taxcalc 4.2.1__py3-none-any.whl → 4.2.2__py3-none-any.whl

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Files changed (123) hide show
  1. taxcalc/__init__.py +1 -1
  2. taxcalc/assumptions/ASSUMPTIONS.md +53 -0
  3. taxcalc/assumptions/README.md +17 -0
  4. taxcalc/assumptions/economic_assumptions_template.json +77 -0
  5. taxcalc/calcfunctions.py +7 -4
  6. taxcalc/data.py +10 -5
  7. taxcalc/policy_current_law.json +2033 -184
  8. taxcalc/reforms/2017_law.json +125 -0
  9. taxcalc/reforms/2017_law.out.csv +10 -0
  10. taxcalc/reforms/ARPA.json +78 -0
  11. taxcalc/reforms/ARPA.out.csv +10 -0
  12. taxcalc/reforms/BrownKhanna.json +23 -0
  13. taxcalc/reforms/BrownKhanna.out.csv +10 -0
  14. taxcalc/reforms/CARES.json +40 -0
  15. taxcalc/reforms/CARES.out.csv +10 -0
  16. taxcalc/reforms/ConsolidatedAppropriationsAct2021.json +15 -0
  17. taxcalc/reforms/ConsolidatedAppropriationsAct2021.out.csv +10 -0
  18. taxcalc/reforms/Larson2019.json +36 -0
  19. taxcalc/reforms/Larson2019.out.csv +10 -0
  20. taxcalc/reforms/README.md +22 -0
  21. taxcalc/reforms/REFORMS.md +92 -0
  22. taxcalc/reforms/Renacci.json +61 -0
  23. taxcalc/reforms/Renacci.out.csv +10 -0
  24. taxcalc/reforms/SandersDeFazio.json +15 -0
  25. taxcalc/reforms/SandersDeFazio.out.csv +10 -0
  26. taxcalc/reforms/TCJA.json +160 -0
  27. taxcalc/reforms/TCJA.md +48 -0
  28. taxcalc/reforms/TCJA.out.csv +10 -0
  29. taxcalc/reforms/Trump2016.json +71 -0
  30. taxcalc/reforms/Trump2016.out.csv +10 -0
  31. taxcalc/reforms/Trump2017.json +51 -0
  32. taxcalc/reforms/Trump2017.out.csv +10 -0
  33. taxcalc/reforms/archive/Clinton2016.json +56 -0
  34. taxcalc/reforms/archive/RyanBrady.json +104 -0
  35. taxcalc/reforms/archive/TCJA_House.json +144 -0
  36. taxcalc/reforms/archive/TCJA_House_Amended.json +152 -0
  37. taxcalc/reforms/archive/TCJA_Reconciliation.json +187 -0
  38. taxcalc/reforms/archive/TCJA_Senate.json +116 -0
  39. taxcalc/reforms/archive/TCJA_Senate_111417.json +169 -0
  40. taxcalc/reforms/archive/TCJA_Senate_120117.json +174 -0
  41. taxcalc/reforms/cases.csv +10 -0
  42. taxcalc/reforms/clp.out.csv +10 -0
  43. taxcalc/reforms/ext.json +59 -0
  44. taxcalc/reforms/growfactors_ext.csv +65 -0
  45. taxcalc/reforms/ptaxes0.json +37 -0
  46. taxcalc/reforms/ptaxes0.out.csv +10 -0
  47. taxcalc/reforms/ptaxes1.json +21 -0
  48. taxcalc/reforms/ptaxes1.out.csv +10 -0
  49. taxcalc/reforms/ptaxes2.json +18 -0
  50. taxcalc/reforms/ptaxes2.out.csv +10 -0
  51. taxcalc/reforms/ptaxes3.json +28 -0
  52. taxcalc/reforms/ptaxes3.out.csv +10 -0
  53. taxcalc/reforms/rounding2022.json +153 -0
  54. taxcalc/reforms/rounding2022.out.csv +10 -0
  55. taxcalc/tests/benefits_expect.csv +169 -0
  56. taxcalc/tests/cmpi_cps_expect.txt +132 -0
  57. taxcalc/tests/cmpi_puf_expect.txt +132 -0
  58. taxcalc/tests/conftest.py +143 -0
  59. taxcalc/tests/cpscsv_agg_expect.csv +26 -0
  60. taxcalc/tests/puf_var_correl_coeffs_2016.csv +80 -0
  61. taxcalc/tests/puf_var_wght_means_by_year.csv +80 -0
  62. taxcalc/tests/pufcsv_agg_expect.csv +26 -0
  63. taxcalc/tests/pufcsv_mtr_expect.txt +63 -0
  64. taxcalc/tests/reforms.json +649 -0
  65. taxcalc/tests/reforms_expect.csv +65 -0
  66. taxcalc/tests/test_4package.py +67 -0
  67. taxcalc/tests/test_benefits.py +86 -0
  68. taxcalc/tests/test_calcfunctions.py +871 -0
  69. taxcalc/tests/test_calculator.py +1021 -0
  70. taxcalc/tests/test_compare.py +336 -0
  71. taxcalc/tests/test_compatible_data.py +338 -0
  72. taxcalc/tests/test_consumption.py +144 -0
  73. taxcalc/tests/test_cpscsv.py +163 -0
  74. taxcalc/tests/test_data.py +133 -0
  75. taxcalc/tests/test_decorators.py +332 -0
  76. taxcalc/tests/test_growdiff.py +102 -0
  77. taxcalc/tests/test_growfactors.py +94 -0
  78. taxcalc/tests/test_parameters.py +617 -0
  79. taxcalc/tests/test_policy.py +1575 -0
  80. taxcalc/tests/test_puf_var_stats.py +194 -0
  81. taxcalc/tests/test_pufcsv.py +385 -0
  82. taxcalc/tests/test_records.py +234 -0
  83. taxcalc/tests/test_reforms.py +385 -0
  84. taxcalc/tests/test_responses.py +41 -0
  85. taxcalc/tests/test_taxcalcio.py +755 -0
  86. taxcalc/tests/test_tmdcsv.py +38 -0
  87. taxcalc/tests/test_utils.py +792 -0
  88. taxcalc/tmd_growfactors.csv +54 -54
  89. taxcalc/tmd_weights.csv.gz +0 -0
  90. taxcalc/validation/CSV_INPUT_VARS.md +29 -0
  91. taxcalc/validation/CSV_OUTPUT_VARS.md +63 -0
  92. taxcalc/validation/README.md +68 -0
  93. taxcalc/validation/taxsim35/Differences_Explained.md +54 -0
  94. taxcalc/validation/taxsim35/README.md +139 -0
  95. taxcalc/validation/taxsim35/expected_differences/a17-taxdiffs-expect.csv +25 -0
  96. taxcalc/validation/taxsim35/expected_differences/a18-taxdiffs-expect.csv +25 -0
  97. taxcalc/validation/taxsim35/expected_differences/a19-taxdiffs-expect.csv +25 -0
  98. taxcalc/validation/taxsim35/expected_differences/a20-taxdiffs-expect.csv +25 -0
  99. taxcalc/validation/taxsim35/expected_differences/a21-taxdiffs-expect.csv +25 -0
  100. taxcalc/validation/taxsim35/expected_differences/b17-taxdiffs-expect.csv +25 -0
  101. taxcalc/validation/taxsim35/expected_differences/b18-taxdiffs-expect.csv +25 -0
  102. taxcalc/validation/taxsim35/expected_differences/b19-taxdiffs-expect.csv +25 -0
  103. taxcalc/validation/taxsim35/expected_differences/b20-taxdiffs-expect.csv +25 -0
  104. taxcalc/validation/taxsim35/expected_differences/b21-taxdiffs-expect.csv +25 -0
  105. taxcalc/validation/taxsim35/expected_differences/c17-taxdiffs-expect.csv +25 -0
  106. taxcalc/validation/taxsim35/expected_differences/c18-taxdiffs-expect.csv +25 -0
  107. taxcalc/validation/taxsim35/expected_differences/c19-taxdiffs-expect.csv +25 -0
  108. taxcalc/validation/taxsim35/input_setup.py +67 -0
  109. taxcalc/validation/taxsim35/main_comparison.py +183 -0
  110. taxcalc/validation/taxsim35/prepare_taxcalc_input.py +161 -0
  111. taxcalc/validation/taxsim35/process_taxcalc_output.py +140 -0
  112. taxcalc/validation/taxsim35/taxsim_emulation.json +49 -0
  113. taxcalc/validation/taxsim35/taxsim_input.py +321 -0
  114. taxcalc/validation/taxsim35/tc_sims.py +98 -0
  115. taxcalc/validation/taxsim35/tests_35.py +80 -0
  116. taxcalc/validation/tests_35.sh +13 -0
  117. {taxcalc-4.2.1.dist-info → taxcalc-4.2.2.dist-info}/METADATA +3 -4
  118. taxcalc-4.2.2.dist-info/RECORD +144 -0
  119. {taxcalc-4.2.1.dist-info → taxcalc-4.2.2.dist-info}/WHEEL +1 -1
  120. taxcalc-4.2.1.dist-info/RECORD +0 -34
  121. {taxcalc-4.2.1.dist-info → taxcalc-4.2.2.dist-info}/LICENSE +0 -0
  122. {taxcalc-4.2.1.dist-info → taxcalc-4.2.2.dist-info}/entry_points.txt +0 -0
  123. {taxcalc-4.2.1.dist-info → taxcalc-4.2.2.dist-info}/top_level.txt +0 -0
taxcalc/reforms/ptaxes3.json ADDED
@@ -0,0 +1,28 @@
1
+ // Raise Additional Medicare Tax (Form 8959) tax rate and earnings exclusion
2
+ // : current law AddMedTax earnings exclusion varies by filing status (MARS)
3
+ // and is not price indexed
4
+ // : current law AddMedTax is 0.009 on earnings in excess of the exclusion
5
+ // Reform_Baseline: 2017_law.json
6
+ // Reform_Description:
7
+ // - raise AddMedTax rate in 2019 (1)
8
+ // - raise AddMedTax earnings exclusion in 2019 (2)
9
+ // - begin price indexing AddMedTax earnings exclusion in years after 2019 (3)
10
+ // Reform_Parameter_Map:
11
+ // - 1: AMEDT_rt
12
+ // - 2: AMEDT_ec
13
+ // - 3: AMEDT_ec-indexed
14
+ // NOTE: this reform produces the following parameter values by year:
15
+ // 2018: 0.009 200000 250000 125000 200000 200000
16
+ // 2019: 0.010 250000 300000 150000 250000 250000
17
+ // 2020: 0.010 ...... price indexed 2019 values .....
18
+ {
19
+ "AMEDT_rt": {
20
+ "2019": 0.010
21
+ },
22
+ "AMEDT_ec": {
23
+ "2019": [250000, 300000, 150000, 250000, 250000]
24
+ },
25
+ "AMEDT_ec-indexed": {
26
+ "2019": true
27
+ }
28
+ }
taxcalc/reforms/ptaxes3.out.csv ADDED
@@ -0,0 +1,10 @@
1
+ RECID,c00100,standard,c04800,iitax,payrolltax
2
+ 11,30000.00,6723.42,18988.43,554.60,4590.00
3
+ 12,60000.00,6723.42,48988.43,5935.27,9180.00
4
+ 13,460000.00,6723.42,453276.58,132718.27,32475.05
5
+ 21,60000.00,13446.83,29400.57,-2177.25,9180.00
6
+ 22,120000.00,13446.83,89400.57,8226.47,18360.00
7
+ 23,240000.00,13446.83,209400.57,44745.39,36720.00
8
+ 31,30000.00,9899.84,11523.86,-3556.63,4590.00
9
+ 32,60000.00,9899.84,41523.86,2721.83,9180.00
10
+ 33,120000.00,9899.84,101523.86,17870.48,18360.00
taxcalc/reforms/rounding2022.json ADDED
@@ -0,0 +1,153 @@
1
+ // Rounding of parameters to return to currnet law poliy
2
+ // This file is intended to update parameter values due to IRS rounding
3
+ // rules when moving from a historical baseline to current law policy
4
+ // by layering on intervening policy changes, as is done in the
5
+ // tests/test_reforms.py::test_round_trip_reforms test
6
+ // N.B. Only valid through 2022 - will overwrite changes in policy
7
+ // beyond that year (e.g., as in TCJA.json)
8
+
9
+
10
+ {
11
+ "II_brk1": {"2019": [9700, 19400, 9700, 13850, 19400],
12
+ "2020": [9875, 19750, 9875, 14100, 19750],
13
+ "2021": [9950, 19900, 9950, 14200, 19900],
14
+ "2022": [10275, 20550, 10275, 14650, 20550]},
15
+ "II_brk2": {"2019": [39475, 78950, 39475, 52850, 78950],
16
+ "2020": [40125, 80250, 40125, 53700, 80250],
17
+ "2021": [40525, 81050, 40525, 54200, 81050],
18
+ "2022": [41775, 83550, 41775, 55900, 83550]},
19
+ "II_brk3": {"2019": [84200, 168400, 84200, 84200, 168400],
20
+ "2020": [85525, 171050, 85525, 85500, 171050],
21
+ "2021": [86375, 172750, 86375, 86350, 172750],
22
+ "2022": [89075, 178150, 89075, 89050, 178150]},
23
+ "II_brk4": {"2019": [160725, 321450, 160725, 160700, 321450],
24
+ "2020": [163300, 326600, 163300, 163300, 326600],
25
+ "2021": [164925, 329850, 164925, 164900, 329850],
26
+ "2022": [170050, 340100, 170050, 170050, 340100]},
27
+ "II_brk5": {"2019": [204100, 408200, 204100, 204100, 408200],
28
+ "2020": [207350, 414700, 207350, 207350, 414700],
29
+ "2021": [209425, 418850, 209425, 209400, 418850],
30
+ "2022": [215950, 431900, 215950, 215950, 431900]},
31
+ "II_brk6": {"2019": [510300, 612350, 306175, 510300, 612350],
32
+ "2020": [518400, 622050, 311025, 518400, 622050],
33
+ "2021": [523600, 628300, 314150, 523600, 628300],
34
+ "2022": [539900, 647850, 323925, 539900, 647850]},
35
+ "PT_brk1": {"2019": [9700, 19400, 9700, 13850, 19400],
36
+ "2020": [9875, 19750, 9875, 14100, 19750],
37
+ "2021": [9950, 19900, 9950, 14200, 19900],
38
+ "2022": [10275, 20550, 10275, 14650, 20550]},
39
+ "PT_brk2": {"2019": [39475, 78950, 39475, 52850, 78950],
40
+ "2020": [40125, 80250, 40125, 53700, 80250],
41
+ "2021": [40525, 81050, 40525, 54200, 81050],
42
+ "2022": [41775, 83550, 41775, 55900, 83550]},
43
+ "PT_brk3": {"2019": [84200, 168400, 84200, 84200, 168400],
44
+ "2020": [85525, 171050, 85525, 85500, 171050],
45
+ "2021": [86375, 172750, 86375, 86350, 172750],
46
+ "2022": [89075, 178150, 89075, 89050, 178150]},
47
+ "PT_brk4": {"2019": [160725, 321450, 160725, 160700, 321450],
48
+ "2020": [163300, 326600, 163300, 163300, 326600],
49
+ "2021": [164925, 329850, 164925, 164900, 329850],
50
+ "2022": [170050, 340100, 170050, 170050, 340100]},
51
+ "PT_brk5": {"2019": [204100, 408200, 204100, 204100, 408200],
52
+ "2020": [207350, 414700, 207350, 207350, 414700],
53
+ "2021": [209425, 418850, 209425, 209400, 418850],
54
+ "2022": [215950, 431900, 215950, 215950, 431900]},
55
+ "PT_brk6": {"2019": [510300, 612350, 306175, 510300, 612350],
56
+ "2020": [518400, 622050, 311025, 518400, 622050],
57
+ "2021": [523600, 628300, 314150, 523600, 628300],
58
+ "2022": [539900, 647850, 323925, 539900, 647850]},
59
+ "PT_qbid_taxinc_thd": {"2019": [160700, 321400, 160725, 160700, 321400],
60
+ "2020": [163300, 326600, 163300, 163300, 326600],
61
+ "2021": [164900, 329800, 164900, 164900, 329800],
62
+ "2022": [170050, 340100, 170050, 170050, 340100]},
63
+ "STD": {"2019": [12200, 24400, 12200, 18350, 24400],
64
+ "2020": [12400, 24800, 12400, 18650, 24800],
65
+ "2021": [12550, 25100, 12550, 18800, 25100],
66
+ "2022": [12950, 25900, 12950, 19400, 25900]},
67
+ "AMT_em": {"2019": [71700, 111700, 55850, 71700, 111700],
68
+ "2020": [72900, 113400, 56700, 72900, 113400],
69
+ "2021": [73600, 114600, 57300, 73600, 114600],
70
+ "2022": [75900, 118100, 59050, 75900, 118100]},
71
+ "AMT_em_ps": {"2019": [510300, 1020600, 510300, 510300, 1020600],
72
+ "2020": [518400, 1036800, 518400, 518400, 1036800],
73
+ "2021": [523600, 1047200, 523600, 523600, 1047200],
74
+ "2022": [539900, 1079800, 539900, 539900, 1079800]},
75
+ "AMT_em_pe": {"2019": 733700,
76
+ "2020": 745200,
77
+ "2021": 752800,
78
+ "2022": 776100},
79
+ "ALD_BusinessLosses_c": {
80
+ "2019": [255000, 510000, 255000, 255000, 510000],
81
+ "2020": [259000, 518000, 259000, 259000, 518000],
82
+ "2021": [262000, 524000, 262000, 262000, 524000],
83
+ "2022": [270000, 540000, 270000, 270000, 540000]},
84
+ "STD_Dep": {"2019": 1100, "2020": 1100, "2021": 1100, "2022": 1150},
85
+ "STD_Aged": {"2019": [1650, 1300, 1300, 1650, 1300],
86
+ "2020": [1650, 1300, 1300, 1650, 1300],
87
+ "2021": [1700, 1350, 1350, 1700, 1350],
88
+ "2022": [1750, 1400, 1400, 1750, 1750]},
89
+ "CG_brk1": {"2019": [39375, 78750, 39375, 52750, 78750],
90
+ "2020": [40000, 80000, 40000, 53600, 80000],
91
+ "2021": [40400, 80800, 40400, 54100, 80800],
92
+ "2022": [41675, 83350, 41675, 55800, 83350]},
93
+ "CG_brk2": {"2019": [434550, 488850, 244425, 461700, 488850],
94
+ "2020": [441450, 496600, 248300, 469050, 496600],
95
+ "2021": [445850, 501600, 250800, 473750, 501600],
96
+ "2022": [459750, 517200, 258600, 488500, 517200]},
97
+ "AMT_CG_brk1": {"2019": [39375, 78750, 39375, 52750, 78750],
98
+ "2020": [40000, 80000, 40000, 53600, 80000],
99
+ "2021": [40400, 80800, 40400, 54100, 80800],
100
+ "2022": [41675, 83350, 41675, 55800, 83350]},
101
+ "AMT_CG_brk2": {"2019": [434550, 488850, 244425, 461700, 488850],
102
+ "2020": [441450, 496600, 248300, 469050, 496600],
103
+ "2021": [445850, 501600, 250800, 473750, 501600],
104
+ "2022": [459750, 517200, 258600, 488500, 517200]},
105
+ "AMT_child_em": { "2019": 7750,
106
+ "2020": 7900,
107
+ "2021": 7950,
108
+ "2022": 8200},
109
+ "AMT_brk1": {"2019": 194800,
110
+ "2020": 197900,
111
+ "2021": 199900,
112
+ "2022": 206100},
113
+ "EITC_c": {"2019": [529, 3526, 5828, 6557],
114
+ "2020": [538, 3584, 5920, 6660],
115
+ "2021": [1502.0, 3618.0, 5980.0, 6728.0],
116
+ "2022": [560, 3733, 6164, 6935]},
117
+ "EITC_ps": {"2019": [8650, 19030, 19030, 19030],
118
+ "2020": [8790, 19330, 19330, 19330],
119
+ "2021": [11610, 19520, 19520, 19520],
120
+ "2022": [9160, 20130, 20130, 20130]},
121
+ "EITC_ps_MarriedJ": {"2019": [5800, 5790, 5790, 5790],
122
+ "2020": [5890, 5890, 5890, 5890],
123
+ "2021": [5940, 5950, 5950, 5950],
124
+ "2022": [6130, 6130, 6130, 6130]},
125
+ "EITC_InvestIncome_c": {"2019": 3600,
126
+ "2020": 3650,
127
+ "2021": 10000,
128
+ "2022": 10300},
129
+ "ETC_pe_Single": {"2019": 68,
130
+ "2020": 69,
131
+ "2021": 90,
132
+ "2022": 90},
133
+ "ETC_pe_Married": {"2019": 136,
134
+ "2020": 138,
135
+ "2021": 180,
136
+ "2022": 180},
137
+ "ACTC_c": {"2023": 1600,
138
+ "2024": 1600,
139
+ "2025": 1600,
140
+ "2026": 1000},
141
+ "FST_AGI_thd_lo": {
142
+ "2019": [1000000, 1000000, 500000, 1000000, 1000000],
143
+ "2020": [1000000, 1000000, 500000, 1000000, 1000000],
144
+ "2021": [1000000, 1000000, 500000, 1000000, 1000000],
145
+ "2022": [1000000, 1000000, 500000, 1000000, 1000000]
146
+ },
147
+ "FST_AGI_thd_hi": {
148
+ "2019": [2000000, 2000000, 1000000, 2000000, 2000000],
149
+ "2020": [2000000, 2000000, 1000000, 2000000, 2000000],
150
+ "2021": [2000000, 2000000, 1000000, 2000000, 2000000],
151
+ "2022": [2000000, 2000000, 1000000, 2000000, 2000000]
152
+ }
153
+ }
taxcalc/reforms/rounding2022.out.csv ADDED
@@ -0,0 +1,10 @@
1
+ RECID,c00100,standard,c04800,iitax,payrolltax
2
+ 11,30000.00,12400.00,17600.00,114.50,4590.00
3
+ 12,60000.00,12400.00,47600.00,4462.00,9180.00
4
+ 13,460000.00,12400.00,447600.00,131455.00,32754.80
5
+ 21,60000.00,24800.00,35200.00,-3771.00,9180.00
6
+ 22,120000.00,24800.00,95200.00,4924.00,18360.00
7
+ 23,240000.00,24800.00,215200.00,35807.00,36720.00
8
+ 31,30000.00,18650.00,11350.00,-4543.93,4590.00
9
+ 32,60000.00,18650.00,41350.00,880.00,9180.00
10
+ 33,120000.00,18650.00,101350.00,13537.00,18360.00
taxcalc/tests/benefits_expect.csv ADDED
@@ -0,0 +1,169 @@
1
+ year,bname,benamt,bencnt,benavg
2
+ 2014,ssi,55.554,12.571,4.4
3
+ 2014,mcare,527.775,54.037,9.8
4
+ 2014,mcaid,407.903,72.079,5.7
5
+ 2014,snap,113.035,65.146,1.7
6
+ 2014,wic,4.44,20.215,0.2
7
+ 2014,tanf,33.735,8.371,4.0
8
+ 2014,vet,135.159,8.138,16.6
9
+ 2014,housing,41.069,11.249,3.7
10
+ 2015,ssi,57.988,12.779,4.5
11
+ 2015,mcare,556.933,55.527,10.0
12
+ 2015,mcaid,422.629,71.679,5.9
13
+ 2015,snap,126.182,65.301,1.9
14
+ 2015,wic,4.436,20.014,0.2
15
+ 2015,tanf,38.161,8.301,4.6
16
+ 2015,vet,145.755,8.38,17.4
17
+ 2015,housing,42.381,11.184,3.8
18
+ 2016,ssi,57.899,12.791,4.5
19
+ 2016,mcare,578.463,56.762,10.2
20
+ 2016,mcaid,420.579,70.542,6.0
21
+ 2016,snap,124.398,64.595,1.9
22
+ 2016,wic,4.343,19.525,0.2
23
+ 2016,tanf,30.99,8.107,3.8
24
+ 2016,vet,163.588,8.483,19.3
25
+ 2016,housing,43.004,11.076,3.9
26
+ 2017,ssi,58.387,13.019,4.5
27
+ 2017,mcare,614.584,58.213,10.6
28
+ 2017,mcaid,424.867,70.143,6.1
29
+ 2017,snap,125.99,64.815,1.9
30
+ 2017,wic,4.287,19.276,0.2
31
+ 2017,tanf,30.813,8.083,3.8
32
+ 2017,vet,168.419,8.71,19.3
33
+ 2017,housing,46.362,11.114,4.2
34
+ 2018,ssi,60.453,13.703,4.4
35
+ 2018,mcare,722.602,66.673,10.8
36
+ 2018,mcaid,492.308,78.083,6.3
37
+ 2018,snap,132.548,69.776,1.9
38
+ 2018,wic,4.683,20.906,0.2
39
+ 2018,tanf,32.44,8.566,3.8
40
+ 2018,vet,185.073,9.588,19.3
41
+ 2018,housing,50.957,12.151,4.2
42
+ 2019,ssi,62.022,14.051,4.4
43
+ 2019,mcare,785.38,68.889,11.4
44
+ 2019,mcaid,521.91,79.095,6.6
45
+ 2019,snap,134.687,70.802,1.9
46
+ 2019,wic,4.732,21.087,0.2
47
+ 2019,tanf,32.774,8.666,3.8
48
+ 2019,vet,189.738,9.83,19.3
49
+ 2019,housing,53.628,12.347,4.3
50
+ 2020,ssi,63.71,14.395,4.4
51
+ 2020,mcare,853.06,71.244,12.0
52
+ 2020,mcaid,552.864,80.056,6.9
53
+ 2020,snap,136.804,71.782,1.9
54
+ 2020,wic,4.788,21.253,0.2
55
+ 2020,tanf,33.079,8.748,3.8
56
+ 2020,vet,194.69,10.084,19.3
57
+ 2020,housing,56.359,12.512,4.5
58
+ 2021,ssi,65.258,14.72,4.4
59
+ 2021,mcare,921.857,73.527,12.5
60
+ 2021,mcaid,586.685,81.038,7.2
61
+ 2021,snap,138.874,72.753,1.9
62
+ 2021,wic,4.841,21.441,0.2
63
+ 2021,tanf,33.371,8.839,3.8
64
+ 2021,vet,200.093,10.342,19.3
65
+ 2021,housing,59.211,12.682,4.7
66
+ 2022,ssi,66.768,15.058,4.4
67
+ 2022,mcare,997.773,75.906,13.1
68
+ 2022,mcaid,622.363,82.023,7.6
69
+ 2022,snap,140.971,73.695,1.9
70
+ 2022,wic,4.888,21.579,0.2
71
+ 2022,tanf,33.689,8.926,3.8
72
+ 2022,vet,205.365,10.604,19.4
73
+ 2022,housing,62.291,12.875,4.8
74
+ 2023,ssi,68.326,15.404,4.4
75
+ 2023,mcare,1080.56,78.246,13.8
76
+ 2023,mcaid,661.23,83.053,8.0
77
+ 2023,snap,143.086,74.683,1.9
78
+ 2023,wic,4.947,21.752,0.2
79
+ 2023,tanf,34.076,9.018,3.8
80
+ 2023,vet,210.902,10.878,19.4
81
+ 2023,housing,65.482,13.053,5.0
82
+ 2024,ssi,69.61,15.728,4.4
83
+ 2024,mcare,1165.699,80.527,14.5
84
+ 2024,mcaid,703.669,84.012,8.4
85
+ 2024,snap,145.135,75.622,1.9
86
+ 2024,wic,4.995,21.909,0.2
87
+ 2024,tanf,34.35,9.092,3.8
88
+ 2024,vet,215.883,11.129,19.4
89
+ 2024,housing,68.765,13.232,5.2
90
+ 2025,ssi,71.237,16.053,4.4
91
+ 2025,mcare,1255.601,82.904,15.1
92
+ 2025,mcaid,749.369,84.979,8.8
93
+ 2025,snap,147.245,76.574,1.9
94
+ 2025,wic,5.05,22.057,0.2
95
+ 2025,tanf,34.585,9.163,3.8
96
+ 2025,vet,221.437,11.403,19.4
97
+ 2025,housing,72.233,13.415,5.4
98
+ 2026,ssi,72.635,16.369,4.4
99
+ 2026,mcare,1382.542,85.144,16.2
100
+ 2026,mcaid,757.799,85.921,8.8
101
+ 2026,snap,149.275,77.481,1.9
102
+ 2026,wic,5.098,22.205,0.2
103
+ 2026,tanf,34.929,9.249,3.8
104
+ 2026,vet,226.373,11.652,19.4
105
+ 2026,housing,75.754,13.57,5.6
106
+ 2027,ssi,74.021,16.662,4.4
107
+ 2027,mcare,1416.439,87.247,16.2
108
+ 2027,mcaid,766.18,86.85,8.8
109
+ 2027,snap,151.229,78.39,1.9
110
+ 2027,wic,5.146,22.352,0.2
111
+ 2027,tanf,35.168,9.314,3.8
112
+ 2027,vet,231.094,11.878,19.5
113
+ 2027,housing,79.351,13.723,5.8
114
+ 2028,ssi,75.216,16.938,4.4
115
+ 2028,mcare,1449.599,89.283,16.2
116
+ 2028,mcaid,774.409,87.74,8.8
117
+ 2028,snap,153.223,79.302,1.9
118
+ 2028,wic,5.19,22.53,0.2
119
+ 2028,tanf,35.548,9.404,3.8
120
+ 2028,vet,235.756,12.104,19.5
121
+ 2028,housing,80.302,13.857,5.8
122
+ 2029,ssi,76.541,17.224,4.4
123
+ 2029,mcare,1481.224,91.22,16.2
124
+ 2029,mcaid,782.194,88.602,8.8
125
+ 2029,snap,155.203,80.212,1.9
126
+ 2029,wic,5.231,22.698,0.2
127
+ 2029,tanf,35.867,9.483,3.8
128
+ 2029,vet,240.128,12.324,19.5
129
+ 2029,housing,81.378,14.026,5.8
130
+ 2030,ssi,77.819,17.488,4.4
131
+ 2030,mcare,1509.928,92.978,16.2
132
+ 2030,mcaid,790.237,89.477,8.8
133
+ 2030,snap,157.066,81.085,1.9
134
+ 2030,wic,5.27,22.87,0.2
135
+ 2030,tanf,36.18,9.557,3.8
136
+ 2030,vet,244.367,12.53,19.5
137
+ 2030,housing,82.351,14.187,5.8
138
+ 2031,ssi,78.857,17.699,4.5
139
+ 2031,mcare,1532.988,94.38,16.2
140
+ 2031,mcaid,797.255,90.237,8.8
141
+ 2031,snap,158.784,81.873,1.9
142
+ 2031,wic,5.313,23.047,0.2
143
+ 2031,tanf,36.49,9.639,3.8
144
+ 2031,vet,247.791,12.699,19.5
145
+ 2031,housing,83.299,14.327,5.8
146
+ 2032,ssi,79.862,17.902,4.5
147
+ 2032,mcare,1553.523,95.617,16.2
148
+ 2032,mcaid,803.732,90.937,8.8
149
+ 2032,snap,160.377,82.593,1.9
150
+ 2032,wic,5.354,23.222,0.2
151
+ 2032,tanf,36.782,9.701,3.8
152
+ 2032,vet,251.045,12.862,19.5
153
+ 2032,housing,84.103,14.431,5.8
154
+ 2033,ssi,80.757,18.094,4.5
155
+ 2033,mcare,1573.033,96.777,16.3
156
+ 2033,mcaid,809.874,91.615,8.8
157
+ 2033,snap,161.978,83.282,1.9
158
+ 2033,wic,5.374,23.33,0.2
159
+ 2033,tanf,36.919,9.743,3.8
160
+ 2033,vet,254.375,13.019,19.5
161
+ 2033,housing,84.96,14.556,5.8
162
+ 2034,ssi,81.748,18.304,4.5
163
+ 2034,mcare,1592.585,97.928,16.3
164
+ 2034,mcaid,816.316,92.304,8.8
165
+ 2034,snap,163.576,83.994,1.9
166
+ 2034,wic,5.409,23.478,0.2
167
+ 2034,tanf,37.246,9.826,3.8
168
+ 2034,vet,257.749,13.182,19.6
169
+ 2034,housing,85.791,14.683,5.8
taxcalc/tests/cmpi_cps_expect.txt ADDED
@@ -0,0 +1,132 @@
1
+ TABLE for EITC
2
+ AGI category T-C SOI %diff
3
+ [-9e+99, 1) 0.014 0.210 -93.2
4
+ [1, 5000) 1.555 1.184 +31.3
5
+ [5000, 10000) 6.132 7.156 -14.3
6
+ [10000, 15000) 9.158 16.593 -44.8
7
+ [15000, 20000) 9.317 15.880 -41.3
8
+ [20000, 25000) 9.466 11.102 -14.7
9
+ [25000, 30000) 8.040 7.515 +7.0
10
+ [30000, 40000) 8.913 7.453 +19.6
11
+ [40000, 50000) 2.233 1.394 +60.3
12
+ [50000, 75000) 0.064 0.037 +71.8
13
+ [75000, 100000) 0.000 0.000 +nan
14
+ [100000, 200000) 0.000 0.000 +nan
15
+ [200000, 500000) 0.000 0.000 +nan
16
+ [500000, 1000000) 0.000 0.000 +nan
17
+ [1000000, 1500000) 0.000 0.000 +nan
18
+ [1500000, 2000000) 0.000 0.000 +nan
19
+ [2000000, 5000000) 0.000 0.000 +nan
20
+ [5000000, 10000000) 0.000 0.000 +nan
21
+ [10000000, 9e+99) 0.000 0.000 +nan
22
+ ALL 54.894 68.525 -19.9
23
+ TABLE for FCTC
24
+ AGI category T-C SOI %diff
25
+ [-9e+99, 1) 0.005 0.130 -96.0
26
+ [1, 5000) 0.083 0.079 +4.4
27
+ [5000, 10000) 1.118 1.474 -24.2
28
+ [10000, 15000) 2.386 4.258 -44.0
29
+ [15000, 20000) 3.064 5.210 -41.2
30
+ [20000, 25000) 3.837 4.658 -17.6
31
+ [25000, 30000) 4.121 4.317 -4.5
32
+ [30000, 40000) 7.408 7.232 +2.4
33
+ [40000, 50000) 6.128 5.285 +15.9
34
+ [50000, 75000) 11.886 9.415 +26.2
35
+ [75000, 100000) 8.466 6.407 +32.1
36
+ [100000, 200000) 7.568 5.222 +44.9
37
+ [200000, 500000) 0.004 0.002 +118.6
38
+ [500000, 1000000) 0.000 0.000 +nan
39
+ [1000000, 1500000) 0.000 0.000 +nan
40
+ [1500000, 2000000) 0.000 0.000 +nan
41
+ [2000000, 5000000) 0.000 0.000 +nan
42
+ [5000000, 10000000) 0.000 0.000 +nan
43
+ [10000000, 9e+99) 0.000 0.000 +nan
44
+ ALL 56.073 53.690 +4.4
45
+ TABLE for NIIT
46
+ AGI category T-C SOI %diff
47
+ [-9e+99, 1) 0.000 0.000 -100.0
48
+ [1, 5000) 0.000 0.000 +nan
49
+ [5000, 10000) 0.000 0.000 +nan
50
+ [10000, 15000) 0.000 0.000 +nan
51
+ [15000, 20000) 0.000 0.000 +nan
52
+ [20000, 25000) 0.000 0.000 +nan
53
+ [25000, 30000) 0.000 0.000 -100.0
54
+ [30000, 40000) 0.000 0.000 +nan
55
+ [40000, 50000) 0.000 0.000 +nan
56
+ [50000, 75000) 0.000 0.001 -100.0
57
+ [75000, 100000) 0.000 0.001 -100.0
58
+ [100000, 200000) 0.006 0.021 -73.8
59
+ [200000, 500000) 0.610 2.640 -76.9
60
+ [500000, 1000000) 0.665 3.136 -78.8
61
+ [1000000, 1500000) 0.134 1.671 -92.0
62
+ [1500000, 2000000) 0.086 1.077 -92.0
63
+ [2000000, 5000000) 0.261 3.127 -91.6
64
+ [5000000, 10000000) 0.230 2.095 -89.0
65
+ [10000000, 9e+99) 4.187 8.273 -49.4
66
+ ALL 6.179 22.043 -72.0
67
+ TABLE for ITAX
68
+ AGI category T-C SOI %diff
69
+ [-9e+99, 1) -0.020 0.242 -108.0
70
+ [1, 5000) -1.630 0.041 -4085.6
71
+ [5000, 10000) -7.182 0.368 -2051.5
72
+ [10000, 15000) -10.397 1.381 -852.7
73
+ [15000, 20000) -8.674 3.524 -346.2
74
+ [20000, 25000) -6.331 6.191 -202.3
75
+ [25000, 30000) -1.413 8.753 -116.1
76
+ [30000, 40000) 12.198 25.168 -51.5
77
+ [40000, 50000) 25.845 32.530 -20.6
78
+ [50000, 75000) 84.127 99.792 -15.7
79
+ [75000, 100000) 91.075 105.901 -14.0
80
+ [100000, 200000) 343.323 316.350 +8.5
81
+ [200000, 500000) 239.244 299.832 -20.2
82
+ [500000, 1000000) 62.869 154.389 -59.3
83
+ [1000000, 1500000) 26.106 66.324 -60.6
84
+ [1500000, 2000000) 5.167 39.672 -87.0
85
+ [2000000, 5000000) 7.754 101.489 -92.4
86
+ [5000000, 10000000) 7.473 56.334 -86.7
87
+ [10000000, 9e+99) 49.446 139.611 -64.6
88
+ ALL 918.982 1457.891 -37.0
89
+ TABLE for SETAX
90
+ AGI category T-C SOI %diff
91
+ [-9e+99, 1) 0.014 0.656 -97.9
92
+ [1, 5000) 0.101 0.555 -81.8
93
+ [5000, 10000) 0.319 1.896 -83.2
94
+ [10000, 15000) 0.744 3.514 -78.8
95
+ [15000, 20000) 0.859 2.823 -69.6
96
+ [20000, 25000) 1.466 1.996 -26.6
97
+ [25000, 30000) 4.396 1.802 +144.0
98
+ [30000, 40000) 7.328 3.360 +118.1
99
+ [40000, 50000) 5.875 2.820 +108.4
100
+ [50000, 75000) 7.655 5.958 +28.5
101
+ [75000, 100000) 4.147 5.275 -21.4
102
+ [100000, 200000) 9.513 12.149 -21.7
103
+ [200000, 500000) 5.037 9.686 -48.0
104
+ [500000, 1000000) 0.719 3.486 -79.4
105
+ [1000000, 1500000) 0.181 1.194 -84.8
106
+ [1500000, 2000000) 0.003 0.643 -99.5
107
+ [2000000, 5000000) 0.041 1.253 -96.7
108
+ [5000000, 10000000) 0.031 0.470 -93.4
109
+ [10000000, 9e+99) 0.073 0.638 -88.6
110
+ ALL 48.503 60.174 -19.4
111
+ TABLE for AMTAX
112
+ AGI category T-C SOI %diff
113
+ [-9e+99, 1) 0.000 0.022 -100.0
114
+ [1, 5000) 0.000 0.000 -100.0
115
+ [5000, 10000) 0.000 0.000 +nan
116
+ [10000, 15000) 0.000 0.000 -100.0
117
+ [15000, 20000) 0.000 0.000 -100.0
118
+ [20000, 25000) 0.000 0.000 -100.0
119
+ [25000, 30000) 0.000 0.000 -100.0
120
+ [30000, 40000) 0.000 0.004 -100.0
121
+ [40000, 50000) 0.000 0.007 -100.0
122
+ [50000, 75000) 0.000 0.006 -99.9
123
+ [75000, 100000) 0.000 0.003 -100.0
124
+ [100000, 200000) 0.013 0.037 -64.5
125
+ [200000, 500000) 1.045 1.836 -43.0
126
+ [500000, 1000000) 0.784 2.021 -61.2
127
+ [1000000, 1500000) 0.412 0.860 -52.1
128
+ [1500000, 2000000) 0.044 0.490 -91.1
129
+ [2000000, 5000000) 0.032 1.173 -97.3
130
+ [5000000, 10000000) 0.015 0.581 -97.3
131
+ [10000000, 9e+99) 0.029 0.979 -97.1
132
+ ALL 2.374 8.020 -70.4
taxcalc/tests/cmpi_puf_expect.txt ADDED
@@ -0,0 +1,132 @@
1
+ TABLE for EITC
2
+ AGI category T-C SOI %diff
3
+ [-9e+99, 1) 0.174 0.210 -17.5
4
+ [1, 5000) 1.495 1.184 +26.2
5
+ [5000, 10000) 5.880 7.156 -17.8
6
+ [10000, 15000) 18.086 16.593 +9.0
7
+ [15000, 20000) 16.234 15.880 +2.2
8
+ [20000, 25000) 10.585 11.102 -4.7
9
+ [25000, 30000) 7.576 7.515 +0.8
10
+ [30000, 40000) 6.648 7.453 -10.8
11
+ [40000, 50000) 1.357 1.394 -2.7
12
+ [50000, 75000) 0.022 0.037 -42.5
13
+ [75000, 100000) 0.000 0.000 +nan
14
+ [100000, 200000) 0.000 0.000 +nan
15
+ [200000, 500000) 0.000 0.000 +nan
16
+ [500000, 1000000) 0.000 0.000 +nan
17
+ [1000000, 1500000) 0.000 0.000 +nan
18
+ [1500000, 2000000) 0.000 0.000 +nan
19
+ [2000000, 5000000) 0.000 0.000 +nan
20
+ [5000000, 10000000) 0.000 0.000 +nan
21
+ [10000000, 9e+99) 0.000 0.000 +nan
22
+ ALL 68.057 68.525 -0.7
23
+ TABLE for FCTC
24
+ AGI category T-C SOI %diff
25
+ [-9e+99, 1) 0.145 0.130 +11.2
26
+ [1, 5000) 0.115 0.079 +44.7
27
+ [5000, 10000) 1.084 1.474 -26.5
28
+ [10000, 15000) 4.701 4.258 +10.4
29
+ [15000, 20000) 5.414 5.210 +3.9
30
+ [20000, 25000) 4.675 4.658 +0.4
31
+ [25000, 30000) 4.539 4.317 +5.1
32
+ [30000, 40000) 6.884 7.232 -4.8
33
+ [40000, 50000) 5.032 5.285 -4.8
34
+ [50000, 75000) 8.874 9.415 -5.7
35
+ [75000, 100000) 6.192 6.407 -3.4
36
+ [100000, 200000) 5.623 5.222 +7.7
37
+ [200000, 500000) 0.000 0.002 -100.0
38
+ [500000, 1000000) 0.000 0.000 +nan
39
+ [1000000, 1500000) 0.000 0.000 +nan
40
+ [1500000, 2000000) 0.000 0.000 +nan
41
+ [2000000, 5000000) 0.000 0.000 +nan
42
+ [5000000, 10000000) 0.000 0.000 +nan
43
+ [10000000, 9e+99) 0.000 0.000 +nan
44
+ ALL 53.276 53.690 -0.8
45
+ TABLE for NIIT
46
+ AGI category T-C SOI %diff
47
+ [-9e+99, 1) 0.000 0.000 -100.0
48
+ [1, 5000) 0.000 0.000 +nan
49
+ [5000, 10000) 0.000 0.000 +nan
50
+ [10000, 15000) 0.000 0.000 +nan
51
+ [15000, 20000) 0.000 0.000 +nan
52
+ [20000, 25000) 0.000 0.000 +nan
53
+ [25000, 30000) 0.000 0.000 -100.0
54
+ [30000, 40000) 0.000 0.000 +nan
55
+ [40000, 50000) 0.000 0.000 +nan
56
+ [50000, 75000) 0.000 0.001 -100.0
57
+ [75000, 100000) 0.000 0.001 -100.0
58
+ [100000, 200000) 0.018 0.021 -14.3
59
+ [200000, 500000) 2.974 2.640 +12.7
60
+ [500000, 1000000) 3.896 3.136 +24.3
61
+ [1000000, 1500000) 2.244 1.671 +34.3
62
+ [1500000, 2000000) 1.605 1.077 +48.9
63
+ [2000000, 5000000) 4.848 3.127 +55.0
64
+ [5000000, 10000000) 3.452 2.095 +64.8
65
+ [10000000, 9e+99) 8.112 8.273 -1.9
66
+ ALL 27.149 22.043 +23.2
67
+ TABLE for ITAX
68
+ AGI category T-C SOI %diff
69
+ [-9e+99, 1) 3.729 0.242 +1437.7
70
+ [1, 5000) -2.402 0.041 -5973.3
71
+ [5000, 10000) -7.413 0.368 -2114.3
72
+ [10000, 15000) -22.411 1.381 -1722.4
73
+ [15000, 20000) -19.575 3.524 -655.5
74
+ [20000, 25000) -10.028 6.191 -262.0
75
+ [25000, 30000) -3.804 8.753 -143.5
76
+ [30000, 40000) 11.438 25.168 -54.6
77
+ [40000, 50000) 26.142 32.530 -19.6
78
+ [50000, 75000) 97.223 99.792 -2.6
79
+ [75000, 100000) 105.118 105.901 -0.7
80
+ [100000, 200000) 329.752 316.350 +4.2
81
+ [200000, 500000) 331.839 299.832 +10.7
82
+ [500000, 1000000) 172.070 154.389 +11.5
83
+ [1000000, 1500000) 75.630 66.324 +14.0
84
+ [1500000, 2000000) 44.087 39.672 +11.1
85
+ [2000000, 5000000) 114.164 101.489 +12.5
86
+ [5000000, 10000000) 64.082 56.334 +13.8
87
+ [10000000, 9e+99) 96.814 139.611 -30.7
88
+ ALL 1406.456 1457.891 -3.5
89
+ TABLE for SETAX
90
+ AGI category T-C SOI %diff
91
+ [-9e+99, 1) 0.761 0.656 +16.1
92
+ [1, 5000) 0.626 0.555 +12.7
93
+ [5000, 10000) 1.633 1.896 -13.8
94
+ [10000, 15000) 4.399 3.514 +25.2
95
+ [15000, 20000) 3.636 2.823 +28.8
96
+ [20000, 25000) 2.223 1.996 +11.4
97
+ [25000, 30000) 1.988 1.802 +10.3
98
+ [30000, 40000) 3.082 3.360 -8.3
99
+ [40000, 50000) 2.915 2.820 +3.4
100
+ [50000, 75000) 5.793 5.958 -2.8
101
+ [75000, 100000) 4.699 5.275 -10.9
102
+ [100000, 200000) 9.314 12.149 -23.3
103
+ [200000, 500000) 6.016 9.686 -37.9
104
+ [500000, 1000000) 1.637 3.486 -53.0
105
+ [1000000, 1500000) 0.490 1.194 -58.9
106
+ [1500000, 2000000) 0.188 0.643 -70.7
107
+ [2000000, 5000000) 0.282 1.253 -77.5
108
+ [5000000, 10000000) 0.063 0.470 -86.6
109
+ [10000000, 9e+99) 0.033 0.638 -94.8
110
+ ALL 49.779 60.174 -17.3
111
+ TABLE for AMTAX
112
+ AGI category T-C SOI %diff
113
+ [-9e+99, 1) 0.012 0.022 -45.5
114
+ [1, 5000) 0.000 0.000 -68.2
115
+ [5000, 10000) 0.000 0.000 +nan
116
+ [10000, 15000) 0.000 0.000 -63.4
117
+ [15000, 20000) 0.000 0.000 +38.3
118
+ [20000, 25000) 0.000 0.000 -80.3
119
+ [25000, 30000) 0.000 0.000 -22.1
120
+ [30000, 40000) 0.000 0.004 -98.0
121
+ [40000, 50000) 0.000 0.007 -99.6
122
+ [50000, 75000) 0.003 0.006 -54.3
123
+ [75000, 100000) 0.002 0.003 -31.4
124
+ [100000, 200000) 0.024 0.037 -35.5
125
+ [200000, 500000) 1.415 1.836 -22.9
126
+ [500000, 1000000) 1.806 2.021 -10.7
127
+ [1000000, 1500000) 0.737 0.860 -14.3
128
+ [1500000, 2000000) 0.379 0.490 -22.5
129
+ [2000000, 5000000) 0.901 1.173 -23.2
130
+ [5000000, 10000000) 0.459 0.581 -20.9
131
+ [10000000, 9e+99) 0.412 0.979 -57.9
132
+ ALL 6.151 8.020 -23.3