CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

0.181.3 - 2022-11-28 05:19:48

Changed

• Simplify MO federal income tax deduction code.

0.181.2 - 2022-11-28 04:33:20

Fixed

• Move MO federal income tax deduction ignored credits list to a parameter.

0.181.1 - 2022-11-27 22:47:33

Fixed

• MO federal income tax deduction logic.

0.181.0 - 2022-11-27 18:39:07

Added

• Add MO Pension and SS or SSD Deduction variable
• Add Public Pension Income variable

0.180.1 - 2022-11-26 05:21:06

Fixed

• MA excess exemption logic.

0.180.0 - 2022-11-24 05:45:06

Added

• Missouri tax rates for 2020 and 2021.

0.179.0 - 2022-11-23 16:11:34

Added

• TAXSIM35 emulation parameter.
• TAXSIM35 emulation logic to PA income tax forgiveness calculations.
• Test of PA income tax calculations using TAXSIM35 emulation.

0.178.9 - 2022-11-23 00:34:40

Changed

• Renamed or_income_tax_after_refundable_credits to or_income_tax for consistency with other state income tax variables.

0.178.8 - 2022-11-22 06:40:01

Fixed

• Logic of pension income exclusion from PA AGI.

0.178.7 - 2022-11-22 00:54:01

Fixed

• MA short-term capital gains taxation logic.

0.178.6 - 2022-11-19 23:04:41

Fixed

• Incorrect calculation of taxable social security benefits.

0.178.5 - 2022-11-19 21:33:23

Fixed

• MA income tax Part A AGI calculation.

0.178.4 - 2022-11-19 21:10:44

Fixed

• Incorrect inclusion of tax-exempt pension income in US AGI.

0.178.3 - 2022-11-19 21:07:36

Fixed

• Absence of non-refundable American Opportunity Credit calculation.

0.178.2 - 2022-11-19 21:01:42

Fixed

• Inability of data tests to work without a policyengine_us package.

0.178.1 - 2022-11-19 20:54:31

Fixed

• Calculation of dividend income from qualified and non-qualified.

0.178.0 - 2022-11-19 20:41:19

Added

• Simple splitting of CPS income variables into PolicyEngine-US variables.

0.177.3 - 2022-11-15 05:45:33

Added

• Maryland standard deduction documentation

0.177.2 - 2022-11-14 22:37:20

Fixed

• Missing 2021 parameters for nontaxable income under PA income tax.

0.177.1 - 2022-11-14 20:57:48

Fixed

• Missing 2021 NY supplemental income tax parameters.

0.177.0 - 2022-11-08 12:25:49

Changed

• Made CTC formulas year-agnostic.

0.176.0 - 2022-10-29 03:44:55

Added

• AMT parameters for 2020-2022.

0.175.0 - 2022-10-25 17:49:04

Added

• IRS parameters for 2023 tax year.
• Some missing IRS parameters for 2020-2022 tax years.

0.174.2 - 2022-10-22 18:25:44

Fixed

• Charts in documentation render.

0.174.1 - 2022-10-20 13:40:02

Fixed

• GH actions now run on Python 3.9.

0.174.0 - 2022-10-20 13:13:35

Changed

• Moved to PolicyEngine Core.

0.173.3 - 2022-10-17 23:08:54

Fixed

• Bug in MD EITC where chlidless_max parameter was called instead of childless.max_amount.

0.173.2 - 2022-10-16 15:58:42

Added

• Change logic for MO tax system to calculate AGI, qualified_health_insurance_premiums, taxable_income at person level.

0.173.1 - 2022-10-15 22:44:42

Changed

• Text and PolicyEngine names for some OR and PA parameters.

0.173.0 - 2022-10-14 22:12:28

Added

• Oregon tax after credits

0.172.0 - 2022-10-13 03:39:19

Added

• Changed 2021 to 2020 in MD refundable/non-refundable tax credit parameters

0.171.0 - 2022-10-13 02:52:46

Added

• Total US population.

0.170.0 - 2022-10-10 20:55:47

Added

• California use tax.

0.169.0 - 2022-10-10 19:12:57

Added

• Oregon federal tax liability income subtraction.

0.168.0 - 2022-10-08 19:33:26

Added

• California Child and Dependent Care Expenses Credit.

0.167.0 - 2022-10-07 22:41:57

Added

• Add MO state tax integration tests, illustrating different calculation methods.

0.166.0 - 2022-10-07 03:01:19

Added

• Oregon taxable income deductions.

0.165.0 - 2022-10-03 22:56:42

Added

• California mental health services tax

0.164.0 - 2022-10-03 18:29:29

Added

• Maryland Child Alliance EITC abolition switches.

0.163.1 - 2022-09-27 22:17:57

Fixed

• County selection now is vectorised, cutting runtimes by 20%.

0.163.0 - 2022-09-27 02:30:33

Added

• Flat per-person UBI amount.

0.162.0 - 2022-09-21 20:07:25

Added

• 2021 ASEC.

0.161.0 - 2022-09-21 01:52:55

Added

• California income tax rates.

0.160.0 - 2022-09-20 17:04:16

Added

• Oregon standard deduction.

0.159.1 - 2022-09-20 05:11:32

Added

• Budgetary impacts of some NY and PA programs to documentation notebooks.

0.159.0 - 2022-09-20 02:29:55

Added

• California tax exemptions

0.158.0 - 2022-09-18 16:29:13

Added

• Federal poverty guideline-based basic income element.

Changed

• Made all basic income variables tax unit-level.

0.157.0 - 2022-09-16 15:22:22

Added

• PTC deduction switch for the UBI Center flat tax.

0.156.0 - 2022-09-16 03:02:08

Added

• Add taxsim comparisons to MO state tax system.
• Add notebook documentation showcasing tax/tax and benefits systems.
• Disabled mo_property_tax_credit until output schedule can be modeled.

0.155.2 - 2022-09-16 00:15:33

Added

• Federal income tax documentation page.

0.155.1 - 2022-09-14 12:41:59

Fixed

• Basic income taxability interaction with other phase-outs.

0.155.0 - 2022-09-13 19:33:43

Added

• Basic income taxability.

0.154.0 - 2022-09-13 05:13:03

Added

• OR income tax before credits.

0.153.0 - 2022-09-12 22:24:35

Added

• Add MO agi, subtractions (mo_qualified_health_insurance_premiums)
• Add MO taxable income and deductions
• Add variables required for MO Property Tax Credit demographic tests

0.152.0 - 2022-09-12 22:06:22

Added

• Variable computing federal tax liability without SALT.

0.151.0 - 2022-09-10 00:00:24

Added

• OR kicker credit.

0.150.0 - 2022-09-09 15:39:41

Added

• Pennsylvania use tax

0.149.0 - 2022-09-07 23:07:57

Added

• Oregon personal exemption credit.

0.148.0 - 2022-09-07 20:29:32

Fixed

• Re-implemented NY supplemental tax to fix mistaken cliffs.

0.147.3 - 2022-09-06 15:31:51

Added

• NY tax documentation page.
• NY documentation pages to table of contents.

0.147.2 - 2022-09-06 10:51:59

Added

• NY tax-benefit page to the documentation.

Fixed

• NY college tuition and CDCC credits added as refundable.

0.147.1 - 2022-09-05 18:14:55

Fixed

• Use manual eligibility in basic income eligibility.

0.147.0 - 2022-09-05 16:50:53

Added

• NY State income tax.

0.146.0 - 2022-09-04 19:15:21

Added

• Historical parameters to NY college tuition credit.
• Year period to energy efficient home improvement credit parameters.

0.145.0 - 2022-09-04 19:09:21

Added

• Calculations for the tax forgiveness rate in Pennsylvania

0.144.1 - 2022-09-04 06:22:00

Changed

• Refer consistently to the new name, the "Energy Efficient Home Improvement Tax Credit".

0.144.0 - 2022-09-03 20:54:46

Changed

• Made the electric vehicle credit under the Inflation Reduction Act into current policy.
• Revised text of IRA rebate and credit parameters and variables.

0.143.0 - 2022-09-03 09:33:08

Added

• NY college tuition credit and itemized deduction.

0.142.0 - 2022-09-03 09:17:20

Added

• NY real property tax credit.

0.141.0 - 2022-09-02 20:26:10

Added

• Oregon EITC match.

0.140.0 - 2022-09-02 20:09:49

Added

• NY CTC.

0.139.0 - 2022-09-02 14:29:45

Added

• NY Supplemental EITC.

0.138.0 - 2022-09-02 13:00:55

Added

• NY supplemental income tax.

0.137.0 - 2022-09-02 00:53:29

Changed

• Apply residential efficiency and electrifaction rebates to perfromance based retrofit expenditures.

0.136.0 - 2022-09-01 11:46:59

Added

• NY CDCC.

0.135.1 - 2022-09-01 00:47:34

Fixed

• Breakdown format in basic income parameters.

0.135.0 - 2022-08-31 23:58:28

Added

• AGI limit for basic income.
• Dollar-range basic income phase-out option.

0.134.0 - 2022-08-27 20:34:55

Changed

• Apply energy efficient home improvement tax credits to post-rebate expenditures.

0.133.0 - 2022-08-27 17:41:38

Changed

• Updated Residential Clean Energy Credit for the Inflation Reduction Act.

0.132.0 - 2022-08-25 00:48:25

Added

• High Efficiency Electric Home Rebate Program.

0.131.0 - 2022-08-23 04:58:33

Added

• Energy efficient home improvements credit post-Inflation Reduction Act.

0.130.0 - 2022-08-18 17:24:10

Added

• Pennsylvania income tax before forgiveness.

0.129.2 - 2022-08-18 09:15:19

Fixed

• Don't reduce CTC by more than the maximum in 2021.

0.129.1 - 2022-08-17 15:46:46

Added

• 2022 value of EITC joint bonus for couples without children.

0.129.0 - 2022-08-17 05:44:08

Added

• Nonbusiness energy property credit.

0.128.3 - 2022-08-13 01:27:00

Changed

• Formatting improvements in documentation.

0.128.2 - 2022-08-12 17:54:09

Fixed

• Use Mac version of taxsim.

0.128.1 - 2022-08-12 13:45:51

Changed

• Adjust logic for Washington Working Families Tax Credit based on recent legislation.

0.128.0 - 2022-08-10 20:37:56

Added

• SSTB business variable.

0.127.0 - 2022-08-10 12:48:17

Added

• Taxable income deductions for NY State tax.

0.126.0 - 2022-08-10 12:47:25

Added

• Logic pathway to NY income tax from income.

0.125.0 - 2022-08-09 16:00:40

Added

• Residential energy efficient property credit.

0.124.1 - 2022-08-09 15:41:14

Fixed

• A bug causing qualified dividends to not be counted as 'net capital gain'.

0.124.0 - 2022-08-09 13:21:28

Fixed

• Refactored pension income to exclude IRA calculations.

0.123.0 - 2022-08-09 12:06:14

Added

• NY AGI adjustments.

0.122.0 - 2022-08-09 11:08:16

Added

• NY income tax before credits (without high-income adjustment).

0.121.2 - 2022-08-07 16:48:06

Fixed

• Incorrect head of household capital gains thresholds.

0.121.1 - 2022-08-05 16:24:00

Changed

• Bump openfisca-tools to 0.13.3.

0.121.0 - 2022-08-05 12:29:00

Added

• Re-implementation of capital gains law.

0.120.0 - 2022-08-04 14:53:40

Added

• California standard deduction.

0.119.1 - 2022-08-03 19:38:51

Added

• Missing PolicyEngine metadata for electric vehicle variables and parameters.

0.119.0 - 2022-08-03 19:19:26

Added

• Federal electric vehicle credits under current law and the Inflation Reduction Act.

0.118.0 - 2022-08-02 10:35:25

Fixed

• Dividend logic correctly handles qualified/non-qualified dividends.

0.117.0 - 2022-07-29 15:32:28

Added

• NY taxable income variable.

0.116.0 - 2022-07-26 16:06:49

Added

• IRS capital gains parameters for FY20-22.

0.115.0 - 2022-07-25 23:07:53

Added

• Indiana other taxes.

0.114.1 - 2022-07-25 20:46:29

Changed

• Split Maryland tax rates and personal exemptions by each filing status.

0.114.0 - 2022-07-24 20:28:18

Added

• IN adjusted gross income tax

0.113.0 - 2022-07-22 23:54:11

Added

• California Young Child Tax Credit.

0.112.1 - 2022-07-22 23:39:14

Fixed

• SNAP standard deductions and references.
• Count all non-shelter deductions in SNAP net income before shelter.

0.112.0 - 2022-07-22 20:16:52

Added

• Performance improvements through partially-executed formulas from OpenFisca-Tools.

0.111.0 - 2022-07-22 15:07:46

Added

• IN Add-Backs.

0.110.2 - 2022-07-22 10:11:10

Added

• Test that parameter files do not contain tabs with informative error messages.

0.110.1 - 2022-07-22 08:25:43

Changed

• Moved geographical Medicaid calculation parameters to an on-demand folder.

0.110.0 - 2022-07-21 19:28:21

Added

• IN deductions.

0.109.1 - 2022-07-20 20:41:23

Fixed

• Breakdown for two Maryland parameters.

0.109.0 - 2022-07-20 19:59:29

Changed

• Separate MD standard deduction parameters by filing status.
• Add MD CTC to list of refundable credits.
• Add MD notebooks to documentation table of contents.

0.108.0 - 2022-07-20 11:58:26

Added

• Caching of second-lowest silver plan cost in the CPS microdata.

0.107.0 - 2022-07-20 11:57:02

Added

• MD income tax to State income tax.

0.106.0 - 2022-07-19 14:26:52

Added

• Maryland Earned Income Tax Credit.
• Notebooks for Maryland tax programs.

0.105.0 - 2022-07-18 23:24:42

Added

• Maryland Poverty Line Credit.

0.104.0 - 2022-07-18 22:14:59

Added

• Maryland refundable and non-refundable CDCC.

0.103.1 - 2022-07-18 20:44:57

Added

• MD CTC notebook

0.103.0 - 2022-07-18 02:56:11

Added

• Non-qualified dividend income.

Fixed

• Dividend income split into qualified and non-qualified correctly.

0.102.0 - 2022-07-18 02:28:29

Added

• California renters tax credit

0.101.0 - 2022-07-17 21:38:27

Added

• Net investment income tax and other taxes to tax before refundable credits.

0.100.2 - 2022-07-16 14:06:12

Added

• Changelog entry file functionality.
• Linecheck dev dependency.

0.100.1 - 2022-07-16 12:30:48

Fixed

• Click dependency limited to >=8.0.0.

0.100.0 - 2022-07-16 11:16:19

Added

• MD local income tax rates.

0.99.1 - 2022-07-16 04:19:02

Changed

• Change MA dependent care credit from a scale parameter to an amount/cap structure.

0.99.0 - 2022-07-16 03:04:11

Added

• MD CTC

0.98.1 - 2022-07-15 21:50:01

Fixed

• Avoid double-counting CDCC when it was refundable in 2021.

0.98.0 - 2022-07-15 18:49:51

Added

• Maryland adjusted gross income, with the dependent care subtraction.

0.97.0 - 2022-07-15 07:47:31

Added

• MD CDCC.
• Notebook for federal and MD CDCCs.

Fixed

• Phase out federal CDCC in steps.

0.96.0 - 2022-07-15 07:04:51

Added

• MD State income tax EITC.

0.95.0 - 2022-07-15 05:42:48

Added

• MD Standard deduction

0.94.0 - 2022-07-14 14:33:19

Added

• ZIP code random generation by population sizes.
• ZIP code -> county -> State mapping (~400kB).

0.93.0 - 2022-07-14 01:03:39

Added

• MD aged, blind exemptions
• MD personal Exemptions
• MD income tax rates
• MD placeholders for deductions, md_agi

0.92.0 - 2022-07-12 15:03:47

Added

• IN exemptions.

0.91.4 - 2022-07-12 11:00:29

Added

• Validation against TAXSIM using the CPS tax unit set.
• Validation results on the documentation.

0.91.3 - 2022-07-11 05:30:45

Fixed

• Includes TANF as a categorical eligibility program for free school meals.

0.91.2 - 2022-07-10 19:04:21

Fixed

• Separate WA WFTC parameter labels.

0.91.1 - 2022-07-10 16:25:24

Fixed

• Charitable deduction available for MA taxable income calculations.

0.91.0 - 2022-07-10 16:19:30

Added

• Washington capital gains tax.

0.90.0 - 2022-07-10 16:05:38

Added

• MA dependent care tax credit.

0.89.1 - 2022-07-10 10:45:23

Changed

• Impute integer ages in CPS from 80 to 84.

0.89.0 - 2022-07-08 12:26:04

Added

• MA COVID-19 Essential Employee Premium Pay Program.

0.88.2 - 2022-07-07 17:39:36

Added

• Notebook for Massachusetts Senior Circuit Breaker Credit.

Fixed

• Include non-tax-exempt Social Security benefits in income for Massachusetts Senior Circuit Breaker Credit income definition.

0.88.1 - 2022-07-07 17:09:07

Fixed

• Add resource test to SSI State Supplement.

0.88.0 - 2022-07-07 07:15:06

Added

• Washington Working Families Tax Credit.
• EITC AGI limit variable.

0.87.0 - 2022-07-06 20:08:08

Added

• MO Income Tax before credits.
• Parameters for MO Tax Schedule.

0.86.1 - 2022-07-03 21:47:43

Fixed

• Fixed the CTC formula in 2021 (only) to correctly apply the income-based reduction.

0.86.0 - 2022-07-02 06:09:09

Added

• MA Senior Circuit Breaker credit.

0.85.3 - 2022-06-29 03:38:34

Fixed

• AMT income formula now uses a legislative source.

0.85.2 - 2022-06-29 01:00:28

Changed

• Tests now don't stop after the first failure.

0.85.1 - 2022-06-27 20:18:27

Added

• Uprated parameters for the standard deduction additions in 2020 onwards.
• References for the RRC parameters.

0.85.0 - 2022-06-27 05:43:48

Added

• Recovery Rebate Credit.

0.84.5 - 2022-06-27 03:00:42

Fixed

• A bug causing excess MA Part B deductions to apply to Part A income.

0.84.4 - 2022-06-26 20:58:23

Fixed

• EITC phase-out thresholds for filers with children corrected to be $10 larger for some years.

0.84.3 - 2022-06-26 05:11:41

Fixed

• EITC parameters for childless tax units in 2021.

0.84.2 - 2022-06-25 23:09:20

Fixed

• Bugs causing the Additional CTC amount to be too large.

0.84.1 - 2022-06-25 20:50:40

Added

• Units for the ECPA variables.

0.84.0 - 2022-06-24 17:49:18

Changed

• Add structure for Indiana AGI.

0.83.4 - 2022-06-23 05:01:22

Changed

• Simplify SNAP deduction formulas.

0.83.3 - 2022-06-22 23:37:55

Changed

• Move End Child Poverty Act credits from benefits to refundable credits.

0.83.2 - 2022-06-22 21:48:02

Changed

• Shortened End Child Poverty Act parameter names.

0.83.1 - 2022-06-22 20:34:31

Added

• Metadata for the standard and aged/blind deduction.

Changed

• OpenFisca-Tools bumped to 0.12.0.

0.83.0 - 2022-06-22 19:28:43

Added

• Filer and adult dependent credits for Rep Tlaib's End Child Poverty Act.

0.82.0 - 2022-06-22 17:42:20

Added

• Metadata for the standard and aged/blind deduction.

0.81.5 - 2022-06-22 04:36:30

Fixed

• Really last tab.

0.81.4 - 2022-06-22 04:17:18

Fixed

• Last lingering tab.

0.81.3 - 2022-06-22 03:55:59

Fixed

• Remove tab again.

0.81.2 - 2022-06-22 03:04:03

Fixed

• Tabs in parameter files removed.

0.81.1 - 2022-06-22 01:51:51

Fixed

• Bugs causing basic income to be NaN.

0.81.0 - 2022-06-21 23:47:14

Added

• UT tax before credit
• UT tax rate

0.80.0 - 2022-06-21 23:38:30

Added

• UT taxpayer credit.

0.79.0 - 2022-06-21 23:13:24

Added

• UT taxpayer credit reduction.

0.78.0 - 2022-06-21 22:53:46

Added

• UT total income.
• UT taxable income

0.77.0 - 2022-06-20 22:23:30

Added

• UT taxpayer credit maximum.

0.76.1 - 2022-06-20 13:24:54

Changed

• Reorganize tax credits to skip the refundable/non-refundable distinction.
• Reorganize parameters to layer under gov.

0.76.0 - 2022-06-19 16:59:40

Added

• Basic income phase-out parameters, logic and testing.

0.75.2 - 2022-06-17 16:36:16

Fixed

• Payroll taxable wages deduct pension contributions rather than adding them.
• Market income includes missing capital gains, farm, illicit and rental income.

0.75.1 - 2022-06-16 16:58:09

Changed

• Replace phaseout with phase_out or phase-out in variables and text.
• Reorganize variables into their own files.

0.75.0 - 2022-06-16 16:28:07

Added

• Basic income amounts for young children and young adults.
• Flat tax on AGI.

Fixed

• Three-digit zipcodes are generated with a fixed seed.
• Housing subsidies correctly included in benefits.

0.74.2 - 2022-06-15 21:45:58

Fixed

• A bug causing the CDCC to have negative relevant expenses.

0.74.1 - 2022-06-13 21:56:08

Fixed

• Childcare expenses are now correctly loaded from the CPS.

0.74.0 - 2022-06-13 15:06:03

Added

• New York State household credit.

0.73.2 - 2022-06-12 20:17:09

Fixed

• Point cdcc_refund to cdcc not the deprecated c33200.

0.73.1 - 2022-06-10 13:24:12

Fixed

• A bug causing itemisation logic to fail.

0.73.0 - 2022-06-09 03:20:13

Added

• Housing assistance and dependent variables.

0.72.3 - 2022-06-08 10:45:48

Changed

• Breakdowns always specified as a list.

0.72.2 - 2022-06-08 05:07:17

Added

• Metadata for MA policy.

0.72.1 - 2022-06-07 20:27:48

Fixed

• Deduct government retirement contributions from MA taxable income on a per-person basis.

0.72.0 - 2022-06-07 18:04:31

Added

• New York State EITC.
• Longer history for the Massachusetts rental tax deduction.

0.71.2 - 2022-06-07 09:54:21

Fixed

• Medicaid benefit value per state.

0.71.1 - 2022-06-06 16:15:48

Changed

• Reorganized state documentation.

Fixed

• Entered rent person-level in documentation to align with latest package update.

0.71.0 - 2022-06-06 13:50:33

Added

• Massachusetts State income tax.

0.70.3 - 2022-06-02 17:03:08

Fixed

• A bug causing UC- and SS-related MAGI to incorrectly overcount loss deductions.

0.70.2 - 2022-06-02 17:01:01

Changed

• Applied new openfisca-tools helper function index_ to speed up SLSPC calculations.

0.70.1 - 2022-06-02 16:51:48

Fixed

• Fix EITC bug which applied the phase-out after, instead of before, the phase-in.

0.70.0 - 2022-06-02 11:44:25

Changed

• Apply consistent CTC young child formula to all years.
• Move CTC variables into their own files and other minor refactoring.

Fixed

• Limit excess of Social Security taxes over EITC for refundable CTC to taxpayers with a minimum number of children.

0.69.3 - 2022-06-02 03:24:39

Added

• New taxsim_tfica variable for testing.

0.69.2 - 2022-06-01 05:49:06

Fixed

• Typo in SSI notebook.

0.69.1 - 2022-06-01 04:50:12

Added

• New tax_unit_ssi variable.
• Example of single parent with two disabled children in SSI documentation notebook.

Fixed

• Zeroed out premium_tax_credit in Massachusetts example notebook.

0.69.0 - 2022-05-31 17:31:13

Added

• SSI deeming rules.

0.68.1 - 2022-05-30 22:40:36

Fixed

• A bug causing the CDCC to not cap at the two-child childcare max expenses.

0.68.0 - 2022-05-28 06:59:45

Added

• EITC parameters for 2017 and 2018.

0.67.0 - 2022-05-26 14:10:48

Added

• CDCC integration tests.

Changed

• Re-implemented CDCC according to the U.S. code.

0.66.1 - 2022-05-24 15:20:46

Added

• WIC by earnings example in docs.

Fixed

• Made WIC categorical eligibility person-level and more accurate.
• Pointed TANF maximum benefit variable to the correct parameter.
• Bug preventing tax_unit_childcare_expenses from being calculated.

0.66.0 - 2022-05-19 12:47:08

Added

• MaritalUnit entity.
• Massachusetts state supplement.

0.65.0 - 2022-05-19 11:54:27

Added

• WIC takeup and nutritional risk imputations.

0.64.1 - 2022-05-17 22:49:48

Fixed

• Corrected EITC phase-out start values for 2020 and 2021.

0.64.0 - 2022-05-16 20:12:47

Changed

• Refactored (references, simplifications and reorganisation) AGI -> taxable income code.

0.63.0 - 2022-05-16 12:11:08

Added

• Estimated Medicaid benefit value.
• Aged/blind/disabled asset and income limits.

0.62.3 - 2022-05-11 23:19:04

Fixed

• Remove bad import causing failure on some headless configurations.

0.62.2 - 2022-05-11 17:41:12

Changed

• Label state income tax consistently with federal.

0.62.1 - 2022-05-11 15:14:12

Fixed

• Moved lingering state income tax deduction files into variables/gov.

0.62.0 - 2022-05-11 14:17:28

Added

• List of fully implemented programs at the US and state level.

0.61.0 - 2022-05-10 17:57:30

Added

• TANF from CPS data.
• Female variable.
• Variable for number of own children in household.

0.60.0 - 2022-05-10 13:57:16

Added

• Medicaid eligibility for 50 states.

0.59.0 - 2022-05-08 19:55:20

Added

• TAXSIM integration tests for AGI.

Changed

• TAXSIM variables renamed to contain taxsim_ prefix.

0.58.1 - 2022-05-05 21:54:08

Fixed

• Bug causing the system to fail to load on Colab.

0.58.0 - 2022-05-05 17:25:36

Added

• Metadata and verbose variable names for IRS computation up to AGI.

0.57.1 - 2022-05-05 06:07:31

Changed

• CO SNAP BBCE net income limit set to true.
• Cite official source for SNAP emergency allotment amount.

0.57.0 - 2022-05-04 19:44:35

Added

• SSI notebook.
• SSI example to MA notebook.
• MA state tax exemptions for aged and blind people.
• Unit tests for state tax exemptions.

0.56.0 - 2022-05-03 16:41:49

Added

• SNAP parameters by state from snapscreener.com.

0.55.0 - 2022-05-02 17:50:11

Added

• TAXSIM tests for taxable SS and UI.

0.54.1 - 2022-05-02 06:38:45

Fixed

• Specify documentation colors without policyengine package.

0.54.0 - 2022-05-02 05:24:28

Changed

• Tied SALT deduction to state income tax.
• Improved charts in Massachusetts notebook.

0.53.0 - 2022-05-01 23:08:30

Added

• Script to generate integration tests from TAXSIM.
• TAXSIM integration tests for the EITC.

0.52.0 - 2022-05-01 21:21:19

Added

• Formulas for xtot, num, blind_head, blind_spouse, age_head, and age_spouse.
• Unit tests for some existing formulas.

Changed

• Classify single person with dependents as head of household, not single.
• Split tax unit variables into their own files.
• Rename marital_status and mars to filing_status.

0.51.1 - 2022-05-01 20:21:24

Added

• Notebook showing total net income and marginal tax rate charts for Massachusetts residents.

0.51.0 - 2022-05-01 14:45:31

Added

• Empty variables for state and local sales tax, and local income tax.
• Logic for the SALT deduction to choose the greater of state and local income tax or state and local sales tax.
• Massachusetts SNAP parameters.

0.50.0 - 2022-04-30 22:16:10

Added

• Massachusetts state income tax.
• EITC documentation notebook.

0.49.1 - 2022-04-22 13:39:09

Added

• URL from which to download the latest CPS dataset (skipping generation)

0.49.0 - 2022-04-21 20:42:35

Added

• Basic income now included in SPM unit benefits.

0.48.0 - 2022-04-21 14:15:27

Added

• SPM unit income decile.
• SPM unit OECD equivalisation.

Fixed

• Basic income variable for adults and seniors.

0.47.0 - 2022-04-19 15:52:56

Added

• Per-vehicle payment (California)

0.46.1 - 2022-04-19 13:04:12

Fixed

• Bug preventing the package from publishing on PyPI.

0.46.0 - 2022-04-19 10:22:36

Added

• American Community Survey input.

0.45.2 - 2022-04-15 18:10:27

Added

• Unit tests for age variables.

Fixed

• Tax unit head and spouse flag logic.

0.45.1 - 2022-04-15 14:23:11

Added

• Legislative references for CDCC parameters.

Fixed

• CDCC uses maximum dependent parameter.

0.45.0 - 2022-04-14 08:19:40

Added

• Microdata now handled entirely within PolicyEngine US.

0.44.0 - 2022-04-13 12:58:29

Added

• Capped non-refundable credits variable.
• Shortened labels for tax variables.

0.43.1 - 2022-04-12 18:38:49

Fixed

• Refundable CTC formula works properly when phase-in rate increased (comments added).

0.43.0 - 2022-04-07 06:08:18

Added

• More recent Social Security payroll tax cap parameter values.
• Separate parameters for employer payroll taxes and self-employment taxes.
• Parameter for self-employment net earnings disregard.
• Unit tests and legislative references for payroll and self-employment tax variables.

Changed

• Reorganized payroll and self-employment tax parameters and variables.
• Replaced large parameters with infinity and made number formatting consistent.

0.42.1 - 2022-04-06 10:35:14

Fixed

• Point TANF parameter to state instead of region.

0.42.0 - 2022-04-05 19:04:10

Added

• HUD adjusted income and dependent variables and logic.

0.41.2 - 2022-03-30 18:53:00

Added

• Added full-time college student variable.

0.41.1 - 2022-03-30 13:12:44

Added

• Parameter metadata for tax credits and payroll taxes.

0.41.0 - 2022-03-30 11:46:11

Added

• CDCC parameters for eligibility and metadata.

Fixed

• A bug where the CDCC would phase down too quickly.

0.40.0 - 2022-03-30 01:17:38

Added

• Net income limits for SNAP BBCE (TANF) program.
• Legislative references for SNAP income limits.

0.39.0 - 2022-03-28 11:34:53

Changed

• Added is_eitc_qualifying_child variable to improve EITC child logic.
• Split is_in_school into is_in_k12_school and is_full_time_student.

0.38.2 - 2022-03-28 10:55:27

Fixed

• Versioning action didn't update setup.py.

0.38.1 - 2022-03-28 10:40:42

Added

• Page on TANF to documentation.

0.38.0 - 2022-03-27 18:49:02

Changed

• Added multiple parameters for California's TANF system.
• Refactored the TANF structure for easier implementation of other state TANF programs.

0.37.9 - 2022-03-16 21:22:44

Fixed

• Push action on GitHub correctly publishes.

0.37.8 - 2022-03-16 21:22:44

Changed

• Tax folder re-organised to improve modularity.

Fixed

• A bug in AMT calculations.

0.37.7 - 2022-03-16 20:29:58

Fixed

• Push action on GitHub correctly publishes.

0.37.6 - 2022-03-13 00:00:00

Fixed

• EITC uses the correct phase-in rate.

0.37.5 - 2022-03-11 00:00:00

Added

• February 2022 chained CPI-U.

Changed

• Simplified WIC uprating.

0.37.4 - 2022-03-09 00:00:00

Changed

• IRS-published uprated income tax parameters for 2019-22.

0.37.3 - 2022-03-08 00:00:00

Changed

• is_married moved from person-level to family-level, with a formula added.

0.37.2 - 2022-03-07 00:00:01

Added

• spm_unit_weight variable.

Fixed

• SNAP now uses the additional amounts where main rates are not available.

0.37.1 - 2022-03-07 00:00:00

Changed

• Point e02400 to social_security (for PolicyEngine).

0.37.0 - 2022-03-05 00:00:00

Added

• SNAP aggregate benefits and participation.

0.36.1 - 2022-03-04 00:00:01

Changed

• Adjust variable labels for consistency.

0.36.0 - 2022-03-04 00:00:00

Added

• Supplemental Security Income for individuals.
• Social Security input variables, counted as unearned income for several programs.

0.35.3 - 2022-02-28 00:00:00

Added

• Code coverage badge to README.md.
• Reminder for pull requests to run make format && make documentation.
• CPI-uprated values for WIC average payments.

Changed

• Child Tax Credit names renamed to ctc.
• Child and Dependent Care Credit names renamed to cdcc.

Fixed

• EITC maximum age in 2021 changed from 125 to infinity.

0.35.2 - 2022-02-27 00:00:00

Fixed

• Subtract Lifeline from broadband cost before calculating ACP and EBB.

0.35.1 - 2022-02-21 00:00:03

Changed

• Edited labels for ACP and SNAP normal allotment.

0.35.0 - 2022-02-21 00:00:02

Added

• Rural Tribal supplement for Lifeline.

Changed

• Restructure ACP and EBB Tribal amounts to work with PolicyEngine.

0.34.0 - 2022-02-21 00:00:01

Added

• Affordable Connectivity Program.

Changed

• Split school meal subsidies into free and reduced-price.

0.33.0 - 2022-02-21 00:00:00

Added

• Uprated tax parameters for federal income tax.

0.32.6 - 2022-02-16 00:00:00

Changed

• OpenFisca-Tools constraint widened to the current major version.

0.32.5 - 2022-02-13 00:00:00

Added

• Chained CPI-U (monthly and August-only) parameters.
• Metadata for SNAP max allotment.

0.32.4 - 2022-02-10 00:00:00

Added

• Categorical breakdown metadata infrastructure from OpenFisca-Tools.

0.32.3 - 2022-02-09 00:00:04

Fixed

• Remove guaranteed income / cash assistance from benefits.

0.32.2 - 2022-02-09 00:00:03

Fixed

• Specify WIC's unit as USD.

0.32.1 - 2022-02-09 00:00:02

Fixed

• Change WIC display name from WIC benefit value to WIC.

0.32.0 - 2022-02-09 00:00:01

Added

• WIC program.

Fixed

• Include guaranteed income / cash assistance in market income.

0.31.0 - 2022-02-09 00:00:00

Added

• Income limits for 5 Maryland Medicaid coverage groups.

0.30.3 - 2022-02-08 00:00:02

Fixed

• Add Lifeline notebook to table of contents.

0.30.2 - 2022-02-08 00:00:01

Added

• PolicyEngine metadata and notebook for Lifeline program.
• Formula for irs_gross_income, which Lifeline uses to calculate income-based eligibility.

0.30.1 - 2022-02-08 00:00:00

Fixed

• EITC logic and parameters for non-3-child tax units.

0.30.0 - 2022-02-07 00:00:01

Added

• Guaranteed income / cash assistance pilot income variable. This counts as unearned income for SNAP, uncounted for taxes and other benefits.

0.29.0 - 2022-02-07 00:00:00

Added

• California Clean Vehicle Rebate Project.

0.28.0 - 2022-02-06 00:00:01

Added

• SNAP emergency allotments for California.
• SNAP unearned income example in JupyterBook docs.

0.27.2 - 2022-02-06 00:00:00

Added

• Added formula for TANF variable continuous_tanf_eligibility
• Added integration test for continuous TANF eligibility to integration.yaml

0.27.1 - 2022-02-02 00:00:00

Added

• Metadata and variable aliases for key tax variables.
• Employment, self-employment, interest and dividend income as inputs to tax logic.

0.27.0 - 2022-01-28 00:00:00

Added

• Child Tax Credit (and historical policy).
• Non-refundable and refundable credit handling in tax logic.
• Metadata for education credits and the EITC.

Fixed

• Bugs in head/spouse detection and nonrefundable credits.

0.26.0 - 2022-01-25 00:00:00

Added

• Categorical eligibility to school meal subsidies.
• Documentation notebook on school meal subsidies.
• Parameterized income sources for school meal subsidies.

Changed

• Count school meal subsidies by school enrollment rather than age.
• Remove spm_unit_ prefix from school meal variables.

0.25.0 - 2022-01-17 00:00:02

Added

• Child Tax Credit (including adult dependents) parameters, logic and tests.

0.24.1 - 2022-01-17 00:00:01

Changed

• Add metadata for variables and parameters used in SNAP calculations.
• Renames two parameters involved in SNAP deductions from threshold to disregard.

0.24.0 - 2022-01-17 00:00:00

Added

• Logic for SNAP excess medical deduction and dependent care deduction.
• Limit SNAP earned income deduction to earned income.
• Jupyter Book documentation on SNAP.
• Updated SNAP parameters.
• Empty variables for calculating SNAP: employment_income, self_employment_income, dividend_income, interest_income, childcare_expenses, and medical_out_of_pocket_expenses.

Changed

• Significant refactoring of SNAP code.
• Use openfisca-tools for add and aggr functions, and pass lists of variables to these function.
• Rename min/max SNAP benefit parameters and variables to use allotment.

0.23.1 - 2022-01-15 00:00:01

Fixed

• Added links to version tag diffs in changelog.

0.23.0 - 2022-01-15 00:00:00

Fixed

• Update CCDF subsidy formula.

0.22.0 - 2022-01-14 00:00:02

Added

• Formula for SSI based on eligibility and amount if eligible.

0.21.0 - 2022-01-14 00:00:01

Added

• Add CCDF copay formula.

0.20.2 - 2022-01-14 00:00:00

Added

• Metadata for SNAP eligibility parameters.

Fixed

• Parameter misname in SNAP formula.

0.20.1 - 2022-01-12 00:00:00

Fixed

• Test runner failed to test string values.

0.20.0 - 2022-01-09 00:00:00

Added

• Formula for initial TANF eligibility.
• Two new variables: tanf_gross_earned_income and tanf_gross_unearned_income.
• Variable & parameter for initial_employment_deduction.
• Integration tests for TANF cash aid from TANF IL website.

Changed

• tanf_countable_income now includes unearned income and earned income deduction.

0.19.3 - 2022-01-08 00:00:01

Added

• Units to all tax variables.

Changed

• Adds one line between tests in yaml files.
• Use consistent imports in variable Python files.

0.19.2 - 2022-01-08 00:00:00

Changed

• Removes the u prefix from all variable label strings.

0.19.1 - 2022-01-07 00:00:00

Added

• Formulas for childcare_hours_per_week and spm_unit_size.
• Unit tests and units for some variables.

Changed

• Reorganized variables.

0.19.0 - 2022-01-06 00:00:02

Added

• Update child care market rate to annual.

0.18.0 - 2022-01-06 00:00:01

Added

• Total child care market rate.

0.17.1 - 2022-01-06 00:00:00

Changed

• Use USDA elderly and disabled definitions in SNAP calculations.

0.17.0 - 2022-01-04 00:00:00

Added

• Categorical eligibility for SNAP, including broad-based categorical eligibility via low-cost TANF programs that effectively extend SNAP's asset and income limits.

Changed

• Refactored SNAP code.

0.16.0 - 2022-01-03 00:00:02

Added

• CCDF subsidy top-level logic

0.15.0 - 2022-01-03 00:00:01

Added

• Federal SNAP asset tests logic

0.14.0 - 2022-01-03 00:00:00

Added

• SNAP eligibility based on federal net and gross income limits.
• Unit and integration tests for SNAP variables.

0.13.0 - 2021-12-31 00:00:00

Added

• Formula for Medicaid person type, based on age and dependents.
• Variable for whether a person meets their Medicaid income eligibility requirement.

0.12.0 - 2021-12-30 00:00:01

Added

• Elderly and Disabled (tax) Credit.

0.11.0 - 2021-12-30 00:00:00

Added

• American Opportunity (tax) Credit.
• Lifetime Learning (tax) Credit.

0.10.0 - 2021-12-28 00:00:04

Added

• Income-to-SMI (state median income) ratio.

0.9.0 - 2021-12-28 00:00:03

Added

• Social Security taxation logic.

0.8.0 - 2021-12-28 00:00:02

Added

• Minimum benefit logic for SNAP.

0.7.0 - 2021-12-28 00:00:01

Added

• Gains Tax (capital gains treatment) logic and parameters.

0.6.0 - 2021-12-28 00:00:00

Added

• Alternative Minimum Tax (AMT) income and liability logic.
• Development tools for auto-generating unit tests for Tax-Calculator functions.

0.5.0 - 2021-12-27 00:00:00

Added

• Medicaid income thresholds for California.

0.4.0 - 2021-12-26 00:00:00

Added

• TANF eligibility, broken down into demographic and financial variables, with financial separated by current enrollment in program.
• Demographic TANF eligibility per IL rules.

0.3.1 - 2021-12-25 00:00:03

Added

• Automated tests.

0.3.0 - 2021-12-25 00:00:02

Added

• Lifeline benefit.

0.2.0 - 2021-12-25 00:00:01

Added

• Tax variables, some benefit variables.

0.1.0 - 2021-12-25 00:00:00

Added

• Prototype with some tax implementations.

[0.0.1] - 2021-06-28 00:00:00

Added

• First prototype version with a standard deduction variable.