policyengine-us 1.449.6__py3-none-any.whl → 1.465.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/credits/eitc/nj_eitc.yaml

@@ -3,13 +3,14 @@
   absolute_error_margin: 0
   input:
     eitc: 100
+    eitc_phased_in: 1
+    eitc_reduction: 0
     eitc_eligible: true
     nj_childless_eitc_age_eligible: true
+    takes_up_eitc: true
     state_code: NJ
   output:
-    eitc: 100
-    nj_childless_eitc_age_eligible: true
-    nj_eitc: 240
+    nj_eitc: 40
 
 - name: New Jersey EITC, fraction of max zero-child federal EITC (doesn't qualify for federal EITC because too young)
   period: 2022
@@ -17,6 +18,8 @@
   input:
     eitc: 0
     eitc_eligible: false
+    eitc_phased_in: 1
+    eitc_reduction: 0
     nj_childless_eitc_age_eligible: true
     state_code: NJ
   output:
@@ -29,6 +32,8 @@
     filing_status: JOINT
     eitc: 0
     eitc_eligible: false
+    eitc_phased_in: 1
+    eitc_reduction: 0
     nj_childless_eitc_age_eligible: true
     state_code: NJ
   output:

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

@@ -0,0 +1,137 @@
+- name: 0-NJ.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 10_000
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        deductible_mortgage_interest: 13_333.333
+        qualified_dividend_income: 23_910.8455
+        is_tax_unit_head: true
+      person2:
+        age: 40
+        employment_income: 10_000
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        qualified_dividend_income: 23_910.8455
+        is_tax_unit_spouse: true
+      person3:
+        age: 5
+        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, person3]
+        premium_tax_credit: 0
+        local_income_tax: 0
+        state_sales_tax: 0
+        tax_unit_childcare_expenses: 6_000
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        snap: 0
+        tanf: 0
+        free_school_meals: 0
+        reduced_price_school_meals: 0
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_fips: 34
+  output:
+    nj_income_tax: 955
+
+- name: 34183-NJ.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        taxable_interest_income: 10_931.683
+        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: 34
+  output:
+    nj_income_tax: 139
+
+- name: 0-NJ.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        self_employment_income: 50_000
+        is_tax_unit_head: true
+      person2:
+        age: 40
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        self_employment_income: 50_000
+        is_tax_unit_spouse: true
+    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: 34
+  output:
+    nj_income_tax: 2_640

policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/taxable_income/nj_agi.yaml

@@ -1,22 +1,21 @@
 - name: 1 Test basic formula
   period: 2021
   input:
-    adjusted_gross_income_person: [10_000]
-    nj_additions: [1_000]
-    nj_agi_subtractions: [2_000]
+    employment_income: [10_000]
     state_code: NJ
   output:
-    nj_agi: 9_000
+    nj_total_income: 10_000
+    nj_agi: 10_000
 
 - name: 2 Test that NJ AGI cannot be negative
   period: 2021
   input:
-    adjusted_gross_income: 10_000
-    nj_additions: 1_000
-    nj_agi_subtractions: 20_000
+    employment_income: [5_000]
+    taxable_interest_income: [5_000]
     state_code: NJ
   output:
-    nj_agi: 0
+    nj_total_income: 10_000
+    nj_agi: 10_000
 
 - name: 3 NJ taxpayer with taxable pension income
   absolute_error_margin: 0

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_disregard_eligible.yaml

@@ -0,0 +1,114 @@
+- name: Case 1, enrolled recipient, automatic eligibility.
+  period: 2024-01
+  input:
+    is_tanf_enrolled: true
+    state_code: PA
+  output:
+    pa_tanf_disregard_eligible: true
+
+- name: Case 2, new applicant, income below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 3_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $3,000/12 = $250
+    # Preliminary: $250 - $90 = $160
+    # $160 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 3, new applicant, income above Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 12_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $12,000/12 = $1,000
+    # Preliminary: $1,000 - $90 = $910
+    # $910 > $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 4, new applicant, exactly at Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 8_124
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $8,124/12 = $677
+    # Preliminary: $677 - $90 = $587
+    # $587 is NOT < $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 5, new applicant, just below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 8_112
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $8,112/12 = $676
+    # Preliminary: $676 - $90 = $586
+    # $586 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 6, new applicant with unearned income, below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 3_000
+    social_security: 3_600
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Earned monthly: $3,000/12 = $250; $250 - $90 = $160
+    # Unearned monthly: $3,600/12 = $300
+    # Preliminary: $160 + $300 = $460
+    # $460 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 7, new applicant with unearned income, above Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 6_000
+    social_security: 3_600
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Earned monthly: $6,000/12 = $500; $500 - $90 = $410
+    # Unearned monthly: $3,600/12 = $300
+    # Preliminary: $410 + $300 = $710
+    # $710 > $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 8, large household, new applicant, passes test.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 6_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 6
+    state_code: PA
+  output:
+    # Group 2, size 6: Standard of Need = $976
+    # Monthly: $6,000/12 = $500
+    # Preliminary: $500 - $90 = $410
+    # $410 < $976 → passes test
+    pa_tanf_disregard_eligible: true

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_eligible.yaml

@@ -0,0 +1,65 @@
+- name: Case 1, all requirements met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: true
+
+- name: Case 2, demographic not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 3, citizenship not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 4, income not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: false
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 5, resource not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: false
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 6, no requirements met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: false
+    pa_tanf_income_eligible: false
+    pa_tanf_resources_eligible: false
+    state_code: PA
+  output:
+    pa_tanf_eligible: false

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_income_eligible.yaml

@@ -0,0 +1,62 @@
+- name: Case 1, no income, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 0
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 2, income well below maximum, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 100
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 3, income just below maximum, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 315
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 4, income exactly at maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 316
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 5, income just above maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 317
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 6, income well above maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 1_000
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 7, larger household, income below maximum.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 800
+    pa_tanf_maximum_benefit: 836
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_resources_eligible.yaml

@@ -0,0 +1,47 @@
+- name: Case 1, no assets.
+  period: 2024-01
+  input:
+    spm_unit_assets: 0
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 2, assets well below limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 500
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 3, assets just below limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 999
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 4, assets exactly at limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 1_000
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 5, assets just above limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 1_001
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: false
+
+- name: Case 6, assets well above limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 5_000
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: false

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/income/pa_tanf_earned_income_after_deductions_person.yaml

@@ -0,0 +1,81 @@
+- name: Case 1, no earnings.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 0
+    state_code: PA
+  output:
+    pa_tanf_earned_income_after_deductions_person: 0
+
+- name: Case 2, low earnings, enrolled recipient.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 12_000
+    is_tanf_enrolled: true
+    state_code: PA
+  output:
+    # Monthly: $12,000/12 = $1,000
+    # Step 1: $1,000 × 50% = $500 (EID: keep 50%)
+    # Step 2: $500 - $200 = $300 (WED)
+    pa_tanf_earned_income_after_deductions_person: 300
+
+- name: Case 3, low earnings, new applicant, not EID eligible.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 12_000
+    is_tanf_enrolled: false
+    state_code: PA
+  output:
+    # Monthly: $12,000/12 = $1,000
+    # New applicants with income above Standard of Need are not EID eligible
+    # No EID, no WED - full earned income is countable
+    pa_tanf_earned_income_after_deductions_person: 1_000
+
+- name: Case 4, high earnings, enrolled recipient.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 36_000
+    is_tanf_enrolled: true
+    state_code: PA
+  output:
+    # Monthly: $36,000/12 = $3,000
+    # Step 1: $3,000 × 50% = $1,500 (EID: keep 50%)
+    # Step 2: $1,500 - $200 = $1,300 (WED)
+    pa_tanf_earned_income_after_deductions_person: 1_300
+
+- name: Case 5, high earnings, new applicant, not EID eligible.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 36_000
+    is_tanf_enrolled: false
+    state_code: PA
+  output:
+    # Monthly: $36,000/12 = $3,000
+    # Not EID eligible - full earned income is countable
+    pa_tanf_earned_income_after_deductions_person: 3_000
+
+- name: Case 6, deductions exceed income, enrolled.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 2_400
+    is_tanf_enrolled: true
+    state_code: PA
+  output:
+    # Monthly: $2,400/12 = $200
+    # Step 1: $200 × 50% = $100 (EID: keep 50%)
+    # Step 2: $100 - $200 = -$100, clipped to 0 (WED)
+    pa_tanf_earned_income_after_deductions_person: 0
+
+- name: Case 7, very low earnings, new applicant, EID eligible.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 3_000
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Monthly: $3,000/12 = $250
+    # Group 2 size 3: Standard of Need = $587
+    # Eligibility test: $250 - $90 = $160 < $587 → EID eligible
+    # Step 1: $250 × 50% = $125 (EID: keep 50%)
+    # Step 2: $125 - $200 = -$75, clipped to 0 (WED)
+    pa_tanf_earned_income_after_deductions_person: 0