policyengine-us 1.441.3__py3-none-any.whl → 1.450.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/hhs/medicare/costs/medicare_cost.yaml

@@ -0,0 +1,65 @@
+- name: unit test 1 - enrolled, premium-free Part A
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_enrolled: true
+    medicare_quarters_of_coverage: 40
+    adjusted_gross_income:
+      2023: 50_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+  output:
+    medicare_cost: 12_280  # $14,500 spending - $2,220 Part B premium (2025)
+
+- name: unit test 2 - enrolled, pays full Part A premium
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_enrolled: true
+    medicare_quarters_of_coverage: 20
+    adjusted_gross_income:
+      2023: 50_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+  output:
+    medicare_cost: 6_064  # $14,500 - $6,216 Part A - $2,220 Part B (2025)
+
+- name: unit test 3 - enrolled with IRMAA
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_enrolled: true
+    medicare_quarters_of_coverage: 40
+    adjusted_gross_income:
+      2023: 500_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    filing_status: SINGLE
+  output:
+    medicare_cost: 6_953.2  # $14,500 - $7,546.80 Part B with IRMAA (2025)
+
+- name: unit test 4 - eligible but not enrolled
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_enrolled: false
+  output:
+    medicare_cost: 0
+
+- name: unit test 5 - 2021 data, premium-free
+  period: 2021
+  input:
+    age: 70
+    is_medicare_eligible: true
+    medicare_enrolled: true
+    medicare_quarters_of_coverage: 40
+    adjusted_gross_income:
+      2019: 50_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2019: 0
+  output:
+    medicare_cost: 9_298  # $11,080 - $1,782 Part B (2021: $148.50*12)

policyengine_us/tests/policy/baseline/gov/hhs/medicare/eligibility/base_part_a_premium.yaml

@@ -0,0 +1,35 @@
+- name: unit test 1 - premium-free Part A (40+ quarters)
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 40
+  output:
+    base_part_a_premium: 0  # Premium-free with 40+ quarters
+
+- name: unit test 2 - reduced premium (30-39 quarters)
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 3_420  # $285 * 12 months
+
+- name: unit test 3 - full premium (<30 quarters)
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 6_216  # $518 * 12 months
+
+- name: unit test 4 - not Medicare eligible
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: false
+    medicare_quarters_of_coverage: 40
+  output:
+    base_part_a_premium: 0

policyengine_us/tests/policy/baseline/gov/hhs/medicare/eligibility/base_part_b_premium.yaml

@@ -0,0 +1,15 @@
+- name: unit test 1 - eligible 
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: true
+  output:
+    base_part_b_premium: 2_220  # $185 * 12 months
+
+- name: unit test 2 - not eligible 
+  period: 2025
+  input:
+    age: 65
+    is_medicare_eligible: false
+  output:
+    base_part_b_premium: 0

policyengine_us/tests/policy/baseline/gov/hhs/medicare/eligibility/income_adjusted_part_b_premium.yaml

@@ -0,0 +1,77 @@
+- name: unit test 1 - surviving spouse, no extra premium
+  period: 2025
+  input:
+    age: 65
+    filing_status: SURVIVING_SPOUSE
+    adjusted_gross_income:
+      2023: 80_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 2_220  # $185 * 12 months
+
+- name: unit test 2 -  married, extra premium
+  period: 2025
+  input:
+    age: 65
+    filing_status: JOINT
+    adjusted_gross_income:
+      2023: 266_001  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 4_440  # $370 * 12 months
+
+- name: unit test 3 -  single, extra premium
+  period: 2025
+  input:
+    age: 65
+    filing_status: SINGLE
+    adjusted_gross_income:
+      2023: 500_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 7_546.8  # $628.90 * 12 months
+
+- name: unit test 4 - HOH,  extra premium
+  period: 2025
+  input:
+    age: 65
+    filing_status: SURVIVING_SPOUSE
+    adjusted_gross_income:
+      2023: 106_002  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 3_108  # $259 * 12 months
+
+- name: unit test 5 -  married, no extra premium
+  period: 2025
+  input:
+    age: 65
+    filing_status: JOINT
+    adjusted_gross_income:
+      2023: 200_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 2_220  # $185 * 12 months
+
+- name: unit test 6 -  married, extra premium, rich
+  period: 2025
+  input:
+    age: 65
+    filing_status: JOINT
+    adjusted_gross_income:
+      2023: 1_000_000  # IRMAA uses income from 2 years prior
+    tax_exempt_interest_income:
+      2023: 0
+    is_medicare_eligible: true
+  output:
+    income_adjusted_part_b_premium: 7_546.8  # $628.90 * 12 months

policyengine_us/tests/policy/baseline/gov/local/ca/la/general_relief/eligible/immigration/la_general_relief_immigration_status_eligible_person.yaml

@@ -6,11 +6,11 @@
   output:
     la_general_relief_immigration_status_eligible_person: true
 
-- name: Residents are eligible
+- name: Legal Permanent Residents are eligible
   period: 2022
   input:
     in_la: true
-    immigration_status: RESIDENT
+    immigration_status: LEGAL_PERMANENT_RESIDENT
   output:
     la_general_relief_immigration_status_eligible_person: true
 

policyengine_us/tests/policy/baseline/gov/states/ar/tax/income/integration.yaml

@@ -197,3 +197,38 @@
         state_fips: 5
   output:
     ar_income_tax: 1_085
+
+- name: 3864-AR.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 93904.383
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        taxable_interest_income: 2514.2869
+        is_tax_unit_head: true
+    tax_units:
+      tax_unit:
+        members: [person1]
+        premium_tax_credit: 0
+        local_income_tax: 0
+        state_sales_tax: 0
+    spm_units:
+      spm_unit:
+        members: [person1]
+        snap: 0
+        tanf: 0
+        free_school_meals: 0
+        reduced_price_school_meals: 0
+    households:
+      household:
+        members: [person1]
+        state_fips: 5
+  output:
+    ar_income_tax: 3_410

policyengine_us/tests/policy/baseline/gov/states/co/tax/income/additions/federal_deduction/co_federal_deduction_addback.yaml

@@ -203,7 +203,7 @@
   input:
     state_code: CO
     co_federal_deduction_addback_required: true
-    filing_status: HEAD_OF_HOUSE_HOLD
+    filing_status: HEAD_OF_HOUSEHOLD
     itemized_taxable_income_deductions: 40_000
   output:
     co_federal_deduction_addback: 10_000
@@ -304,7 +304,7 @@
   input:
     state_code: CO
     co_federal_deduction_addback_required: true
-    filing_status: HEAD_OF_HOUSE_HOLD
+    filing_status: HEAD_OF_HOUSEHOLD
     taxable_income_deductions: 32_000
   output:
     co_federal_deduction_addback: 20_000

policyengine_us/tests/policy/baseline/gov/states/il/dhs/tanf/eligibility/il_tanf_immigration_status_eligible_person.yaml

@@ -1,4 +1,4 @@
-- name: Eligible refugee 
+- name: Eligible refugee
   period: 2023
   input:
     immigration_status: REFUGEE
@@ -6,7 +6,7 @@
   output:
     il_tanf_immigration_status_eligible_person: true
 
-- name: Not eligible undocumented 
+- name: Not eligible undocumented
   period: 2023
   input:
     immigration_status: UNDOCUMENTED
@@ -22,10 +22,32 @@
   output:
     il_tanf_immigration_status_eligible_person: true
 
-- name: Eligible HONORABLY_DISCHARGED_VETERAN
+# Per 89 Ill. Admin. Code 112.10, honorably discharged veterans are eligible
+# regardless of immigration status. Veteran status is tracked separately
+# from immigration status via the is_veteran variable.
+- name: Eligible veteran (non-citizen LPR who is a veteran)
   period: 2023
   input:
-    immigration_status: HONORABLY_DISCHARGED_VETERAN
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+    is_veteran: true
     state_code: IL
   output:
     il_tanf_immigration_status_eligible_person: true
+
+- name: Eligible veteran (undocumented person who is a veteran)
+  period: 2023
+  input:
+    immigration_status: UNDOCUMENTED
+    is_veteran: true
+    state_code: IL
+  output:
+    il_tanf_immigration_status_eligible_person: true
+
+- name: Not eligible (undocumented non-veteran)
+  period: 2023
+  input:
+    immigration_status: UNDOCUMENTED
+    is_veteran: false
+    state_code: IL
+  output:
+    il_tanf_immigration_status_eligible_person: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_age_eligible.yaml

@@ -0,0 +1,39 @@
+- name: Age eligible at 0 (newborn)
+  period: 2024
+  input:
+    state_code: IL
+    age: 0
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age eligible at 30
+  period: 2024
+  input:
+    state_code: IL
+    age: 30
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age eligible at 64
+  period: 2024
+  input:
+    state_code: IL
+    age: 64
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age ineligible at 65
+  period: 2024
+  input:
+    state_code: IL
+    age: 65
+  output:
+    il_bcc_age_eligible: false
+
+- name: Age ineligible at 70
+  period: 2024
+  input:
+    state_code: IL
+    age: 70
+  output:
+    il_bcc_age_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_eligible.yaml

@@ -0,0 +1,95 @@
+- name: Eligible female US citizen under 65 without insurance
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Eligible female legal permanent resident
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 35
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Eligible female refugee
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 28
+    immigration_status: REFUGEE
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Ineligible due to age over 65
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 70
+    immigration_status: CITIZEN
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to non-qualifying immigration status
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 40
+    immigration_status: UNDOCUMENTED
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible male
+  period: 2024
+  input:
+    state_code: IL
+    is_female: false
+    age: 45
+    immigration_status: CITIZEN
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to qualifying health coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to Medicaid coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    is_medicaid_eligible: true
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_insurance_eligible.yaml

@@ -0,0 +1,35 @@
+- name: Eligible - no insurance
+  period: 2024
+  input:
+    state_code: IL
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_insurance_eligible: true
+
+- name: Ineligible - on Medicaid
+  period: 2024
+  input:
+    state_code: IL
+    is_medicaid_eligible: true
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_insurance_eligible: false
+
+- name: Ineligible - has qualifying health coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_medicaid_eligible: false
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_insurance_eligible: false
+
+- name: Ineligible - both Medicaid and qualifying coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_medicaid_eligible: true
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_insurance_eligible: false

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

@@ -0,0 +1,23 @@
+- name: Case 1, countable assets for single person.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 15_000
+  output:
+    il_hbwd_countable_assets: 15_000
+
+- name: Case 2, countable assets at limit.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 25_000
+  output:
+    il_hbwd_countable_assets: 25_000
+
+- name: Case 3, countable assets with zero.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 0
+  output:
+    il_hbwd_countable_assets: 0

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

@@ -0,0 +1,39 @@
+- name: Case 1, age eligible at 16.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 16
+  output:
+    il_hbwd_age_eligible: true
+
+- name: Case 2, age eligible at 30.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 30
+  output:
+    il_hbwd_age_eligible: true
+
+- name: Case 3, age eligible at 64.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 64
+  output:
+    il_hbwd_age_eligible: true
+
+- name: Case 4, age ineligible at 15.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 15
+  output:
+    il_hbwd_age_eligible: false
+
+- name: Case 5, age ineligible at 65.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 65
+  output:
+    il_hbwd_age_eligible: false

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

@@ -0,0 +1,31 @@
+- name: Case 1, asset eligible below limit.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 20_000
+  output:
+    il_hbwd_asset_eligible: true
+
+- name: Case 2, asset eligible at limit.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 25_000
+  output:
+    il_hbwd_asset_eligible: true
+
+- name: Case 3, asset ineligible above limit.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 25_001
+  output:
+    il_hbwd_asset_eligible: false
+
+- name: Case 4, asset eligible with zero assets.
+  period: 2024-01
+  input:
+    state_code: IL
+    spm_unit_cash_assets: 0
+  output:
+    il_hbwd_asset_eligible: true

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

@@ -0,0 +1,35 @@
+- name: Case 1, disability eligible via SSI disability.
+  period: 2024-01
+  input:
+    state_code: IL
+    is_ssi_disabled: true
+    social_security_disability: 0
+  output:
+    il_hbwd_disability_eligible: true
+
+- name: Case 2, disability eligible via SSDI receipt.
+  period: 2024-01
+  input:
+    state_code: IL
+    is_ssi_disabled: false
+    social_security_disability: 14_400  # $1,200/month
+  output:
+    il_hbwd_disability_eligible: true
+
+- name: Case 3, disability eligible via both.
+  period: 2024-01
+  input:
+    state_code: IL
+    is_ssi_disabled: true
+    social_security_disability: 14_400  # $1,200/month
+  output:
+    il_hbwd_disability_eligible: true
+
+- name: Case 4, disability ineligible.
+  period: 2024-01
+  input:
+    state_code: IL
+    is_ssi_disabled: false
+    social_security_disability: 0
+  output:
+    il_hbwd_disability_eligible: false

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

@@ -0,0 +1,65 @@
+- name: Case 1, eligible working disabled person.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 35
+    is_ssi_disabled: true
+    employment_income: 30_000  # $2,500/month
+    spm_unit_cash_assets: 10_000
+  output:
+    il_hbwd_eligible: true
+
+- name: Case 2, eligible SSDI recipient with job.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 50
+    social_security_disability: 14_400  # $1,200/month
+    employment_income: 21_600  # $1,800/month
+    spm_unit_cash_assets: 20_000
+  output:
+    il_hbwd_eligible: true
+
+- name: Case 3, ineligible due to age.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 70
+    is_ssi_disabled: true
+    employment_income: 24_000  # $2,000/month
+    spm_unit_cash_assets: 5_000
+  output:
+    il_hbwd_eligible: false
+
+- name: Case 4, ineligible due to no employment.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 40
+    is_ssi_disabled: true
+    social_security_disability: 18_000  # $1,500/month
+    spm_unit_cash_assets: 5_000
+  output:
+    il_hbwd_eligible: false
+
+- name: Case 5, ineligible due to high income.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 45
+    is_ssi_disabled: true
+    employment_income: 72_000  # $6,000/month
+    spm_unit_cash_assets: 5_000
+  output:
+    il_hbwd_eligible: false
+
+- name: Case 6, ineligible due to high assets.
+  period: 2024-01
+  input:
+    state_code: IL
+    age: 30
+    is_ssi_disabled: true
+    employment_income: 24_000  # $2,000/month
+    spm_unit_cash_assets: 30_000
+  output:
+    il_hbwd_eligible: false