taxcalc 4.3.3__py3-none-any.whl → 4.3.5__py3-none-any.whl

taxcalc/records_variables.json

@@ -736,9 +736,8 @@
     },
     "payrolltax": {
       "type": "float",
-      "desc": "Total (employee + employer) payroll tax liability; appears as PAYTAX variable in tc CLI minimal output (payrolltax = ptax_was + setax + ptax_amc)",
-      "form": {"2013-2013": "OASDI+HI FICA plus 1040 lines 56 and 60a",
-               "2014-2016": "OASDI+HI FICA plus 1040 lines 57 and 62a"}
+      "desc": "Total (employee + employer) payroll tax liability; appears as PAYTAX variable in tc CLI minimal output (payrolltax = ptax_was)",
+      "form": {"2013-20??": "OASDI+HI FICA"}
     },
     "refund": {
       "type": "float",
@@ -1133,13 +1132,13 @@
     },
     "ptax_amc": {
       "type": "float",
-      "desc": "Additional Medicare Tax from Form 8959 (included in payrolltax)",
+      "desc": "Additional Medicare Tax from Form 8959 (included in othertaxes and iitax)",
       "form": {"2013-2013": "1040 line 60a",
                "2014-2016": "1040 line 62a"}
     },
     "ptax_oasdi": {
       "type": "float",
-      "desc": "Employee + employer OASDI FICA tax plus self-employment tax (excludes HI FICA so positive ptax_oasdi is less than ptax_was plus setax)",
+      "desc": "Employee + employer OASDI FICA tax plus self-employment tax",
       "form": {"2013-2013": "OASDI FICA plus 1040 line 56",
                "2014-2016": "OASDI FICA plus 1040 line 57"}
     },
@@ -1151,7 +1150,7 @@
     },
     "setax": {
       "type": "float",
-      "desc": "Self-employment tax",
+      "desc": "Self-employment tax (included in othertaxes and iitax)",
       "form": {"2013-2013": "1040 line 56",
                "2014-2016": "1040 line 57"}
     },

taxcalc/reforms/2017_law.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,554.60,4590.00
-12,60000.00,6723.42,48988.43,5935.27,9180.00
-13,460000.00,6723.42,453276.58,132718.27,32754.80
-21,60000.00,13446.83,29400.57,-2177.25,9180.00
-22,120000.00,13446.83,89400.57,8226.47,18360.00
-23,240000.00,13446.83,209400.57,44745.39,36720.00
-31,30000.00,9899.84,11523.86,-3556.63,4590.00
-32,60000.00,9899.84,41523.86,2721.83,9180.00
-33,120000.00,9899.84,101523.86,17870.48,18360.00
+11,30000.00,6812.86,18841.93,526.05,4590.00
+12,60000.00,6812.86,48841.93,5838.62,9180.00
+13,460000.00,6812.86,453187.14,134400.50,30414.80
+21,60000.00,13625.73,28993.43,-2251.46,9180.00
+22,120000.00,13625.73,88993.43,8004.64,18360.00
+23,240000.00,13625.73,208993.43,44446.65,36720.00
+31,30000.00,10031.54,11278.04,-3670.39,4590.00
+32,60000.00,10031.54,41278.04,2675.55,9180.00
+33,120000.00,10031.54,101278.04,17728.06,18360.00

taxcalc/reforms/ARPA.out.csv

@@ -1,10 +1,10 @@
-RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000,12400,17600,114.5,4590
-12,60000,12400,47600,4462,9180
-13,460000,12400,447600,131455,32754.8
-21,60000,24800,35200,-3771,9180
-22,120000,24800,95200,4924,18360
-23,240000,24800,215200,35807,36720
-31,30000,18650,11350,-4543.93,4590
-32,60000,18650,41350,880,9180
-33,120000,18650,101350,13537,18360
+RECID,c00100,standard,c04800,iitax,payrolltax
+11,30000.00,12400.00,17600.00,114.50,4590.00
+12,60000.00,12400.00,47600.00,4462.00,9180.00
+13,460000.00,12400.00,447600.00,133795.00,30414.80
+21,60000.00,24800.00,35200.00,-3771.00,9180.00
+22,120000.00,24800.00,95200.00,4924.00,18360.00
+23,240000.00,24800.00,215200.00,35807.00,36720.00
+31,30000.00,18650.00,11350.00,-4543.93,4590.00
+32,60000.00,18650.00,41350.00,880.00,9180.00
+33,120000.00,18650.00,101350.00,13537.00,18360.00

taxcalc/reforms/BrownKhanna.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,-930.89,4590.00
-12,60000.00,6723.42,48988.43,5935.27,9180.00
-13,460000.00,6723.42,453276.58,132718.27,32754.80
-21,60000.00,13446.83,29400.57,-6296.60,9180.00
-22,120000.00,13446.83,89400.57,8226.47,18360.00
-23,240000.00,13446.83,209400.57,44745.39,36720.00
-31,30000.00,9899.84,11523.86,-6868.57,4590.00
-32,60000.00,9899.84,41523.86,2294.87,9180.00
-33,120000.00,9899.84,101523.86,17870.48,18360.00
+11,30000.00,6812.86,18841.93,-1042.99,4590.00
+12,60000.00,6812.86,48841.93,5838.62,9180.00
+13,460000.00,6812.86,453187.14,134400.50,30414.80
+21,60000.00,13625.73,28993.43,-6593.73,9180.00
+22,120000.00,13625.73,88993.43,8004.64,18360.00
+23,240000.00,13625.73,208993.43,44446.65,36720.00
+31,30000.00,10031.54,11278.04,-7026.40,4590.00
+32,60000.00,10031.54,41278.04,2115.35,9180.00
+33,120000.00,10031.54,101278.04,17728.06,18360.00

taxcalc/reforms/CARES.out.csv

@@ -1,10 +1,10 @@
-RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000,12400,17600,714.5,4590
-12,60000,12400,47600,5062,9180
-13,460000,12400,447600,131455,32754.8
-21,60000,24800,35200,-2571,9180
-22,120000,24800,95200,6124,18360
-23,240000,24800,215200,35807,36720
-31,30000,18650,11350,-3943.93,4590
-32,60000,18650,41350,1480,9180
-33,120000,18650,101350,14137,18360
+RECID,c00100,standard,c04800,iitax,payrolltax
+11,30000.00,12400.00,17600.00,714.50,4590.00
+12,60000.00,12400.00,47600.00,5062.00,9180.00
+13,460000.00,12400.00,447600.00,133795.00,30414.80
+21,60000.00,24800.00,35200.00,-2571.00,9180.00
+22,120000.00,24800.00,95200.00,6124.00,18360.00
+23,240000.00,24800.00,215200.00,35807.00,36720.00
+31,30000.00,18650.00,11350.00,-3943.93,4590.00
+32,60000.00,18650.00,41350.00,1480.00,9180.00
+33,120000.00,18650.00,101350.00,14137.00,18360.00

taxcalc/reforms/ConsolidatedAppropriationsAct2021.out.csv

@@ -1,7 +1,7 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
 11,30000.00,12400.00,17600.00,114.50,4590.00
 12,60000.00,12400.00,47600.00,4462.00,9180.00
-13,460000.00,12400.00,447600.00,131455.00,32754.80
+13,460000.00,12400.00,447600.00,133795.00,30414.80
 21,60000.00,24800.00,35200.00,-3771.00,9180.00
 22,120000.00,24800.00,95200.00,4924.00,18360.00
 23,240000.00,24800.00,215200.00,35807.00,36720.00

taxcalc/reforms/Larson2019.out.csv

@@ -1,10 +1,10 @@
-RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000,12400,17600,114.5,4620
-12,60000,12400,47600,4462,9240
-13,460000,12400,447600,131455,40392.5
-21,60000,24800,35200,-3771,9240
-22,120000,24800,95200,4924,18480
-23,240000,24800,215200,35807,36960
-31,30000,18650,11350,-4543.93,4620
-32,60000,18650,41350,880,9240
-33,120000,18650,101350,13537,18480
+RECID,c00100,standard,c04800,iitax,payrolltax
+11,30000.00,12400.00,17600.00,114.50,4620.00
+12,60000.00,12400.00,47600.00,4462.00,9240.00
+13,460000.00,12400.00,447600.00,133795.00,38052.50
+21,60000.00,24800.00,35200.00,-3771.00,9240.00
+22,120000.00,24800.00,95200.00,4924.00,18480.00
+23,240000.00,24800.00,215200.00,35807.00,36960.00
+31,30000.00,18650.00,11350.00,-4543.93,4620.00
+32,60000.00,18650.00,41350.00,880.00,9240.00
+33,120000.00,18650.00,101350.00,13537.00,18480.00

taxcalc/reforms/README.md

@@ -8,15 +8,16 @@ are stored on your local computer.
 Such policy reform files can be analyzed on your local computer by
 using the `tc` command-line interface to Tax-Calculator as described
 in the [user
-guide](https://PSLmodels.github.io/Tax-Calculator/uguide.html) or by
-writing your own Python programs that import the Tax-Calculator
-`taxcalc` package as described in the
-[cookbook](https://PSLmodels.github.io/Tax-Calculator/cookbook.html).
+guide](https://taxcalc.pslmodels.org/guide/cli.html#command-line-interface)
+or by writing your own Python programs that import the Tax-Calculator
+`taxcalc` package as described in the [cookbook
+recipes](https://taxcalc.pslmodels.org/recipes/index.html#recipes).
 
 [This
 document](https://github.com/PSLmodels/Tax-Calculator/blob/master/taxcalc/reforms/REFORMS.md#how-to-specify-a-tax-reform-in-a-json-policy-reform-file)
 provides access to several reform files that represent recent tax
 reform proposals and guidelines about how to prepare your own reform
-files.  Look in particular at the
+files.  Look in particular at the older
 [FAQ](https://github.com/PSLmodels/Tax-Calculator/blob/master/taxcalc/reforms/TCJA.md#tcja-faq)
-on TCJA-related reforms.
+on TCJA-related reforms and the newer section on [TCJA after
+2025](https://taxcalc.pslmodels.org/usage/tcja_after_2025.html#tcja-after-2025).

taxcalc/reforms/Renacci.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,15882.08,8823.89,-917.61,4590.00
-12,60000.00,15882.08,38823.89,2082.39,9180.00
-13,460000.00,15882.08,444117.92,103088.44,32754.80
-21,60000.00,31764.18,7059.70,-5920.62,9180.00
-22,120000.00,31764.18,67059.70,1605.97,18360.00
-23,240000.00,31764.18,187059.70,30882.84,36720.00
-31,30000.00,15882.08,3529.86,-5796.01,4590.00
-32,60000.00,15882.08,33529.86,552.99,9180.00
-33,120000.00,15882.08,93529.86,14016.42,18360.00
+11,30000.00,16093.38,8542.16,-945.78,4590.00
+12,60000.00,16093.38,38542.16,2054.22,9180.00
+13,460000.00,16093.38,443906.62,105269.97,30414.80
+21,60000.00,32186.76,6355.40,-6172.82,9180.00
+22,120000.00,32186.76,66355.40,1535.54,18360.00
+23,240000.00,32186.76,186355.40,30495.47,36720.00
+31,30000.00,16093.38,3177.70,-5939.56,4590.00
+32,60000.00,16093.38,33177.70,517.77,9180.00
+33,120000.00,16093.38,93177.70,13822.74,18360.00

taxcalc/reforms/SandersDeFazio.out.csv

@@ -1,10 +1,10 @@
-RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000,12400,17600,114.5,4590
-12,60000,12400,47600,4462,9180
-13,460000,12400,447600,131455,58794.8
-21,60000,24800,35200,-3771,9180
-22,120000,24800,95200,4924,18360
-23,240000,24800,215200,35807,36720
-31,30000,18650,11350,-4543.93,4590
-32,60000,18650,41350,880,9180
-33,120000,18650,101350,13537,18360
+RECID,c00100,standard,c04800,iitax,payrolltax
+11,30000.00,12400.00,17600.00,114.50,4590.00
+12,60000.00,12400.00,47600.00,4462.00,9180.00
+13,460000.00,12400.00,447600.00,133795.00,56454.80
+21,60000.00,24800.00,35200.00,-3771.00,9180.00
+22,120000.00,24800.00,95200.00,4924.00,18360.00
+23,240000.00,24800.00,215200.00,35807.00,36720.00
+31,30000.00,18650.00,11350.00,-4543.93,4590.00
+32,60000.00,18650.00,41350.00,880.00,9180.00
+33,120000.00,18650.00,101350.00,13537.00,18360.00

taxcalc/reforms/TCJA.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,12404.02,17595.98,114.60,4590.00
-12,60000.00,12404.02,47595.98,4473.91,9180.00
-13,460000.00,12404.02,447595.98,131529.61,32754.80
-21,60000.00,24808.03,35191.97,-3770.79,9180.00
-22,120000.00,24808.03,95191.97,4947.82,18360.00
-23,240000.00,24808.03,215191.97,35840.55,36720.00
-31,30000.00,18606.02,11393.98,-4526.38,4590.00
-32,60000.00,18606.02,41393.98,886.12,9180.00
-33,120000.00,18606.02,101393.98,13568.45,18360.00
+11,30000.00,12514.06,17485.94,99.65,4590.00
+12,60000.00,12514.06,47485.94,4412.46,9180.00
+13,460000.00,12514.06,447485.94,133608.15,30414.80
+21,60000.00,25028.13,34971.87,-3800.70,9180.00
+22,120000.00,25028.13,94971.87,4824.92,18360.00
+23,240000.00,25028.13,214971.87,35682.99,36720.00
+31,30000.00,18771.09,11228.91,-4601.98,4590.00
+32,60000.00,18771.09,41228.91,863.82,9180.00
+33,120000.00,18771.09,101228.91,13463.70,18360.00

taxcalc/reforms/Trump2016.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,15882.08,14117.92,-105.85,4590.00
-12,60000.00,15882.08,44117.92,4067.80,9180.00
-13,460000.00,15882.08,444117.92,131867.98,32754.80
-21,60000.00,31764.18,28235.82,-2211.70,9180.00
-22,120000.00,31764.18,88235.82,6635.60,18360.00
-23,240000.00,31764.18,208235.82,41735.60,36720.00
-31,30000.00,15882.08,14117.92,-3014.86,4590.00
-32,60000.00,15882.08,44117.92,3067.80,9180.00
-33,120000.00,15882.08,104117.92,19442.80,18360.00
+11,30000.00,16093.38,13906.62,-131.21,4590.00
+12,60000.00,16093.38,43906.62,3946.31,9180.00
+13,460000.00,16093.38,443906.62,133942.81,30414.80
+21,60000.00,32186.76,27813.24,-2262.41,9180.00
+22,120000.00,32186.76,87813.24,6392.61,18360.00
+23,240000.00,32186.76,207813.24,41492.61,36720.00
+31,30000.00,16093.38,13906.62,-3129.39,4590.00
+32,60000.00,16093.38,43906.62,2946.31,9180.00
+33,120000.00,16093.38,103906.62,19321.31,18360.00

taxcalc/reforms/Trump2017.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,13446.83,12265.02,-573.50,4590.00
-12,60000.00,13446.83,42265.02,2739.00,9180.00
-13,460000.00,13446.83,446553.17,106145.92,32754.80
-21,60000.00,26893.67,15953.73,-4004.63,9180.00
-22,120000.00,26893.67,75953.73,2495.37,18360.00
-23,240000.00,26893.67,195953.73,36933.93,36720.00
-31,30000.00,19799.67,1624.03,-4546.61,4590.00
-32,60000.00,19799.67,31624.03,362.40,9180.00
-33,120000.00,19799.67,91624.03,13412.91,18360.00
+11,30000.00,13625.73,12029.06,-597.09,4590.00
+12,60000.00,13625.73,42029.06,2599.83,9180.00
+13,460000.00,13625.73,446374.27,107826.13,30414.80
+21,60000.00,27251.46,15367.70,-4063.23,9180.00
+22,120000.00,27251.46,75367.70,2436.77,18360.00
+23,240000.00,27251.46,195367.70,36627.05,36720.00
+31,30000.00,20063.08,1246.50,-4673.54,4590.00
+32,60000.00,20063.08,31246.50,324.65,9180.00
+33,120000.00,20063.08,91246.50,13211.19,18360.00

taxcalc/reforms/clp.out.csv

@@ -1,10 +1,10 @@
-RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000,12400,17600,114.5,4590
-12,60000,12400,47600,4462,9180
-13,460000,12400,447600,131455,32754.8
-21,60000,24800,35200,-3771,9180
-22,120000,24800,95200,4924,18360
-23,240000,24800,215200,35807,36720
-31,30000,18650,11350,-4543.93,4590
-32,60000,18650,41350,880,9180
-33,120000,18650,101350,13537,18360
+RECID,c00100,standard,c04800,iitax,payrolltax
+11,30000.00,12400.00,17600.00,114.50,4590.00
+12,60000.00,12400.00,47600.00,4462.00,9180.00
+13,460000.00,12400.00,447600.00,133795.00,30414.80
+21,60000.00,24800.00,35200.00,-3771.00,9180.00
+22,120000.00,24800.00,95200.00,4924.00,18360.00
+23,240000.00,24800.00,215200.00,35807.00,36720.00
+31,30000.00,18650.00,11350.00,-4543.93,4590.00
+32,60000.00,18650.00,41350.00,880.00,9180.00
+33,120000.00,18650.00,101350.00,13537.00,18360.00

taxcalc/reforms/ext.json

@@ -1,32 +1,32 @@
 // REFORM TO EXTEND TEMPORARY TCJA PROVISIONS BEYOND 2025
-// USING TAX-CALCULATOR 4.3.3
-// WITH 2025-to-2026 INDEXING FACTOR = 1.022000
-//  AND 2028-to-2029 INDEXING FACTOR = 1.019400
+// USING TAX-CALCULATOR 4.3.5
+// WITH 2025-to-2026 INDEXING FACTOR = 1.024900
+//  AND 2028-to-2029 INDEXING FACTOR = 1.021800
 {
     "II_rt1": {"2026": 0.10},
-    "II_brk1": {"2026": [12187.35, 24374.7, 12187.35, 17374.0, 24374.7]},
+    "II_brk1": {"2026": [12221.93, 24443.86, 12221.93, 17423.3, 24443.86]},
     "PT_rt1": {"2026": 0.10},
-    "PT_brk1": {"2026": [12187.35, 24374.7, 12187.35, 17374.0, 24374.7]},
+    "PT_brk1": {"2026": [12221.93, 24443.86, 12221.93, 17423.3, 24443.86]},
     "II_rt2": {"2026": 0.12},
-    "II_brk2": {"2026": [49541.45, 99082.9, 49541.45, 66276.7, 99082.9]},
+    "II_brk2": {"2026": [49682.03, 99364.06, 49682.03, 66464.76, 99364.06]},
     "PT_rt2": {"2026": 0.12},
-    "PT_brk2": {"2026": [49541.45, 99082.9, 49541.45, 66276.7, 99082.9]},
+    "PT_brk2": {"2026": [49682.03, 99364.06, 49682.03, 66464.76, 99364.06]},
     "II_rt3": {"2026": 0.22},
-    "II_brk3": {"2026": [105623.7, 211247.4, 105623.7, 105623.7, 211247.4]},
+    "II_brk3": {"2026": [105923.42, 211846.83, 105923.42, 105923.42, 211846.83]},
     "PT_rt3": {"2026": 0.22},
-    "PT_brk3": {"2026": [105623.7, 211247.4, 105623.7, 105623.7, 211247.4]},
+    "PT_brk3": {"2026": [105923.42, 211846.83, 105923.42, 105923.42, 211846.83]},
     "II_rt4": {"2026": 0.24},
-    "II_brk4": {"2026": [201640.6, 403281.2, 201640.6, 201640.6, 403281.2]},
+    "II_brk4": {"2026": [202212.77, 404425.54, 202212.77, 202212.77, 404425.54]},
     "PT_rt4": {"2026": 0.24},
-    "PT_brk4": {"2026": [201640.6, 403281.2, 201640.6, 201640.6, 403281.2]},
+    "PT_brk4": {"2026": [202212.77, 404425.54, 202212.77, 202212.77, 404425.54]},
     "II_rt5": {"2026": 0.32},
-    "II_brk5": {"2026": [256036.55, 512073.1, 256036.55, 256011.0, 512073.1]},
+    "II_brk5": {"2026": [256763.07, 513526.14, 256763.07, 256737.45, 513526.14]},
     "PT_rt5": {"2026": 0.32},
-    "PT_brk5": {"2026": [256036.55, 512073.1, 256036.55, 256011.0, 512073.1]},
+    "PT_brk5": {"2026": [256763.07, 513526.14, 256763.07, 256737.45, 513526.14]},
     "II_rt6": {"2026": 0.35},
-    "II_brk6": {"2026": [640129.7, 768135.2, 384067.6, 640129.7, 768135.2]},
+    "II_brk6": {"2026": [641946.12, 770314.84, 385157.42, 641946.12, 770314.84]},
     "PT_rt6": {"2026": 0.35},
-    "PT_brk6": {"2026": [640129.7, 768135.2, 384067.6, 640129.7, 768135.2]},
+    "PT_brk6": {"2026": [641946.12, 770314.84, 385157.42, 641946.12, 770314.84]},
     "II_rt7": {"2026": 0.37},
     "II_brk7": {"2026": [9e+99, 9e+99, 9e+99, 9e+99, 9e+99]},
     "PT_rt7": {"2026": 0.37},
@@ -36,10 +36,10 @@
     "ODC_c": {"2026": 500.00},
     "CTC_ps": {"2026": [200000.0, 400000.0, 200000.0, 200000.0, 400000.0]},
     "ACTC_Income_thd": {"2026": 2500.00},
-    "AMT_em": {"2026": [90038.2, 140014.0, 70007.0, 90038.2, 140014.0]},
-    "AMT_em_ps": {"2026": [640129.7, 1280259.4, 640129.7, 640129.7, 1280259.4]},
-    "AMT_em_pe": {"2026": 940401.17},
-    "STD": {"2026": [15330.0, 30660.0, 15330.0, 22995.0, 30660.0]},
+    "AMT_em": {"2026": [90293.69, 140411.3, 70205.65, 90293.69, 140411.3]},
+    "AMT_em_ps": {"2026": [641946.12, 1283892.23, 641946.12, 641946.12, 1283892.23]},
+    "AMT_em_pe": {"2026": 945745.66},
+    "STD": {"2026": [15373.5, 30747.0, 15373.5, 23060.25, 30747.0]},
     "ID_AllTaxes_c": {"2026": [10000.0, 10000.0, 5000.0, 10000.0, 10000.0]},
     "ID_Charity_crt_cash": {"2026": 0.60},
     "ID_Casualty_hc": {"2026": 1.00},
@@ -50,10 +50,10 @@
     "II_em": {"2026": 0.00},
     "II_em_ps": {"2026": [9e+99, 9e+99, 9e+99, 9e+99, 9e+99]},
     "PT_qbid_rt": {"2026": 0.20},
-    "PT_qbid_taxinc_thd": {"2026": [201640.6, 403281.2, 201640.6, 201640.6, 201640.6]},
+    "PT_qbid_taxinc_thd": {"2026": [202212.77, 404425.54, 202212.77, 202212.77, 202212.77]},
     "PT_qbid_taxinc_gap": {"2026": [50000.0, 100000.0, 50000.0, 50000.0, 100000.0]},
     "PT_qbid_w2_wages_rt": {"2026": 0.50},
     "PT_qbid_alt_w2_wages_rt": {"2026": 0.25},
     "PT_qbid_alt_property_rt": {"2026": 0.03},
-    "ALD_BusinessLosses_c": {"2029": [339332.31, 678664.61, 339332.31, 339332.31, 678664.61]}
+    "ALD_BusinessLosses_c": {"2029": [342803.73, 685607.47, 342803.73, 342803.73, 685607.47]}
 }

taxcalc/reforms/ptaxes0.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,554.60,5100.00
-12,60000.00,6723.42,48988.43,5935.27,10200.00
-13,460000.00,6723.42,453276.58,132718.27,35418.00
-21,60000.00,13446.83,29400.57,-2177.25,10200.00
-22,120000.00,13446.83,89400.57,8226.47,20400.00
-23,240000.00,13446.83,209400.57,44745.39,40800.00
-31,30000.00,9899.84,11523.86,-3556.63,5100.00
-32,60000.00,9899.84,41523.86,2721.83,10200.00
-33,120000.00,9899.84,101523.86,17870.48,20400.00
+11,30000.00,6812.86,18841.93,526.05,5100.00
+12,60000.00,6812.86,48841.93,5838.62,10200.00
+13,460000.00,6812.86,453187.14,134400.50,33078.00
+21,60000.00,13625.73,28993.43,-2251.46,10200.00
+22,120000.00,13625.73,88993.43,8004.64,20400.00
+23,240000.00,13625.73,208993.43,44446.65,40800.00
+31,30000.00,10031.54,11278.04,-3670.39,5100.00
+32,60000.00,10031.54,41278.04,2675.55,10200.00
+33,120000.00,10031.54,101278.04,17728.06,20400.00

taxcalc/reforms/ptaxes1.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,554.60,4590.00
-12,60000.00,6723.42,48988.43,5935.27,9180.00
-13,460000.00,6723.42,453276.58,132718.27,46680.00
-21,60000.00,13446.83,29400.57,-2177.25,9180.00
-22,120000.00,13446.83,89400.57,8226.47,18360.00
-23,240000.00,13446.83,209400.57,44745.39,36720.00
-31,30000.00,9899.84,11523.86,-3556.63,4590.00
-32,60000.00,9899.84,41523.86,2721.83,9180.00
-33,120000.00,9899.84,101523.86,17870.48,18360.00
+11,30000.00,6812.86,18841.93,526.05,4590.00
+12,60000.00,6812.86,48841.93,5838.62,9180.00
+13,460000.00,6812.86,453187.14,134400.50,44340.00
+21,60000.00,13625.73,28993.43,-2251.46,9180.00
+22,120000.00,13625.73,88993.43,8004.64,18360.00
+23,240000.00,13625.73,208993.43,44446.65,36720.00
+31,30000.00,10031.54,11278.04,-3670.39,4590.00
+32,60000.00,10031.54,41278.04,2675.55,9180.00
+33,120000.00,10031.54,101278.04,17728.06,18360.00

taxcalc/reforms/ptaxes2.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,554.60,4590.00
-12,60000.00,6723.42,48988.43,5935.27,9180.00
-13,460000.00,6723.42,453276.58,132718.27,72720.00
-21,60000.00,13446.83,29400.57,-2177.25,9180.00
-22,120000.00,13446.83,89400.57,8226.47,18360.00
-23,240000.00,13446.83,209400.57,44745.39,36720.00
-31,30000.00,9899.84,11523.86,-3556.63,4590.00
-32,60000.00,9899.84,41523.86,2721.83,9180.00
-33,120000.00,9899.84,101523.86,17870.48,18360.00
+11,30000.00,6812.86,18841.93,526.05,4590.00
+12,60000.00,6812.86,48841.93,5838.62,9180.00
+13,460000.00,6812.86,453187.14,134400.50,70380.00
+21,60000.00,13625.73,28993.43,-2251.46,9180.00
+22,120000.00,13625.73,88993.43,8004.64,18360.00
+23,240000.00,13625.73,208993.43,44446.65,36720.00
+31,30000.00,10031.54,11278.04,-3670.39,4590.00
+32,60000.00,10031.54,41278.04,2675.55,9180.00
+33,120000.00,10031.54,101278.04,17728.06,18360.00

taxcalc/reforms/ptaxes3.out.csv

@@ -1,10 +1,10 @@
 RECID,c00100,standard,c04800,iitax,payrolltax
-11,30000.00,6723.42,18988.43,554.60,4590.00
-12,60000.00,6723.42,48988.43,5935.27,9180.00
-13,460000.00,6723.42,453276.58,132718.27,32475.05
-21,60000.00,13446.83,29400.57,-2177.25,9180.00
-22,120000.00,13446.83,89400.57,8226.47,18360.00
-23,240000.00,13446.83,209400.57,44745.39,36720.00
-31,30000.00,9899.84,11523.86,-3556.63,4590.00
-32,60000.00,9899.84,41523.86,2721.83,9180.00
-33,120000.00,9899.84,101523.86,17870.48,18360.00
+11,30000.00,6812.86,18841.93,526.05,4590.00
+12,60000.00,6812.86,48841.93,5838.62,9180.00
+13,460000.00,6812.86,453187.14,134109.50,30414.80
+21,60000.00,13625.73,28993.43,-2251.46,9180.00
+22,120000.00,13625.73,88993.43,8004.64,18360.00
+23,240000.00,13625.73,208993.43,44446.65,36720.00
+31,30000.00,10031.54,11278.04,-3670.39,4590.00
+32,60000.00,10031.54,41278.04,2675.55,9180.00
+33,120000.00,10031.54,101278.04,17728.06,18360.00

taxcalc/taxcalcio.py

@@ -68,6 +68,7 @@ class TaxCalcIO():
                  outdir=None):
         # pylint: disable=too-many-arguments,too-many-locals
         # pylint: disable=too-many-branches,too-many-statements
+        self.gf_reform = None
         self.errmsg = ''
         # check name and existence of INPUT file
         inp = 'x'
@@ -288,6 +289,7 @@ class TaxCalcIO():
             gfactors_ref = GrowFactors()
         gdiff_baseline.apply_to(gfactors_ref)
         gdiff_response.apply_to(gfactors_ref)
+        self.gf_reform = copy.deepcopy(gfactors_ref)
         # create Policy objects:
         # ... the baseline Policy object
         base = Policy(gfactors=gfactors_base)
@@ -546,16 +548,18 @@ class TaxCalcIO():
             assert 'RECID' in column_order, 'RECID not in dump output list'
             column_order.remove('RECID')
             column_order.insert(0, 'RECID')
+            weight_vname = 's006'
         else:
             outdf = self.minimal_output()
             column_order = outdf.columns
+            weight_vname = 'WEIGHT'
         assert len(outdf.index) == self.calc.array_len
         if self.tmd_input_data:  # pragma: no cover
-            if "s006" in outdf:
-                weights = outdf["s006"].round(5)
+            if weight_vname in outdf:
+                weights = outdf[weight_vname].round(5)
             outdf = outdf.round(2)
-            if "s006" in outdf:
-                outdf["s006"] = weights
+            if weight_vname in outdf:
+                outdf[weight_vname] = weights
             outdf.to_csv(self._output_filename, columns=column_order,
                          index=False)
         else:
@@ -569,10 +573,13 @@ class TaxCalcIO():
         Write reform documentation to text file.
         """
         if len(self.policy_dicts) <= 1:
-            doc = Calculator.reform_documentation(self.param_dict)
+            doc = Calculator.reform_documentation(
+                self.param_dict, self.gf_reform
+            )
         else:
-            doc = Calculator.reform_documentation(self.param_dict,
-                                                  self.policy_dicts[1:])
+            doc = Calculator.reform_documentation(
+                self.param_dict, self.gf_reform, self.policy_dicts[1:]
+            )
         doc_fname = self._output_filename.replace('.csv', '-doc.text')
         with open(doc_fname, 'w', encoding='utf-8') as dfile:
             dfile.write(doc)

taxcalc/tests/cmpi_cps_expect.txt

@@ -66,26 +66,26 @@ AGI category           	     T-C	     SOI	 %diff
 ALL                    	   6.179	  22.043	 -72.0
 TABLE for ITAX
 AGI category           	     T-C	     SOI	 %diff
-[-9e+99, 1)            	  -0.020	   0.242	-108.0
-[1, 5000)              	  -1.630	   0.041	-4085.6
-[5000, 10000)          	  -7.182	   0.368	-2051.5
-[10000, 15000)         	 -10.397	   1.381	-852.7
-[15000, 20000)         	  -8.674	   3.524	-346.2
-[20000, 25000)         	  -6.331	   6.191	-202.3
-[25000, 30000)         	  -1.413	   8.753	-116.1
-[30000, 40000)         	  12.198	  25.168	 -51.5
-[40000, 50000)         	  25.845	  32.530	 -20.6
-[50000, 75000)         	  84.127	  99.792	 -15.7
-[75000, 100000)        	  91.075	 105.901	 -14.0
-[100000, 200000)       	 343.323	 316.350	  +8.5
-[200000, 500000)       	 239.244	 299.832	 -20.2
-[500000, 1000000)      	  62.869	 154.389	 -59.3
-[1000000, 1500000)     	  26.106	  66.324	 -60.6
-[1500000, 2000000)     	   5.167	  39.672	 -87.0
-[2000000, 5000000)     	   7.754	 101.489	 -92.4
-[5000000, 10000000)    	   7.473	  56.334	 -86.7
-[10000000, 9e+99)      	  49.446	 139.611	 -64.6
-ALL                    	 918.982	1457.891	 -37.0
+[-9e+99, 1)            	  -0.006	   0.242	-102.3
+[1, 5000)              	  -1.529	   0.041	-3838.6
+[5000, 10000)          	  -6.862	   0.368	-1964.8
+[10000, 15000)         	  -9.652	   1.381	-798.8
+[15000, 20000)         	  -7.815	   3.524	-321.8
+[20000, 25000)         	  -4.865	   6.191	-178.6
+[25000, 30000)         	   2.983	   8.753	 -65.9
+[30000, 40000)         	  19.526	  25.168	 -22.4
+[40000, 50000)         	  31.720	  32.530	  -2.5
+[50000, 75000)         	  91.782	  99.792	  -8.0
+[75000, 100000)        	  95.223	 105.901	 -10.1
+[100000, 200000)       	 352.848	 316.350	 +11.5
+[200000, 500000)       	 245.326	 299.832	 -18.2
+[500000, 1000000)      	  64.372	 154.389	 -58.3
+[1000000, 1500000)     	  26.700	  66.324	 -59.7
+[1500000, 2000000)     	   5.214	  39.672	 -86.9
+[2000000, 5000000)     	   7.827	 101.489	 -92.3
+[5000000, 10000000)    	   7.520	  56.334	 -86.7
+[10000000, 9e+99)      	  49.547	 139.611	 -64.5
+ALL                    	 969.859	1457.891	 -33.5
 TABLE for SETAX
 AGI category           	     T-C	     SOI	 %diff
 [-9e+99, 1)            	   0.014	   0.656	 -97.9