ wic: 0
174
+ head_start: 0
175
+ early_head_start: 0
176
+ commodity_supplemental_food_program: 0
177
+ is_tax_unit_dependent: true
178
+ is_tax_unit_head: false
179
+ is_tax_unit_spouse: false
180
+ tax_units:
181
+ tax_unit:
182
+ members: [person1, person2, person3]
183
+ premium_tax_credit: 0
184
+ local_income_tax: 0
185
+ state_sales_tax: 0
186
+ tax_unit_childcare_expenses: 5196.9619
187
+ state_and_local_sales_or_income_tax: 0
188
+ spm_units:
189
+ spm_unit:
190
+ members: [person1, person2, person3]
191
+ snap: 0
192
+ tanf: 0
193
+ free_school_meals: 0
194
+ reduced_price_school_meals: 0
195
+ households:
196
+ household:
197
+ members: [person1, person2, person3]
198
+ state_fips: 15
199
+ output:
200
+ hi_cdcc: 0
201
+ hi_income_tax: 28_681
policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/credits/cdcc/nj_cdcc.yaml CHANGED
@@ -3,7 +3,7 @@
3
3
  input:
4
4
  state_code: NJ
5
5
  nj_taxable_income: 20_000
6
- cdcc_potential: 1_000
6
+ cdcc: 1_000
7
7
  output:
8
8
  nj_cdcc: 500
9
9
 
@@ -12,7 +12,7 @@
12
12
  input:
13
13
  state_code: NJ
14
14
  nj_taxable_income: 40_000
15
- cdcc_potential: 1_000
15
+ cdcc: 1_000
16
16
  output:
17
17
  nj_cdcc: 400
18
18
 
@@ -21,7 +21,7 @@
21
21
  input:
22
22
  state_code: NJ
23
23
  nj_taxable_income: 40_000
24
- cdcc_potential: 2_000
24
+ cdcc: 2_000
25
25
  output:
26
26
  nj_cdcc: 800
27
27
 
@@ -30,7 +30,7 @@
30
30
  input:
31
31
  state_code: NJ
32
32
  nj_taxable_income: 70_000
33
- cdcc_potential: 1_000
33
+ cdcc: 1_000
34
34
  output:
35
35
  nj_cdcc: 300
36
36
 
@@ -39,7 +39,7 @@
39
39
  input:
40
40
  state_code: NJ
41
41
  nj_taxable_income: 80_000
42
- cdcc_potential: 1_500
42
+ cdcc: 1_500
43
43
  output:
44
44
  nj_cdcc: 450
45
45
 
@@ -48,7 +48,7 @@
48
48
  input:
49
49
  state_code: NJ
50
50
  nj_taxable_income: 100_000
51
- cdcc_potential: 1_000
51
+ cdcc: 1_000
52
52
  output:
53
53
  nj_cdcc: 200
54
54
 
@@ -57,7 +57,7 @@
57
57
  input:
58
58
  state_code: NJ
59
59
  nj_taxable_income: 130_000
60
- cdcc_potential: 1_000
60
+ cdcc: 1_000
61
61
  output:
62
62
  nj_cdcc: 100
63
63
 
@@ -66,6 +66,6 @@
66
66
  input:
67
67
  state_code: NJ
68
68
  nj_taxable_income: 160_000
69
- cdcc_potential: 1_000
69
+ cdcc: 1_000
70
70
  output:
71
71
  nj_cdcc: 0
policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/integation.yaml ADDED
@@ -0,0 +1,57 @@
1
+ - name: 0-NJ.yaml
2
+ absolute_error_margin: 2
3
+ period: 2024
4
+ input:
5
+ people:
6
+ person1:
7
+ age: 40
8
+ employment_income: 10000.0
9
+ ssi: 0
10
+ wic: 0
11
+ head_start: 0
12
+ early_head_start: 0
13
+ commodity_supplemental_food_program: 0
14
+ deductible_mortgage_interest: 13333.333
15
+ qualified_dividend_income: 23910.8455
16
+ is_tax_unit_head: true
17
+ person2:
18
+ age: 40
19
+ employment_income: 10000.0
20
+ ssi: 0
21
+ wic: 0
22
+ head_start: 0
23
+ early_head_start: 0
24
+ commodity_supplemental_food_program: 0
25
+ qualified_dividend_income: 23910.8455
26
+ is_tax_unit_spouse: true
27
+ person3:
28
+ age: 5
29
+ employment_income: 0
30
+ ssi: 0
31
+ wic: 0
32
+ head_start: 0
33
+ early_head_start: 0
34
+ commodity_supplemental_food_program: 0
35
+ is_tax_unit_dependent: true
36
+ is_tax_unit_head: false
37
+ is_tax_unit_spouse: false
38
+ tax_units:
39
+ tax_unit:
40
+ members: [person1, person2, person3]
41
+ premium_tax_credit: 0
42
+ local_income_tax: 0
43
+ state_sales_tax: 0
44
+ tax_unit_childcare_expenses: 6_000
45
+ spm_units:
46
+ spm_unit:
47
+ members: [person1, person2, person3]
48
+ snap: 0
49
+ tanf: 0
50
+ free_school_meals: 0
51
+ reduced_price_school_meals: 0
52
+ households:
53
+ household:
54
+ members: [person1, person2, person3]
55
+ state_fips: 34
56
+ output:
57
+ nj_income_tax: 955
policyengine_us/tests/policy/baseline/gov/states/oh/tax/income/credits/oh_cdcc.yaml CHANGED
@@ -3,7 +3,7 @@
3
3
  input:
4
4
  state_code: OH
5
5
  oh_modified_agi: 19_999
6
- cdcc: 2_000
6
+ cdcc_potential: 2_000
7
7
  output:
8
8
  oh_cdcc: 2_000
9
9
 
@@ -12,7 +12,7 @@
12
12
  input:
13
13
  state_code: OH
14
14
  oh_modified_agi: 20_000
15
- cdcc: 2_000
15
+ cdcc_potential: 2_000
16
16
  output:
17
17
  oh_cdcc: 500
18
18
 
@@ -21,7 +21,7 @@
21
21
  input:
22
22
  state_code: OH
23
23
  oh_modified_agi: 39_999
24
- cdcc: 2_000
24
+ cdcc_potential: 2_000
25
25
  output:
26
26
  oh_cdcc: 500
27
27
 
@@ -30,6 +30,6 @@
30
30
  input:
31
31
  state_code: OH
32
32
  oh_modified_agi: 40_000
33
- cdcc: 2_000
33
+ cdcc_potential: 2_000
34
34
  output:
35
35
  oh_cdcc: 0
policyengine_us/tests/policy/baseline/gov/states/oh/tax/income/integration.yaml CHANGED
@@ -122,3 +122,62 @@
122
122
  state_fips: 39 # OH
123
123
  output: # expected results from patched TAXSIM35 2024-03-09 version
124
124
  oh_income_tax: 2_818.55
125
+
126
+ - name: 0-OH.yaml
127
+ absolute_error_margin: 2
128
+ period: 2024
129
+ input:
130
+ people:
131
+ person1:
132
+ age: 70
133
+ employment_income: 10000.0
134
+ ssi: 0
135
+ wic: 0
136
+ head_start: 0
137
+ early_head_start: 0
138
+ commodity_supplemental_food_program: 0
139
+ deductible_mortgage_interest: 13333.333
140
+ qualified_dividend_income: 9822.7325
141
+ is_tax_unit_head: true
142
+ person2:
143
+ age: 70
144
+ employment_income: 10000.0
145
+ ssi: 0
146
+ wic: 0
147
+ head_start: 0
148
+ early_head_start: 0
149
+ commodity_supplemental_food_program: 0
150
+ qualified_dividend_income: 9822.7325
151
+ is_tax_unit_spouse: true
152
+ person3:
153
+ age: 5
154
+ employment_income: 0
155
+ ssi: 0
156
+ wic: 0
157
+ head_start: 0
158
+ early_head_start: 0
159
+ commodity_supplemental_food_program: 0
160
+ is_tax_unit_dependent: true
161
+ is_tax_unit_head: false
162
+ is_tax_unit_spouse: false
163
+ tax_units:
164
+ tax_unit:
165
+ members: [person1, person2, person3]
166
+ premium_tax_credit: 0
167
+ local_income_tax: 0
168
+ state_sales_tax: 0
169
+ tax_unit_childcare_expenses: 6000.0
170
+ spm_units:
171
+ spm_unit:
172
+ members: [person1, person2, person3]
173
+ snap: 0
174
+ tanf: 0
175
+ free_school_meals: 0
176
+ reduced_price_school_meals: 0
177
+ households:
178
+ household:
179
+ members: [person1, person2, person3]
180
+ state_fips: 39
181
+ output:
182
+ oh_cdcc: 165
183
+ oh_income_tax: 273
policyengine_us/tests/policy/baseline/gov/states/pa/tax/income/credits/pa_eitc.yaml ADDED
@@ -0,0 +1,26 @@
1
+ - name: No federal EITC, no PA credit
2
+ period: 2025
3
+ absolute_error_margin: 1
4
+ input:
5
+ state_code: PA
6
+ eitc: 0
7
+ output:
8
+ pa_eitc: 0
9
+
10
+ - name: Basic PA EITC - 10% match of federal EITC
11
+ period: 2025
12
+ absolute_error_margin: 1
13
+ input:
14
+ state_code: PA
15
+ eitc: 1_000
16
+ output:
17
+ pa_eitc: 100
18
+
19
+ - name: PA EITC with higher federal EITC amount
20
+ period: 2025
21
+ absolute_error_margin: 1
22
+ input:
23
+ state_code: PA
24
+ eitc: 7_430
25
+ output:
26
+ pa_eitc: 743
policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_normal_tax.yaml ADDED
@@ -0,0 +1,31 @@
1
+ - name: Lowest bracket
2
+ period: 2024
3
+ input:
4
+ pr_net_taxable_income: 9_000
5
+ state_code: PR
6
+ output:
7
+ pr_normal_tax: 0
8
+
9
+ - name: Second bracket
10
+ period: 2024
11
+ input:
12
+ pr_net_taxable_income: 9_001
13
+ state_code: PR
14
+ output:
15
+ pr_normal_tax: 0.07
16
+
17
+ - name: Third bracket
18
+ period: 2024
19
+ input:
20
+ pr_net_taxable_income: 30_000
21
+ state_code: PR
22
+ output:
23
+ pr_normal_tax: 1_820
24
+
25
+ - name: Upper bracket
26
+ period: 2024
27
+ input:
28
+ pr_net_taxable_income: 100_000
29
+ state_code: PR
30
+ output:
31
+ pr_normal_tax: 21_135
policyengine_us/tests/policy/baseline/gov/test_categorical_eligibility_vectorization.yaml ADDED
@@ -0,0 +1,41 @@
1
+ - name: Categorical eligibility respects income limits with axes
2
+ period: 2025
3
+ absolute_error_margin: 100
4
+ input:
5
+ people:
6
+ parent:
7
+ age: 40
8
+ child:
9
+ age: 1
10
+ families:
11
+ fam:
12
+ members: [parent, child]
13
+ marital_units:
14
+ mu1:
15
+ members: [parent]
16
+ mu2:
17
+ members: [child]
18
+ marital_unit_id: 1
19
+ tax_units:
20
+ tu:
21
+ members: [parent, child]
22
+ spm_units:
23
+ spm:
24
+ members: [parent, child]
25
+ households:
26
+ hh:
27
+ members: [parent, child]
28
+ state_code: CA
29
+ axes:
30
+ - - name: employment_income
31
+ min: 0
32
+ max: 100_000
33
+ count: 5
34
+ output:
35
+ # At $0, $25k, $50k, $75k, $100k income
36
+ # Child should only be eligible at low incomes (below ~$26k FPG for family of 2)
37
+ is_early_head_start_eligible: [True, True, False, False, False, True, True, False, False, False]
38
+ # SPM unit lifeline eligibility (indices 0,2,4,6,8 for 5 income levels)
39
+ is_lifeline_eligible: [True, False, False, False, False]
40
+ # Household CA CARE eligibility (indices 0,2,4,6,8 for 5 income levels)
41
+ ca_care_categorically_eligible: [True, False, False, False, False]