From ba98abe4c2de9c673f4c75426a590c755258a35f Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 23 Feb 2026 11:54:26 -0500 Subject: [PATCH 1/4] Migrate from changelog_entry.yaml to towncrier fragments Eliminates merge conflicts caused by every PR modifying the same changelog_entry.yaml file. Each PR now creates its own uniquely-named fragment file in changelog.d/. Co-Authored-By: Claude Opus 4.6 --- .github/bump_version.py | 81 ++++++++++++++++++++ .github/workflows/pr.yaml | 27 +++---- .github/workflows/push.yaml | 15 ++-- CLAUDE.md | 11 ++- Makefile | 7 +- changelog_entry.yaml => changelog.d/.gitkeep | 0 changelog.d/migrate-to-towncrier.changed.md | 1 + pyproject.toml | 34 ++++++++ uv.lock | 18 ++++- 9 files changed, 162 insertions(+), 32 deletions(-) create mode 100644 .github/bump_version.py rename changelog_entry.yaml => changelog.d/.gitkeep (100%) create mode 100644 changelog.d/migrate-to-towncrier.changed.md diff --git a/.github/bump_version.py b/.github/bump_version.py new file mode 100644 index 00000000000..799e47f723d --- /dev/null +++ b/.github/bump_version.py @@ -0,0 +1,81 @@ +"""Infer semver bump from towncrier fragment types and update version.""" + +import re +import sys +from pathlib import Path + + +def get_current_version(pyproject_path: Path) -> str: + text = pyproject_path.read_text() + match = re.search( + r'^version\s*=\s*"(\d+\.\d+\.\d+)"', text, re.MULTILINE + ) + if not match: + print( + "Could not find version in pyproject.toml", file=sys.stderr + ) + sys.exit(1) + return match.group(1) + + +def infer_bump(changelog_dir: Path) -> str: + fragments = [ + f + for f in changelog_dir.iterdir() + if f.is_file() and f.name != ".gitkeep" + ] + if not fragments: + print("No changelog fragments found", file=sys.stderr) + sys.exit(1) + + categories = {f.suffix.lstrip(".") for f in fragments} + # Also check the second-to-last part for compound extensions + # like branch-name.breaking.md + for f in fragments: + parts = f.stem.split(".") + if len(parts) >= 2: + categories.add(parts[-1]) + + if "breaking" in categories: + return "major" + if "added" in categories or "removed" in categories: + return "minor" + return "patch" + + +def bump_version(version: str, bump: str) -> str: + major, minor, patch = (int(x) for x in version.split(".")) + if bump == "major": + return f"{major + 1}.0.0" + elif bump == "minor": + return f"{major}.{minor + 1}.0" + else: + return f"{major}.{minor}.{patch + 1}" + + +def update_file(path: Path, old_version: str, new_version: str): + text = path.read_text() + updated = text.replace( + f'version = "{old_version}"', f'version = "{new_version}"' + ) + if updated != text: + path.write_text(updated) + print(f" Updated {path}") + + +def main(): + root = Path(__file__).resolve().parent.parent + pyproject = root / "pyproject.toml" + changelog_dir = root / "changelog.d" + + current = get_current_version(pyproject) + bump = infer_bump(changelog_dir) + new = bump_version(current, bump) + + print(f"Version: {current} -> {new} ({bump})") + + update_file(pyproject, current, new) + + +if __name__ == "__main__": + main() diff --git a/.github/workflows/pr.yaml b/.github/workflows/pr.yaml index 9845248c89c..2d726f80838 100644 --- a/.github/workflows/pr.yaml +++ b/.github/workflows/pr.yaml @@ -17,27 +17,20 @@ jobs: run: uv sync --extra dev - name: Check formatting run: uv run black . -l 79 --check - check-version: - name: Check version + check-changelog: + name: Check changelog fragment runs-on: ubuntu-latest steps: - uses: actions/checkout@v4 - with: - fetch-depth: 100 - repository: ${{ github.event.pull_request.head.repo.full_name }} - ref: ${{ github.event.pull_request.head.ref }} - - name: Install uv - uses: astral-sh/setup-uv@v5 - - name: Set up Python - uses: actions/setup-python@v5 - with: - python-version: 3.13 - - name: Install dependencies + - name: Check for changelog fragment run: | - uv pip install -e . --system - uv pip install "yaml-changelog>=0.1.7" --system - - name: Build changelog - run: make changelog + FRAGMENTS=$(find changelog.d -type f ! -name '.gitkeep' | wc -l) + if [ "$FRAGMENTS" -eq 0 ]; then + echo "::error::No changelog fragment found in changelog.d/" + echo "Add one with: echo 'Description.' > changelog.d/\$(git branch --show-current)..md" + echo "Types: added, changed, fixed, removed, breaking" + exit 1 + fi Quick-Feedback: name: Quick Feedback (Selective Tests + Coverage) runs-on: ubuntu-latest diff --git a/.github/workflows/push.yaml b/.github/workflows/push.yaml index 940ba24d1bc..d603281a2f8 100644 --- a/.github/workflows/push.yaml +++ b/.github/workflows/push.yaml @@ -24,9 +24,7 @@ jobs: steps: - uses: actions/checkout@v4 with: - fetch-depth: 100 - repository: ${{ github.event.pull_request.head.repo.full_name }} - ref: ${{ github.event.pull_request.head.ref }} + fetch-depth: 0 token: ${{ secrets.POLICYENGINE_GITHUB }} - name: Install uv uses: astral-sh/setup-uv@v5 @@ -35,11 +33,12 @@ jobs: with: python-version: 3.13 - name: Install dependencies - run: uv pip install -e ".[dev]" --system - - name: Install dependencies - run: uv pip install "yaml-changelog>=0.1.7" --system - - name: Build changelog - run: make changelog + run: uv pip install towncrier --system + - name: Bump version and build changelog + run: | + python .github/bump_version.py + VERSION=$(python -c "import re; print(re.search(r'version = \"(.+?)\"', open('pyproject.toml').read()).group(1))") + towncrier build --yes --version "$VERSION" - name: Update changelog uses: EndBug/add-and-commit@v9 with: diff --git a/CLAUDE.md b/CLAUDE.md index 706b4e0500d..76a3320c86f 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -60,10 +60,19 @@ make documentation - **ALWAYS run `make format` before committing** - this ensures code meets style guidelines and is non-negotiable - Use `git push` to push changes to the PR branch +## Changelog +Every PR needs a changelog fragment in `changelog.d/`: +```bash +echo "Description of change." > changelog.d/..md +``` +Types: `added` (minor bump), `changed` (patch), `fixed` (patch), `removed` (minor), `breaking` (major) + +**DO NOT** edit `CHANGELOG.md` directly or use `changelog_entry.yaml` (deprecated). + ## Project Requirements - Python >= 3.10, < 3.13 - Follow GitHub Flow with PRs targeting master branch -- Every PR needs a changelog entry in changelog_entry.yaml +- Every PR needs a changelog fragment in `changelog.d/` - **ALWAYS run `make format` before every commit** - this is mandatory ## Project-Specific Gotchas diff --git a/Makefile b/Makefile index a393095ce29..4ceaa10ad87 100644 --- a/Makefile +++ b/Makefile @@ -33,11 +33,8 @@ build: rm policyengine_us/data/storage/*.h5 | true python -m build changelog: - build-changelog changelog.yaml --output changelog.yaml --update-last-date --start-from 0.0.1 --append-file changelog_entry.yaml - build-changelog changelog.yaml --org PolicyEngine --repo policyengine-us --output CHANGELOG.md --template .github/changelog_template.md - bump-version changelog.yaml pyproject.toml - rm changelog_entry.yaml || true - touch changelog_entry.yaml + python .github/bump_version.py + towncrier build --yes --version $$(python -c "import re; print(re.search(r'version = \"(.+?)\"', open('pyproject.toml').read()).group(1))") dashboard: python policyengine_us/data/datasets/cps/enhanced_cps/update_dashboard.py calibration: diff --git a/changelog_entry.yaml b/changelog.d/.gitkeep similarity index 100% rename from changelog_entry.yaml rename to changelog.d/.gitkeep diff --git a/changelog.d/migrate-to-towncrier.changed.md b/changelog.d/migrate-to-towncrier.changed.md new file mode 100644 index 00000000000..865484add7e --- /dev/null +++ b/changelog.d/migrate-to-towncrier.changed.md @@ -0,0 +1 @@ +Migrated from changelog_entry.yaml to towncrier fragments to eliminate merge conflicts. diff --git a/pyproject.toml b/pyproject.toml index 99cdf8409e0..6b4d226a0f2 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -40,8 +40,42 @@ dev = [ "jupyter-book>=1.0.4.post1", "setuptools>=80.9.0", "build>=1.2.2.post1", + "towncrier>=24.8.0", ] [tool.hatch.build.targets.wheel] packages = ["policyengine_us"] +[tool.towncrier] +package = "policyengine_us" +directory = "changelog.d" +filename = "CHANGELOG.md" +title_format = "## [{version}] - {project_date}" +issue_format = "" +underlines = ["", "", ""] + +[[tool.towncrier.type]] +directory = "breaking" +name = "Breaking changes" +showcontent = true + +[[tool.towncrier.type]] +directory = "added" +name = "Added" +showcontent = true + +[[tool.towncrier.type]] +directory = "changed" +name = "Changed" +showcontent = true + +[[tool.towncrier.type]] +directory = "fixed" +name = "Fixed" +showcontent = true + +[[tool.towncrier.type]] +directory = "removed" +name = "Removed" +showcontent = true + diff --git a/uv.lock b/uv.lock index 36b7365b742..f28c27d810e 100644 --- a/uv.lock +++ b/uv.lock @@ -1664,7 +1664,7 @@ wheels = [ [[package]] name = "policyengine-us" -version = "1.578.0" +version = "1.579.0" source = { editable = "." } dependencies = [ { name = "microdf-python" }, @@ -1682,6 +1682,7 @@ dev = [ { name = "furo" }, { name = "jupyter-book" }, { name = "setuptools" }, + { name = "towncrier" }, ] [package.metadata] @@ -1695,6 +1696,7 @@ requires-dist = [ { name = "pandas", specifier = ">=2.0" }, { name = "policyengine-core", specifier = ">=3.23.5" }, { name = "setuptools", marker = "extra == 'dev'", specifier = ">=80.9.0" }, + { name = "towncrier", marker = "extra == 'dev'", specifier = ">=24.8.0" }, { name = "tqdm", specifier = ">=4.67.1" }, ] provides-extras = ["dev"] @@ -2499,6 +2501,20 @@ wheels = [ { url = "https://files.pythonhosted.org/packages/50/49/8dc3fd90902f70084bd2cd059d576ddb4f8bb44c2c7c0e33a11422acb17e/tornado-6.5.4-cp39-abi3-win_arm64.whl", hash = "sha256:053e6e16701eb6cbe641f308f4c1a9541f91b6261991160391bfc342e8a551a1", size = 445910, upload-time = "2025-12-15T19:21:02.571Z" }, ] +[[package]] +name = "towncrier" +version = "25.8.0" +source = { registry = "https://pypi.org/simple" } +dependencies = [ + { name = "click" }, + { name = "jinja2" }, + { name = "tomli", marker = "python_full_version < '3.11'" }, +] +sdist = { url = "https://files.pythonhosted.org/packages/c2/eb/5bf25a34123698d3bbab39c5bc5375f8f8bcbcc5a136964ade66935b8b9d/towncrier-25.8.0.tar.gz", hash = "sha256:eef16d29f831ad57abb3ae32a0565739866219f1ebfbdd297d32894eb9940eb1", size = 76322, upload-time = "2025-08-30T11:41:55.393Z" } +wheels = [ + { url = "https://files.pythonhosted.org/packages/42/06/8ba22ec32c74ac1be3baa26116e3c28bc0e76a5387476921d20b6fdade11/towncrier-25.8.0-py3-none-any.whl", hash = "sha256:b953d133d98f9aeae9084b56a3563fd2519dfc6ec33f61c9cd2c61ff243fb513", size = 65101, upload-time = "2025-08-30T11:41:53.644Z" }, +] + [[package]] name = "tqdm" version = "4.67.1" From 0ff75e53396c1ffaa5571e1947b50286fe5e6ca1 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 23 Feb 2026 12:42:18 -0500 Subject: [PATCH 2/4] Format bump_version.py with black Co-Authored-By: Claude Opus 4.6 --- .github/bump_version.py | 8 ++------ 1 file changed, 2 insertions(+), 6 deletions(-) diff --git a/.github/bump_version.py b/.github/bump_version.py index 799e47f723d..a526da66e1b 100644 --- a/.github/bump_version.py +++ b/.github/bump_version.py @@ -7,13 +7,9 @@ def get_current_version(pyproject_path: Path) -> str: text = pyproject_path.read_text() - match = re.search( - r'^version\s*=\s*"(\d+\.\d+\.\d+)"', text, re.MULTILINE - ) + match = re.search(r'^version\s*=\s*"(\d+\.\d+\.\d+)"', text, re.MULTILINE) if not match: - print( - "Could not find version in pyproject.toml", file=sys.stderr - ) + print("Could not find version in pyproject.toml", file=sys.stderr) sys.exit(1) return match.group(1) From aeda0c3b9edb1b4fad93f8d25766629e58d40a55 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 23 Feb 2026 13:27:20 -0500 Subject: [PATCH 3/4] Format snap_assets.py with black Co-Authored-By: Claude Opus 4.6 --- .../variables/gov/usda/snap/eligibility/snap_assets.py | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/policyengine_us/variables/gov/usda/snap/eligibility/snap_assets.py b/policyengine_us/variables/gov/usda/snap/eligibility/snap_assets.py index d4e1d0d937e..1de3a7bd921 100644 --- a/policyengine_us/variables/gov/usda/snap/eligibility/snap_assets.py +++ b/policyengine_us/variables/gov/usda/snap/eligibility/snap_assets.py @@ -13,8 +13,6 @@ class snap_assets(Variable): ) label = "SNAP assets" unit = USD - reference = ( - "https://www.law.cornell.edu/uscode/text/7/2014#g", - ) + reference = ("https://www.law.cornell.edu/uscode/text/7/2014#g",) adds = ["spm_unit_cash_assets"] From 746059d70fc3f725fe16fc0983dfcbbd29741be6 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 24 Feb 2026 05:41:28 -0500 Subject: [PATCH 4/4] Delete old changelog files --- changelog.yaml | 13373 ----------------------------------------------- 1 file changed, 13373 deletions(-) delete mode 100644 changelog.yaml diff --git a/changelog.yaml b/changelog.yaml deleted file mode 100644 index e2433c7751d..00000000000 --- a/changelog.yaml +++ /dev/null @@ -1,13373 +0,0 @@ -- changes: - added: - - First prototype version with a standard deduction variable. - date: 2021-06-28 00:00:00 - version: 0.0.1 -- bump: minor - changes: - added: - - Prototype with some tax implementations. - date: 2021-12-25 00:00:00 -- bump: minor - changes: - added: - - Tax variables, some benefit variables. - date: 2021-12-25 00:00:01 -- bump: minor - changes: - added: - - Lifeline benefit. - date: 2021-12-25 00:00:02 -- bump: patch - changes: - added: - - Automated tests. - date: 2021-12-25 00:00:03 -- bump: minor - changes: - added: - - TANF eligibility, broken down into demographic and financial variables, with - financial separated by current enrollment in program. - - Demographic TANF eligibility per IL rules. - date: 2021-12-26 00:00:00 -- bump: minor - changes: - added: - - Medicaid income thresholds for California. - date: 2021-12-27 00:00:00 -- bump: minor - changes: - added: - - Alternative Minimum Tax (AMT) income and liability logic. - - Development tools for auto-generating unit tests for Tax-Calculator functions. - date: 2021-12-28 00:00:00 -- bump: minor - changes: - added: - - Gains Tax (capital gains treatment) logic and parameters. - date: 2021-12-28 00:00:01 -- bump: minor - changes: - added: - - Minimum benefit logic for SNAP. - date: 2021-12-28 00:00:02 -- bump: minor - changes: - added: - - Social Security taxation logic. - date: 2021-12-28 00:00:03 -- bump: minor - changes: - added: - - Income-to-SMI (state median income) ratio. - date: 2021-12-28 00:00:04 -- bump: minor - changes: - added: - - American Opportunity (tax) Credit. - - Lifetime Learning (tax) Credit. - date: 2021-12-30 00:00:00 -- bump: minor - changes: - added: - - Elderly and Disabled (tax) Credit. - date: 2021-12-30 00:00:01 -- bump: minor - changes: - added: - - Formula for Medicaid person type, based on age and dependents. - - Variable for whether a person meets their Medicaid income eligibility requirement. - date: 2021-12-31 00:00:00 -- bump: minor - changes: - added: - - SNAP eligibility based on federal net and gross income limits. - - Unit and integration tests for SNAP variables. - date: 2022-01-03 00:00:00 -- bump: minor - changes: - added: - - Federal SNAP asset tests logic - date: 2022-01-03 00:00:01 -- bump: minor - changes: - added: - - CCDF subsidy top-level logic - date: 2022-01-03 00:00:02 -- bump: minor - changes: - 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. - date: 2022-01-04 00:00:00 -- bump: patch - changes: - changed: - - Use USDA elderly and disabled definitions in SNAP calculations. - date: 2022-01-06 00:00:00 -- bump: minor - changes: - added: - - Total child care market rate. - date: 2022-01-06 00:00:01 -- bump: minor - changes: - added: - - Update child care market rate to annual. - date: 2022-01-06 00:00:02 -- bump: patch - changes: - added: - - Formulas for `childcare_hours_per_week` and `spm_unit_size`. - - Unit tests and units for some variables. - changed: - - Reorganized variables. - date: 2022-01-07 00:00:00 -- bump: patch - changes: - changed: - - Removes the `u` prefix from all variable label strings. - date: 2022-01-08 00:00:00 -- bump: patch - changes: - added: - - Units to all tax variables. - changed: - - Adds one line between tests in yaml files. - - Use consistent imports in variable Python files. - removed: - - C-TAM benefit variables in tax Python files. - - Erroneous formula for `eic` variable. - date: 2022-01-08 00:00:01 -- bump: minor - changes: - 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.' - date: 2022-01-09 00:00:00 -- bump: patch - changes: - fixed: - - Test runner failed to test string values. - date: 2022-01-12 00:00:00 -- bump: patch - changes: - added: - - Metadata for SNAP eligibility parameters. - fixed: - - Parameter misname in SNAP formula. - date: 2022-01-14 00:00:00 -- bump: minor - changes: - added: - - Add CCDF copay formula. - date: 2022-01-14 00:00:01 -- bump: minor - changes: - added: - - Formula for SSI based on eligibility and amount if eligible. - date: 2022-01-14 00:00:02 -- bump: minor - changes: - fixed: - - Update CCDF subsidy formula. - date: 2022-01-15 00:00:00 -- bump: patch - changes: - fixed: - - Added links to version tag diffs in changelog. - date: 2022-01-15 00:00:01 -- bump: minor - changes: - 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`. - date: 2022-01-17 00:00:00 -- bump: patch - changes: - changed: - - Add metadata for variables and parameters used in SNAP calculations. - - Renames two parameters involved in SNAP deductions from `threshold` to `disregard`. - date: 2022-01-17 00:00:01 -- bump: minor - changes: - added: - - Child Tax Credit (including adult dependents) parameters, logic and tests. - date: 2022-01-17 00:00:02 -- bump: minor - changes: - 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. - date: 2022-01-25 00:00:00 -- bump: minor - changes: - 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. - date: 2022-01-28 00:00:00 -- bump: patch - changes: - added: - - Metadata and variable aliases for key tax variables. - - Employment, self-employment, interest and dividend income as inputs to tax logic. - date: 2022-02-02 00:00:00 -- bump: patch - changes: - added: - - Added formula for TANF variable `continuous_tanf_eligibility` - - Added integration test for continuous TANF eligibility to `integration.yaml` - date: 2022-02-06 00:00:00 -- bump: minor - changes: - added: - - SNAP emergency allotments for California. - - SNAP unearned income example in JupyterBook docs. - date: 2022-02-06 00:00:01 -- bump: minor - changes: - added: - - California Clean Vehicle Rebate Project. - date: 2022-02-07 00:00:00 -- bump: minor - changes: - added: - - Guaranteed income / cash assistance pilot income variable. This counts as unearned - income for SNAP, uncounted for taxes and other benefits. - date: 2022-02-07 00:00:01 -- bump: patch - changes: - fixed: - - EITC logic and parameters for non-3-child tax units. - date: 2022-02-08 00:00:00 -- bump: patch - changes: - added: - - PolicyEngine metadata and notebook for Lifeline program. - - Formula for `irs_gross_income`, which Lifeline uses to calculate income-based - eligibility. - date: 2022-02-08 00:00:01 -- bump: patch - changes: - fixed: - - Add Lifeline notebook to table of contents. - date: 2022-02-08 00:00:02 -- bump: minor - changes: - added: - - Income limits for 5 Maryland Medicaid coverage groups. - date: 2022-02-09 00:00:00 -- bump: minor - changes: - added: - - WIC program. - fixed: - - Include guaranteed income / cash assistance in market income. - date: 2022-02-09 00:00:01 -- bump: patch - changes: - fixed: - - Change WIC display name from `WIC benefit value` to `WIC`. - date: 2022-02-09 00:00:02 -- bump: patch - changes: - fixed: - - Specify WIC's unit as USD. - date: 2022-02-09 00:00:03 -- bump: patch - changes: - fixed: - - Remove guaranteed income / cash assistance from benefits. - date: 2022-02-09 00:00:04 -- bump: patch - changes: - added: - - Categorical breakdown metadata infrastructure from OpenFisca-Tools. - date: 2022-02-10 00:00:00 -- bump: patch - changes: - added: - - Chained CPI-U (monthly and August-only) parameters. - - Metadata for SNAP max allotment. - date: 2022-02-13 00:00:00 -- bump: patch - changes: - changed: - - OpenFisca-Tools constraint widened to the current major version. - date: 2022-02-16 00:00:00 -- bump: minor - changes: - added: - - Uprated tax parameters for federal income tax. - date: 2022-02-21 00:00:00 -- bump: minor - changes: - added: - - Affordable Connectivity Program. - changed: - - Split school meal subsidies into free and reduced-price. - date: 2022-02-21 00:00:01 -- bump: minor - changes: - added: - - Rural Tribal supplement for Lifeline. - changed: - - Restructure ACP and EBB Tribal amounts to work with PolicyEngine. - date: 2022-02-21 00:00:02 -- bump: patch - changes: - changed: - - Edited labels for ACP and SNAP normal allotment. - date: 2022-02-21 00:00:03 -- bump: patch - changes: - fixed: - - Subtract Lifeline from broadband cost before calculating ACP and EBB. - date: 2022-02-27 00:00:00 -- bump: patch - changes: - 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. - date: 2022-02-28 00:00:00 -- bump: minor - changes: - added: - - Supplemental Security Income for individuals. - - Social Security input variables, counted as unearned income for several programs. - date: 2022-03-04 00:00:00 -- bump: patch - changes: - changed: - - Adjust variable labels for consistency. - date: 2022-03-04 00:00:01 -- bump: minor - changes: - added: - - SNAP aggregate benefits and participation. - date: 2022-03-05 00:00:00 -- bump: patch - changes: - changed: - - Point `e02400` to `social_security` (for PolicyEngine). - date: 2022-03-07 00:00:00 -- bump: patch - changes: - added: - - '`spm_unit_weight` variable.' - fixed: - - SNAP now uses the additional amounts where main rates are not available. - date: 2022-03-07 00:00:01 -- bump: patch - changes: - changed: - - '`is_married` moved from person-level to family-level, with a formula added.' - date: 2022-03-08 00:00:00 -- bump: patch - changes: - changed: - - IRS-published uprated income tax parameters for 2019-22. - date: 2022-03-09 00:00:00 -- bump: patch - changes: - added: - - February 2022 chained CPI-U. - changed: - - Simplified WIC uprating. - date: 2022-03-11 00:00:00 -- bump: patch - changes: - fixed: - - EITC uses the correct phase-in rate. - date: 2022-03-13 00:00:00 -- bump: patch - changes: - changed: - - Tax folder re-organised to improve modularity. - fixed: - - A bug in AMT calculations. - date: 2022-03-16 21:22:44 -- bump: patch - changes: - fixed: - - Push action on GitHub correctly publishes. - date: 2022-03-16 20:29:58 -- bump: patch - changes: - fixed: - - Push action on GitHub correctly publishes. - date: 2022-03-16 21:22:44 -- bump: minor - changes: - changed: - - Added multiple parameters for California's TANF system. - - Refactored the TANF structure for easier implementation of other state TANF - programs. - date: 2022-03-27 18:49:02 -- bump: patch - changes: - added: - - Page on TANF to documentation. - date: 2022-03-28 10:40:42 -- bump: patch - changes: - fixed: - - Versioning action didn't update `pyproject.toml`. - date: 2022-03-28 10:55:27 -- bump: minor - changes: - 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`. - date: 2022-03-28 11:34:53 -- bump: minor - changes: - added: - - Net income limits for SNAP BBCE (TANF) program. - - Legislative references for SNAP income limits. - removed: - - 165% SNAP gross income limit for separate elderly and disabled households (unused). - date: 2022-03-30 01:17:38 -- bump: minor - changes: - added: - - CDCC parameters for eligibility and metadata. - fixed: - - A bug where the CDCC would phase down too quickly. - date: 2022-03-30 11:46:11 -- bump: patch - changes: - added: - - Parameter metadata for tax credits and payroll taxes. - date: 2022-03-30 13:12:44 -- bump: patch - changes: - added: - - Added full-time college student variable. - date: 2022-03-30 18:53:00 -- bump: minor - changes: - added: - - HUD adjusted income and dependent variables and logic. - date: 2022-04-05 19:04:10 -- bump: patch - changes: - fixed: - - Point TANF parameter to state instead of region. - date: 2022-04-06 10:35:14 -- bump: minor - changes: - 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. - removed: - - Reform-only `social_security.add_taxable_earnings` parameter. - - Unused `exact` variable. - - Variable for `social_security_taxes` (moved logic to `refundable_child_tax_credit`). - date: 2022-04-07 06:08:18 -- bump: patch - changes: - fixed: - - Refundable CTC formula works properly when phase-in rate increased (comments - added). - date: 2022-04-12 18:38:49 -- bump: minor - changes: - added: - - Capped non-refundable credits variable. - - Shortened labels for tax variables. - date: 2022-04-13 12:58:29 -- bump: minor - changes: - added: - - Microdata now handled entirely within PolicyEngine US. - date: 2022-04-14 08:19:40 -- bump: patch - changes: - added: - - Legislative references for CDCC parameters. - fixed: - - CDCC uses maximum dependent parameter. - date: 2022-04-15 14:23:11 -- bump: patch - changes: - added: - - Unit tests for age variables. - fixed: - - Tax unit head and spouse flag logic. - date: 2022-04-15 18:10:27 -- bump: minor - changes: - added: - - American Community Survey input. - date: 2022-04-19 10:22:36 -- bump: patch - changes: - fixed: - - Bug preventing the package from publishing on PyPI. - date: 2022-04-19 13:04:12 -- bump: minor - changes: - added: - - Per-vehicle payment (California) - date: 2022-04-19 15:52:56 -- bump: minor - changes: - added: - - SPM unit income decile. - - SPM unit OECD equivalisation. - fixed: - - Basic income variable for adults and seniors. - date: 2022-04-21 14:15:27 -- bump: minor - changes: - added: - - Basic income now included in SPM unit benefits. - date: 2022-04-21 20:42:35 -- bump: patch - changes: - added: - - URL from which to download the latest CPS dataset (skipping generation) - date: 2022-04-22 13:39:09 -- bump: minor - changes: - added: - - Massachusetts state income tax. - - EITC documentation notebook. - date: 2022-04-30 22:16:10 -- bump: minor - changes: - 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. - date: 2022-05-01 14:45:31 -- bump: patch - changes: - added: - - Notebook showing total net income and marginal tax rate charts for Massachusetts - residents. - date: 2022-05-01 20:21:24 -- bump: minor - changes: - 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`. - date: 2022-05-01 21:21:19 -- bump: minor - changes: - added: - - Script to generate integration tests from TAXSIM. - - TAXSIM integration tests for the EITC. - date: 2022-05-01 23:08:30 -- bump: minor - changes: - changed: - - Tied SALT deduction to state income tax. - - Improved charts in Massachusetts notebook. - date: 2022-05-02 05:24:28 -- bump: patch - changes: - fixed: - - Specify documentation colors without policyengine package. - date: 2022-05-02 06:38:45 -- bump: minor - changes: - added: - - TAXSIM tests for taxable SS and UI. - date: 2022-05-02 17:50:11 -- bump: minor - changes: - added: - - SNAP parameters by state from snapscreener.com. - date: 2022-05-03 16:41:49 -- bump: minor - changes: - added: - - SSI notebook. - - SSI example to MA notebook. - - MA state tax exemptions for aged and blind people. - - Unit tests for state tax exemptions. - date: 2022-05-04 19:44:35 -- bump: patch - changes: - changed: - - CO SNAP BBCE net income limit set to true. - - Cite official source for SNAP emergency allotment amount. - date: 2022-05-05 06:07:31 -- bump: minor - changes: - added: - - Metadata and verbose variable names for IRS computation up to AGI. - date: 2022-05-05 17:25:36 -- bump: patch - changes: - fixed: - - Bug causing the system to fail to load on Colab. - date: 2022-05-05 21:54:08 -- bump: minor - changes: - added: - - TAXSIM integration tests for AGI. - changed: - - TAXSIM variables renamed to contain `taxsim_` prefix. - date: 2022-05-08 19:55:20 -- bump: minor - changes: - added: - - Medicaid eligibility for 50 states. - date: 2022-05-10 13:57:16 -- bump: minor - changes: - added: - - TANF from CPS data. - - Female variable. - - Variable for number of own children in household. - date: 2022-05-10 17:57:30 -- bump: minor - changes: - added: - - List of fully implemented programs at the US and state level. - date: 2022-05-11 14:17:28 -- bump: patch - changes: - fixed: - - Moved lingering state income tax deduction files into variables/gov. - date: 2022-05-11 15:14:12 -- bump: patch - changes: - changed: - - Label state income tax consistently with federal. - date: 2022-05-11 17:41:12 -- bump: patch - changes: - fixed: - - Remove bad import causing failure on some headless configurations. - date: 2022-05-11 23:19:04 -- bump: minor - changes: - added: - - Estimated Medicaid benefit value. - - Aged/blind/disabled asset and income limits. - date: 2022-05-16 12:11:08 -- bump: minor - changes: - changed: - - Refactored (references, simplifications and reorganisation) AGI -> taxable income - code. - date: 2022-05-16 20:12:47 -- bump: patch - changes: - fixed: - - Corrected EITC phase-out start values for 2020 and 2021. - date: 2022-05-17 22:49:48 -- bump: minor - changes: - added: - - WIC takeup and nutritional risk imputations. - date: 2022-05-19 11:54:27 -- bump: minor - changes: - added: - - MaritalUnit entity. - - Massachusetts state supplement. - date: 2022-05-19 12:47:08 -- bump: patch - changes: - 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. - removed: - - Extraneous variable documentation fields. - date: 2022-05-24 15:20:46 -- bump: minor - changes: - added: - - CDCC integration tests. - changed: - - Re-implemented CDCC according to the U.S. code. - date: 2022-05-26 14:10:48 -- bump: minor - changes: - added: - - EITC parameters for 2017 and 2018. - date: 2022-05-28 06:59:45 -- bump: patch - changes: - fixed: - - A bug causing the CDCC to not cap at the two-child childcare max expenses. - date: 2022-05-30 22:40:36 -- bump: minor - changes: - added: - - SSI deeming rules. - date: 2022-05-31 17:31:13 -- bump: patch - changes: - 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. - date: 2022-06-01 04:50:12 -- bump: patch - changes: - fixed: - - Typo in SSI notebook. - date: 2022-06-01 05:49:06 -- bump: patch - changes: - added: - - New `taxsim_tfica` variable for testing. - date: 2022-06-02 03:24:39 -- bump: minor - changes: - 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. - date: 2022-06-02 11:44:25 -- bump: patch - changes: - fixed: - - Fix EITC bug which applied the phase-out after, instead of before, the phase-in. - date: 2022-06-02 16:51:48 -- bump: patch - changes: - changed: - - Applied new openfisca-tools helper function `index_` to speed up SLSPC calculations. - date: 2022-06-02 17:01:01 -- bump: patch - changes: - fixed: - - A bug causing UC- and SS-related MAGI to incorrectly overcount loss deductions. - date: 2022-06-02 17:03:08 -- bump: minor - changes: - added: - - Massachusetts State income tax. - date: 2022-06-06 13:50:33 -- bump: patch - changes: - changed: - - Reorganized state documentation. - fixed: - - Entered rent person-level in documentation to align with latest package update. - date: 2022-06-06 16:15:48 -- bump: patch - changes: - fixed: - - Medicaid benefit value per state. - date: 2022-06-07 09:54:21 -- bump: minor - changes: - added: - - New York State EITC. - - Longer history for the Massachusetts rental tax deduction. - date: 2022-06-07 18:04:31 -- bump: patch - changes: - fixed: - - Deduct government retirement contributions from MA taxable income on a per-person - basis. - date: 2022-06-07 20:27:48 -- bump: patch - changes: - added: - - Metadata for MA policy. - date: 2022-06-08 05:07:17 -- bump: patch - changes: - changed: - - Breakdowns always specified as a list. - date: 2022-06-08 10:45:48 -- bump: minor - changes: - added: - - Housing assistance and dependent variables. - date: 2022-06-09 03:20:13 -- bump: patch - changes: - fixed: - - A bug causing itemisation logic to fail. - date: 2022-06-10 13:24:12 -- bump: patch - changes: - fixed: - - Point `cdcc_refund` to `cdcc` not the deprecated `c33200`. - date: 2022-06-12 20:17:09 -- bump: minor - changes: - added: - - New York State household credit. - date: 2022-06-13 15:06:03 -- bump: patch - changes: - fixed: - - Childcare expenses are now correctly loaded from the CPS. - date: 2022-06-13 21:56:08 -- bump: patch - changes: - fixed: - - A bug causing the CDCC to have negative relevant expenses. - date: 2022-06-15 21:45:58 -- bump: minor - changes: - 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. - removed: - - An unused CDCC abolition parameter. - date: 2022-06-16 16:28:07 -- bump: patch - changes: - changed: - - Replace `phaseout` with `phase_out` or `phase-out` in variables and text. - - Reorganize variables into their own files. - date: 2022-06-16 16:58:09 -- bump: patch - changes: - fixed: - - Payroll taxable wages deduct pension contributions rather than adding them. - - Market income includes missing capital gains, farm, illicit and rental income. - date: 2022-06-17 16:36:16 -- bump: minor - changes: - added: - - Basic income phase-out parameters, logic and testing. - date: 2022-06-19 16:59:40 -- bump: patch - changes: - changed: - - Reorganize tax credits to skip the refundable/non-refundable distinction. - - Reorganize parameters to layer under gov. - date: 2022-06-20 13:24:54 -- bump: minor - changes: - added: - - UT taxpayer credit maximum. - date: 2022-06-20 22:23:30 -- bump: minor - changes: - added: - - UT total income. - - UT taxable income - date: 2022-06-21 22:53:46 -- bump: minor - changes: - added: - - UT taxpayer credit reduction. - date: 2022-06-21 23:13:24 -- bump: minor - changes: - added: - - UT taxpayer credit. - date: 2022-06-21 23:38:30 -- bump: minor - changes: - added: - - UT tax before credit - - UT tax rate - date: 2022-06-21 23:47:14 -- bump: patch - changes: - fixed: - - Bugs causing basic income to be NaN. - date: 2022-06-22 01:51:51 -- bump: patch - changes: - fixed: - - Tabs in parameter files removed. - date: 2022-06-22 03:04:03 -- bump: patch - changes: - fixed: - - Remove tab again. - date: 2022-06-22 03:55:59 -- bump: patch - changes: - fixed: - - Last lingering tab. - date: 2022-06-22 04:17:18 -- bump: patch - changes: - fixed: - - Really last tab. - date: 2022-06-22 04:36:30 -- bump: minor - changes: - added: - - Metadata for the standard and aged/blind deduction. - date: 2022-06-22 17:42:20 -- bump: minor - changes: - added: - - Filer and adult dependent credits for Rep Tlaib's End Child Poverty Act. - date: 2022-06-22 19:28:43 -- bump: patch - changes: - added: - - Metadata for the standard and aged/blind deduction. - changed: - - OpenFisca-Tools bumped to 0.12.0. - date: 2022-06-22 20:34:31 -- bump: patch - changes: - changed: - - Shortened End Child Poverty Act parameter names. - date: 2022-06-22 21:48:02 -- bump: patch - changes: - changed: - - Move End Child Poverty Act credits from benefits to refundable credits. - date: 2022-06-22 23:37:55 -- bump: patch - changes: - changed: - - Simplify SNAP deduction formulas. - date: 2022-06-23 05:01:22 -- bump: minor - changes: - changed: - - Add structure for Indiana AGI. - date: 2022-06-24 17:49:18 -- bump: patch - changes: - added: - - Units for the ECPA variables. - date: 2022-06-25 20:50:40 -- bump: patch - changes: - fixed: - - Bugs causing the Additional CTC amount to be too large. - date: 2022-06-25 23:09:20 -- bump: patch - changes: - fixed: - - EITC parameters for childless tax units in 2021. - date: 2022-06-26 05:11:41 -- bump: patch - changes: - fixed: - - EITC phase-out thresholds for filers with children corrected to be $10 larger - for some years. - date: 2022-06-26 20:58:23 -- bump: patch - changes: - fixed: - - A bug causing excess MA Part B deductions to apply to Part A income. - date: 2022-06-27 03:00:42 -- bump: minor - changes: - added: - - Recovery Rebate Credit. - date: 2022-06-27 05:43:48 -- bump: patch - changes: - added: - - Uprated parameters for the standard deduction additions in 2020 onwards. - - References for the RRC parameters. - date: 2022-06-27 20:18:27 -- bump: patch - changes: - changed: - - Tests now don't stop after the first failure. - date: 2022-06-29 01:00:28 -- bump: patch - changes: - fixed: - - AMT income formula now uses a legislative source. - date: 2022-06-29 03:38:34 -- bump: minor - changes: - added: - - MA Senior Circuit Breaker credit. - date: 2022-07-02 06:09:09 -- bump: patch - changes: - fixed: - - Fixed the CTC formula in 2021 (only) to correctly apply the income-based reduction. - date: 2022-07-03 21:47:43 -- bump: minor - changes: - added: - - MO Income Tax before credits. - - Parameters for MO Tax Schedule. - date: 2022-07-06 20:08:08 -- bump: minor - changes: - added: - - Washington Working Families Tax Credit. - - EITC AGI limit variable. - date: 2022-07-07 07:15:06 -- bump: patch - changes: - fixed: - - Add resource test to SSI State Supplement. - date: 2022-07-07 17:09:07 -- bump: patch - changes: - 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. - date: 2022-07-07 17:39:36 -- bump: minor - changes: - added: - - MA COVID-19 Essential Employee Premium Pay Program. - date: 2022-07-08 12:26:04 -- bump: patch - changes: - changed: - - Impute integer ages in CPS from 80 to 84. - date: 2022-07-10 10:45:23 -- bump: minor - changes: - added: - - MA dependent care tax credit. - date: 2022-07-10 16:05:38 -- bump: minor - changes: - added: - - Washington capital gains tax. - date: 2022-07-10 16:19:30 -- bump: patch - changes: - fixed: - - Charitable deduction available for MA taxable income calculations. - date: 2022-07-10 16:25:24 -- bump: patch - changes: - fixed: - - Separate WA WFTC parameter labels. - date: 2022-07-10 19:04:21 -- bump: patch - changes: - fixed: - - Includes TANF as a categorical eligibility program for free school meals. - date: 2022-07-11 05:30:45 -- bump: patch - changes: - added: - - Validation against TAXSIM using the CPS tax unit set. - - Validation results on the documentation. - date: 2022-07-12 11:00:29 -- bump: minor - changes: - added: - - IN exemptions. - date: 2022-07-12 15:03:47 -- bump: minor - changes: - added: - - MD aged, blind exemptions - - MD personal Exemptions - - MD income tax rates - - MD placeholders for deductions, md_agi - date: 2022-07-14 01:03:39 -- bump: minor - changes: - added: - - ZIP code random generation by population sizes. - - ZIP code -> county -> State mapping (~400kB). - date: 2022-07-14 14:33:19 -- bump: minor - changes: - added: - - MD Standard deduction - date: 2022-07-15 05:42:48 -- bump: minor - changes: - added: - - MD State income tax EITC. - date: 2022-07-15 07:04:51 -- bump: minor - changes: - added: - - MD CDCC. - - Notebook for federal and MD CDCCs. - fixed: - - Phase out federal CDCC in steps. - date: 2022-07-15 07:47:31 -- bump: minor - changes: - added: - - Maryland adjusted gross income, with the dependent care subtraction. - date: 2022-07-15 18:49:51 -- bump: patch - changes: - fixed: - - Avoid double-counting CDCC when it was refundable in 2021. - date: 2022-07-15 21:50:01 -- bump: minor - changes: - added: - - MD CTC - date: 2022-07-16 03:04:11 -- bump: patch - changes: - changed: - - Change MA dependent care credit from a scale parameter to an amount/cap structure. - date: 2022-07-16 04:19:02 -- bump: minor - changes: - added: - - MD local income tax rates. - date: 2022-07-16 11:16:19 -- bump: patch - changes: - fixed: - - Click dependency limited to >=8.0.0. - date: 2022-07-16 12:30:48 -- bump: patch - changes: - added: - - Changelog entry file functionality. - - Linecheck dev dependency. - date: 2022-07-16 14:06:12 -- bump: minor - changes: - added: - - Net investment income tax and other taxes to tax before refundable credits. - date: 2022-07-17 21:38:27 -- bump: minor - changes: - added: - - California renters tax credit - date: 2022-07-18 02:28:29 -- bump: minor - changes: - added: - - Non-qualified dividend income. - fixed: - - Dividend income split into qualified and non-qualified correctly. - date: 2022-07-18 02:56:11 -- bump: patch - changes: - added: - - MD CTC notebook - date: 2022-07-18 20:44:57 -- bump: minor - changes: - added: - - Maryland refundable and non-refundable CDCC. - date: 2022-07-18 22:14:59 -- bump: minor - changes: - added: - - Maryland Poverty Line Credit. - date: 2022-07-18 23:24:42 -- bump: minor - changes: - added: - - Maryland Earned Income Tax Credit. - - Notebooks for Maryland tax programs. - date: 2022-07-19 14:26:52 -- bump: minor - changes: - added: - - MD income tax to State income tax. - date: 2022-07-20 11:57:02 -- bump: minor - changes: - added: - - Caching of second-lowest silver plan cost in the CPS microdata. - date: 2022-07-20 11:58:26 -- bump: minor - changes: - 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. - date: 2022-07-20 19:59:29 -- bump: patch - changes: - fixed: - - Breakdown for two Maryland parameters. - date: 2022-07-20 20:41:23 -- bump: minor - changes: - added: - - IN deductions. - date: 2022-07-21 19:28:21 -- bump: patch - changes: - changed: - - Moved geographical Medicaid calculation parameters to an on-demand folder. - date: 2022-07-22 08:25:43 -- bump: patch - changes: - added: - - Test that parameter files do not contain tabs with informative error messages. - date: 2022-07-22 10:11:10 -- bump: minor - changes: - added: - - IN Add-Backs. - date: 2022-07-22 15:07:46 -- bump: minor - changes: - added: - - Performance improvements through partially-executed formulas from OpenFisca-Tools. - date: 2022-07-22 20:16:52 -- bump: patch - changes: - fixed: - - SNAP standard deductions and references. - - Count all non-shelter deductions in SNAP net income before shelter. - date: 2022-07-22 23:39:14 -- bump: minor - changes: - added: - - California Young Child Tax Credit. - date: 2022-07-22 23:54:11 -- bump: minor - changes: - added: - - IN adjusted gross income tax - date: 2022-07-24 20:28:18 -- bump: patch - changes: - changed: - - Split Maryland tax rates and personal exemptions by each filing status. - date: 2022-07-25 20:46:29 -- bump: minor - changes: - added: - - Indiana other taxes. - date: 2022-07-25 23:07:53 -- bump: minor - changes: - added: - - IRS capital gains parameters for FY20-22. - date: 2022-07-26 16:06:49 -- bump: minor - changes: - added: - - NY taxable income variable. - date: 2022-07-29 15:32:28 -- bump: minor - changes: - fixed: - - Dividend logic correctly handles qualified/non-qualified dividends. - date: 2022-08-02 10:35:25 -- bump: minor - changes: - added: - - Federal electric vehicle credits under current law and the Inflation Reduction - Act. - date: 2022-08-03 19:19:26 -- bump: patch - changes: - added: - - Missing PolicyEngine metadata for electric vehicle variables and parameters. - date: 2022-08-03 19:38:51 -- bump: minor - changes: - added: - - California standard deduction. - date: 2022-08-04 14:53:40 -- bump: minor - changes: - added: - - Re-implementation of capital gains law. - date: 2022-08-05 12:29:00 -- bump: patch - changes: - changed: - - Bump openfisca-tools to 0.13.3. - date: 2022-08-05 16:24:00 -- bump: patch - changes: - fixed: - - Incorrect head of household capital gains thresholds. - date: 2022-08-07 16:48:06 -- bump: minor - changes: - added: - - NY income tax before credits (without high-income adjustment). - date: 2022-08-09 11:08:16 -- bump: minor - changes: - added: - - NY AGI adjustments. - date: 2022-08-09 12:06:14 -- bump: minor - changes: - fixed: - - Refactored pension income to exclude IRA calculations. - date: 2022-08-09 13:21:28 -- bump: patch - changes: - fixed: - - A bug causing qualified dividends to not be counted as 'net capital gain'. - date: 2022-08-09 15:41:14 -- bump: minor - changes: - added: - - Residential energy efficient property credit. - date: 2022-08-09 16:00:40 -- bump: minor - changes: - added: - - Logic pathway to NY income tax from income. - date: 2022-08-10 12:47:25 -- bump: minor - changes: - added: - - Taxable income deductions for NY State tax. - date: 2022-08-10 12:48:17 -- bump: minor - changes: - added: - - SSTB business variable. - date: 2022-08-10 20:37:56 -- bump: patch - changes: - changed: - - Adjust logic for Washington Working Families Tax Credit based on recent legislation. - date: 2022-08-12 13:45:51 -- bump: patch - changes: - fixed: - - Use Mac version of taxsim. - date: 2022-08-12 17:54:09 -- bump: patch - changes: - changed: - - Formatting improvements in documentation. - date: 2022-08-13 01:27:00 -- bump: minor - changes: - added: - - Nonbusiness energy property credit. - date: 2022-08-17 05:44:08 -- bump: patch - changes: - added: - - 2022 value of EITC joint bonus for couples without children. - date: 2022-08-17 15:46:46 -- bump: patch - changes: - fixed: - - Don't reduce CTC by more than the maximum in 2021. - date: 2022-08-18 09:15:19 -- bump: minor - changes: - added: - - Pennsylvania income tax before forgiveness. - date: 2022-08-18 17:24:10 -- bump: minor - changes: - added: - - Energy efficient home improvements credit post-Inflation Reduction Act. - date: 2022-08-23 04:58:33 -- bump: minor - changes: - added: - - High Efficiency Electric Home Rebate Program. - date: 2022-08-25 00:48:25 -- bump: minor - changes: - changed: - - Updated Residential Clean Energy Credit for the Inflation Reduction Act. - date: 2022-08-27 17:41:38 -- bump: minor - changes: - changed: - - Apply energy efficient home improvement tax credits to post-rebate expenditures. - date: 2022-08-27 20:34:55 -- bump: minor - changes: - added: - - AGI limit for basic income. - - Dollar-range basic income phase-out option. - date: 2022-08-31 23:58:28 -- bump: patch - changes: - fixed: - - Breakdown format in basic income parameters. - date: 2022-09-01 00:47:34 -- bump: minor - changes: - added: - - NY CDCC. - date: 2022-09-01 11:46:59 -- bump: minor - changes: - changed: - - Apply residential efficiency and electrifaction rebates to perfromance based - retrofit expenditures. - date: 2022-09-02 00:53:29 -- bump: minor - changes: - added: - - NY supplemental income tax. - date: 2022-09-02 13:00:55 -- bump: minor - changes: - added: - - NY Supplemental EITC. - date: 2022-09-02 14:29:45 -- bump: minor - changes: - added: - - NY CTC. - date: 2022-09-02 20:09:49 -- bump: minor - changes: - added: - - Oregon EITC match. - date: 2022-09-02 20:26:10 -- bump: minor - changes: - added: - - NY real property tax credit. - date: 2022-09-03 09:17:20 -- bump: minor - changes: - added: - - NY college tuition credit and itemized deduction. - date: 2022-09-03 09:33:08 -- bump: minor - changes: - changed: - - Made the electric vehicle credit under the Inflation Reduction Act into current - policy. - - Revised text of IRA rebate and credit parameters and variables. - date: 2022-09-03 20:54:46 -- bump: patch - changes: - changed: - - Refer consistently to the new name, the "Energy Efficient Home Improvement Tax - Credit". - date: 2022-09-04 06:22:00 -- bump: minor - changes: - added: - - Calculations for the tax forgiveness rate in Pennsylvania - date: 2022-09-04 19:09:21 -- bump: minor - changes: - added: - - Historical parameters to NY college tuition credit. - - Year period to energy efficient home improvement credit parameters. - date: 2022-09-04 19:15:21 -- bump: minor - changes: - added: - - NY State income tax. - date: 2022-09-05 16:50:53 -- bump: patch - changes: - fixed: - - Use manual eligibility in basic income eligibility. - date: 2022-09-05 18:14:55 -- bump: patch - changes: - added: - - NY tax-benefit page to the documentation. - fixed: - - NY college tuition and CDCC credits added as refundable. - date: 2022-09-06 10:51:59 -- bump: patch - changes: - added: - - NY tax documentation page. - - NY documentation pages to table of contents. - date: 2022-09-06 15:31:51 -- bump: minor - changes: - fixed: - - Re-implemented NY supplemental tax to fix mistaken cliffs. - date: 2022-09-07 20:29:32 -- bump: minor - changes: - added: - - Oregon personal exemption credit. - date: 2022-09-07 23:07:57 -- bump: minor - changes: - added: - - Pennsylvania use tax - date: 2022-09-09 15:39:41 -- bump: minor - changes: - added: - - OR kicker credit. - date: 2022-09-10 00:00:24 -- bump: minor - changes: - added: - - Variable computing federal tax liability without SALT. - date: 2022-09-12 22:06:22 -- bump: minor - changes: - 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 - date: 2022-09-12 22:24:35 -- bump: minor - changes: - added: - - OR income tax before credits. - date: 2022-09-13 05:13:03 -- bump: minor - changes: - added: - - Basic income taxability. - date: 2022-09-13 19:33:43 -- bump: patch - changes: - fixed: - - Basic income taxability interaction with other phase-outs. - date: 2022-09-14 12:41:59 -- bump: patch - changes: - added: - - Federal income tax documentation page. - date: 2022-09-16 00:15:33 -- bump: minor - changes: - 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. - date: 2022-09-16 03:02:08 -- bump: minor - changes: - added: - - PTC deduction switch for the UBI Center flat tax. - date: 2022-09-16 15:22:22 -- bump: minor - changes: - added: - - Federal poverty guideline-based basic income element. - changed: - - Made all basic income variables tax unit-level. - date: 2022-09-18 16:29:13 -- bump: minor - changes: - added: - - California tax exemptions - date: 2022-09-20 02:29:55 -- bump: patch - changes: - added: - - Budgetary impacts of some NY and PA programs to documentation notebooks. - date: 2022-09-20 05:11:32 -- bump: minor - changes: - added: - - Oregon standard deduction. - date: 2022-09-20 17:04:16 -- bump: minor - changes: - added: - - California income tax rates. - date: 2022-09-21 01:52:55 -- bump: minor - changes: - added: - - 2021 ASEC. - date: 2022-09-21 20:07:25 -- bump: minor - changes: - added: - - Flat per-person UBI amount. - date: 2022-09-27 02:30:33 -- bump: patch - changes: - fixed: - - County selection now is vectorised, cutting runtimes by 20%. - date: 2022-09-27 22:17:57 -- bump: minor - changes: - added: - - Maryland Child Alliance EITC abolition switches. - date: 2022-10-03 18:29:29 -- bump: minor - changes: - added: - - California mental health services tax - date: 2022-10-03 22:56:42 -- bump: minor - changes: - added: - - Oregon taxable income deductions. - date: 2022-10-07 03:01:19 -- bump: minor - changes: - added: - - Add MO state tax integration tests, illustrating different calculation methods. - date: 2022-10-07 22:41:57 -- bump: minor - changes: - added: - - California Child and Dependent Care Expenses Credit. - date: 2022-10-08 19:33:26 -- bump: minor - changes: - added: - - Oregon federal tax liability income subtraction. - date: 2022-10-10 19:12:57 -- bump: minor - changes: - added: - - California use tax. - date: 2022-10-10 20:55:47 -- bump: minor - changes: - added: - - Total US population. - date: 2022-10-13 02:52:46 -- bump: minor - changes: - added: - - Changed 2021 to 2020 in MD refundable/non-refundable tax credit parameters - date: 2022-10-13 03:39:19 -- bump: minor - changes: - added: - - Oregon tax after credits - date: 2022-10-14 22:12:28 -- bump: patch - changes: - changed: - - Text and PolicyEngine names for some OR and PA parameters. - date: 2022-10-15 22:44:42 -- bump: patch - changes: - added: - - Change logic for MO tax system to calculate AGI, qualified_health_insurance_premiums, - taxable_income at person level. - date: 2022-10-16 15:58:42 -- bump: patch - changes: - fixed: - - Bug in MD EITC where chlidless_max parameter was called instead of childless.max_amount. - date: 2022-10-17 23:08:54 -- bump: minor - changes: - changed: - - Moved to PolicyEngine Core. - date: 2022-10-20 13:13:35 -- bump: patch - changes: - fixed: - - GH actions now run on Python 3.9. - date: 2022-10-20 13:40:02 -- bump: patch - changes: - fixed: - - Charts in documentation render. - date: 2022-10-22 18:25:44 -- bump: minor - changes: - added: - - IRS parameters for 2023 tax year. - - Some missing IRS parameters for 2020-2022 tax years. - date: 2022-10-25 17:49:04 -- bump: minor - changes: - added: - - AMT parameters for 2020-2022. - date: 2022-10-29 03:44:55 -- bump: minor - changes: - changed: - - Made CTC formulas year-agnostic. - date: 2022-11-08 12:25:49 -- bump: patch - changes: - fixed: - - Missing 2021 NY supplemental income tax parameters. - date: 2022-11-14 20:57:48 -- bump: patch - changes: - fixed: - - Missing 2021 parameters for nontaxable income under PA income tax. - date: 2022-11-14 22:37:20 -- bump: patch - changes: - added: - - Maryland standard deduction documentation - date: 2022-11-15 05:45:33 -- bump: minor - changes: - added: - - Simple splitting of CPS income variables into PolicyEngine-US variables. - date: 2022-11-19 20:41:19 -- bump: patch - changes: - fixed: - - Calculation of dividend income from qualified and non-qualified. - date: 2022-11-19 20:54:31 -- bump: patch - changes: - fixed: - - Inability of data tests to work without a policyengine_us package. - date: 2022-11-19 21:01:42 -- bump: patch - changes: - fixed: - - Absence of non-refundable American Opportunity Credit calculation. - date: 2022-11-19 21:07:36 -- bump: patch - changes: - fixed: - - Incorrect inclusion of tax-exempt pension income in US AGI. - date: 2022-11-19 21:10:44 -- bump: patch - changes: - fixed: - - MA income tax Part A AGI calculation. - date: 2022-11-19 21:33:23 -- bump: patch - changes: - fixed: - - Incorrect calculation of taxable social security benefits. - date: 2022-11-19 23:04:41 -- bump: patch - changes: - fixed: - - MA short-term capital gains taxation logic. - date: 2022-11-22 00:54:01 -- bump: patch - changes: - fixed: - - Logic of pension income exclusion from PA AGI. - date: 2022-11-22 06:40:01 -- bump: patch - changes: - changed: - - Renamed `or_income_tax_after_refundable_credits` to `or_income_tax` for consistency - with other state income tax variables. - date: 2022-11-23 00:34:40 -- bump: minor - changes: - added: - - TAXSIM35 emulation parameter. - - TAXSIM35 emulation logic to PA income tax forgiveness calculations. - - Test of PA income tax calculations using TAXSIM35 emulation. - date: 2022-11-23 16:11:34 -- bump: minor - changes: - added: - - Missouri tax rates for 2020 and 2021. - date: 2022-11-24 05:45:06 -- bump: patch - changes: - fixed: - - MA excess exemption logic. - date: 2022-11-26 05:21:06 -- bump: minor - changes: - added: - - Add MO Pension and SS or SSD Deduction variable - - Add Public Pension Income variable - date: 2022-11-27 18:39:07 -- bump: patch - changes: - fixed: - - MO federal income tax deduction logic. - date: 2022-11-27 22:47:33 -- bump: patch - changes: - fixed: - - Move MO federal income tax deduction ignored credits list to a parameter. - date: 2022-11-28 04:33:20 -- bump: patch - changes: - changed: - - Simplify MO federal income tax deduction code. - date: 2022-11-28 05:19:48 -- bump: patch - changes: - fixed: - - MA bank interest deduction logic. - date: 2022-11-29 19:54:07 -- bump: patch - changes: - changed: - - Qualified business income to be a personal variable. - - Qualified business income to be net of several personal deductions. - date: 2022-11-30 04:19:57 -- bump: patch - changes: - fixed: - - MO income tax debugging print is converted to a comment. - date: 2022-11-30 14:51:01 -- bump: patch - changes: - fixed: - - Absence of OR income subtraction for federally taxable social security benefits. - date: 2022-12-01 23:07:54 -- bump: minor - changes: - added: - - pa_income_tax_forgiveness_amount variable for breaking down tax in app table. - - Other sources to PA tax forgiveness eligibility income. - date: 2022-12-01 23:15:49 -- bump: minor - changes: - changed: - - Input folder structure and other new PolicyEngine app updates. - - Now dependent on PolicyEngine-Core v0.10.10 - date: 2022-12-05 17:46:08 -- bump: patch - changes: - fixed: - - PolicyEngine-Core pinned to a minor version. - date: 2022-12-07 13:35:40 -- bump: patch - changes: - changed: - - Remove parameters representing a set of complex tax reforms. - fixed: - - Calculation of federal income tax with self-employment income. - date: 2022-12-07 19:52:54 -- bump: minor - changes: - added: - - SNAP FY2023 parameters. - date: 2022-12-07 20:55:22 -- bump: patch - changes: - fixed: - - Calculation of qualified business income deduction. - date: 2022-12-08 16:18:25 -- bump: patch - changes: - added: - - Metadata for PolicyEngine. - date: 2022-12-12 16:32:33 -- bump: minor - changes: - added: - - Unit tests for Child Tax Credit variables. - - Intermediate ARPA CTC reduction variable. - changed: - - Refactor Child Tax Credit reduction, including no longer capping at maximum. - fixed: - - Child Tax Credit full refundability bug. - - Child Tax Credit now steps down rather than phases out. - date: 2022-12-13 05:53:30 -- bump: patch - changes: - fixed: - - End SNAP emergency allotments in GA and NV. - date: 2022-12-13 07:05:42 -- bump: patch - changes: - changed: - - Model PA's increased SNAP gross income limit. - date: 2022-12-13 07:57:02 -- bump: minor - changes: - fixed: - - Social Security input in the CPS dataset. - date: 2022-12-13 19:01:41 -- bump: patch - changes: - changed: - - Moved `contrib` parameters to `gov.contrib`. - date: 2022-12-13 20:11:11 -- bump: patch - changes: - fixed: - - Apply pre-TCJA qualifying rules to NY CTC. - date: 2022-12-13 22:32:28 -- bump: minor - changes: - added: - - 2023 SSI amounts. - date: 2022-12-14 06:38:16 -- bump: minor - changes: - added: - - 2023 CPS, uprated from 2021. - date: 2022-12-14 16:50:18 -- bump: patch - changes: - added: - - Metadata for PolicyEngine - date: 2022-12-14 16:54:06 -- bump: patch - changes: - changed: - - Bumped PolicyEngine Core. - date: 2022-12-15 16:10:56 -- bump: patch - changes: - fixed: - - Presence of unneeded taxsim35_emulation statements in the tests. - date: 2022-12-16 05:36:42 -- bump: patch - changes: - fixed: - - Absence of MD two-income AGI subtraction. - date: 2022-12-16 15:02:28 -- bump: patch - changes: - fixed: - - Incorrect labels for new CTC parameters. - removed: - - Duplicate CTC parameters. - date: 2022-12-17 07:29:38 -- bump: patch - changes: - fixed: - - Apply full refundability logic to adult dependent CTC. - date: 2022-12-17 15:43:50 -- bump: patch - changes: - fixed: - - Metadata for CTC ARPA amount parameter. - date: 2022-12-18 16:50:59 -- bump: minor - changes: - added: - - Formula for is_in_k12_school based on age. - date: 2022-12-18 17:05:58 -- bump: minor - changes: - added: - - SMI for each state in FY2022 and FY2023. - date: 2022-12-20 07:55:11 -- bump: patch - changes: - fixed: - - Apply ARPA's fully refundable CTC to the child CTC only, not the adult dependent - CTC. - date: 2022-12-20 08:13:53 -- bump: patch - changes: - added: - - API auto-deployment. - date: 2022-12-20 10:50:45 -- bump: patch - changes: - fixed: - - Error in filter for deployment action. - date: 2022-12-20 16:01:23 -- bump: minor - changes: - added: - - SNAP emergency allotment end dates per Consolidated Appropriations Act of 2023. - date: 2022-12-24 16:15:15 -- bump: minor - changes: - added: - - Switch to abolish housing subsidies. - date: 2022-12-26 20:04:44 -- bump: minor - changes: - changed: - - Moved state refundable credits into a total refundable credits variable with - federal. - - Reorganized state income tax variables. - date: 2022-12-26 20:39:39 -- bump: patch - changes: - added: - - Household tax including refundable credits. - date: 2022-12-26 22:38:38 -- bump: minor - changes: - added: - - Normalised poverty variables. - date: 2022-12-27 17:07:33 -- bump: patch - changes: - removed: - - Child Tax Credit ineligible age parameters, which have been superseded by scale - parameters. - date: 2022-12-27 17:26:14 -- bump: patch - changes: - fixed: - - Household benefits now behave correctly with housing subsidy reforms. - date: 2022-12-28 14:47:16 -- bump: patch - changes: - fixed: - - Household benefits are now back to using `adds`. - date: 2022-12-28 21:05:37 -- bump: patch - changes: - fixed: - - Incompleteness of MO property tax credit logic. - date: 2022-12-29 21:18:40 -- bump: patch - changes: - changed: - - Fix EITC parameter metadata propagation. - date: 2022-12-29 22:51:36 -- bump: minor - changes: - added: - - Imputation for non-aged SSI recipients. - date: 2022-12-30 18:52:00 -- bump: patch - changes: - fixed: - - Printing of annoying coverage warning messages. - date: 2022-12-30 21:26:54 -- bump: minor - changes: - added: - - Blindness, veterans benefits, and child support paid and received from the CPS. - date: 2022-12-31 19:09:37 -- bump: patch - changes: - changed: - - Pin and alphabetize dependencies, and pin Python 3.9. - date: 2023-01-02 21:05:11 -- bump: minor - changes: - changed: - - SNAP EAs are calculated monthly. - date: 2023-01-03 21:17:57 -- bump: patch - changes: - fixed: - - PyPI deployments. - date: 2023-01-03 21:24:39 -- bump: patch - changes: - fixed: - - Use parameter to define refundable and non-refundable credits, fixing CDCC refundability - under ARPA. - date: 2023-01-03 23:13:23 -- bump: patch - changes: - changed: - - Widened Python dependency. - date: 2023-01-03 23:24:30 -- bump: patch - changes: - changed: - - Update default year to 2023. - date: 2023-01-04 00:33:41 -- bump: patch - changes: - added: - - Test to guard against inadvertently making 2021 CDCC non-refundable. - date: 2023-01-04 19:50:05 -- bump: patch - changes: - fixed: - - Incomplete MD care expense AGI subtraction logic. - date: 2023-01-06 01:56:20 -- bump: patch - changes: - changed: - - Core bumped to 1.11.1. - date: 2023-01-06 11:26:07 -- bump: minor - changes: - added: - - MD AGI subtraction for pension income. - date: 2023-01-09 16:06:12 -- bump: minor - changes: - added: - - OH Income Tax Rates - date: 2023-01-10 06:45:38 -- bump: patch - changes: - changed: - - Used adds and subtracts instead of sum_of_variables and Python code. - date: 2023-01-10 12:30:48 -- bump: patch - changes: - changed: - - Replaced `aggr` with `add`. - date: 2023-01-10 17:31:28 -- bump: patch - changes: - added: - - Units and labels for SNAP parameters. - date: 2023-01-11 03:09:07 -- bump: patch - changes: - added: - - Tentative 2023 federal poverty guidelines based on November CPI-U. - - C-CPI-U for more months of 2022. - date: 2023-01-11 04:59:47 -- bump: patch - changes: - added: - - School meal program values for 2022-23 school year. - date: 2023-01-11 05:07:04 -- bump: patch - changes: - added: - - README files for parameter folders. - date: 2023-01-11 06:09:00 -- bump: minor - changes: - removed: - - taxsim35_emulation parameter and all associated code and tests. - date: 2023-01-11 12:37:35 -- bump: patch - changes: - added: - - More md_cdcc unit tests. - date: 2023-01-11 18:57:20 -- bump: patch - changes: - added: - - Metadata for some modelled policies. - date: 2023-01-11 22:55:05 -- bump: patch - changes: - changed: - - Core bumped to next patch version. - date: 2023-01-11 23:55:26 -- bump: patch - changes: - fixed: - - Added modelled policy metadata. - date: 2023-01-12 00:27:48 -- bump: patch - changes: - fixed: - - Added several integration tests. - date: 2023-01-14 20:30:41 -- bump: patch - changes: - added: - - Structural reform emulating TAXSIM. - date: 2023-01-15 17:40:22 -- bump: patch - changes: - changed: - - Refactor SNAP emergency allotment to decompose correctly in the app. - date: 2023-01-16 18:14:49 -- bump: minor - changes: - added: - - Illinois personal income tax system. - date: 2023-01-16 22:02:05 -- bump: minor - changes: - added: - - Abolition parameters for major taxes and benefits. - date: 2023-01-19 21:00:47 -- bump: patch - changes: - fixed: - - Incorrect IL income additions. - date: 2023-01-19 21:45:27 -- bump: minor - changes: - added: - - Top-level CO TANF variable. - date: 2023-01-19 22:22:05 -- bump: patch - changes: - fixed: - - Incorrect IL income additions and subtractions. - date: 2023-01-20 12:49:37 -- bump: patch - changes: - fixed: - - Problems with IL non-refundable credits. - date: 2023-01-22 03:14:47 -- bump: patch - changes: - changed: - - Updated 2023 federal poverty guidelines to official values. - date: 2023-01-22 06:08:39 -- bump: patch - changes: - added: - - Parameter to use reported State income tax values. - date: 2023-01-24 15:06:42 -- bump: patch - changes: - fixed: - - Minor bug in reported state tax reform handling. - date: 2023-01-24 16:21:30 -- bump: patch - changes: - changed: - - Relaxed version dependencies. - date: 2023-01-24 22:22:34 -- bump: patch - changes: - changed: - - Added Washington to list of modelled policies states. - date: 2023-01-24 23:11:08 -- bump: patch - changes: - changed: - - Ingest CPS Social Security as Social Security retirement benefits, and remove - reported logic. - date: 2023-01-25 16:55:23 -- bump: patch - changes: - changed: - - Core bumped and SNAP EA efficiency improvements. - date: 2023-01-27 23:10:16 -- bump: patch - changes: - replaced: - - Tax-Calculator c03260 variable with self_employment_tax_ald variable. - date: 2023-01-28 22:43:09 -- bump: minor - changes: - added: - - NYC EITC. - date: 2023-01-29 16:36:45 -- bump: minor - changes: - added: - - NYC School Tax Credit Fixed Amount. - date: 2023-01-29 17:59:09 -- bump: patch - changes: - changed: - - Added state_supplement to spm_unit_benefits. - date: 2023-01-31 17:38:19 -- bump: patch - changes: - changed: - - Refundability status of MA limited income tax credit to non-refundable. - date: 2023-01-31 18:46:32 -- bump: patch - changes: - changed: - - Add state supplement to household benefits. - date: 2023-01-31 19:03:00 -- bump: minor - changes: - added: - - New York City income tax schedule. - date: 2023-01-31 23:00:29 -- bump: minor - changes: - added: - - NYC School Tax Credit Rate Reduction Amount. - date: 2023-01-31 23:17:45 -- bump: patch - changes: - changed: - - Raised default age from 18 to 30. - date: 2023-02-01 00:43:30 -- bump: patch - changes: - changed: - - Increase default age from 30 to 40. - date: 2023-02-01 03:52:15 -- bump: patch - changes: - changed: - - Base of PA taxable income from adjusted_gross_income to irs_gross_income. - date: 2023-02-01 22:12:43 -- bump: minor - changes: - added: - - in_nyc formula - date: 2023-02-02 16:32:41 -- bump: minor - changes: - added: - - NYC Taxable Income - date: 2023-02-02 17:49:25 -- bump: patch - changes: - added: - - alimony_income and self_employment_tax_ald to list of MA disallowed ALDs. - date: 2023-02-02 21:54:04 -- bump: patch - changes: - changed: - - Split CPS Social Security benefits between retirement and disability depending - on age. - date: 2023-02-03 15:22:34 -- bump: patch - changes: - changed: - - Formula for md_dependent_care_subtraction variable. - date: 2023-02-04 00:52:10 -- bump: minor - changes: - added: - - Missouri Working Families Tax Credit. - date: 2023-02-04 22:38:15 -- bump: patch - changes: - fixed: - - Missouri Working Families Tax Credit start year. - date: 2023-02-05 17:41:21 -- bump: minor - changes: - added: - - Medical out of pocket expenses and health insurance premiums to CPS. - date: 2023-02-06 21:29:09 -- bump: patch - changes: - fixed: - - Missouri adjusted gross income calculation. - date: 2023-02-07 04:35:54 -- bump: minor - changes: - added: - - nyc_school_credit_income equal to adjusted_gross_income - date: 2023-02-07 15:58:09 -- bump: minor - changes: - added: - - NYC household credit - date: 2023-02-08 04:04:24 -- bump: patch - changes: - fixed: - - Incomplete specification of pension income variables. - date: 2023-02-09 00:00:45 -- bump: patch - changes: - fixed: - - Value of OASDI maximum taxable earnings for 2023. - date: 2023-02-10 04:12:00 -- bump: patch - changes: - fixed: - - CTC phase-out metadata. - date: 2023-02-10 16:30:27 -- bump: patch - changes: - fixed: - - Calculation of MD itemized deduction amount. - date: 2023-02-11 14:40:00 -- bump: minor - changes: - added: - - Illinois and Missouri income taxes to net income tree. - date: 2023-02-12 20:12:05 -- bump: patch - changes: - changed: - - Updated Missouri income tax for 2023. - fixed: - - mo_income_tax_before_credits tests. - date: 2023-02-13 00:09:41 -- bump: patch - changes: - fixed: - - Removed "uncapped" from OR refundable credits description. - date: 2023-02-13 20:27:43 -- bump: patch - changes: - fixed: - - MO income tax brackets. - date: 2023-02-14 04:35:35 -- bump: patch - changes: - fixed: - - Logic for summation of taxable Social Security in Part C of MO Pension/SS/SSD - deduction - date: 2023-02-14 05:02:37 -- bump: minor - changes: - added: - - California CARE eligibility. - date: 2023-02-14 21:49:06 -- bump: patch - changes: - fixed: - - MO social security or social security disability deduction calculation. - date: 2023-02-14 21:56:48 -- bump: patch - changes: - added: - - Legislative references for California CARE program. - date: 2023-02-16 18:00:31 -- bump: minor - changes: - added: - - Colorado TANF grant standard. - date: 2023-02-16 22:58:46 -- bump: minor - changes: - added: - - DC EITC. - date: 2023-02-17 00:02:39 -- bump: patch - changes: - fixed: - - MO section B pension deduction calculations. - - MO adjusted gross income calculations. - date: 2023-02-17 04:46:22 -- bump: minor - changes: - added: - - Maine personal exemption deduction. - date: 2023-02-17 05:32:26 -- bump: minor - changes: - added: - - NYC child and dependent care credit - date: 2023-02-18 20:44:38 -- bump: patch - changes: - fixed: - - Incomplete list of MO itemized deductions. - date: 2023-02-20 17:10:15 -- bump: minor - changes: - added: - - Add NYC taxes to net income tree. - date: 2023-02-21 23:07:17 -- bump: patch - changes: - fixed: - - Incomplete list of state income tax variables by adding IL. - date: 2023-02-23 14:18:46 -- bump: patch - changes: - changed: - - Replace all instances of ETERNITY with YEAR. - date: 2023-02-24 14:42:35 -- bump: patch - changes: - changed: - - Moved computed income variables to their respective section to avoid showing - them as inputs. - date: 2023-02-26 23:50:19 -- bump: patch - changes: - fixed: - - SSI resource pass rate is now 0.2 (from 0.6) to hit administrative targets. - date: 2023-02-27 16:56:43 -- bump: patch - changes: - changed: - - Updated Oregon income tax parameters for 2022. - date: 2023-02-28 05:31:41 -- bump: minor - changes: - added: - - Eligibility for Colorado TANF. - date: 2023-02-28 22:57:23 -- bump: minor - changes: - added: - - Massachusetts rules for 2022 and 2023, including millionaire tax. - date: 2023-03-01 01:51:22 -- bump: patch - changes: - added: - - California CARE and FERA electricity discount programs. - date: 2023-03-02 03:05:32 -- bump: patch - changes: - fixed: - - Confusing specification of EITC investment income. - date: 2023-03-02 20:44:43 -- bump: minor - changes: - added: - - Additional unearned income sources to SNAP. - - Worker's compensation, strike benefits, disability benefits, child support expense, - health insurance premiums, and medical out of pocket expenses from CPS. - date: 2023-03-02 22:01:53 -- bump: minor - changes: - added: - - Colorado TANF countable earned income. - date: 2023-03-03 22:39:06 -- bump: patch - changes: - fixed: - - Corrected descriptions for FERA and CARE - date: 2023-03-03 23:42:54 -- bump: minor - changes: - added: - - CA nonrefundable credits variable. - - CA income tax before refundable credits variable. - date: 2023-03-04 21:41:47 -- bump: minor - changes: - added: - - CA refundable credits variable. - - CA income tax variable. - date: 2023-03-05 19:02:15 -- bump: minor - changes: - added: - - CalEITC. - date: 2023-03-06 18:39:45 -- bump: patch - changes: - added: - - Missing 2021 California EITC parameter values. - date: 2023-03-07 03:56:15 -- bump: minor - changes: - added: - - Texas TANF monthly income limit. - date: 2023-03-07 07:05:29 -- bump: minor - changes: - added: - - Formula for CalEITC qualifying child variable. - date: 2023-03-07 14:20:43 -- bump: minor - changes: - added: - - me_agi variable, based on federal AGI, additions, and subtractions (not yet - defined yet) - removed: - - me_personal_exemptions.py because variable already exists as num variable - - me_personal_exemptions input in me_personal_exemptions.yaml file (no longer - variable) - date: 2023-03-07 21:57:01 -- bump: patch - changes: - fixed: - - Bug causing incorrect CalEITC amounts when not computed first. - date: 2023-03-08 11:16:04 -- bump: minor - changes: - added: - - Is male variable. - date: 2023-03-08 15:52:08 -- bump: patch - changes: - fixed: - - SSI pass rate calibrated to 45%. - date: 2023-03-08 17:08:12 -- bump: patch - changes: - fixed: - - CPS generation on Windows. - date: 2023-03-08 22:35:18 -- bump: minor - changes: - added: - - Added NYC taxes and refundable credits to relevant household variables. - date: 2023-03-09 04:57:54 -- bump: minor - changes: - added: - - Colorado TANF pregnancy allowance and integration tests. - date: 2023-03-09 16:19:45 -- bump: minor - changes: - added: - - Maryland TANF earned income deduction. - date: 2023-03-09 16:29:06 -- bump: minor - changes: - added: - - 2022 CA use tax parameters. - - 2022 CA income tax rate bracket parameters. - - 2022 CA income tax standard deduction parameter. - - 2022 CA income tax exemption parameters. - - 2022 CA income tax credit parameters. - date: 2023-03-09 23:25:37 -- bump: minor - changes: - added: - - nj_agi and nj_income_tax variables, and income filing threshold parameters. - date: 2023-03-10 00:53:46 -- bump: minor - changes: - added: - - CA AGI formula. - - CA taxable income formula. - date: 2023-03-10 19:26:00 -- bump: patch - changes: - fixed: - - CA Young Child Tax Credit (YCTC) logic. - date: 2023-03-10 23:30:13 -- bump: minor - changes: - added: - - NJ regular exemption. - date: 2023-03-11 01:17:50 -- bump: patch - changes: - fixed: - - CalEITC bug where eligibility conditions weren't applied in the second phase-out - region. - date: 2023-03-11 13:41:52 -- bump: minor - changes: - added: - - Federally taxable social security benefits to list of CA AGI subtractions. - date: 2023-03-11 22:27:07 -- bump: patch - changes: - fixed: - - CA AGI calculation. - date: 2023-03-12 19:57:14 -- bump: minor - changes: - added: - - DC EITC with no qualifying children. - date: 2023-03-13 00:07:28 -- bump: minor - changes: - added: - - DC TANF maximum income. - date: 2023-03-13 20:45:21 -- bump: minor - changes: - added: - - New York TANF need standard. - date: 2023-03-14 16:59:42 -- bump: minor - changes: - added: - - Maryland TANF maximum benefit. - date: 2023-03-14 18:11:17 -- bump: minor - changes: - added: - - NJ senior exemption. - date: 2023-03-14 22:01:55 -- bump: minor - changes: - added: - - Alabama personal exemption. - date: 2023-03-17 23:08:36 -- bump: minor - changes: - added: - - New York TANF countable earned income based on earned income exclusion. - date: 2023-03-18 05:01:12 -- bump: minor - changes: - added: - - Virginia aged/blind exemption. - date: 2023-03-18 05:22:13 -- bump: minor - changes: - added: - - Missouri TANF income limit / maximum benefit. - date: 2023-03-19 16:30:59 -- bump: patch - changes: - fixed: - - CalEITC now correctly has no joint bonus. - date: 2023-03-19 20:20:41 -- bump: minor - changes: - added: - - Virginia personal exemption. - date: 2023-03-19 22:30:49 -- bump: minor - changes: - added: - - California income tax to net income tree. - date: 2023-03-20 05:16:36 -- bump: minor - changes: - added: - - Miscellaneous income. - date: 2023-03-20 15:49:33 -- bump: patch - changes: - changed: - - Add California to modelled_policies.yaml so it shows up in population impacts. - date: 2023-03-21 00:52:11 -- bump: minor - changes: - changed: - - PolicyEngine Core data updates handled. - date: 2023-03-23 10:27:47 -- bump: minor - changes: - added: - - Virginia standard deduction. - date: 2023-03-24 04:33:15 -- bump: minor - changes: - added: - - New Jersey blind or disabled exemption. - date: 2023-03-24 04:59:06 -- bump: patch - changes: - fixed: - - SLSPC not included in the CPS microdata, causing a 2x runtime. - date: 2023-03-25 11:09:53 -- bump: minor - changes: - added: - - Alabama income tax rate structure - date: 2023-03-26 15:00:14 -- bump: minor - changes: - added: - - Alabama dependent exemption - date: 2023-03-26 15:17:24 -- bump: minor - changes: - added: - - Alabama standard deductions - date: 2023-03-27 02:12:55 -- bump: patch - changes: - added: - - Calibrated CPS basic structure. - date: 2023-03-27 18:48:24 -- bump: minor - changes: - added: - - Maine EITC. - date: 2023-03-27 20:36:50 -- bump: minor - changes: - changed: - - Add Colorado EITC. - date: 2023-03-27 20:40:18 -- bump: patch - changes: - chaged: - - Made NY deduction plural (ny_deductions). - date: 2023-03-28 04:45:32 -- bump: minor - changes: - added: - - New Jersey dependent exemption. - date: 2023-03-28 22:21:13 -- bump: patch - changes: - fixed: - - survey-enhance now a dev dependency. - date: 2023-03-29 20:36:52 -- bump: minor - changes: - added: - - Ohio AGI addition and deduction. - date: 2023-03-29 23:06:13 -- bump: patch - changes: - changed: - - Pin pydata-sphinx-theme==0.13.1 to fix jupyterbook build. - date: 2023-03-29 23:22:36 -- bump: minor - changes: - added: - - Kansas state income tax. - date: 2023-03-30 01:37:19 -- bump: minor - changes: - added: - - Maine taxable income. - date: 2023-03-30 04:13:27 -- bump: patch - changes: - fixed: - - California CDCC formula, which previously doubly applied the federal CDCC rate. - date: 2023-03-30 05:13:18 -- bump: patch - changes: - fixed: - - CPS url updated to fix poverty rate bug. - date: 2023-03-30 16:04:37 -- bump: patch - changes: - fixed: - - Lowered SSI asset limit pass rate to 8.8%. - date: 2023-03-30 21:40:37 -- bump: patch - changes: - fixed: - - Apply EITC married filing separately limitation. - date: 2023-03-31 06:18:36 -- bump: patch - changes: - fixed: - - is_ssi_disabled variable. - date: 2023-04-01 15:19:26 -- bump: minor - changes: - added: - - Maine dependent exemption. - date: 2023-04-02 02:13:21 -- bump: minor - changes: - added: - - Earned income for new york tanf. - date: 2023-04-02 15:07:00 -- bump: minor - changes: - added: - - North Dakota state income tax. - date: 2023-04-02 16:55:48 -- bump: minor - changes: - added: - - South Carolina young child exemption. - date: 2023-04-03 16:13:54 -- bump: minor - changes: - added: - - Nebraska state income tax. - date: 2023-04-03 17:24:53 -- bump: minor - changes: - added: - - New Jersey dependent attending college exemption. - date: 2023-04-03 18:48:55 -- bump: minor - changes: - added: - - Virginia income tax rate and blank Virginia income tax variable file. - date: 2023-04-04 02:09:32 -- bump: minor - changes: - added: - - New Jersey total exemptions. - date: 2023-04-04 04:32:08 -- bump: minor - changes: - added: - - New York TANF flat income disregard. - date: 2023-04-04 14:04:35 -- bump: minor - changes: - added: - - New York TANF gross unearned income - date: 2023-04-04 14:16:28 -- bump: minor - changes: - added: - - Ohio AGI deductions - date: 2023-04-04 22:47:27 -- bump: minor - changes: - added: - - New York TANF demographic and income eligibility - date: 2023-04-05 03:08:10 -- bump: minor - changes: - added: - - South Carolina income tax before credits. - date: 2023-04-05 16:25:35 -- bump: minor - changes: - added: - - Modify file name for earned income - date: 2023-04-05 23:18:07 -- bump: minor - changes: - added: - - Arizona standard deduction. - date: 2023-04-06 18:22:11 -- bump: minor - changes: - added: - - New York TANF resource limit. - - New York TANF to general TANF variable. - fixed: - - Multiply New York TANF flat earned income disregard by 12. - date: 2023-04-07 16:22:50 -- bump: minor - changes: - added: - - New Jersey taxable income. - date: 2023-04-08 04:35:49 -- bump: minor - changes: - added: - - ME main income tax (before credits and supplemental tax) - date: 2023-04-10 03:21:40 -- bump: patch - changes: - added: - - Legislative reference for California mental health services tax. - date: 2023-04-10 16:22:22 -- bump: minor - changes: - added: - - Virginia military basic pay subtraction. - date: 2023-04-10 21:13:07 -- bump: minor - changes: - added: - - Minnesota state income tax. - date: 2023-04-11 04:09:36 -- bump: minor - changes: - added: - - New Jersey CDCC. - date: 2023-04-11 04:11:43 -- bump: minor - changes: - added: - - Oklahoma state income tax. - date: 2023-04-11 04:46:52 -- bump: patch - changes: - fixed: - - Subtraction error in EITC joint bonus. - date: 2023-04-11 19:35:40 -- bump: minor - changes: - added: - - DC standard deduction. - date: 2023-04-13 02:15:59 -- bump: patch - changes: - changed: - - CalEITC reimplemented without branching. - date: 2023-04-13 16:18:46 -- bump: patch - changes: - changed: - - CalEITC reimplemented without branching and without bug. - date: 2023-04-14 10:05:46 -- bump: minor - changes: - added: - - Hawaii standard deduction. - date: 2023-04-15 00:25:24 -- bump: minor - changes: - added: - - ME Child Care Credit, refundable and nonrefundable portion. - date: 2023-04-15 01:06:27 -- bump: minor - changes: - added: - - Washington TANF resource limit. - date: 2023-04-15 03:01:12 -- bump: minor - changes: - added: - - Utah State income tax. - date: 2023-04-15 09:31:34 -- bump: minor - changes: - added: - - CPS racial category. - - Top-level racial category (4 categories). - date: 2023-04-15 10:49:00 -- bump: minor - changes: - added: - - Utah SS Benefits Credit. - - Utah retirement credit. - - Utah EITC. - - Utah at-home parent credit. - date: 2023-04-15 18:19:59 -- bump: minor - changes: - fixed: - - Removed a microdata test that was failing due to download requirements. - date: 2023-04-16 10:06:18 -- bump: patch - changes: - changed: - - Fixed README.md display on PyPI. - date: 2023-04-16 15:33:21 -- bump: minor - changes: - added: - - NJ child tax credit. - date: 2023-04-16 23:56:05 -- bump: minor - changes: - added: - - Maine standard, itemized, and overall deduction. - date: 2023-04-17 15:44:00 -- bump: patch - changes: - changed: - - 2021 SSI and TANF data by federal and state level. - date: 2023-04-20 15:28:54 -- bump: minor - changes: - added: - - DC TANF program. - date: 2023-04-20 19:07:10 -- bump: minor - changes: - added: - - DC TANF to net income tree. - - README files for new states. - date: 2023-04-21 15:52:35 -- bump: minor - changes: - added: - - New Jersey TANF maximum allowable income. - date: 2023-04-22 00:43:40 -- bump: minor - changes: - added: - - Merged 3 onboarding materials into one file for future references. - date: 2023-04-22 05:13:27 -- bump: minor - changes: - added: - - Hawaii rate structure. - date: 2023-04-24 05:59:47 -- bump: patch - changes: - fixed: - - NYC CDCC qualifying childcare share does not return NaN. - date: 2023-04-24 11:58:18 -- bump: patch - changes: - added: - - Legislative reference for North Dakota income tax rates. - date: 2023-04-24 15:57:07 -- bump: patch - changes: - added: - - Legal reference for NE CDCC and EITC. - date: 2023-04-24 16:01:05 -- bump: patch - changes: - added: - - Legal code reference for Kansas Tax Credits - date: 2023-04-24 16:18:02 -- bump: minor - changes: - added: - - Populate is_nyc from the CPS. - changed: - - Rename fips to state_fips. - date: 2023-04-24 21:15:38 -- bump: patch - changes: - added: - - Edited NYC EITC variable label. - date: 2023-04-25 04:39:43 -- bump: patch - changes: - added: - - Change NYC CDCC age restriction unit from currency to year. - date: 2023-04-26 02:13:48 -- bump: minor - changes: - added: - - Self-employment tax abolition switch. - fixed: - - Some OK households had NaN net income. - date: 2023-04-26 12:07:09 -- bump: minor - changes: - added: - - New Jersey EITC and New Jersey EITC eligiblity (different age parameters). - date: 2023-04-27 01:54:06 -- bump: patch - changes: - fixed: - - Reorganised local level area variables. - date: 2023-04-27 11:28:42 -- bump: minor - changes: - fixed: - - NJ TANF maximum benefit. - date: 2023-04-28 02:43:27 -- bump: minor - changes: - fixed: - - New Jersey TANF maximum allowable income. - date: 2023-04-28 02:57:49 -- bump: minor - changes: - added: - - New Jersey TANF Gross Unearned Income. - date: 2023-04-28 03:02:45 -- bump: minor - changes: - added: - - Modify description - date: 2023-04-28 03:08:20 -- bump: minor - changes: - added: - - Maine AGI Subtractions. - date: 2023-04-28 19:05:33 -- bump: minor - changes: - added: - - New Jersey TANF gross earned income. - date: 2023-04-28 20:10:09 -- bump: minor - changes: - added: - - Virginia disability income subtraction. - date: 2023-04-30 15:12:21 -- bump: patch - changes: - fixed: - - Removed Maryland refundable EITC match drop from 45% to 28%, reflecting recent - legislation. - date: 2023-05-01 03:21:40 -- bump: patch - changes: - added: - - Legal code reference for North Nakota Tax Credits - date: 2023-05-03 19:02:41 -- bump: minor - changes: - added: - - Mississippi dependents allowance - date: 2023-05-03 21:35:09 -- bump: minor - changes: - added: - - Mississippi regular exemption. - date: 2023-05-03 23:46:50 -- bump: minor - changes: - added: - - Update Kansas Legal Reference for AGI and CDCC. - date: 2023-05-04 00:04:47 -- bump: patch - changes: - added: - - Federal payroll tax - date: 2023-05-04 15:28:04 -- bump: minor - changes: - added: - - New Jersey main income tax. - date: 2023-05-04 19:37:30 -- bump: patch - changes: - added: - - Legal reference for Nebraska CDCC, EITC, AGI reduction by SSB, and extra standard - deduction. - date: 2023-05-05 02:49:29 -- bump: minor - changes: - added: - - Virginia federal state employees subtraction, empty state_or_federal_salary - variable file. - date: 2023-05-10 02:34:49 -- bump: minor - changes: - changed: - - Itemization decisions now use deduction size, not liability change for speed. - - Added defined_fors for optimisation. - date: 2023-05-10 22:25:05 -- bump: patch - changes: - removed: - - NYC dependent exemption, given logic currently adopts NYS taxable income. - - Unused parameter name fields. - date: 2023-05-16 02:34:19 -- bump: minor - changes: - added: - - Switch to branch to determine itemization. - date: 2023-05-16 03:46:12 -- bump: patch - changes: - added: - - Federal and state AGI calibration data for tax year 2020. - - AGI and income tax statistics for high-income taxpayers by top 1%, 5%, and 10% - of returns for tax year 2020. - date: 2023-05-18 14:42:51 -- bump: minor - changes: - added: - - Rhode Island personal income tax schedule. - date: 2023-05-21 02:07:26 -- bump: minor - changes: - added: - - New Jersey property tax deduction or credit. - date: 2023-05-22 16:56:40 -- bump: minor - changes: - added: - - Michigan income tax rate. - date: 2023-05-23 04:13:36 -- bump: patch - changes: - changed: - - Core bump. - date: 2023-05-23 07:48:13 -- bump: minor - changes: - added: - - Kentucky income tax rate. - date: 2023-05-25 05:21:32 -- bump: minor - changes: - added: - - Colorado SSI State Supplement - date: 2023-05-25 19:14:24 -- bump: minor - changes: - added: - - New Jersey income tax formula. - date: 2023-05-26 02:04:07 -- bump: minor - changes: - added: - - Python 3.10 support. - date: 2023-05-27 04:37:24 -- bump: minor - changes: - added: - - Adjust New Jersey property tax deduction/credit for separate but cohabitating. - date: 2023-05-27 05:06:06 -- bump: minor - changes: - added: - - North Carolina income tax schedule. - date: 2023-05-27 05:39:37 -- bump: minor - changes: - added: - - Montana personal income tax schedule. - date: 2023-05-27 05:42:06 -- bump: minor - changes: - added: - - Iowa state income tax. - date: 2023-05-27 15:54:35 -- bump: minor - changes: - added: - - New Hampshire income tax schedule. - date: 2023-05-27 16:33:26 -- bump: patch - changes: - fixed: - - Divide-by-zero error in ia_prorate_fraction. - date: 2023-05-27 18:05:33 -- bump: patch - changes: - fixed: - - Divide by zero in NYC CDCC. - date: 2023-05-28 17:06:47 -- bump: patch - changes: - fixed: - - A bug causing itemization to be too frequently chosen. - date: 2023-05-29 00:20:03 -- bump: patch - changes: - fixed: - - Incorrect logic in federal tax_unit_itemizes formula. - date: 2023-05-30 06:23:37 -- bump: minor - changes: - added: - - Old Age Pension - date: 2023-05-30 16:14:28 -- bump: patch - changes: - fixed: - - Add six states to list used by state_income_tax formula. - date: 2023-05-31 02:23:18 -- bump: minor - changes: - added: - - Rhode Island Standard Deduction. - date: 2023-05-31 23:56:45 -- bump: patch - changes: - fixed: - - Missing taxable_social_security in list of NJ AGI subtractions relative to federal - AGI. - date: 2023-05-31 23:59:55 -- bump: minor - changes: - changed: - - Delaware personal income tax rate. - date: 2023-06-05 02:11:50 -- bump: minor - changes: - added: - - Vermont AGI. - date: 2023-06-06 15:49:45 -- bump: patch - changes: - added: - - Federal AGI by income source. - date: 2023-06-08 15:10:11 -- bump: minor - changes: - added: - - Working Families Tax Cut Act parameters. - date: 2023-06-08 22:01:14 -- bump: minor - changes: - fixed: - - West Virginia tax rate schedule. - date: 2023-06-12 15:05:19 -- bump: patch - changes: - fixed: - - Iowa exemption credit logic for head-of-household filing units. - date: 2023-06-18 20:18:56 -- bump: minor - changes: - added: - - New Hampshire Education Tax Credit. - date: 2023-06-20 21:15:16 -- bump: minor - changes: - added: - - Georgia personal income tax rate schedule. - date: 2023-06-20 21:40:43 -- bump: patch - changes: - fixed: - - Missing rental_income as source of Iowa gross income. - date: 2023-06-22 00:40:11 -- bump: minor - changes: - added: - - Virginia Age Deduction - date: 2023-06-23 02:46:38 -- bump: minor - changes: - added: - - Delaware cdcc. - date: 2023-06-23 17:41:32 -- bump: patch - changes: - fixed: - - Incorrect allocation of tax-unit real estate taxes to persons in Iowa AMT logic. - date: 2023-06-24 19:55:52 -- bump: minor - changes: - added: - - Mississippi aged and blind exemptions. - date: 2023-06-26 00:25:29 -- bump: minor - changes: - added: - - Georgia dependent care credit. - date: 2023-06-26 02:49:08 -- bump: minor - changes: - added: - - Mississippi personal standard deduction. - date: 2023-06-28 02:08:31 -- bump: minor - changes: - changed: - - Added scipy as explicit dependency and fixed version to downgraded 1.10.1 - date: 2023-06-29 09:40:04 -- bump: minor - changes: - added: - - Missing 2021 NH state income tax rate. - date: 2023-06-29 13:46:58 -- bump: minor - changes: - fixed: - - Montana EITC. - date: 2023-06-29 13:51:42 -- bump: patch - changes: - fixed: - - Add Iowa income tax to net income tree. - - Add readmes to state parameter folders. - date: 2023-06-29 16:17:02 -- bump: patch - changes: - fixed: - - Numpy array divide warning in ok_eitc module. - date: 2023-06-29 19:14:10 -- bump: patch - changes: - fixed: - - Presence of unnecessary 'import numpy' and 'import warn' statements by removing - them. - date: 2023-06-29 19:17:23 -- bump: patch - changes: - fixed: - - Numpy array divide warning in ok_child_care_child_tax_credit module. - date: 2023-06-29 19:20:39 -- bump: patch - changes: - fixed: - - Numpy array divide warnings in mo_net_state_income_taxes module. - date: 2023-06-29 19:28:53 -- bump: patch - changes: - fixed: - - Numpy array divide warnings in mo_qualified_health_insurance_premiums module. - date: 2023-06-29 19:57:47 -- bump: patch - changes: - fixed: - - Numpy array divide warning in mo_taxable_income module. - date: 2023-06-29 20:05:36 -- bump: patch - changes: - fixed: - - Numpy array divide warning in mo_pension_and_ss_or_ssd_deduction_section_c module. - date: 2023-06-29 20:14:24 -- bump: patch - changes: - fixed: - - Numpy array divide warning in mo_pension_and_ss_or_ssd_deduction_section_b module. - date: 2023-06-29 20:21:22 -- bump: patch - changes: - fixed: - - Numpy array divide warning in md_two_income_subtraction module. - date: 2023-06-29 20:29:05 -- bump: patch - changes: - fixed: - - Numpy array divide warning in ma_limited_income_tax_credit module. - date: 2023-06-29 20:36:18 -- bump: patch - changes: - fixed: - - Numpy array divide warning in taxable_social_security.py module. - date: 2023-06-29 20:40:02 -- bump: minor - changes: - added: - - Ohio Earned Income Tax Credit. - date: 2023-06-30 02:00:30 -- bump: patch - changes: - fixed: - - Array divide-by-zero warning in IA income tax code. - date: 2023-07-01 18:42:32 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in NYC local income tax code. - date: 2023-07-01 20:40:02 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in tax_unit_childcare_expenses formula. - date: 2023-07-03 01:25:42 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in ssi_unearned_income_deemed_from_ineligible_parent - formula. - date: 2023-07-03 01:28:34 -- bump: minor - changes: - added: - - South Carolina Earned Income Tax Credit. - date: 2023-07-03 01:41:44 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in residential_efficiency_electrification_rebate - formula. - date: 2023-07-03 01:44:43 -- bump: minor - changes: - added: - - South Carolina Senior Exemption. - date: 2023-07-03 01:54:59 -- bump: patch - changes: - fixed: - - Updated Colorado SNAP parameters. - - Deduct child support from SNAP net income in all states. - - Deduct child support from SNAP gross income in certain states previously deducted - from net income only. - date: 2023-07-03 03:23:08 -- bump: patch - changes: - fixed: - - Lowercase Age variable. - date: 2023-07-03 03:49:40 -- bump: minor - changes: - added: - - Indiana unified elderly tax credit. - date: 2023-07-03 03:53:37 -- bump: minor - changes: - added: - - South Carolina CDCC. - date: 2023-07-03 04:00:22 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in hud_income_level formula. - date: 2023-07-03 15:11:47 -- bump: minor - changes: - added: - - New Hampshire Exemptions. - date: 2023-07-03 22:17:34 -- bump: minor - changes: - added: - - Subtraction of exemptions in calculation of NH taxable income. - fixed: - - Calculation of NH old-age exemption amount. - date: 2023-07-04 00:13:18 -- bump: minor - changes: - added: - - 2021 NH exemption parameter values. - date: 2023-07-04 00:59:54 -- bump: minor - changes: - added: - - Vermont taxable income. - date: 2023-07-04 02:35:17 -- bump: minor - changes: - added: - - Pennsylvania TANF resource limit. - date: 2023-07-04 12:33:34 -- bump: minor - changes: - added: - - Virginia military benefit subtraction. - date: 2023-07-04 12:42:02 -- bump: minor - changes: - added: - - Pennsylvania TANF age eligibility. - date: 2023-07-06 04:52:15 -- bump: patch - changes: - added: - - Metadata to incomplete parameter subtrees indicating they don't affect economy - and household. - date: 2023-07-06 18:49:09 -- bump: patch - changes: - fixed: - - Use eitc_relevant_investment_income variable in eitc_eligible formula to eliminate - code duplication. - date: 2023-07-08 14:58:40 -- bump: minor - changes: - added: - - Add logic for Maine itemized deductions. - date: 2023-07-08 15:17:06 -- bump: patch - changes: - added: - - Renamed ssbenefits.yaml to taxable_social_security.yaml - date: 2023-07-10 00:57:09 -- bump: minor - changes: - added: - - Integrate Maine income tax into net income. - date: 2023-07-10 12:24:29 -- bump: patch - changes: - fixed: - - Array divide-by-zero warnings in household/spmunit income decile variable tests - by moving the tests. - date: 2023-07-10 18:16:02 -- bump: minor - changes: - added: - - Scott Winship EITC reform. - date: 2023-07-10 21:27:49 -- bump: patch - changes: - added: - - Change Maine pre-phaseout standard deduction to equal the federal standard deduction. - date: 2023-07-12 11:35:25 -- bump: minor - changes: - added: - - New Hampshire income tax to net income tree. - date: 2023-07-12 14:08:34 -- bump: minor - changes: - added: - - Ohio Non public school credit. - date: 2023-07-13 05:06:26 -- bump: minor - changes: - added: - - New Mexico Personal Income Tax Schedule. - date: 2023-07-13 20:28:21 -- bump: minor - changes: - added: - - Delaware standard deduction. - date: 2023-07-13 21:30:09 -- bump: patch - changes: - added: - - Updated Maine parameters to include 2021 tax year values. - date: 2023-07-14 04:26:18 -- bump: minor - changes: - added: - - Hawaii EITC. - date: 2023-07-15 13:12:33 -- bump: minor - changes: - added: - - Delaware EITC. - date: 2023-07-16 15:14:02 -- bump: minor - changes: - added: - - Delaware personal credits. - date: 2023-07-16 21:14:44 -- bump: minor - changes: - added: - - Reform for the 2023 American Family Act, including a baby bonus. - date: 2023-07-17 21:01:41 -- bump: patch - changes: - fixed: - - DC TANF parameter values and references. - date: 2023-07-17 23:07:18 -- bump: minor - changes: - added: - - District of Columbia (DC) state income tax. - date: 2023-07-18 20:46:28 -- bump: minor - changes: - added: - - New Mexico Itemized Deductions. - date: 2023-07-18 22:26:55 -- bump: patch - changes: - fixed: - - DC property tax credit corner cases with negative federal AGI. - date: 2023-07-19 13:13:44 -- bump: minor - changes: - added: - - Wisconsin state income tax. - date: 2023-07-19 15:52:37 -- bump: minor - changes: - added: - - Added Ohio Child Care and Dependent Care Credit. - - Added Ohio Senior Citizen Credit. - date: 2023-07-19 19:22:25 -- bump: minor - changes: - added: - - New Mexico working families credit. - date: 2023-07-20 13:31:37 -- bump: minor - changes: - added: - - New Mexico property tax rebate. - date: 2023-07-20 18:45:21 -- bump: minor - changes: - added: - - New Mexico blind and aged exemption. - date: 2023-07-20 18:55:01 -- bump: minor - changes: - added: - - Virginia total exemptions. - date: 2023-07-20 18:58:58 -- bump: minor - changes: - added: - - Vermont personal exemption. - date: 2023-07-20 19:12:53 -- bump: patch - changes: - fixed: - - State income tax itemized deduction code duplication. - date: 2023-07-20 19:24:35 -- bump: minor - changes: - added: - - PA TANF pregnancy eligibility. - date: 2023-07-21 03:03:35 -- bump: minor - changes: - added: - - New Mexico low- and middle-income exemption. - date: 2023-07-21 03:12:51 -- bump: minor - changes: - added: - - New Mexico low income comprehensive tax rebate. - date: 2023-07-21 03:54:46 -- bump: minor - changes: - added: - - New Mexico Medical Care Expense Deduction. - date: 2023-07-21 13:49:06 -- bump: minor - changes: - added: - - New Mexico hundred year exemption. - date: 2023-07-21 15:45:32 -- bump: minor - changes: - added: - - New Mexico unreimbursed medical expense credit. - - New Mexico unreimbursed medical expense exemption. - date: 2023-07-21 21:17:52 -- bump: minor - changes: - added: - - New Mexico net capital gain deduction. - date: 2023-07-21 21:42:08 -- bump: minor - changes: - added: - - New Mexico social security income exemption. - date: 2023-07-21 22:19:18 -- bump: minor - changes: - added: - - New Mexico child income tax credit. - date: 2023-07-22 01:49:59 -- bump: minor - changes: - added: - - New Mexico deduction for certain dependents. - - New Mexico 2021 income tax rebate. - - New Mexico additional 2021 income tax rebate. - - New Mexico supplemental 2021 income tax rebate. - date: 2023-07-24 16:39:00 -- bump: patch - changes: - added: - - Display of DC parameters. - date: 2023-07-24 17:23:30 -- bump: minor - changes: - added: - - New Mexico child day care credit. - date: 2023-07-25 12:39:07 -- bump: minor - changes: - added: - - Kentucky standard deduction. - date: 2023-07-25 14:08:11 -- bump: patch - changes: - fixed: - - Fragmentation of circular-logic error avoidance. - date: 2023-07-25 16:31:29 -- bump: minor - changes: - added: - - household_state_income_tax variable to solve circular dependencies. - date: 2023-07-26 16:33:04 -- bump: patch - changes: - fixed: - - Error-prone {short,long}_term_capital_losses variables by removing them. - date: 2023-07-26 16:45:19 -- bump: minor - changes: - added: - - New Mexico AGI and Additions. - - Add New Mexico to income tree. - date: 2023-07-26 20:32:28 -- bump: minor - changes: - added: - - Delaware additional personal credits. - date: 2023-07-26 20:48:21 -- bump: minor - changes: - added: - - Colorado Personal Income Tax Schedule. - date: 2023-07-27 04:39:54 -- bump: minor - changes: - added: - - Rhode Island Credit for child and dependent care. - date: 2023-07-27 12:55:39 -- bump: minor - changes: - added: - - Rhode Island EITC. - date: 2023-07-27 14:02:37 -- bump: minor - changes: - added: - - Arizona personal income tax schedule. - date: 2023-07-27 14:50:30 -- bump: minor - changes: - added: - - Colorado child care expense credit. - date: 2023-07-28 00:48:34 -- bump: minor - changes: - added: - - 2023 New Jersey Child Tax Credit update. - date: 2023-07-28 01:51:38 -- bump: minor - changes: - added: - - New Jersey income tax to net income tree. - date: 2023-07-28 02:18:59 -- bump: minor - changes: - added: - - New Mexico income tax parameter visibility. - date: 2023-07-28 02:36:06 -- bump: minor - changes: - added: - - Tie NM EITC age eligibility to federal rules except for 18-24 inclusion. - date: 2023-07-28 15:22:00 -- bump: patch - changes: - fixed: - - Add blind and aged exemptions for New Mexico low income comprehensive tax rebate. - date: 2023-07-30 16:30:59 -- bump: patch - changes: - fixed: - - Include New Mexico deduction for certain dependents in New Mexico deductions. - date: 2023-07-31 15:59:35 -- bump: patch - changes: - added: - - README files to tax credit parameters. - date: 2023-07-31 16:55:39 -- bump: patch - changes: - added: - - More recently completed state income tax models to modelled_policies.yaml. - date: 2023-07-31 17:25:46 -- bump: patch - changes: - fixed: - - Base New Mexico deduction for certain dependents on total dependents, rather - than child dependents. - date: 2023-07-31 22:39:09 -- bump: minor - changes: - added: - - Mississippi total exemptions. - date: 2023-08-01 01:30:32 -- bump: minor - changes: - added: - - Vermont standard deductions. - date: 2023-08-02 01:18:20 -- bump: patch - changes: - changed: - - Spelled out acronyms in parameter folder README files. - date: 2023-08-02 03:34:56 -- bump: patch - changes: - fixed: - - Equivalised household income is household income-based rather than SPM income-based. - date: 2023-08-02 13:58:43 -- bump: patch - changes: - fixed: - - New Mexico child day care credit. - date: 2023-08-02 18:03:26 -- bump: minor - changes: - added: - - Delaware additional standard deduction. - - Fixed aged personal credit structure. - date: 2023-08-03 01:17:19 -- bump: minor - changes: - added: - - Check/improve reference for New Mexico AGI subtractions. - date: 2023-08-03 05:20:50 -- bump: minor - changes: - added: - - Michigan Exemptions. - date: 2023-08-03 05:43:23 -- bump: minor - changes: - added: - - South Carolina two wage earner credit. - date: 2023-08-03 06:11:59 -- bump: patch - changes: - removed: - - Unused tools/taxcalc/calcfunctions.py module. - - Unused excess function in tools/general.py module. - date: 2023-08-04 20:07:35 -- bump: minor - changes: - added: - - Arkansas standard deduction. - date: 2023-08-04 21:19:33 -- bump: minor - changes: - added: - - Montana Standard Deduction. - date: 2023-08-05 03:01:43 -- bump: patch - changes: - fixed: - - Oklahoma itemized deduction rule. - date: 2023-08-05 20:37:53 -- bump: patch - changes: - fixed: - - Nebraska itemized deduction rule. - date: 2023-08-06 15:41:27 -- bump: patch - changes: - fixed: - - Lack of documentation on Maryland itemized deduction rule. - date: 2023-08-06 17:03:06 -- bump: minor - changes: - added: - - Idaho child tax credit. - date: 2023-08-06 22:29:59 -- bump: patch - changes: - changed: - - Adjusted the page references in pdf files for the New Mexico income tax programs. - date: 2023-08-07 01:18:18 -- bump: patch - changes: - changed: - - Hide Idaho and Arkansas parameter folders. - date: 2023-08-07 18:19:00 -- bump: minor - changes: - added: - - Kentucky household and dependent care service credit. - date: 2023-08-07 22:34:47 -- bump: minor - changes: - added: - - Georgia low income credits. - date: 2023-08-08 00:37:25 -- bump: minor - changes: - added: - - Arizona increased excise tax credit. - date: 2023-08-08 00:47:11 -- bump: minor - changes: - added: - - Michigan earned income tax credit. - date: 2023-08-08 01:00:06 -- bump: minor - changes: - added: - - Georgia exemptions. - date: 2023-08-08 01:03:41 -- bump: minor - changes: - added: - - Oregon Child Tax Credit. - date: 2023-08-08 04:31:30 -- bump: patch - changes: - fixed: - - Incorrect Missouri itemized deduction logic. - date: 2023-08-08 16:22:12 -- bump: patch - changes: - fixed: - - Household state income tax variable respects reported state tax switch. - date: 2023-08-08 17:03:08 -- bump: minor - changes: - added: - - District of Columbia (DC) income tax policy parameter that controls whether - married joint taxpayers have the option to compute DC taxes separately. - date: 2023-08-08 21:04:05 -- bump: patch - changes: - fixed: - - Make DC married filing separately on same return option a bool instead of list. - date: 2023-08-08 23:41:51 -- bump: patch - changes: - added: - - Kentucky 2021 income tax rate. - date: 2023-08-09 12:23:11 -- bump: patch - changes: - fixed: - - DeLauro contrib parameter README. - date: 2023-08-09 14:01:59 -- bump: minor - changes: - added: - - Idaho income tax schedule. - date: 2023-08-09 18:49:35 -- bump: minor - changes: - added: - - Vermont main income tax rate. - date: 2023-08-09 23:21:44 -- bump: minor - changes: - added: - - Arkansas Personal Income Tax Schedule. - date: 2023-08-09 23:56:01 -- bump: patch - changes: - changed: - - Eliminated the use of the term subtractions in the New Mexico metadata. - date: 2023-08-10 01:01:50 -- bump: minor - changes: - added: - - South Carolina State Tax Addback. - date: 2023-08-10 01:08:32 -- bump: minor - changes: - added: - - Add New Jersey pension/retirement and other retirement income exclusions. - date: 2023-08-10 01:19:35 -- bump: minor - changes: - added: - - North Carolina child credit. - date: 2023-08-11 17:35:41 -- bump: patch - changes: - fixed: - - New Jersey 2021 income tax parameter values. - date: 2023-08-13 16:18:26 -- bump: patch - changes: - added: - - New Jersey total income variable (allowing simplification of exclusion formulas). - date: 2023-08-15 17:21:08 -- bump: minor - changes: - added: - - Hawaii Food/Excise Tax Credit. - date: 2023-08-15 18:19:47 -- bump: patch - changes: - fixed: - - New Jersey property tax deduction/credit logic. - date: 2023-08-17 05:29:22 -- bump: minor - changes: - added: - - Oregon retirement credit. - date: 2023-08-17 15:19:18 -- bump: patch - changes: - fixed: - - Misallocation of state refundable tax credit-affecting reforms' revenues. - date: 2023-08-17 18:12:58 -- bump: minor - changes: - added: - - Contributed reforms to the DC Keep Child Care Affordable Tax Credit. - date: 2023-08-17 18:53:59 -- bump: minor - changes: - added: - - West Virginia public pension subtraction. - date: 2023-08-18 03:57:15 -- bump: patch - changes: - fixed: - - Calculation of Oregon retirement income credit. - date: 2023-08-18 14:46:22 -- bump: minor - changes: - added: - - Indiana in_income_tax variable - - Indiana decoupled EITC variables and parameters - date: 2023-08-18 15:03:20 -- bump: patch - changes: - added: - - 2023 Maryland CTC parameters. - - Maryland refundable CTC. - date: 2023-08-18 20:08:04 -- bump: minor - changes: - added: - - Connecticut personal income tax schedule. - - Connecticut personal exemption. - date: 2023-08-18 21:35:17 -- bump: patch - changes: - fixed: - - Calculation of Oregon federal income tax subtraction. - date: 2023-08-18 22:43:37 -- bump: minor - changes: - added: - - Pell Grant - date: 2023-08-18 23:46:07 -- bump: minor - changes: - added: - - Indiana AGI tax rate for 2023. - changed: - - Labels and descriptions for Indiana tax parameters. - - Use real_estate_taxes variable for Indiana homeowner's property tax deduction. - removed: - - Parameter names for Indiana tax parameters (deprecated). - date: 2023-08-19 04:39:37 -- bump: patch - changes: - added: - - README and index.yaml files to Department of Education and other parameter folders. - date: 2023-08-19 05:01:28 -- bump: patch - changes: - fixed: - - Removed unused no_salt_income_tax variable. - date: 2023-08-19 17:31:51 -- bump: patch - changes: - fixed: - - Avoid divide by zero in Pell Grant EFC formula. - date: 2023-08-20 04:42:13 -- bump: minor - changes: - added: - - Legal code references and historical parameters for DC Keep Child Care Affordable - Tax Credit. - date: 2023-08-20 17:05:13 -- bump: minor - changes: - added: - - Louisiana EITC. - - Louisiana main rates. - - Louisiana CDCC. - date: 2023-08-20 20:35:47 -- bump: minor - changes: - added: - - Connecticut credit based on AGI - date: 2023-08-20 21:15:46 -- bump: minor - changes: - added: - - Colorado child tax credit. - date: 2023-08-21 01:17:10 -- bump: minor - changes: - added: - - Hawaii low income household renters tax credit. - date: 2023-08-21 04:31:08 -- bump: minor - changes: - added: - - Adjust the connecticut personal credit rate file. - date: 2023-08-21 11:38:54 -- bump: patch - changes: - fixed: - - 2023 Maryland CTC fix. - date: 2023-08-21 20:28:33 -- bump: minor - changes: - added: - - Arizona family tax credit. - date: 2023-08-22 18:21:25 -- bump: minor - changes: - added: - - Colorado income qualified senior housing income tax credit. - date: 2023-08-23 12:28:50 -- bump: patch - changes: - fixed: - - Inaccurate Vermont income tax rates. - date: 2023-08-23 18:48:27 -- bump: minor - changes: - added: - - Maryland Senior Tax Credit. - date: 2023-08-24 18:09:56 -- bump: minor - changes: - added: - - Colorado low-income child care expenses credit. - date: 2023-08-24 18:24:21 -- bump: minor - changes: - added: - - Placeholder Connecticut AGI additions and subtractions variables. - fixed: - - Connecticut add_back/start parameter value for single filers. - date: 2023-08-25 02:22:42 -- bump: minor - changes: - added: - - Colorado subtractions. - date: 2023-08-26 18:43:41 -- bump: minor - changes: - added: - - Placeholder Colorado taxable income additions and subtractions variables. - - Colorado taxable income formula. - fixed: - - Colorado income tax rates for 2021 and 2022. - date: 2023-08-29 15:29:09 -- bump: minor - changes: - added: - - Montana exemptions. - date: 2023-08-29 19:46:48 -- bump: minor - changes: - added: - - Colorado additions. - - Colorado state income tax model. - date: 2023-08-29 19:55:49 -- bump: minor - changes: - added: - - Several placeholder Georgia income-related variables to allow integration testing. - date: 2023-08-29 20:14:03 -- bump: patch - changes: - fixed: - - North Carolina income tax rate for 2022. - date: 2023-08-29 23:00:41 -- bump: minor - changes: - added: - - Delaware elderly or disabled income exclusion. - date: 2023-08-30 01:35:56 -- bump: minor - changes: - added: - - Mississippi itemized deductions. - date: 2023-08-30 02:00:19 -- bump: minor - changes: - added: - - Colorado sales tax refund. - date: 2023-08-31 12:12:22 -- bump: minor - changes: - added: - - Colorado pension subtraction income sources. - date: 2023-09-01 16:37:16 -- bump: minor - changes: - added: - - Connecticut earned income tax credit. - date: 2023-09-02 01:22:31 -- bump: patch - changes: - fixed: - - Presence of an unused Colorado income tax variable. - - Presence of unneeded Colorado EITC calculations. - date: 2023-09-02 15:57:13 -- bump: minor - changes: - added: - - Several North Carolina deduction variables to allow integration testing. - date: 2023-09-02 21:41:03 -- bump: minor - changes: - added: - - Federal capped cdcc for Colorado low income cdcc calculation. - date: 2023-09-03 02:06:23 -- bump: minor - changes: - added: - - Vermont AGI Additions. - date: 2023-09-03 04:25:25 -- bump: minor - changes: - added: - - Georgia standard deduction. - date: 2023-09-04 00:58:13 -- bump: minor - changes: - added: - - Louisiana school readiness tax credit. - date: 2023-09-04 03:10:10 -- bump: minor - changes: - added: - - Ohio Retirement Income Credit. - date: 2023-09-04 16:05:48 -- bump: patch - changes: - fixed: - - Absence of federal Alternative Minimum Tax in capped_cdcc formula. - - Code fragmentation in Colorado child care expense credit calculations. - - Implausible allocation of total care expenses to Colorado eligible children. - date: 2023-09-04 20:23:16 -- bump: patch - changes: - fixed: - - Georgia standard deduction file directory. - date: 2023-09-04 20:59:54 -- bump: minor - changes: - added: - - Delaware itemized deductions. - date: 2023-09-04 23:28:52 -- bump: minor - changes: - added: - - Rhode Island standard deduction phaseout. - date: 2023-09-05 16:48:36 -- bump: patch - changes: - fixed: - - Moved regular_tax_before_credits formula into the alternative_income_tax.py - module, which is the only place it is used. - date: 2023-09-06 12:32:42 -- bump: minor - changes: - added: - - Arizona dependent tax credit. - date: 2023-09-06 15:59:55 -- bump: patch - changes: - fixed: - - Replace several arcane variable names with more descriptive names. - date: 2023-09-06 18:19:32 -- bump: minor - changes: - added: - - Colorado state income tax addback. - date: 2023-09-07 12:43:44 -- bump: patch - changes: - fixed: - - Rename module to be same as the name of the variable it contains. - date: 2023-09-07 14:51:52 -- bump: patch - changes: - fixed: - - Removed Colorado tax index.yaml file. - date: 2023-09-07 16:31:01 -- bump: patch - changes: - added: - - Add Colorado to the household_state_income_tax variable. - date: 2023-09-08 00:44:17 -- bump: minor - changes: - changed: - - CPS updated to 2022 from 2021. - date: 2023-09-12 16:15:02 -- bump: minor - changes: - added: - - Added PovertyTracker microdata. - date: 2023-09-12 21:49:59 -- bump: patch - changes: - fixed: - - Colorado CTC and EITC changes for 2024 enacted in House Bill 23-1112. - - Colorado CTC logic. - date: 2023-09-12 22:51:02 -- bump: minor - changes: - added: - - Rhode Island property tax credit. - date: 2023-09-12 23:29:59 -- bump: patch - changes: - fixed: - - Documentation dependency errors. - date: 2023-09-13 13:17:04 -- bump: patch - changes: - added: - - Documentation page with example on income distributions. - date: 2023-09-14 17:41:30 -- bump: patch - changes: - fixed: - - Moved NJ tax index.yaml file from NJ to NJDHS. - date: 2023-09-14 19:11:54 -- bump: minor - changes: - added: - - Mississippi income tax schedule. - date: 2023-09-14 19:17:47 -- bump: patch - changes: - fixed: - - Unfocused scope of the test coverage report. - date: 2023-09-14 19:23:32 -- bump: minor - changes: - added: - - Pell Grant automatic 0 EFC and marginal tax rate brackets from 2009 to 2023. - date: 2023-09-15 04:21:57 -- bump: minor - changes: - added: - - Louisiana military pay exclusion. - date: 2023-09-15 04:34:13 -- bump: minor - changes: - added: - - Child Health Plan Plus - date: 2023-09-15 19:38:29 -- bump: minor - changes: - added: - - Kentucky family size tax credit. - date: 2023-09-19 14:45:39 -- bump: patch - changes: - fixed: - - Colorado income tax model formatting. - date: 2023-09-20 17:44:51 -- bump: minor - changes: - added: - - Arkansas child and dependent care credit. - date: 2023-09-21 12:28:34 -- bump: patch - changes: - fixed: - - Remove two unused variables in variables/gov/irs/taxcalc/deductions/standard - directory. - date: 2023-09-21 12:36:13 -- bump: minor - changes: - added: - - Population by state to calibration routines. - date: 2023-09-22 10:21:41 -- bump: minor - changes: - added: - - North Carolina itemized deductions. - - North Carolina income tree. - date: 2023-09-22 19:22:49 -- bump: minor - changes: - added: - - Arkansas inflation relief income-tax credit. - date: 2023-09-22 19:30:12 -- bump: minor - changes: - added: - - A non_mortgage_interest variable. - - A formula for interest_expense variable that adds mortgage_interest and non_mortgage_interest - variables. - date: 2023-09-23 21:48:12 -- bump: minor - changes: - added: - - Vermont earned income tax credit. - date: 2023-09-24 03:22:24 -- bump: patch - changes: - fixed: - - North Carolina index files. - - North Carolina missing legislative references. - date: 2023-09-24 05:33:57 -- bump: minor - changes: - added: - - Arizona pension exclusion. - date: 2023-09-24 17:33:25 -- bump: minor - changes: - added: - - Arizona itemized deduction. - date: 2023-09-24 17:57:29 -- bump: minor - changes: - added: - - DC single-joint tax threshold ratio reform switch. - date: 2023-09-25 17:18:37 -- bump: patch - changes: - fixed: - - Remove tax exempt form 4972 lump sum distribution variable. - date: 2023-09-25 21:27:04 -- bump: minor - changes: - added: - - Idaho deductions. - date: 2023-09-27 17:44:45 -- bump: minor - changes: - added: - - Arkansas income tax exemptions. - date: 2023-09-27 18:22:39 -- bump: minor - changes: - added: - - Connecticut state tuition subtraction. - date: 2023-09-27 21:57:34 -- bump: patch - changes: - fixed: - - Add Louisiana index file. - - Remove Missouri index file. - date: 2023-09-28 17:28:07 -- bump: patch - changes: - fixed: - - North Carolina income tree patch. - date: 2023-09-28 19:35:20 -- bump: minor - changes: - added: - - Ohio adoption credit. - date: 2023-09-29 05:35:10 -- bump: minor - changes: - added: - - Idaho partial subtractions. - date: 2023-09-29 21:46:02 -- bump: minor - changes: - added: - - Vermont medical expense deduction. - date: 2023-09-29 22:17:41 -- bump: minor - changes: - added: - - SNAP 2023 parameters. - date: 2023-10-02 00:05:46 -- bump: minor - changes: - added: - - Vermont interest from u.s. obligation & student loan interest agi subtraction. - date: 2023-10-02 12:59:39 -- bump: minor - changes: - added: - - West Virginia low-income family tax credit. - date: 2023-10-02 22:45:10 -- bump: patch - changes: - fixed: - - Add unemployment compensation to list of benefits. - date: 2023-10-03 04:26:23 -- bump: minor - changes: - added: - - Georgia adjusted gross income structure. - date: 2023-10-03 14:18:18 -- bump: patch - changes: - fixed: - - Deductions subtracted from id_taxable_income. - date: 2023-10-04 01:08:56 -- bump: minor - changes: - added: - - Arizona long-term capital gains subtraction. - date: 2023-10-04 01:21:16 -- bump: minor - changes: - added: - - South Carolina net capital gain deduction. - date: 2023-10-04 02:24:19 -- bump: minor - changes: - added: - - Montana net capital gain credit. - date: 2023-10-04 04:44:55 -- bump: minor - changes: - added: - - Arizona increased standard deduction for charitable contributions. - date: 2023-10-04 21:03:41 -- bump: patch - changes: - fixed: - - Georgia investment in 529 plan deduction variable name adjustment. - date: 2023-10-05 01:05:40 -- bump: minor - changes: - fixed: - - SNAP now uses the previous October's FPG. - date: 2023-10-05 14:43:50 -- bump: patch - changes: - fixed: - - Update Colorado TABOR parameters for 2023. - date: 2023-10-06 18:37:54 -- bump: minor - changes: - added: - - Vermont capital gain exclusion. - date: 2023-10-06 23:18:37 -- bump: minor - changes: - added: - - West Virginia senior citizens tax credit. - - West Virginia homestead exemption. - date: 2023-10-06 23:26:28 -- bump: minor - changes: - added: - - Mississippi adjusted gross income. - date: 2023-10-06 23:43:31 -- bump: patch - changes: - fixed: - - Missing unit tests and delta parameter for marginal_tax_rate variable. - date: 2023-10-07 11:49:55 -- bump: patch - changes: - fixed: - - Missing tests of cliff_gap and cliff_evaluated variables. - date: 2023-10-07 11:55:34 -- bump: minor - changes: - added: - - Connecticut military retirement subtraction. - date: 2023-10-10 16:55:30 -- bump: minor - changes: - added: - - Hawaii subtractions. - date: 2023-10-10 23:24:10 -- bump: minor - changes: - added: - - Tax unit head or spouse varibale. - date: 2023-10-11 13:37:15 -- bump: minor - changes: - added: - - Maine sales tax fairness credits. - - Maine property tax fairness credits. - date: 2023-10-12 19:53:13 -- bump: patch - changes: - fixed: - - Move maine adjusted gross income folder. - date: 2023-10-12 22:02:21 -- bump: minor - changes: - added: - - Vermont child and dependent care credit. - date: 2023-10-13 16:13:43 -- bump: patch - changes: - fixed: - - Definition of Medicaid/CHIP/ACA-related modified adjusted gross income (MAGI). - date: 2023-10-14 14:11:49 -- bump: minor - changes: - added: - - Vermont child tax credit. - date: 2023-10-15 22:06:59 -- bump: patch - changes: - fixed: - - Formula for tax_unit_medicaid_income_level variable. - date: 2023-10-15 23:47:31 -- bump: minor - changes: - added: - - Connecticut pension or annuity income subtraction. - date: 2023-10-16 18:16:36 -- bump: minor - changes: - added: - - Delaware pension exclusion. - date: 2023-10-16 19:13:31 -- bump: minor - changes: - added: - - Georgia deductions. - date: 2023-10-17 14:53:55 -- bump: patch - changes: - fixed: - - Adjust Georgia variable folder structure. - date: 2023-10-17 22:47:08 -- bump: minor - changes: - added: - - Seven empty state ??_income_tax.py variables. - - All states to the state_income_taxes.py adds list. - date: 2023-10-18 20:13:39 -- bump: patch - changes: - fixed: - - Add missing 2021 Idaho 5.5% income tax bracket. - date: 2023-10-18 22:44:35 -- bump: minor - changes: - fixed: - - Added Kentucky pension income exclusion. - date: 2023-10-19 13:58:32 -- bump: patch - changes: - fixed: - - Change co_chp parameters to be at or before 2023-01-01 - date: 2023-10-19 17:00:51 -- bump: patch - changes: - fixed: - - Louisiana military pay exclusion folder structure. - date: 2023-10-19 19:21:03 -- bump: patch - changes: - fixed: - - Integrated year-specific Poverty Tracker variables. - date: 2023-10-20 04:10:36 -- bump: patch - changes: - fixed: - - Formula for tax_unit_medicaid_income_level variable. - date: 2023-10-20 22:40:37 -- bump: minor - changes: - added: - - Delaware income tree. - date: 2023-10-22 21:46:44 -- bump: minor - changes: - added: - - West Virginia subtractions. - date: 2023-10-23 15:52:44 -- bump: minor - changes: - added: - - Oklahoma income tax to net income tree. - date: 2023-10-28 16:48:11 -- bump: minor - changes: - added: - - Reform for the Taxable Earnings for Social Security Payroll Taxes, including - an upper threshold and increasing the taxable amount. - date: 2023-10-28 17:35:45 -- bump: minor - changes: - added: - - Eliminate cap on Maryland childless EITC amount beginning in 2023. - date: 2023-10-30 12:33:37 -- bump: patch - changes: - fixed: - - Location of `state_and_local_sales_or_income_tax` variable module. - - Presence of unused `filer_e18400` variable. - date: 2023-10-31 15:33:49 -- bump: patch - changes: - fixed: - - Renamed `exemptions` variable to `exemptions_count`. - - Renamed `c04600` variable to `exemptions`. - date: 2023-10-31 20:32:49 -- bump: patch - changes: - fixed: - - Remove obsolete xtot variable left over from original taxcalc development. - date: 2023-10-31 22:16:07 -- bump: minor - changes: - added: - - Colorado child care assistance program (CCCAP). - date: 2023-11-01 02:15:09 -- bump: patch - changes: - fixed: - - Colorado CCAP bug with individual simulations. - date: 2023-11-01 11:27:38 -- bump: patch - changes: - fixed: - - Various bugs in Colorado CCAP. - date: 2023-11-01 18:48:50 -- bump: patch - changes: - fixed: - - Remove obsolete variables from the `gov/irs/taxcalc/sources.py` module. - - Remove obsolete variables from the `gov/irs/taxcalc/outputs.py` module. - date: 2023-11-01 21:47:32 -- bump: minor - changes: - added: - - Idaho capital gains deduction. - date: 2023-11-02 01:02:06 -- bump: minor - changes: - added: - - Arizona military retirement subtraction. - date: 2023-11-02 17:49:15 -- bump: patch - changes: - fixed: - - Automatically set entry process to true for CCAP. - date: 2023-11-02 20:44:02 -- bump: patch - changes: - fixed: - - CCAP fix for multi-child households (previously had index errors). - date: 2023-11-02 22:14:02 -- bump: patch - changes: - fixed: - - Added USD metadata to co_ccap_subsidy. - date: 2023-11-03 04:08:02 -- bump: minor - changed: - - Rename taxcalc variables to be consistent with this project's coding style and - to be in more sensible directory locations. - changes: - added: - - The `net_capital_gains` variable (formerly `c23650`). - - The `gov/irs/capital_gains/loss_limit.yaml` parameter file. - - The `loss_limited_net_capital_gains` variable (formerly `c01000`) that uses - the `loss_limit` parameter. - date: 2023-11-03 20:12:54 - removed: - - Formula code that avoids `sep` variable that had no formula, and therefore, was - likely to cause bugs. -- bump: minor - changes: - fixed: - - ZIP codes are sampled from the state, and axes-containing simulations don't - vary the ZIP code. - date: 2023-11-03 20:30:48 -- bump: patch - changes: - fixed: - - ZIP code bug for households with axes. - date: 2023-11-03 20:53:44 -- bump: patch - changes: - fixed: - - Remove obsolete taxcalc-related alias variable names. - - Rename `earned_income_tax_credit` to `eitc` to be more consistent with variable - names for other federal credits. - date: 2023-11-04 21:02:59 -- bump: patch - changes: - fixed: - - pell_grant_efc now can not be negative - date: 2023-11-04 21:16:41 -- bump: patch - changes: - fixed: - - Presence of unneeded taxcalc-related logic in the `system.py` module. - date: 2023-11-05 21:04:11 -- bump: patch - changes: - fixed: - - Re-added earned_income_tax_credit variable alias. - date: 2023-11-06 15:27:19 -- bump: minor - changes: - added: - - West Virginia low-income family tax credit. - date: 2023-11-06 22:47:48 -- bump: minor - changes: - fixed: - - 2021 Maine income tax parameters. - date: 2023-11-07 23:06:52 -- bump: minor - changes: - added: - - Idaho non-refundable credits file. - date: 2023-11-08 01:44:09 -- bump: minor - changes: - added: - - South Carolina retirement deduction. - - South Carolina military retirement deduction. - date: 2023-11-08 21:44:31 -- bump: minor - changes: - added: - - Alabama itemized deductions. - date: 2023-11-09 00:11:58 -- bump: patch - changes: - fixed: - - Disable Maine Tax. - date: 2023-11-09 01:19:56 -- bump: minor - changes: - added: - - Maryland hundred year subtraction. - date: 2023-11-09 16:00:28 -- bump: minor - changes: - added: - - West Virginia low-income earned income exclusion. - date: 2023-11-10 15:51:59 -- bump: minor - changes: - added: - - Hawaii exemptions. - date: 2023-11-10 15:59:43 -- bump: minor - changes: - added: - - 2024 income tax brackets. - date: 2023-11-12 00:23:31 -- bump: minor - changes: - added: - - Kentucky adjusted gross income. - date: 2023-11-13 15:13:28 -- bump: minor - changes: - added: - - Rhode Island exemptions. - date: 2023-11-13 21:25:39 -- bump: minor - changes: - added: - - Ohio 529 plan deduction. - date: 2023-11-14 20:34:35 -- bump: patch - changes: - fixed: - - The temporary presence of `earned_income_tax_credit` by removing it, leaving - the `eitc` variable as the sole representation of the federal Earned Income - Credit. - date: 2023-11-14 23:03:24 -- bump: minor - changes: - added: - - Montana senior interest income exclusion. - date: 2023-11-15 06:22:47 -- bump: minor - changes: - added: - - Kentucky tuition tax credit. - date: 2023-11-15 06:28:33 -- bump: minor - changes: - added: - - Ohio AGI additions and deductions parameters and variables. - date: 2023-11-15 19:02:07 -- bump: patch - changes: - fixed: - - Duplicate Ohio income tax parameter name deductions. - date: 2023-11-15 20:42:44 -- bump: minor - changes: - added: - - Replicated Child and Dependent Care Expenses Credit to include California limitations. - date: 2023-11-15 20:45:57 -- bump: minor - changes: - added: - - Hawaii child and dependent care expenses tax credit. - date: 2023-11-17 17:46:39 -- bump: patch - changes: - added: - - Twelve new CalEITC integration tests. - date: 2023-11-17 21:05:55 -- bump: minor - changes: - changed: - - Add missing 2021 Utah parameter values. - - Utah retirement credit fixed. - date: 2023-11-20 14:46:37 -- bump: patch - changes: - fixed: - - Fix UT retirement credit birth year parameter. - date: 2023-11-20 23:32:21 -- bump: minor - changes: - added: - - Ohio lump sum retirement credit. - date: 2023-11-22 00:37:55 -- bump: patch - changes: - fixed: - - Ohio senior citizen credit formula. - date: 2023-11-22 01:31:58 -- bump: minor - changes: - added: - - South Carolina dependent exemption. - - South Carolina subtractions. - - South Carolina additions. - date: 2023-11-23 18:53:34 -- bump: patch - changes: - fixed: - - Hawaii CDCC min head spouse earned variable. - date: 2023-11-26 14:23:47 -- bump: patch - changes: - fixed: - - Downgrade policyengine-core to fix Microsimulation bug. - date: 2023-11-27 22:53:52 -- bump: minor - changes: - added: - - Vermont elderly or permanently totally disabled tax credit. - date: 2023-11-27 23:23:24 -- bump: minor - changes: - fixed: - - Bug preventing reforms from working with a Core update. - date: 2023-11-28 11:23:21 -- bump: minor - changes: - changed: - - Fix definition of income used to calculate Maine fairness credits. - date: 2023-11-28 18:30:28 -- bump: patch - changes: - fixed: - - Clean up years in system.py. - - Update default computation year to 2023. - date: 2023-11-28 18:49:38 -- bump: minor - changes: - added: - - South Carolina income tax. - date: 2023-11-29 20:52:16 -- bump: minor - changes: - added: - - Improved ACA premium tax credit for California. - date: 2023-11-29 21:19:00 -- bump: minor - changes: - added: - - Idaho grocery credit. - date: 2023-11-30 02:16:16 -- bump: minor - changes: - added: - - Delaware itemized deductions. - date: 2023-11-30 02:19:29 -- bump: minor - changes: - added: - - Montana itemized deductions. - date: 2023-11-30 02:27:14 -- bump: patch - changes: - fixed: - - Relocate some ACA parameters to clarify their role. - - Rename one ACA variable to clarify its role. - date: 2023-11-30 18:10:45 -- bump: minor - changes: - fixed: - - South Carolina young child exemption. - date: 2023-12-01 04:21:59 -- bump: minor - changes: - added: - - Alabama federal income tax deduction. - date: 2023-12-01 05:02:13 -- bump: minor - changes: - fixed: - - Updated Virginia 2021 parameter values. - date: 2023-12-01 08:10:00 -- bump: minor - changes: - added: - - Hawaii military reserve or national guard duty pay exclusion. - date: 2023-12-01 08:12:56 -- bump: minor - changes: - added: - - Vermont minimum income tax. - date: 2023-12-01 08:38:03 -- bump: minor - changes: - added: - - Add Hawaii income tax calculation logic. - date: 2023-12-01 21:12:49 -- bump: patch - changes: - fixed: - - South Carolina young child deduction and tax rate. - date: 2023-12-02 17:16:11 -- bump: patch - changes: - changed: - - Moved DC in alphabetical order. - date: 2023-12-02 19:32:01 -- bump: minor - changes: - added: - - Add formula for the ky_taxable_income variable. - date: 2023-12-03 04:41:43 -- bump: patch - changes: - fixed: - - Basic income taxability bool unit. - date: 2023-12-03 05:10:35 -- bump: minor - changes: - added: - - Montana tuition subtraction. - date: 2023-12-04 00:58:18 -- bump: patch - changes: - fixed: - - Fix NYC School Tax Credit Rate Reduction Amount Income Limit parameter label. - date: 2023-12-04 06:37:53 -- bump: minor - changes: - added: - - Michigan standard deduction and pension benefit. - date: 2023-12-04 12:21:44 -- bump: patch - changes: - fixed: - - Military retirement pay variable. - date: 2023-12-04 14:52:43 -- bump: minor - changes: - added: - - Arkansas personal tax credits. - date: 2023-12-04 15:27:14 -- bump: minor - changes: - added: - - General Relief Program (GR) - Los Angeles County. - date: 2023-12-05 01:54:33 -- bump: minor - changes: - added: - - Vermont charitable contributions credit. - date: 2023-12-05 14:34:03 -- bump: patch - changes: - fixed: - - Bug in LA general relief. - date: 2023-12-05 16:37:05 -- bump: minor - changes: - added: - - Michigan additions and subtractions. - date: 2023-12-05 18:11:49 -- bump: minor - changes: - changed: - - Colorado EITC to 50% for 2023 due to new legislation. - date: 2023-12-06 17:21:04 -- bump: minor - changes: - added: - - Connecticut additions and subtractions. - date: 2023-12-06 17:41:47 -- bump: patch - changes: - fixed: - - Remove Maine index file. - date: 2023-12-06 18:01:17 -- bump: minor - changes: - added: - - Kentucky personal tax credits. - date: 2023-12-06 18:10:30 -- bump: minor - changes: - added: - - Montana old age subtraction. - date: 2023-12-06 19:28:36 -- bump: patch - changes: - fixed: - - 2021 South Carolina tax bracket parameters. - date: 2023-12-07 03:33:31 -- bump: minor - changes: - added: - - Arizona exemptions. - date: 2023-12-07 11:59:21 -- bump: patch - changes: - fixed: - - Michigan Miscellaneous subtractions section 22 income. - date: 2023-12-08 11:43:18 -- bump: minor - changes: - changed: - - Backdate Alabama parameter values to 2021. - date: 2023-12-08 21:11:34 -- bump: minor - changes: - added: - - Michigan income tax variable formula. - date: 2023-12-09 21:15:31 -- bump: minor - changes: - added: - - Add formulas for Arizona income tax credits. - date: 2023-12-09 21:58:18 -- bump: minor - changes: - added: - - Montana taxable income. - date: 2023-12-09 23:29:06 -- bump: minor - changes: - added: - - Montana child and dependent care expense deduction. - date: 2023-12-10 00:10:48 -- bump: minor - changes: - added: - - Montana child tax credit. - date: 2023-12-10 19:11:01 -- bump: patch - changes: - fixed: - - Montana income tax brackets and rates. - date: 2023-12-11 01:32:26 -- bump: patch - changes: - fixed: - - Arizona adjusted gross income subtractions. - date: 2023-12-11 01:41:43 -- bump: patch - changes: - fixed: - - Los Angeles county General Relief disability eligibility. - date: 2023-12-11 02:10:02 -- bump: patch - changes: - fixed: - - Montana 2023 earned income tax credit rate. - date: 2023-12-11 02:21:11 -- bump: minor - changes: - added: - - Virginia taxable income. - date: 2023-12-11 03:04:06 -- bump: patch - changes: - fixed: - - Invalid Montana EITC rate YAML. - date: 2023-12-11 04:51:50 -- bump: patch - changes: - fixed: - - Tax abolition bug. - date: 2023-12-11 12:15:20 -- bump: minor - changes: - added: - - Arkansas itemized deductions. - date: 2023-12-11 16:19:00 -- bump: minor - changes: - added: - - California CARE and FERA integration tests. - date: 2023-12-12 04:40:40 -- bump: minor - changes: - added: - - California CalWORKs. - date: 2023-12-12 16:17:08 -- bump: patch - changes: - fixed: - - South Carolina senior exemption. - date: 2023-12-12 19:08:33 -- bump: minor - changes: - fixed: - - Connecticut alternative minimum tax. - date: 2023-12-12 19:14:28 -- bump: minor - changes: - added: - - Idaho 2023 income tax rate. - date: 2023-12-13 23:49:32 -- bump: patch - changes: - fixed: - - Arizona AGI long-term capital gains subtraction. - date: 2023-12-13 23:57:10 -- bump: minor - changes: - added: - - Montana federal income tax deduction. - date: 2023-12-14 17:57:39 -- bump: minor - changes: - added: - - Idaho retirement benefit deductions. - date: 2023-12-14 18:21:47 -- bump: minor - changes: - added: - - Alabama adjusted gross income. - date: 2023-12-14 18:51:52 -- bump: patch - changes: - fixed: - - Maine child care credit format. - date: 2023-12-14 19:03:15 -- bump: minor - changes: - added: - - Alabama income tax variable formula. - date: 2023-12-15 12:21:47 -- bump: patch - changes: - fixed: - - Connecticut pension subtraction. - date: 2023-12-15 14:22:33 -- bump: minor - changes: - added: - - Montana social security benefit adjustment. - date: 2023-12-15 14:37:23 -- bump: patch - changes: - fixed: - - Alabama standard deduction. - date: 2023-12-15 14:43:19 -- bump: minor - changes: - added: - - Illinois 2022 personal exemption amount. - date: 2023-12-15 16:27:51 -- bump: patch - changes: - fixed: - - Michigan standard deduction calculation. - date: 2023-12-15 17:16:18 -- bump: patch - changes: - added: - - Alabama dependent exemption. - date: 2023-12-15 19:35:40 -- bump: minor - changes: - added: - - Massachusetts 2023 child and dependent tax credit rules. - date: 2023-12-16 03:36:40 -- bump: patch - changes: - fixed: - - Set WIC take-up deterministically for individual simulations. - date: 2023-12-16 18:18:33 -- bump: patch - changes: - fixed: - - Bump policyengine-core to capture random microsimulation bug fixes. - date: 2023-12-16 18:54:42 -- bump: patch - changes: - fixed: - - Alabama federal tax deduction. - date: 2023-12-17 23:52:20 -- bump: minor - changes: - added: - - Reform for repealing head of household filing status, as Senator Romney proposed - in his Family Security Act. - date: 2023-12-18 01:50:30 -- bump: patch - changes: - fixed: - - Import all FilingStatus values when repealing head of household. - date: 2023-12-18 04:09:27 -- bump: patch - changes: - fixed: - - Parameterized 25% of the Alternative Minimum Tax calculation. - date: 2023-12-18 16:33:00 -- bump: patch - changes: - fixed: - - Alabama capital gains inclusion in AGI. - date: 2023-12-18 20:13:09 -- bump: minor - changes: - added: - - Income and substitution elasticities of labor supply. - date: 2023-12-19 11:31:05 -- bump: patch - changes: - fixed: - - Test failures in automated variable tests. - date: 2023-12-20 10:56:22 -- bump: patch - changes: - fixed: - - Alabama itemized deductions. - date: 2023-12-20 12:59:03 -- bump: minor - changes: - added: - - SSI 2024 updated amounts - date: 2023-12-20 22:28:46 -- bump: patch - changes: - fixed: - - Arizona itemized deductions. - date: 2023-12-21 07:13:29 -- bump: patch - changes: - added: - - Test for no-reform microsim impacts. - date: 2023-12-21 12:39:42 -- bump: minor - changes: - added: - - Ohio Exemption Credit. - - Ohio Personal Exemptions. - date: 2023-12-21 17:14:33 -- bump: minor - changes: - added: - - Virginia Adjusted Gross Income. - date: 2023-12-21 17:24:36 -- bump: patch - changes: - fixed: - - Alabama itemized deduction. - date: 2023-12-21 18:04:33 -- bump: patch - changes: - fixed: - - Utah social security benefits credit variable. - - Utah earned income tax credit variable. - date: 2023-12-21 18:09:07 -- bump: minor - changes: - added: - - Idaho aged and disabled deduction. - date: 2023-12-21 18:40:08 -- bump: patch - changes: - fixed: - - New York supplemental tax calculation. - date: 2023-12-21 18:46:53 -- bump: minor - changes: - added: - - Montana disability income subtraction. - date: 2023-12-21 19:02:40 -- bump: minor - changes: - added: - - West Virginia social security benefits subtraction. - date: 2023-12-21 19:05:34 -- bump: patch - changes: - fixed: - - Adjust the az_aged_exemption variable formula to calculate eligibility through - a defined_for attribute. - date: 2023-12-22 01:04:14 -- bump: minor - changes: - fixed: - - South Carolina net capital gain deduction. - date: 2023-12-22 04:42:23 -- bump: minor - changes: - added: - - Arkansas retirement or disability benefits exemption. - date: 2023-12-22 05:01:15 -- bump: minor - changes: - added: - - Rhode Island adjusted gross income modifications. - date: 2023-12-22 09:59:02 -- bump: minor - changes: - added: - - Disability-based UBI. - date: 2023-12-22 16:24:22 -- bump: patch - changes: - fixed: - - Massachusetts 2023 EITC rate. - date: 2023-12-23 01:36:50 -- bump: patch - changes: - fixed: - - Pension income allocated at the lowest possible level. - - Bug in LSR branching setup. - date: 2023-12-24 01:05:33 -- bump: patch - changes: - fixed: - - Michigan retirement deduction calculation. - date: 2023-12-24 22:19:24 -- bump: minor - changes: - added: - - West Virginia senior citizen or disability deduction. - date: 2023-12-24 23:11:31 -- bump: minor - changes: - added: - - Ohio joint filing credit. - date: 2023-12-24 23:34:48 -- bump: patch - changes: - added: - - README.md to aca parameter folder. - date: 2023-12-25 00:14:47 -- bump: patch - changes: - fixed: - - Add hdf5 to conda environment to avoid installation errors. - date: 2023-12-27 01:17:17 -- bump: minor - changes: - added: - - Populate AMI and PHA payment standard for LA County. - date: 2023-12-28 00:29:20 -- bump: minor - changes: - added: - - Hawaii itemized deduction. - date: 2023-12-28 00:52:05 -- bump: minor - changes: - fixed: - - is_ssi_disabled always uses the microdata. - date: 2023-12-28 20:25:42 -- bump: patch - changes: - fixed: - - Bug causing cliffs to not be calculated in SNAP. - date: 2023-12-28 21:41:40 -- bump: minor - changes: - added: - - West Virginia homestead excess property tax credit. - - West Virginia gross household income. - date: 2023-12-29 01:48:49 -- bump: patch - changes: - fixed: - - Parameter computing Ohio partial non-refundable credits. - date: 2023-12-30 00:25:33 -- bump: patch - changes: - fixed: - - 2023 Massachusetts short term capital gains. - date: 2024-01-03 07:08:43 -- bump: minor - changes: - added: - - Hawaii alternative tax on capital gains. - date: 2024-01-03 15:31:42 -- bump: patch - changes: - fixed: - - Fix Virginia military benefits subtraction formula. - date: 2024-01-03 17:35:14 -- bump: minor - changes: - added: - - Georgia retirement income exclusions. - - Georgia military retirement income exclusion. - date: 2024-01-03 17:40:03 -- bump: patch - changes: - fixed: - - Defined CalWORKS income limit as annual. - date: 2024-01-03 22:49:51 -- bump: patch - changes: - fixed: - - Rhode Island exemptions formula. - date: 2024-01-04 01:03:25 -- bump: patch - changes: - fixed: - - South Carolina taxable income calculation. - date: 2024-01-04 01:12:31 -- bump: minor - changes: - added: - - Vermont retirement income exemption. - date: 2024-01-04 04:49:41 -- bump: patch - changes: - fixed: - - Arizona deductions formula. - date: 2024-01-04 18:24:35 -- bump: patch - changes: - fixed: - - West Virginia senior citizen or disability deduction source. - date: 2024-01-05 14:55:37 -- bump: minor - changes: - added: - - Montana elderly homeowner/renter credit. - date: 2024-01-06 13:51:28 -- bump: minor - changes: - added: - - Kentucky itemized deductions. - date: 2024-01-06 15:19:01 -- bump: patch - changes: - fixed: - - Removed extraneous add/subtract pairs in income_tax calculation logic. - date: 2024-01-06 15:23:54 -- bump: minor - changes: - added: - - Louisiana exemptions. - date: 2024-01-06 17:47:15 -- bump: minor - changes: - added: - - Louisiana itemized deductions. - date: 2024-01-07 19:10:57 -- bump: minor - changes: - added: - - Idaho permanent building fund tax. - date: 2024-01-07 22:34:28 -- bump: patch - changes: - fixed: - - Massachusetts 2023 rent deduction cap increase. - date: 2024-01-09 23:52:23 -- bump: minor - changes: - added: - - Michigan home heating credit. - date: 2024-01-10 01:10:28 -- bump: patch - changes: - fixed: - - California CalWORKS TANF monthly income variables. - date: 2024-01-10 11:27:40 -- bump: minor - changes: - added: - - Fix Hawaii disabled exemption formula. - date: 2024-01-11 08:34:23 -- bump: minor - changes: - added: - - Ohio unreimbursed medical care expense deduction. - date: 2024-01-11 10:29:17 -- bump: minor - changes: - added: - - Virginia spouse tax adjustment. - date: 2024-01-11 11:56:03 -- bump: minor - changes: - added: - - Reform to phase in ACTC on a per-child basis. - date: 2024-01-11 13:23:48 -- bump: minor - changes: - added: - - Oregon working family household and dependent care credit. - date: 2024-01-11 16:21:57 -- bump: minor - changes: - added: - - Enable Alabama income tax structure. - date: 2024-01-12 13:03:39 -- bump: minor - changes: - added: - - Arizona 529 college savings plans subtraction. - date: 2024-01-12 13:06:44 -- bump: patch - changes: - fixed: - - Hawaii taxable income formula. - date: 2024-01-12 17:18:32 -- bump: patch - changes: - fixed: - - Ohio adoption credit variable. - date: 2024-01-12 17:36:51 -- bump: minor - changes: - added: - - Add Alabama to the net income tree. - date: 2024-01-12 19:50:01 -- bump: patch - changes: - fixed: - - Virginia age deduction AGI. - date: 2024-01-12 19:56:01 -- bump: patch - changes: - fixed: - - 2021 Rhode Island income tax brackets. - date: 2024-01-13 21:11:58 -- bump: patch - changes: - fixed: - - Immigration rules for CalWORKS Child Care program. - date: 2024-01-13 22:01:49 -- bump: minor - changes: - added: - - Add Alabama income tax to the modelled_policies.yaml file. - date: 2024-01-14 03:06:31 -- bump: minor - changes: - added: - - Georgia non-refundable credits structure. - date: 2024-01-14 18:21:30 -- bump: patch - changes: - fixed: - - Idaho income tax rates. - date: 2024-01-14 19:23:50 -- bump: patch - changes: - added: - - Ohio adoption credit person level variable. - date: 2024-01-14 22:52:58 -- bump: patch - changes: - fixed: - - West Virginia family tax credit. - date: 2024-01-15 11:19:42 -- bump: minor - changes: - added: - - Prior-year earnings imputation. - - Wyden-Smith CTC lookback provision. - date: 2024-01-16 21:49:29 -- bump: minor - changes: - added: - - Virginia itemized deductions. - date: 2024-01-16 22:26:28 -- bump: patch - changes: - fixed: - - Bug causing the Wyden-Smith CTC to not create in 2024. - date: 2024-01-17 13:34:14 -- bump: minor - changes: - added: - - CBO inflation projections. - date: 2024-01-17 14:40:43 -- bump: minor - changes: - added: - - Virginia earned income tax credit. - date: 2024-01-18 12:46:05 -- bump: minor - changes: - added: - - Consolidate Oregon AGI logic according to the model standards. - date: 2024-01-18 23:25:24 -- bump: patch - changes: - fixed: - - Michigan disability exemptions. - date: 2024-01-19 05:05:00 -- bump: minor - changes: - added: - - Louisiana federal tax deduction. - date: 2024-01-19 23:23:38 -- bump: minor - changes: - added: - - Medicaid state immigration status eligibility. - date: 2024-01-20 12:57:40 -- bump: patch - changes: - fixed: - - Utah taxpayer credit. - date: 2024-01-20 17:09:14 -- bump: minor - changes: - added: - - Enable the Arizona state income tax calculation. - date: 2024-01-20 23:25:12 -- bump: minor - changes: - added: - - Arkansas married filing separately logic. - date: 2024-01-21 02:02:28 -- bump: patch - changes: - fixed: - - Michigan home heating credit. - date: 2024-01-22 16:28:34 -- bump: patch - changes: - fixed: - - Cap SNAP excess shelter deduction after applying utility allowance. - date: 2024-01-22 16:31:45 -- bump: minor - changes: - added: - - Arkansas low income tax table. - date: 2024-01-23 02:11:13 -- bump: minor - changes: - added: - - Parameter for using reported SNAP values. - date: 2024-01-23 11:52:39 -- bump: patch - changes: - fixed: - - Virginia taxable income formula. - date: 2024-01-25 00:40:23 -- bump: patch - changes: - fixed: - - Hawaii EITC refundability. - date: 2024-01-25 02:26:10 -- bump: patch - changes: - fixed: - - Idaho CTC refundability status. - date: 2024-01-25 14:18:33 -- bump: patch - changes: - fixed: - - Georgia retirement subtraction income sources. - date: 2024-01-25 14:45:34 -- bump: patch - changes: - fixed: - - Rhode Island property tax calculation. - date: 2024-01-25 17:01:06 -- bump: patch - changes: - fixed: - - South Carolina two-wage-earner credit. - date: 2024-01-25 18:46:12 -- bump: minor - changes: - added: - - SSI Substantial Gainful Activity - date: 2024-01-25 20:08:04 -- bump: minor - changes: - added: - - Broadband subsidies from CPS. - date: 2024-01-26 14:10:01 -- bump: patch - changes: - fixed: - - LA General relief computation to include withholding rules. - date: 2024-01-26 16:34:55 -- bump: patch - changes: - fixed: - - Added remaining components to SPM net income. - - Inflation-index SPM-related variables. - date: 2024-01-27 19:26:08 -- bump: patch - changes: - fixed: - - CA TANF monthly applicant income disregards. - date: 2024-01-28 03:52:36 -- bump: patch - changes: - fixed: - - Georgia itemized deduction calculation. - date: 2024-01-28 05:48:37 -- bump: minor - changes: - added: - - Enable Georgia state income tax computation. - date: 2024-01-28 19:06:09 -- bump: patch - changes: - fixed: - - Adjust the adds function in the hi_subtractions variable. - date: 2024-01-29 01:00:09 -- bump: patch - changes: - fixed: - - Idaho permanent building fund tax calculation. - date: 2024-01-29 01:05:00 -- bump: patch - changes: - fixed: - - Removed duplicate NIIT addition from Louisiana federal tax deduction. - date: 2024-01-29 01:13:40 -- bump: patch - changes: - added: - - 2024 federal poverty guidelines. - date: 2024-01-29 04:29:46 -- bump: minor - changes: - changed: - - Improved CPS previous year imputations. - date: 2024-01-29 18:12:34 -- bump: patch - changes: - fixed: - - Georgia ga_income_tax_before_refundable_credits label. - date: 2024-01-29 18:47:44 -- bump: minor - changes: - added: - - California CalWORKs vehicle value limit. - date: 2024-01-29 23:18:35 -- bump: patch - changes: - fixed: - - Rhode Island property tax credit maximum amount and eligibility criteria. - date: 2024-01-30 04:21:54 -- bump: patch - changes: - fixed: - - Oregon working family household and dependent care credit calculation. - date: 2024-01-30 20:13:53 -- bump: minor - changes: - added: - - Hawaii renter credit calculation. - date: 2024-01-31 00:26:07 -- bump: patch - changes: - fixed: - - Rhode Island retirement income subtraction calculation. - date: 2024-01-31 01:48:14 -- bump: patch - changes: - fixed: - - Ohio joint filing credit. - - Ohio person level adjusted gross income. - date: 2024-02-01 03:21:37 -- bump: patch - changes: - fixed: - - Pre subsidy rent variable. - date: 2024-02-01 18:04:08 -- bump: patch - changes: - fixed: - - Ohio senior citizen credit. - date: 2024-02-01 20:49:24 -- bump: patch - changes: - fixed: - - Oregon WFHDC variable consolidation. - date: 2024-02-01 23:29:41 -- bump: patch - changes: - fixed: - - Add the exemption credits to the list of non-refundable credits. - date: 2024-02-02 06:52:55 -- bump: minor - changes: - added: - - Add Idaho net capital gain deduction to the income tree. - date: 2024-02-02 13:15:58 -- bump: patch - changes: - fixed: - - Add the exemption amount to the senior citizen credit income calculation. - date: 2024-02-03 01:00:25 -- bump: minor - changes: - added: - - Idaho household and dependent care expense deduction. - date: 2024-02-03 01:21:48 -- bump: minor - changes: - added: - - Married filing separately logic to the Mississippi income tax. - date: 2024-02-04 20:07:05 -- bump: patch - changes: - fixed: - - Remove capital_gains_excluded_from_taxable_income from the Rhode Island property - tax credit income sources. - date: 2024-02-04 22:04:16 -- bump: minor - changes: - added: - - Enable Rhode Island state income tax model and add it to the net income tree. - date: 2024-02-05 18:36:12 -- bump: patch - changes: - fixed: - - South Carolina state tax addback. - date: 2024-02-05 19:46:09 -- bump: minor - changes: - added: - - Enable South Carolina state income tax model and add it to the net income tree. - date: 2024-02-06 01:09:24 -- bump: minor - changes: - added: - - Connecticut social security benefit adjustment. - date: 2024-02-06 16:07:06 -- bump: minor - changes: - added: - - Enhanced CPS now has weights and imputations for 2024 and 2025. - date: 2024-02-06 17:23:36 -- bump: minor - changes: - added: - - Pin policyengine-core below 2.14. - date: 2024-02-07 16:40:25 -- bump: minor - changes: - added: - - Ohio lump sum distribution credit. - date: 2024-02-07 17:44:33 -- bump: patch - changes: - fixed: - - Avoid negative values of non_refundable_ctc. - date: 2024-02-07 20:51:32 -- bump: minor - changes: - added: - - Montana married filing separately on same form logic. - date: 2024-02-07 21:00:05 -- bump: patch - changes: - fixed: - - Adjust the list in the oh_partial_non_refundable_credits variable. - date: 2024-02-07 21:07:12 -- bump: minor - changes: - added: - - Remove redundant formula/adds+subtracts combos. - date: 2024-02-07 21:15:22 -- bump: patch - changes: - added: - - Enable the Hawaii state income tax model and add it to the net income tree. - date: 2024-02-08 15:55:48 -- bump: patch - changes: - fixed: - - Adjusting references to Colorado Child Care Assistance Program files. - date: 2024-02-08 18:50:37 -- bump: patch - changes: - fixed: - - Refactored household_refundable_tax_credits and household_tax_before_refundable_credits - to remove erroneous variable overwrite. household_tax_before_refundable_credits - to remove erroneous variable overwrite - date: 2024-02-08 21:27:43 -- bump: patch - changes: - fixed: - - Fix the ar_low_income_tax_joint calculation. - date: 2024-02-09 01:35:14 -- bump: minor - changes: - added: - - Vermont renter credit. - date: 2024-02-09 14:20:13 -- bump: minor - changes: - added: - - Populate ca_tanf_other_unearned_income. - date: 2024-02-09 14:32:01 -- bump: minor - changes: - added: - - Add tests to the household_refundable_tax_credits and household_tax_before_refundable_credits - vars. - date: 2024-02-09 21:57:38 -- bump: patch - changes: - fixed: - - Arkansas low income tax variables. - date: 2024-02-11 00:35:31 -- bump: patch - changes: - fixed: - - Subtract pre-tax contributions from taxable wages and salaries. - date: 2024-02-12 01:03:25 -- bump: patch - changes: - fixed: - - Virginia age deduction calculation and taxunit level subtractions. - date: 2024-02-12 02:59:35 -- bump: patch - changes: - fixed: - - Adjust the Arkansas files separately formula to rely on ar_income_tax_before_non_refundable_credits - comparisons. - date: 2024-02-12 03:02:41 -- bump: minor - changes: - added: - - Michigan homestead property tax credit. - date: 2024-02-12 03:09:26 -- bump: patch - changes: - fixed: - - Create person-level subtractions in WV. - date: 2024-02-12 18:35:09 -- bump: minor - changes: - added: - - Add the homestead property tax credit to the list of refundable credits. - date: 2024-02-12 20:55:26 -- bump: minor - changes: - added: - - Update California SNAP parameters. - date: 2024-02-13 16:00:56 -- bump: patch - changes: - fixed: - - SNAP individual utility allowances should filter to utility expenses the household - incurred. - date: 2024-02-13 16:17:14 -- bump: patch - changes: - fixed: - - Refactoring Colorado child-care assistance parent fee code. - date: 2024-02-13 17:31:59 -- bump: minor - changes: - added: - - Virginia filing requirement variable. - date: 2024-02-13 18:04:02 -- bump: patch - changes: - fixed: - - Remove the low income table calculation from the married filing separate scenario. - date: 2024-02-13 18:10:07 -- bump: patch - changes: - fixed: - - Oregon federal tax liability subtractions. - date: 2024-02-13 23:39:19 -- bump: minor - changes: - added: - - Projections from Feb 2024 CBO baseline. - date: 2024-02-14 17:44:19 -- bump: patch - changes: - fixed: - - New York supplemental tax calculation. - date: 2024-02-14 18:00:30 -- bump: minor - changes: - added: - - Formula for the CT subtractions variable. - date: 2024-02-15 17:10:46 -- bump: minor - changes: - added: - - Pennsylvania 2023 income tax references. - date: 2024-02-15 17:38:14 -- bump: patch - changes: - fixed: - - Limiting the Ohio senior citizen credit to one amount. - date: 2024-02-16 04:54:04 -- bump: minor - changes: - added: - - Add Kentucky married combined separate filing status. - date: 2024-02-16 21:13:27 -- bump: minor - changes: - added: - - Add Delaware married combined separate filing status. - date: 2024-02-17 00:04:29 -- bump: minor - changes: - added: - - AMT capital gains rates and child exemption parameters through 2024. - - AMT references. - date: 2024-02-17 02:46:56 -- bump: patch - changes: - fixed: - - Reduce the adjusted_net_capital_gain by the qualified dividend income in the - vt_capital_gains_exclusion calcualtion. - date: 2024-02-17 04:50:37 -- bump: patch - changes: - changed: - - Assign households with negative income to the -1 decile. - date: 2024-02-17 21:13:13 -- bump: minor - changes: - added: - - Non-chained CPI trend and forecast. - changed: - - Uprate benefits using non-chained CPI. - date: 2024-02-18 16:36:02 -- bump: minor - changes: - added: - - Enable the Vermont state income tax model and add it to the net income tree. - date: 2024-02-18 17:45:25 -- bump: minor - changes: - added: - - Allocate the Montana deductions and exemptions optimally to the head and spouse - if filing separately. - date: 2024-02-18 19:52:14 -- bump: minor - changes: - added: - - Use income tax before non refundable credit as a comparison in the Delaware - files separately variable. - date: 2024-02-18 21:25:48 -- bump: minor - changes: - added: - - Disabled the cdcc cap increase in 2021 for the id_household_and_dependent_care_expense_deduction. - date: 2024-02-18 23:58:28 -- bump: patch - changes: - added: - - Add the wv_homestead_excess_property_tax_credit to the state income tree. - date: 2024-02-19 00:12:47 -- bump: minor - changes: - changed: - - Uprate OASDI and SSI by CPI-W. - date: 2024-02-19 16:36:06 -- bump: patch - changes: - fixed: - - Remove pension income from the MS AGI computation. - date: 2024-02-19 17:00:50 -- bump: patch - changes: - fixed: - - Include pension income in the Mississippi AGI calculation. - date: 2024-02-19 22:58:16 -- bump: minor - changes: - fixed: - - Update 2024 Maximum Taxable Earnings Each Year. - date: 2024-02-19 23:30:53 -- bump: patch - changes: - added: - - Virginia child and dependent care expenses deduction. - date: 2024-02-19 23:39:26 -- bump: minor - changes: - added: - - Enable the West Virginia state income tax model and add it to the net income - tree. - date: 2024-02-20 00:59:09 -- bump: patch - changes: - fixed: - - Adjust the Montana head deductions exemptions variable. - date: 2024-02-20 03:35:22 -- bump: minor - changes: - added: - - 2023 school meal values. - - School meal CPI uprating. - date: 2024-02-20 05:06:07 -- bump: minor - changes: - added: - - Poverty guideline uprating based on 12mo average CPI-U. - date: 2024-02-20 05:54:45 -- bump: patch - changes: - fixed: - - Ohio retirement credit eligiblity and applicable pension income. - - Use Ohio modified income in various credits. - date: 2024-02-20 14:34:59 -- bump: minor - changes: - added: - - Georgia 2023 Individual Income Tax Parameters. - date: 2024-02-20 16:32:04 -- bump: patch - changes: - added: - - Alternate senior renter computation of the Michigan homestead property tax credit. - date: 2024-02-20 17:45:08 -- bump: minor - changes: - added: - - Add pre-subsidy electricity, care, and childcare expenses. - date: 2024-02-20 22:09:07 -- bump: minor - changes: - added: - - Use adds for household_refundable_tax_credits and household_tax_before_refundable_credits. - date: 2024-02-21 01:11:31 -- bump: minor - changes: - added: - - Remove vectorization from the mt_head_deductions_exemptions_indiv variable. - date: 2024-02-21 01:41:58 -- bump: minor - changes: - added: - - SNAP uprating (approximated by CPI-U). - date: 2024-02-21 12:23:33 -- bump: patch - changes: - fixed: - - Apply the Louisiana exemption amount to the bottom tax bracket. - date: 2024-02-21 14:48:48 -- bump: minor - changes: - added: - - Arizona property tax credit. - date: 2024-02-21 17:20:43 -- bump: minor - changes: - added: - - Pennsylvania Child and Dependent Care Tax Credit. - date: 2024-02-22 15:29:21 -- bump: patch - changes: - fixed: - - Remove formula from household_tax_before_refundable_credits and household_refundable_tax_credits. - date: 2024-02-22 15:35:37 -- bump: patch - changes: - fixed: - - Adjust the ct_social_security_benefit_adjustment variable to reflect the worksheet - in the tax forms. - date: 2024-02-22 16:58:33 -- bump: minor - changes: - added: - - Georgia 2024 Standard Deduction Parameters. - date: 2024-02-23 06:10:17 -- bump: patch - changes: - added: - - Include social security, SSI and TANF in the HUD annual income variable. - date: 2024-02-24 00:03:16 -- bump: minor - changes: - added: - - Enable Idaho income tax model and include in the net income tree. - date: 2024-02-24 01:13:23 -- bump: minor - changes: - added: - - California alternative minimum tax calculations. - date: 2024-02-25 23:55:29 -- bump: patch - changes: - fixed: - - Add employee payroll tax to the reported state income tax reform. - date: 2024-02-26 20:50:21 -- bump: minor - changes: - added: - - Update the CalWORKs Child Care payment standard with the 2022 rates. - date: 2024-02-26 20:57:25 -- bump: patch - changes: - fixed: - - Limit the Idaho Grocery Credit to households not enrolled in SNAP. - date: 2024-02-26 21:59:44 -- bump: minor - changes: - added: - - Retirement income from CPS. - changed: - - Improvements to calibration routine. - date: 2024-02-27 22:50:14 -- bump: patch - changes: - fixed: - - Replaced data download URLs for CPS and Enhanced CPS files. - date: 2024-02-27 22:54:30 -- bump: minor - changes: - added: - - CBO uprating factors for all tax parameters through 2034. - date: 2024-02-28 10:24:15 -- bump: minor - changes: - added: - - Create state withheld income tax variables for all states which cause a circular - reference. - date: 2024-02-28 17:28:50 -- bump: patch - changes: - added: - - Decompose snap_utility_allowance into three variables for SUA, LUA, and IUA. - date: 2024-02-28 19:05:54 -- bump: minor - changes: - added: - - 2023 Wisconsin income tax parameters. - date: 2024-02-29 02:00:39 -- bump: patch - changes: - fixed: - - Minnesota Working Family Credit eligibility logic. - date: 2024-03-01 01:53:48 -- bump: patch - changes: - fixed: - - Refactor the Utah tax rate yaml file. - date: 2024-03-01 13:39:44 -- bump: minor - changes: - fixed: - - Add 2024 Georgia income tax values. - date: 2024-03-01 17:12:59 -- bump: minor - changes: - added: - - List of Louisiana non refundable credits in a parameter file - date: 2024-03-02 11:09:14 -- bump: patch - changes: - fixed: - - Populate Social Security dependents and survivors benefits as zero in cps.py. - - Remove uprating from Social Security dependents and survivors benefits. - - Split up SPM unit pre-subsidy childcare expenses into individual expenses. - date: 2024-03-02 18:37:00 -- bump: patch - changes: - fixed: - - Remove qualified_business_income_deduction_person from the list of Ohio deductions. - date: 2024-03-04 19:38:02 -- bump: patch - changes: - fixed: - - Remove not used haircut parameters. - date: 2024-03-05 00:49:48 -- bump: patch - changes: - fixed: - - Add taxable security to the list of Louisiana exemptions from AGI. - date: 2024-03-05 00:57:54 -- bump: patch - changes: - fixed: - - Remove rent from the list of Mississippi income sources. - date: 2024-03-05 04:27:45 -- bump: minor - changes: - fixed: - - Fix 'make install' in Makefile. - date: 2024-03-05 05:56:46 -- bump: patch - changes: - fixed: - - Subtract the QBID from Idaho AGI. - date: 2024-03-05 20:13:22 -- bump: minor - changes: - changed: - - Calibration improvements. - date: 2024-03-06 11:19:30 -- bump: minor - changes: - added: - - Limit the CDCC relevant expense deduction to 2020 amounts in Virginia. - date: 2024-03-06 21:11:12 -- bump: patch - changes: - fixed: - - Limit WIDOW filing status to widowed head with child dependents. - date: 2024-03-06 23:17:06 -- bump: minor - changes: - added: - - Colorado 2023 income tax updates. - date: 2024-03-07 15:52:31 -- bump: minor - changes: - changed: - - California foster youth tax credit. - date: 2024-03-07 16:44:16 -- bump: patch - changes: - fixed: - - Replace state income tax with estimated withholding for all states in income - tax used for SALT deduction. - date: 2024-03-07 19:52:18 -- bump: minor - changes: - added: - - California investment interest expense deduction. - date: 2024-03-08 01:19:52 -- bump: minor - changes: - fixed: - - Add South Carolina 2023 income tax rules - date: 2024-03-08 03:32:43 -- bump: patch - changes: - fixed: - - Attribute the Montana exemptions to each spouse respectively. - date: 2024-03-08 21:27:20 -- bump: patch - changes: - changed: - - Bump policyengine-core to address uprating issue. - date: 2024-03-10 15:34:07 -- bump: patch - changes: - fixed: - - Add short term capital gains to the Michigan household resources. - date: 2024-03-10 19:53:56 -- bump: minor - changes: - added: - - SSI and Social Security as income sources for LA County General Relief. - date: 2024-03-10 20:31:23 -- bump: patch - changes: - added: - - README file to the Idaho tax parameters. - date: 2024-03-11 05:47:32 -- bump: patch - changes: - fixed: - - Kentucky family size tax credit. - date: 2024-03-11 23:01:08 -- bump: minor - changes: - added: - - Retirement distributions as unearned income for SNAP, school meals, and SSI. - date: 2024-03-12 02:25:22 -- bump: patch - changes: - fixed: - - Arkansas exempt gross income components. - date: 2024-03-12 15:15:31 -- bump: patch - changes: - fixed: - - Make the Connecticut personal tax credit brackets inclusive. - date: 2024-03-12 20:39:56 -- bump: minor - changes: - added: - - Los Angeles County EZ Save program. - date: 2024-03-13 15:48:05 -- bump: minor - changes: - added: - - Arkansas parameter update for 2023 - date: 2024-03-13 20:24:41 -- bump: patch - changes: - fixed: - - Make the EZ save program household level and use pre-subsidy electricity expenses. - date: 2024-03-14 11:55:42 -- bump: patch - changes: - fixed: - - Utah at-home parent credit refundability and format. - date: 2024-03-14 12:29:44 -- bump: minor - changes: - added: - - 2025 Budget proposal to impose an the additional Medicare tax rate and NIIT - rate for high-income tax payers. - date: 2024-03-14 13:14:33 -- bump: minor - changes: - added: - - 2023 Massachusetts Senior Circuit Breaker Credit Parameters - date: 2024-03-14 15:00:02 -- bump: minor - changes: - added: - - Arizona 2023 income tax parameters. - - Arizona filing status variable. - date: 2024-03-14 15:33:17 -- bump: minor - changes: - added: - - Uprate the Biden Budget Medicare and NIIT proposal thresholds. - - Cap the NIIT increase threshold at investment income. - date: 2024-03-14 17:21:34 -- bump: minor - changes: - added: - - Connecticut property tax credit. - date: 2024-03-15 02:24:03 -- bump: minor - changes: - added: - - Change the start date of SNAP uprating. - date: 2024-03-15 03:47:15 -- bump: minor - changes: - added: - - Tuition and fees deduction. - date: 2024-03-15 04:21:11 -- bump: minor - changes: - added: - - Update 2023 California income tax parameters. - date: 2024-03-15 12:03:13 -- bump: minor - changes: - added: - - 2023 California CPI. - date: 2024-03-15 13:29:27 -- bump: patch - changes: - added: - - PSL_catalog.json. - date: 2024-03-15 14:43:16 -- bump: patch - changes: - fixed: - - Remove long-term capital gains from the list of Virginia subtractions. - date: 2024-03-15 14:48:22 -- bump: patch - changes: - fixed: - - Adjust the remove_head_of_household reform to reflect the new filing_status.py - logic. - date: 2024-03-15 21:19:02 -- bump: patch - changes: - changed: - - Break filing_status out into multiple variables. - - Simplify and test reform to repeal head of household filing status. - date: 2024-03-16 03:02:17 -- bump: patch - changes: - added: - - A defined_for statement to ca_calworks_child_care for faster execution. - - Intermediate variables for state child care subsidies. - date: 2024-03-17 15:13:36 -- bump: patch - changes: - fixed: - - Remove the qualified business income deduction from the retirement credit eligibility - calculation. - date: 2024-03-17 18:48:55 -- bump: patch - changes: - fixed: - - Adjust the Calworks reimbursement variables to represent monthly values. - date: 2024-03-18 18:52:52 -- bump: patch - changes: - fixed: - - Allocate the Montana dependent exemptions optimally if the filing status is - married filing separately. - date: 2024-03-19 02:52:32 -- bump: minor - changes: - added: - - 2023 Connecticut tax rules. - date: 2024-03-19 03:00:29 -- bump: minor - changes: - added: - - Calibration of returns by filing status. - date: 2024-03-19 14:27:50 -- bump: patch - changes: - added: - - 2023 Michigan Tax Rules. - date: 2024-03-19 14:53:23 -- bump: minor - changes: - added: - - 2023 North Carolina Tax Rules. - date: 2024-03-20 00:27:02 -- bump: patch - changes: - fixed: - - Include the self employment deduction to the list of Michigan additions. - - Remove the self employment income from the list of household resources. - - Subtract the above the line deductions from the household resources. - date: 2024-03-20 04:55:01 -- bump: patch - changes: - fixed: - - Among joint filers, limit the Delaware elderly or disabled exclusion to filers - with both head and spouse eligible. - date: 2024-03-20 13:32:09 -- bump: patch - changes: - fixed: - - Adjust the Kentucky pension income exclusion to not count pension twice. - date: 2024-03-20 19:07:38 -- bump: patch - changes: - fixed: - - Make Arkansas childcare expense credit non-refundable. - date: 2024-03-20 19:56:27 -- bump: patch - changes: - fixed: - - Reduce the itemized deductions in Idaho by the SALT amount. - date: 2024-03-20 21:17:09 -- bump: patch - changes: - fixed: - - Add the Connecticut EITC to the list of refundable credits. - date: 2024-03-20 22:53:10 -- bump: minor - changes: - added: - - Enable Ohio income tax model and include in the net income tree. - date: 2024-03-22 01:44:40 -- bump: minor - changes: - - Add college student status from CPS. - - Add minimum student age to EITC for 2021. - - Use EITC qualifying child count for eligibility. - date: 2024-03-22 11:49:33 -- bump: patch - changes: - - changed: - - Remove 2023 CPS and update default to 2022. - date: 2024-03-22 18:58:11 -- bump: patch - changes: - added: - - Longer history and source for Social Security benefits target. - date: 2024-03-24 03:38:17 -- bump: patch - changes: - fixed: - - Bug in filing status logic causing tax unit spouses to appear in separate returns. - date: 2024-03-25 15:14:47 -- bump: minor - changes: - fixed: - - Maryland earned income tax credit. - date: 2024-03-25 15:54:18 -- bump: minor - changes: - added: - - Biden reform to tax LTCG and qualified dividends as ordinary income for high-income - filers. - date: 2024-03-25 18:10:17 -- bump: minor - changes: - added: - - Enable the Connecticut income tax model and include in the net income tree. - date: 2024-03-25 22:46:18 -- bump: patch - changes: - fixed: - - Adjust the Michigan household resources to exclude QBI. - date: 2024-03-26 14:30:48 -- bump: patch - changes: - fixed: - - Change LA EZ-SAVE to monthly and lag the poverty line. - date: 2024-03-26 21:46:35 -- bump: minor - changes: - added: - - Oregon 2023 parameter values. - date: 2024-03-27 17:03:02 -- bump: minor - changes: - added: - - Include the ky_cdcc to the net income tree. - date: 2024-03-29 22:09:50 -- bump: minor - changes: - added: - - 2023 New Mexico Tax Rules. - date: 2024-03-31 22:26:12 -- bump: patch - changes: - fixed: - - Add taxable social security to the list of Delaware exclusions. - date: 2024-04-01 00:02:30 -- bump: minor - changes: - added: - - Delaware 2023 income tax parameters. - date: 2024-04-01 00:10:04 -- bump: minor - changes: - added: - - 2023 Kansas Tax Rules. - date: 2024-04-01 22:07:43 -- bump: patch - changes: - fixed: - - Fix Virginia low-income credit calculation. - - Fix Virginia itemized deduction calculation. - date: 2024-04-02 15:56:44 -- bump: minor - changes: - added: - - Rename widow to surviving spouse. - date: 2024-04-02 21:40:33 -- bump: patch - changes: - fixed: - - Kentucky tax unit itemizes deductions logic. - date: 2024-04-04 03:29:14 -- bump: patch - changes: - fixed: - - Adjust the widow filing status to surviving spouse in the gov.contrib.biden.budget_2025.capital_gains.income_threshold - file. - date: 2024-04-04 16:13:37 -- bump: minor - changes: - added: - - Enable the Michigan income tax model and include in the net income tree. - date: 2024-04-04 22:18:15 -- bump: minor - changes: - added: - - Enable the Kentucky income tax model and include in the net income tree. - date: 2024-04-04 23:53:10 -- bump: minor - changes: - added: - - Arizona Cash Assistance (TANF) child eligibility. - date: 2024-04-05 00:05:29 -- bump: minor - changes: - added: - - Remove premium_tax_credit from household net income tree. - date: 2024-04-08 03:44:57 -- bump: minor - changes: - added: - - Fix New Mexico low income comprehensive tax rebate calculations. - date: 2024-04-08 03:49:34 -- bump: patch - changes: - fixed: - - Adjust the Delaware elderly or disabled exclusion to represent the case where - married couples file jointly. - date: 2024-04-09 02:59:20 -- bump: patch - changes: - fixed: - - Floor irs_employment_income at zero. - date: 2024-04-11 02:29:17 -- bump: minor - changes: - added: - - Separate out eligibility variables for NYC STC to allow for more flexible policy - modeling. - date: 2024-04-11 12:31:09 -- bump: minor - changes: - added: - - Allocate the Delaware itemized deductions based on federal AGI. - date: 2024-04-11 17:53:36 -- bump: patch - changes: - fixed: - - Delaware itemized deductions logic. - date: 2024-04-11 17:58:58 -- bump: minor - changes: - added: - - Michigan Expanded Deduction for Retirement and Pension Benefits. - date: 2024-04-11 18:12:49 -- bump: patch - changes: - fixed: - - Tax only half of long-term capital gains in Arkansas. - date: 2024-04-11 20:46:15 -- bump: minor - changes: - added: - - 2023 NYC tax rules. - date: 2024-04-12 14:55:04 -- bump: minor - changes: - added: - - Include Maine to the list of modelled policies. - date: 2024-04-12 20:20:03 -- bump: minor - changes: - added: - - Iowa 2023-2026 tax rates. - - 2023 Iowa pension income exclusion logic. - - 2023 Iowa alternative minimum tax logic. - - Disable married filing separately on the same return in Iowa past 2023. - date: 2024-04-12 20:25:53 -- bump: patch - changes: - fixed: - - Delaware _joint AGI and deductions variable attribution. - date: 2024-04-12 20:36:40 -- bump: minor - changes: - added: - - Adjust the NY Empire State Child Credit to take into account the full ctc amounts. - date: 2024-04-13 17:39:21 -- bump: patch - changes: - fixed: - - Delaware itemized deduction decision logic. - date: 2024-04-14 17:20:33 -- bump: minor - changes: - added: - - Colorado HB24-1311 Family Affordability Tax Credit. - date: 2024-04-14 20:10:18 -- bump: minor - changes: - added: - - 2023 New Hampshire tax rules. - date: 2024-04-14 21:21:29 -- bump: minor - changes: - added: - - Enable remaining state income tax models and include in the net income tree. - date: 2024-04-15 14:20:43 -- bump: patch - changes: - added: - - Add Old Age Pension grant standard for 2024. - date: 2024-04-15 19:08:43 -- bump: minor - changes: - fixed: - - Mississippi taxable income. - date: 2024-04-16 00:09:30 -- bump: minor - changes: - added: - - 2023 DC Tax Rules. - date: 2024-04-16 00:34:07 -- bump: minor - changes: - added: - - DC "Give SNAP A Raise" program. - date: 2024-04-16 17:55:38 -- bump: minor - changes: - added: - - 2023 Oklahoma Tax Rules. - date: 2024-04-16 18:05:04 -- bump: patch - changes: - fixed: - - Arkansas capital gains tax calculations. - date: 2024-04-17 16:09:32 -- bump: minor - changes: - added: - - Use CBO projection for personal exemption. - date: 2024-04-17 16:41:57 -- bump: patch - changes: - fixed: - - Consolidated state level additions variables across all state models - date: 2024-04-17 20:43:19 -- bump: patch - changes: - fixed: - - Remove the Mississippi married filing combined logic. - date: 2024-04-19 05:22:04 -- bump: minor - changes: - fixed: - - New York household credit calculation. - date: 2024-04-19 05:38:25 -- bump: patch - changes: - fixed: - - Attribute the standard and itemized deductions in Montana to each spouse respectively. - date: 2024-04-19 14:52:52 -- bump: minor - changes: - added: - - IRS PUF variables under their original names. - date: 2024-04-22 21:11:00 -- bump: patch - changes: - fixed: - - Include the Mississippi real estate tax deduction. - date: 2024-04-22 23:01:24 -- bump: minor - changes: - added: - - 2023 Rhode Island Tax Rules. - date: 2024-04-22 23:34:33 -- bump: minor - changes: - added: - - 2023 Louisiana tax rules. - date: 2024-04-23 01:31:48 -- bump: minor - changes: - added: - - 2023 West Virginia tax rules. - date: 2024-04-23 01:42:03 -- bump: minor - changes: - added: - - 2023 Kentucky tax rules. - date: 2024-04-23 02:11:03 -- bump: patch - changes: - fixed: - - skip_existing in PyPI publish workflow - date: 2024-04-23 06:46:02 -- bump: minor - changes: - added: - - Change the Colorado family affordability credit file name. - date: 2024-04-23 16:42:53 -- bump: patch - changes: - fixed: - - Reduce the Arkansas taxable long term capital gains by the short term capital - losses. - date: 2024-04-23 17:20:45 -- bump: minor - changes: - added: - - Adjust the Missouri deductions metadata. - date: 2024-04-23 18:20:42 -- bump: patch - changes: - fixed: - - Add Mississippi tax unit itemizes variable. - date: 2024-04-24 04:49:34 -- bump: patch - changes: - fixed: - - Prorate the Montana federal income tax deduction based on Montana AGI. - date: 2024-04-24 17:29:04 -- bump: patch - changes: - added: - - Illinois metadata clean-up. - - Read me files. - - Removed per-vehicle payment files. - date: 2024-04-24 17:35:42 -- bump: patch - changes: - added: - - 2023 Virginia Tax Rules. - date: 2024-04-25 18:37:03 -- bump: minor - changes: - added: - - 2023 Utah Tax Rules. - date: 2024-04-25 19:41:13 -- bump: minor - changes: - added: - - 2023 Idaho Tax Rules. - date: 2024-04-25 19:55:16 -- bump: patch - changes: - fixed: - - Reduce the Louisiana exempt income in 2021. - date: 2024-04-26 00:39:06 -- bump: minor - changes: - added: - - SNAP BBCE Limit Updates. - date: 2024-04-29 12:59:19 -- bump: minor - changes: - added: - - 2023 Ohio Tax Rules. - date: 2024-04-29 16:34:36 -- bump: minor - changes: - added: - - 2023 SNAP utility allowances for Colorado - date: 2024-04-30 02:07:09 -- bump: minor - changes: - added: - - Include 403b_contributions in pre_tax_contributions. - date: 2024-05-02 09:02:21 -- bump: minor - changes: - added: - - New Jersey 2023 income tax updates. - date: 2024-05-02 17:30:29 -- bump: patch - changes: - fixed: - - Changed parameters - `unit:years` , `unit:age` to `unit:year` - date: 2024-05-05 12:40:28 -- bump: minor - changes: - added: - - Create a lives_in_vehicle variable to determine whether a homeless person is - using their vehicle as shelter. - date: 2024-05-05 17:39:50 -- bump: patch - changes: - fixed: - - Performance improvements in labor supply responses. - date: 2024-05-05 20:28:59 -- bump: patch - changes: - fixed: - - Refactor the Louisianna exempt income variable to use the federal tax deduction. - date: 2024-05-05 21:59:45 -- bump: minor - changes: - added: - - Allocate the Montana dependent exemptions after the application of the deductions - and exemptions. - date: 2024-05-06 01:15:16 -- bump: patch - changes: - fixed: - - Allocate the Mississippi itemized deductions optimally between spouses. - date: 2024-05-06 01:19:28 -- bump: minor - changes: - added: - - Macro impact caching for key variables. - date: 2024-05-06 15:07:09 -- bump: minor - changes: - fixed: - - Countable income now includes the spouse's income when both the head and spouse - are eligible. - date: 2024-05-06 17:53:18 -- bump: minor - changes: - added: - - Bump core to 2.20.0. - date: 2024-05-06 23:33:21 -- bump: minor - changes: - added: - - Other housing costs beyond rent for SNAP. - date: 2024-05-07 01:17:04 -- bump: minor - changes: - added: - - 2023 Massachusetts Tax Rules. - date: 2024-05-07 12:04:33 -- bump: minor - changes: - added: - - Alabama 2023 tax rules. - date: 2024-05-07 15:23:31 -- bump: minor - changes: - added: - - Make the Louisiana EITC and CDCC refundable. - date: 2024-05-07 18:56:59 -- bump: minor - changes: - added: - - CBO elasticities for labor supply. - - Self-employment income responses. - date: 2024-05-08 15:28:13 -- bump: minor - changes: - added: - - 2023 Vermont Tax Rules. - date: 2024-05-09 02:48:07 -- bump: patch - changes: - added: - - Ability for users to provide the PUF data input files. - date: 2024-05-09 11:37:29 -- bump: minor - changes: - added: - - Create distinct Louisiana CDCC refundable and non-refundable variables. - date: 2024-05-09 13:03:58 -- bump: minor - changes: - added: - - Hawaii 2023 income tax parameters. - date: 2024-05-10 15:49:10 -- bump: patch - changes: - fixed: - - Increase the Arkansas capital gains loss cap parameter value. - date: 2024-05-14 13:17:04 -- bump: minor - changes: - added: - - 2023 Missouri tax rules. - date: 2024-05-14 14:16:18 -- bump: minor - changes: - added: - - Add venv and .venv to .gitignore. - date: 2024-05-14 14:53:14 -- bump: minor - changes: - added: - - Backfill empty changelog entries. - date: 2024-05-14 14:58:17 -- bump: minor - changes: - added: - - Update core to 2.21.5. - date: 2024-05-14 16:51:18 -- bump: minor - changes: - added: - - Income disregard for CHP+ - date: 2024-05-14 21:12:56 -- bump: patch - changes: - fixed: - - Adjust the Alabama legal code references. - date: 2024-05-15 02:01:54 -- bump: patch - changes: - fixed: - - Uncap real estate taxes in the Virginia itemized deduction logic. - date: 2024-05-16 22:53:29 -- bump: minor - changes: - added: - - "Retirement Savings Contributions Credit (Saver\u2019s Credit)." - date: 2024-05-16 23:47:24 -- bump: minor - changes: - added: - - Weekly hours worked. - date: 2024-05-18 09:25:41 -- bump: patch - changes: - added: - - Automatic version updating for household API - date: 2024-05-21 16:34:59 -- bump: patch - changes: - fixed: - - Adjust the Los Angeles income types to exclude basic income. - date: 2024-05-22 17:28:57 -- bump: patch - changes: - fixed: - - Bug causing State taxes to not have effects in microsimulations. - date: 2024-05-24 12:51:32 -- bump: patch - changes: - fixed: - - Randomness in baseline tax results across model runs. - date: 2024-05-24 13:34:27 -- bump: patch - changes: - fixed: - - Self-employment income not available after initial microdata year. - date: 2024-05-24 19:15:18 -- bump: patch - changes: - fixed: - - Add health insurance premiums to SNAP excess medical expense deduction. - date: 2024-05-26 01:22:36 -- bump: patch - changes: - fixed: - - Arkansas tax unit itemizes decision based on the federal itemization. - - Create a separate Virginia deductions variable. - date: 2024-05-30 13:22:45 -- bump: minor - changes: - added: - - Add Montana taxable social security benefits. - - Fix Montana agi formula. - date: 2024-05-31 11:59:03 -- bump: minor - changes: - added: - - Remove Social Security from the Montana additions parameter. - - Pin core to <2.22. - date: 2024-06-03 17:08:14 -- bump: patch - changes: - fixed: - - Round Arkansas deduction allocation fraction to nearest whole percent. - date: 2024-06-04 00:24:56 -- bump: patch - changes: - fixed: - - Add New Mexico and New Jersey credits to the net income tree. - date: 2024-06-04 21:01:00 -- bump: minor - changes: - added: - - Illinois Child Tax Credit Reform. - date: 2024-06-05 17:25:11 -- bump: patch - changes: - fixed: - - Arkansas income tax rates. - date: 2024-06-07 01:04:14 -- bump: patch - changes: - fixed: - - Zero out the taxable social security base income thresholds for separate filers - who cohabitated. - date: 2024-06-07 13:52:30 -- bump: minor - changes: - added: - - Add Oregon state uprating. - date: 2024-06-07 16:21:49 -- bump: minor - changes: - added: - - Rename medicaid_income to medicaid_magi. - date: 2024-06-07 20:27:00 -- bump: minor - changes: - added: - - Colorado family affordability tax credit. - removed: - - Draft version of Colorado family affordability tax credit. - date: 2024-06-08 01:49:40 -- bump: minor - changes: - added: - - Minnesota child and working families tax credits. - fixed: - - Minnesota working families tax credit parameter structure. - date: 2024-06-10 16:45:35 -- bump: minor - changes: - added: - - Adjust the New Mexico refundable credits parameter files. - date: 2024-06-10 16:50:58 -- bump: patch - changes: - fixed: - - Adjust the state income tax to include tax before refundable credits and refundable - credits. - - Create a state withheld income tax variable. - date: 2024-06-10 21:18:51 -- bump: patch - changes: - fixed: - - Adjust the Minnesota phase-out rate to reflect the legal code. - date: 2024-06-11 12:11:14 -- bump: minor - changes: - added: - - Utah child tax credit. - - 2023 Utah earned income tax credit match increase. - date: 2024-06-11 15:00:02 -- bump: minor - changes: - fixed: - - Fix New Jersey property tax credit income eligibility logic - date: 2024-06-11 20:39:03 -- bump: minor - changes: - added: - - Colorado EITC match increase beginning in 2024, recently legislated. - date: 2024-06-12 15:18:35 -- bump: minor - changes: - added: - - San Francisco working families tax credit. - date: 2024-06-14 09:40:28 -- bump: minor - changes: - added: - - Variables used by Tax-Calculator but not PolicyEngine in the IRS PUF. - date: 2024-06-18 12:58:34 -- bump: minor - changes: - added: - - Projections from June 2024 CBO baseline. - date: 2024-06-19 16:51:13 -- bump: minor - changes: - added: - - North Dakota 2023 tax rules. - - North Dakota taxes legal code references. - - North Dakota tax parameters uprating. - date: 2024-06-20 01:35:16 -- bump: minor - changes: - added: - - Add 2023 Minnesota Tax Rules. - date: 2024-06-20 14:58:39 -- bump: minor - changes: - added: - - New York Solar Energy Systems Equipment Credit. - date: 2024-06-20 15:16:19 -- bump: patch - changes: - fixed: - - Remove unneeded personal_interest_expense variable. - date: 2024-06-21 16:07:00 -- bump: patch - changes: - fixed: - - Limit DC SNAP minimum allotment to eligible applicants. - date: 2024-06-21 18:32:22 -- bump: minor - changes: - added: - - Hawaii standard deduction increases. - - Hawaii tax bracket increases. - date: 2024-06-25 01:14:35 -- bump: minor - changes: - changed: - - Update CPI-U and CPI-W parameters based on the CBO June 2024 Projections. - date: 2024-06-25 02:39:47 -- bump: patch - changes: - added: - - Move rounding metadata to individual breakdown parameters. - date: 2024-06-26 00:53:07 -- bump: major - changes: - added: - - Support for Python 3.11. - date: 2024-06-26 17:11:51 -- bump: minor - changes: - added: - - Add the New York Residential Solar Tax to the net income tree. - date: 2024-06-26 17:53:48 -- bump: minor - changes: - added: - - Update the SNAP uprating based on the June 2024 CBO forecast. - date: 2024-06-27 03:27:43 -- bump: minor - changes: - added: - - Connecticut 2022 temporary child tax rebate. - date: 2024-06-27 11:42:31 -- bump: minor - changes: - added: - - 2023 Illinois policy parameter updates. - date: 2024-06-28 03:25:40 -- bump: minor - changes: - added: - - Montgomery County Local EITC. - date: 2024-07-01 13:54:35 -- bump: patch - changes: - fixed: - - Oklahoma EITC refundability. - date: 2024-07-01 20:57:08 -- bump: patch - changes: - fixed: - - Change the parameter input in the CT rebate reduction start from WIDOW to SURVIVING_SPOUSE. - date: 2024-07-02 00:30:47 -- bump: minor - changes: - added: - - Moving DC SNAP temporary local benefit code. - date: 2024-07-02 00:35:30 -- bump: minor - changes: - added: - - Maine 2023 tax rules. - - Maine tax parameters uprating. - - Refactor Maine property tax fairness credit. - date: 2024-07-02 00:42:34 -- bump: minor - changes: - added: - - Maryland 2023 income tax updates. - date: 2024-07-02 02:10:58 -- bump: minor - changes: - added: - - DC Additional SNAP minimum allotment. - date: 2024-07-02 12:50:48 -- bump: minor - changes: - added: - - Mississippi 2023, 2024, and 2025 tax rates. - - Mississippi charitable contributions credit. - date: 2024-07-02 17:35:57 -- bump: minor - changes: - added: - - Student loan above the line deduction. - date: 2024-07-02 18:45:27 -- bump: minor - changes: - added: - - New York State Geothermal Energy System Credit. - date: 2024-07-02 21:36:44 -- bump: minor - changes: - added: - - Change MS charitable contributions credit from WIDOW to SURVIVING_SPOUSE. - date: 2024-07-03 19:51:24 -- bump: minor - changes: - added: - - Halve joint EITC phase out rate reform. - date: 2024-07-07 23:49:09 -- bump: minor - changes: - added: - - 2023 New York tax rules. - date: 2024-07-08 11:55:38 -- bump: minor - changes: - added: - - New York State Working Families Tax Credit reform. - date: 2024-07-08 13:14:25 -- bump: patch - changes: - fixed: - - 2023 EITC joint bonus parameter value. - date: 2024-07-09 02:52:07 -- bump: patch - changes: - fixed: - - 2018 federal EITC parameter values. - date: 2024-07-09 12:45:04 -- bump: patch - changes: - added: - - Expand free school categorical eligibility to foster, homeless, migrant, and - runaway children. - date: 2024-07-10 16:44:14 -- bump: minor - changes: - added: - - DC disability income exclusion. - date: 2024-07-10 19:28:55 -- bump: patch - changes: - changed: - - Updated version of tables. - date: 2024-07-11 16:05:44 -- bump: minor - changes: - added: - - Update SNAP income utility expense deduction amounts. - date: 2024-07-12 03:51:02 -- bump: minor - changes: - added: - - Estate tax. - date: 2024-07-12 10:11:42 -- bump: minor - changes: - added: - - New Jersey SNAP minimum allotment. - date: 2024-07-12 16:05:37 -- bump: minor - changes: - added: - - DC Child Tax Credit. - - DC Child Tax Credit reform. - date: 2024-07-14 16:03:45 -- bump: minor - changes: - added: - - UBI marriage bonus structure. - date: 2024-07-17 18:24:10 -- bump: patch - changes: - fixed: - - Adjust the ctc_qualifying_child to reflect the age requirement. - date: 2024-07-18 19:53:37 -- bump: minor - changes: - added: - - Remove NY Child Tax Credit age minimum for 2023. - date: 2024-07-18 23:21:40 -- bump: patch - changes: - fixed: - - 2020 Single income tax bracket. - date: 2024-07-19 00:40:56 -- bump: minor - changes: - added: - - Maryland state SNAP minimum benefits. - date: 2024-07-19 20:13:51 -- bump: patch - changes: - fixed: - - Change add_variable to update_variable function. - date: 2024-07-20 17:07:53 -- bump: minor - changes: - added: - - NYSERDA Drive Clean program. - date: 2024-07-21 02:11:13 -- bump: patch - changes: - added: - - 2019 Kamala Harris LIFT proposal. - date: 2024-07-21 16:01:23 -- bump: patch - changes: - added: - - Fix 2018 surviving spouse AMT exemption value. - date: 2024-07-21 16:10:11 -- bump: minor - changes: - fixed: - - Formatting adjustments to the Middle Class Tax Credit. - - Added pell grants to the earned income definitions for the Middle Class Tax - Credit. - date: 2024-07-22 07:26:38 -- bump: patch - changes: - added: - - Refactor social security taxes for refundable CTC calculation. - date: 2024-07-22 18:07:41 -- bump: patch - changes: - added: - - Pell Grant Student Aid Index. - date: 2024-07-22 20:45:34 -- bump: minor - changes: - added: - - Separate WIC eligibility variable. - date: 2024-07-23 03:17:03 -- bump: minor - changes: - added: - - Update 2023 SNAP medical deductions. - date: 2024-07-23 04:22:45 -- bump: minor - changes: - added: - - SSI blind or disabled working student earned income exemption. - date: 2024-07-23 21:52:58 -- bump: minor - changes: - added: - - Tax Counseling for the Elderly eligibility. - date: 2024-07-24 00:03:46 -- bump: patch - changes: - fixed: - - Adjust the DC CTC formatting. - date: 2024-07-24 01:33:28 -- bump: minor - changes: - added: - - 2023 Nebraska income tax values. - date: 2024-07-24 01:38:48 -- bump: patch - changes: - fixed: - - DC CTC parameter period function. - date: 2024-07-24 20:06:00 -- bump: patch - changes: - fixed: - - Cap the Pell Grant amount at the cost of attendance. - date: 2024-07-24 20:10:44 -- bump: patch - changes: - added: - - Restructure Nebraska variables and tests. - date: 2024-07-24 20:47:17 -- bump: patch - changes: - fixed: - - Disabeld the exhaustive_parameter_dependencies metadata in household_refundable_state_tax_credits - as it was not working with state reforms. - date: 2024-07-25 02:41:53 -- bump: minor - changes: - added: - - 2023 Indiana income tax updates. - date: 2024-07-25 04:22:15 -- bump: minor - changes: - added: - - 2023 Washington Tax Rules. - date: 2024-07-25 12:45:43 -- bump: patch - changes: - fixed: - - Remove the adds function from the reported_state_income_tax reform file. - date: 2024-07-25 13:01:20 -- bump: minor - changes: - added: - - 2023 Montana Tax Rules. - date: 2024-07-25 22:43:01 -- bump: patch - changes: - fixed: - - Limit the older children under the Working Families Tax Credit above 18 years. - date: 2024-07-26 02:54:51 -- bump: patch - changes: - fixed: - - Optimize for the Hawaii deduction. - date: 2024-07-29 20:47:46 -- bump: patch - changes: - fixed: - - Exclude childless filers from the NY WFTC EITC reduction. - date: 2024-07-30 00:23:32 -- bump: patch - changes: - fixed: - - Add the flat tax variable in the relevant net income tree computations. - - Index general household and state level parameters. - date: 2024-07-30 05:34:09 -- bump: patch - changes: - fixed: - - Structure End Child Poverty Act as a reform. - date: 2024-07-30 16:30:17 -- bump: patch - changes: - fixed: - - Minor CTC social security parameter formatting. - date: 2024-07-30 20:06:02 -- bump: patch - changes: - fixed: - - Add the Child benefit component to the ECPA reform. - date: 2024-07-30 20:20:10 -- bump: minor - changes: - added: - - Decouple the WFTC child age eligibility from the NY exemptions child age threshold. - date: 2024-07-31 07:15:11 -- bump: minor - changes: - added: - - California & Oregon higher Lifeline benefit amount. - date: 2024-08-01 13:25:55 -- bump: minor - changes: - added: - - Remove the parameter caching from the state variables. - date: 2024-08-01 13:55:37 -- bump: minor - changes: - added: - - July 2024 CalWorks vehicle value increase. - date: 2024-08-01 15:51:55 -- bump: minor - changes: - added: - - BOOST act middle class tax credit. - date: 2024-08-02 03:31:58 -- bump: minor - changes: - added: - - Indiana additional exemption amount for adopted children. - date: 2024-08-02 17:55:58 -- bump: patch - changes: - added: - - Consistent unit usage in list parameters. - date: 2024-08-05 00:52:28 -- bump: minor - changes: - added: - - Head Start and Early Head Start programs eligibility. - date: 2024-08-05 21:40:16 -- bump: minor - changes: - added: - - North Carolina use tax. - date: 2024-08-06 16:57:19 -- bump: patch - changes: - fixed: - - Adjust the income_tax_before_refundable_credits variable to be neutralized when - abolishing federal income tax. - date: 2024-08-06 17:30:53 -- bump: minor - changes: - added: - - Revised State Median Income (SMI) Ceilings 2024 - date: 2024-08-06 18:44:12 -- bump: patch - changes: - added: - - California TANF resources variable inputs. - date: 2024-08-06 21:26:16 -- bump: minor - changes: - added: - - Nebraska refundable child tax credit. - - Remove duplicate childcare expenses variable. - date: 2024-08-08 15:22:20 -- bump: patch - changes: - fixed: - - Restriction on out-dated version of policyengine-core. - date: 2024-08-08 18:06:51 -- bump: minor - changes: - added: - - Support for Python 3.12. - date: 2024-08-10 03:56:39 -- bump: patch - changes: - fixed: - - Refactor the alternative minimum tax files. - - Include capital gains tax in the final alternative minimum tax calculation. - date: 2024-08-10 11:09:59 -- bump: patch - changes: - fixed: - - Inclusion of unneeded packages in pyproject.toml install_requires list. - date: 2024-08-10 19:54:58 -- bump: minor - changes: - added: - - New York additional Empire State Tax Credit. - date: 2024-08-12 15:37:43 -- bump: minor - changes: - added: - - Rent relief tax credit. - date: 2024-08-12 16:32:53 -- bump: minor - changes: - added: - - Update to codecov/codecov-action@v4, actions/setup-python@v5, and actions/checkout@v4. - date: 2024-08-13 03:08:12 -- bump: minor - changes: - fixed: - - Inaccurate docstring in loss.py - date: 2024-08-13 14:42:06 -- bump: minor - changes: - added: - - Flat tax on gross income. - date: 2024-08-13 16:02:31 -- bump: minor - changes: - added: - - Use un-reduced income for calculating the excess of the rent relief credit. - date: 2024-08-16 11:39:35 -- bump: patch - changes: - fiex: - - Typo in New York working families tax credit match. - date: 2024-08-16 11:45:37 -- bump: minor - changes: - added: - - Infant calibration. - date: 2024-08-16 15:31:16 -- bump: minor - changes: - added: - - Refactor the `household_benefits` and `household_state_benefits` variables to - include a list parameter. - date: 2024-08-17 13:51:13 -- bump: minor - changes: - added: - - Reform repeal Minnesota Bill HF1938. - date: 2024-08-17 15:50:59 -- bump: patch - changes: - removed: - - Age limit for ARPA CTC amount scale parameter (delegating instead to base CTC - age limit). - date: 2024-08-17 16:48:52 -- bump: patch - changes: - fixed: - - Mixed scalar and vectorized operations in mn_social_security_subtraction. - date: 2024-08-17 18:47:58 -- bump: patch - changes: - fixed: - - Limit American Family Act baby bonus reform to CTC-eligible children. - - Make AFA baby bonus and head of household repeal work after 2024. - date: 2024-08-17 22:15:46 -- bump: patch - changes: - fixed: - - Minnesota Bill HF1938 impact fix. - date: 2024-08-18 16:32:45 -- bump: minor - changes: - added: - - Personal Credit reform. - date: 2024-08-18 16:54:38 -- bump: minor - changes: - added: - - Add head_start and early_head_start variables to household_benefits parameter. - date: 2024-08-19 15:50:20 -- bump: patch - changes: - fixed: - - Bug in Harris Rent Relief Act for low earners. - date: 2024-08-19 18:40:57 -- bump: minor - changes: - added: - - 2024 Nebraska tax rules update. - date: 2024-08-20 01:56:19 -- bump: patch - changes: - fixed: - - Minnesota standard and itemized deduction reduction structure. - date: 2024-08-21 15:12:46 -- bump: minor - changes: - added: - - IRS VITA Program Eligibility. - date: 2024-08-22 00:24:36 -- bump: minor - changes: - added: - - Denver property tax relief. - date: 2024-08-22 15:03:28 -- bump: minor - changes: - added: - - Separate out SSI eligibility from the general uncapped_ssi file. - date: 2024-08-22 23:31:20 -- bump: minor - changes: - added: - - Oregon Rebate state tax exempt reform. - date: 2024-08-23 15:56:12 -- bump: patch - changes: - fixed: - - Oregon rebate reform typo. - date: 2024-08-25 22:50:32 -- bump: patch - changes: - fixes: - - Utah 2024 Tax Rate and EITC Description Change. - - Rhode Island 2023 retirement income subtraction cap increase. - - Mississippi 2023 income tax rate. - - Remove True print statement in Minnesota CDCC. - - Colorado family affordability credit age multiplier label. - date: 2024-08-26 14:19:06 -- bump: minor - changes: - added: - - Oregon WFHDC household income variable. - date: 2024-08-26 21:37:42 -- bump: minor - changes: - added: - - Mississippi child and dependent care credit. - date: 2024-08-26 22:09:35 -- bump: minor - changes: - added: - - CARES act charity deduction provision for non-itemizers. - date: 2024-08-29 15:00:53 -- bump: minor - changes: - added: - - New York supplemental tax incremental benefit repeal for 2028 - date: 2024-08-29 22:06:21 -- bump: patch - changes: - fixed: - - Increase Hawaii Military Reserve or Hawaii National Guard Duty Pay Cap. - - Rhode Island 2023 military retirement pay subtraction. - date: 2024-08-29 23:49:17 -- bump: minor - changes: - added: - - Repeal dependent exemption reform. - date: 2024-08-31 16:36:48 -- bump: minor - changes: - added: - - Family Security Act 2.0 provisions. - date: 2024-08-31 18:22:12 -- bump: minor - changes: - added: - - Family Security Act 2.0 CTC amount per child and pregnancy credit structure. - date: 2024-09-01 18:17:57 -- bump: minor - changes: - added: - - Infant calibration and uprating. - date: 2024-09-02 11:22:31 -- bump: patch - changes: - fixed: - - Five year forward check in the Repeal dependent exemptions reform. - date: 2024-09-03 21:50:50 -- bump: minor - changes: - added: - - Change reform parameters to default to 0. - date: 2024-09-03 22:29:43 -- bump: minor - changes: - added: - - Apply ALD to alimony expense, not income in the above the line deductions. - - Divorce status to cps.py. - date: 2024-09-03 22:33:44 -- bump: patch - changes: - fixed: - - Minor bugs and deconstruct MOOP variables in CPS. - date: 2024-09-03 23:46:01 -- bump: minor - changes: - added: - - 2024 Medicaid income limit updates for North Carolina. - date: 2024-09-04 10:39:53 -- bump: patch - changes: - changed: - - Update policyengine-core to 3.6.5 - date: 2024-09-05 12:33:59 -- bump: patch - changes: - fixed: - - Minnesota pension income subtraction parameter value. - date: 2024-09-05 23:49:18 -- bump: minor - changes: - added: - - Implemented North Carolina TANF need standard and eligibility calculations. - date: 2024-09-05 23:56:03 -- bump: minor - changes: - added: - - Arkansas 2024 tax rate. - date: 2024-09-06 03:17:09 -- bump: minor - changes: - fixed: - - Refactor the Utah income tax tree. - - Remove ut_taxpayer_credit from the non-refundable credits list. - date: 2024-09-06 16:56:54 -- bump: patch - changes: - added: - - Commodity Supplemental Food Program - date: 2024-09-06 20:25:29 -- bump: minor - changes: - changed: - - Separated data from main repo. - date: 2024-09-07 00:01:09 -- bump: patch - changes: - minor: - - Neutralize the New York Working Families Tax credit parameter values. - date: 2024-09-09 16:40:19 -- bump: patch - changes: - fixed: - - Fix CSFP income limit - date: 2024-09-09 19:58:03 -- bump: patch - changes: - fixed: - - Separate the CTC and EITC under the FSA 2.0. - date: 2024-09-09 20:03:22 -- bump: minor - changes: - added: - - Utah additional dependent exemption starting in 2023. - date: 2024-09-10 17:15:06 -- bump: minor - changes: - added: - - Update SNAP values for 2025. - date: 2024-09-10 22:10:39 -- bump: patch - changes: - added: - - Updated CO TANF grant standard - date: 2024-09-12 04:48:22 -- bump: minor - changes: - added: - - Test for additional standard deduction variable. - date: 2024-09-12 17:10:41 -- bump: patch - changes: - added: - - Loading of policyengine-us-data from PyPI - fixed: - - Divided tests within GitHub Actions to avoid resource issues - date: 2024-09-14 00:18:02 -- bump: patch - changes: - fixed: - - Add switch to basic income phase-in. - date: 2024-09-16 14:57:51 -- bump: patch - changes: - fixed: - - Wisconsin 2nd tax bracket for single and hoh in 2023. - date: 2024-09-16 16:11:42 -- bump: minor - changes: - added: - - Apply the federal standard and itemized deductions in Iowa from 2023 on. - date: 2024-09-17 03:02:20 -- bump: patch - changes: - fixed: - - Adjust the kiddie tax logic in the AMT calculation. - date: 2024-09-17 12:08:35 -- bump: minor - changes: - changed: - - Corrected connection with us-data repository - removed: - - Deprecated data folder - date: 2024-09-18 18:16:20 -- bump: minor - changes: - added: - - Calculation logic for North Carolina SNAP standard and limited utility allowance - by household size amount. - date: 2024-09-19 01:11:12 -- bump: minor - changes: - added: - - 2025 CalWORKs maximum resource limit update. - date: 2024-09-19 02:03:16 -- bump: patch - changes: - removed: - - CI documentation actions, which currently fail. - date: 2024-09-19 02:12:02 -- bump: minor - changes: - added: - - 2025 CalWORKs payment standards increase. - date: 2024-09-19 02:19:49 -- bump: minor - changes: - added: - - Nebraska child care subsidy. - date: 2024-09-19 02:32:58 -- bump: patch - changes: - changed: - - Medicaid national parameters run off a CSV, cutting runtime by ~8%. - date: 2024-09-19 15:49:59 -- bump: patch - changes: - removed: - - Unnecessary parameters in VT's parameter tree. - date: 2024-09-19 16:01:11 -- bump: patch - changes: - fixed: - - Add defined_for metadata for all state level variables. - date: 2024-09-19 17:53:36 -- bump: patch - changes: - added: - - Speedtests to PRs. - date: 2024-09-20 15:00:03 -- bump: minor - changes: - added: - - Wisconsin 2024 CDCC match value. - date: 2024-09-21 01:08:08 -- bump: minor - changes: - added: - - New Mexico armed forces retirement pay exemption. - date: 2024-09-21 01:56:21 -- bump: minor - changes: - added: - - Tenure type. - - Uprating for rent and property taxes. - - Household reference person flag. - date: 2024-09-23 09:43:51 -- bump: minor - changes: - changed: - - PE-US-Data bumped to 1.5.1. - date: 2024-09-23 13:43:10 -- bump: minor - changes: - added: - - Remove total_income and net_income. - date: 2024-09-23 19:44:39 -- bump: minor - changes: - added: - - Include 17 year olds in the NYWFTC as younger children. - date: 2024-09-23 22:24:38 -- bump: minor - changes: - changed: - - Made Maine dependent exemption credit refundable in 2024. - date: 2024-09-25 00:47:29 -- bump: patch - changes: - changed: - - US data version to 1.6.0. - date: 2024-09-25 11:53:57 -- bump: minor - changes: - added: - - Add post TCJA income tax rates. - date: 2024-09-25 17:55:53 -- bump: minor - changes: - added: - - Use adjusted gross income in withheld state income tax. - - Separate takes_up_snap_if_eligible variable from snap variable. - removed: - - Windows test runner. - date: 2024-09-27 19:02:03 -- bump: minor - changes: - added: - - 2024 CalFresh (SNAP) standard medical deduction amount increase. - date: 2024-09-27 19:10:57 -- bump: minor - changes: - added: - - Alaska Permanent Fund Dividend and One-time Energy Relief Payments. - date: 2024-09-27 19:42:19 -- bump: minor - changes: - added: - - New Family Security Act version. - date: 2024-09-27 19:50:33 -- bump: minor - changes: - added: - - 2024 Kentucky income tax rate reduction. - date: 2024-09-27 20:05:18 -- bump: minor - changes: - fixed: - - Remove lifeline variable from spm_unit_broadband_subsidy. - - Modified tests for spm_unit_broadband_subsidy. - date: 2024-09-27 20:12:23 -- bump: patch - changes: - fixed: - - Update the Hawaii SNAP net income test application. - date: 2024-09-27 20:22:56 -- bump: minor - changes: - added: - - North Carolina rate changes for 2024 on. - - 2024 Rhode Island EITC match. - fixed: - - NYC tax credit parameter formatting. - date: 2024-09-28 02:35:09 -- bump: minor - changes: - added: - - Child Tax Credit phase-in variable. - fixed: - - Child Tax Credit value variable. - - Pinned policyengine-core version. - date: 2024-09-29 04:49:39 -- bump: minor - changes: - changed: - - PolicyEngine-US-Data bumped to 1.8 - date: 2024-09-29 22:51:45 -- bump: minor - changes: - added: - - Oklahoma military retirement benefit exclusion. - - Oklahoma AGI subtractions list. - date: 2024-09-29 23:26:45 -- bump: minor - changes: - added: - - 2023 Medicaid income limit updates. - date: 2024-09-30 16:54:45 -- bump: minor - changes: - added: - - North Carolina military retirement deduction. - date: 2024-09-30 17:03:10 -- bump: patch - changes: - changed: - - Moved loading of abolitions parameters earlier in initialization process - date: 2024-09-30 22:09:41 -- bump: patch - changes: - added: - - Always use the SUA for CO. - date: 2024-10-02 17:49:23 -- bump: minor - changes: - added: - - Parameterize the age in is_person_demographic_tanf_eligible. - date: 2024-10-04 16:51:40 -- bump: minor - changes: - added: - - Typo in CalWORKs exempt parameter. - date: 2024-10-05 07:43:35 -- bump: minor - changes: - added: - - Minnesota 2024 income tax bracekts. - date: 2024-10-05 12:11:34 -- bump: minor - changes: - added: - - EITC takeup by number of children. - date: 2024-10-06 10:30:21 -- bump: minor - changes: - - Updated to PolicyEngine US Data v1.9. - date: 2024-10-07 13:04:35 -- bump: minor - changes: - added: - - Added NC SNAP utility allowances for FY 2025. - fixed: - - Corrected NC SNAP utility allowance parameters start date. - date: 2024-10-08 14:25:53 -- bump: minor - changes: - added: - - Minnesota 2024 base and additional standard deduction amount updates. - date: 2024-10-08 14:36:53 -- bump: minor - changes: - added: - - Minnesota 2024 standard deduction limitations update. - date: 2024-10-09 04:16:32 -- bump: minor - changes: - - Updated to PolicyEngine US Data v1.10. - date: 2024-10-09 11:09:17 -- bump: minor - changes: - - Updated to PolicyEngine US Data v1.11. - date: 2024-10-09 15:10:16 -- bump: minor - changes: - added: - - Missouri 2024 income tax rate and brackets. - date: 2024-10-14 19:08:02 -- bump: minor - changes: - added: - - Harris capital gains tax reform. - date: 2024-10-14 19:22:35 -- bump: minor - changes: - added: - - Kentucky Standard Deduction 2024 & 2025. - date: 2024-10-14 20:30:24 -- bump: minor - changes: - added: - - California Standard Deduction, Personal/Dependent Exemption Credits and Renter - AGI Cap 2024. - date: 2024-10-14 20:55:12 -- bump: minor - changes: - added: - - California Income Tax Thresholds 2024. - date: 2024-10-15 00:23:23 -- bump: minor - changes: - added: - - Idaho 2024 income tax rate and brackets. - date: 2024-10-15 03:05:54 -- bump: minor - changes: - added: - - Kansas disabled veteran exemptions. - date: 2024-10-15 03:15:23 -- bump: minor - changes: - added: - - 2024 tax rate, CDCC match, standard deduction and personal exemption amount - in Kansas.. - date: 2024-10-15 10:18:53 -- bump: minor - changes: - added: - - IN county taxes. - date: 2024-10-15 16:26:25 -- bump: minor - changes: - added: - - Exclude students from the SNAP unit with certain exceptions. - date: 2024-10-15 16:32:32 -- bump: minor - changes: - added: - - Chained CPI 2035. - date: 2024-10-15 18:57:14 -- bump: minor - changes: - added: - - Georgia 2024 dependent exemption amount update. - date: 2024-10-15 19:32:53 -- bump: minor - changes: - added: - - Michigan 2024 income tax rate update. - date: 2024-10-16 12:20:25 -- bump: minor - changes: - added: - - Biden NIIT label and description change. - date: 2024-10-17 19:59:12 -- bump: patch - changes: - fixed: - - Pregnant people counted as 2 for Medicaid FPG percent - date: 2024-10-21 19:39:15 -- bump: patch - changes: - changed: - - Updated required version of policyengine-core - date: 2024-10-21 20:22:41 -- bump: patch - changes: - fixed: - - Changed weekly_hours_worked to weekly_hours_worked_before_lsr in SNAP formula - to avoid circular dependency. - date: 2024-10-21 20:37:15 -- bump: minor - changes: - added: - - End ACP effective 2024-06-01. - date: 2024-10-23 20:51:51 -- bump: minor - changes: - added: - - 2025 income and capital gains thresholds. - date: 2024-10-23 22:18:23 -- bump: minor - changes: - added: - - Trump tip income tax exempt. - date: 2024-10-24 03:58:00 -- bump: minor - changes: - added: - - Separate tip income and overtime income from the main tax exempt reforms structure. - date: 2024-10-27 22:00:19 -- bump: minor - changes: - added: - - DC Child Tax Credit. - date: 2024-10-28 20:09:23 -- bump: minor - changes: - added: - - Remaining 2025 IRS tax posted parameter updates. - date: 2024-10-28 21:33:47 -- bump: minor - changes: - added: - - Capital gains tax responses. - date: 2024-10-29 13:25:05 -- bump: patch - changes: - changed: - - Updated policyengine-us-data to 0.11.1 - - Updated microdf-python to 0.4.3 - date: 2024-10-29 19:55:24 -- bump: patch - changes: - changed: - - Altered handling of federal params in VA reduced itemized deductions - date: 2024-10-30 02:19:31 -- bump: minor - changes: - added: - - California Medicaid Former Foster Youth Program. - date: 2024-10-30 18:47:11 -- bump: patch - changes: - fixed: - - remove uprating for SNAP variables that don't change - date: 2024-10-31 18:57:07 -- bump: patch - changes: - fixed: - - Branch improvements. - date: 2024-11-01 10:27:40 -- bump: patch - changes: - fixed: - - Colorado 2023 sales tax refund. - date: 2024-11-01 16:53:33 -- bump: patch - changes: - fixed: - - Qualified business defaults to true. - date: 2024-11-04 12:17:46 -- bump: minor - changes: - added: - - SNAP 2024 SUA for Colorado - date: 2024-11-05 21:37:21 -- bump: minor - changes: - added: - - Update EITC joint bonus for childless filers. - date: 2024-11-07 11:43:28 -- bump: patch - changes: - added: - - Label to Alaska tax param folder - date: 2024-11-08 23:52:56 -- bump: patch - changes: - added: - - Test for meets_school_meal_categorical_eligibility with vectorized inputs. - fixed: - - Corrected meets_school_meal_categorical_eligilibity to properly calculate eligibility - for vectorized inputs. - date: 2024-11-10 18:07:53 -- bump: minor - changes: - fixed: - - NJ EITC correctly calculates federal EITC entitlement. - date: 2024-11-11 04:40:19 -- bump: patch - changes: - fixed: - - Iowa Income Tax Rates 2023-2026. - date: 2024-11-11 04:47:50 -- bump: minor - changes: - added: - - Los Angeles County expectant parent payment. - - Los Angeles County infant supplement. - date: 2024-11-13 16:46:23 -- bump: minor - changes: - added: - - Georgia 2024 income tax rate update. - date: 2024-11-14 17:44:55 -- bump: patch - changes: - fixed: - - Mississippi missing 2023 income tax bracket thresholds. - date: 2024-11-14 20:12:06 -- bump: patch - changes: - fixed: - - Refactor the New York Working Families Tax Credit. - date: 2024-11-15 19:21:17 -- bump: patch - changes: - added: - - Add the 2023 Arkansas inflation relief credit amount and avoid attributing the - amount twice for joint filers filing separately. - date: 2024-11-16 20:18:42 -- bump: patch - changes: - fixed: - - Remove the child tax rebate from the list of 2023 rhode island refundable credits. - date: 2024-11-16 20:47:40 -- bump: patch - changes: - added: - - Populate va_agi_person and add the Virginia spouse tax adjustment to the net - income tree. - date: 2024-11-16 20:55:48 -- bump: minor - changes: - added: - - Montana 2023 income tax rule updates. - date: 2024-11-18 01:37:58 -- bump: minor - changes: - added: - - SALT deduction phase-out reform. - date: 2024-11-18 02:11:15 -- bump: minor - changes: - fixed: - - Cliff variables. - date: 2024-11-18 13:26:09 -- bump: minor - changes: - changed: - - US-Data to 1.13. - date: 2024-11-19 13:15:26 -- bump: patch - changes: - added: - - Monthly age variable. - fixed: - - Los Angeles Infant Supplement and Expectant Parent Payment age threshold. - date: 2024-11-19 16:41:43 -- bump: patch - changes: - added: - - New test to cliff_evaluated to demonstrate differences between adults and children - in given household. - changed: - - Changed formula for cliff_evaluated to use new marginal tax rate adults parameter. - - Updated cliff_gap test to use new marginal tax rate adults parameter. - removed: - - Unused cliff impact parameters. - date: 2024-11-19 21:32:57 -- bump: minor - changes: - added: - - SALT phase-out reform separate rate for joint filers. - date: 2024-11-19 23:38:18 -- bump: minor - changes: - added: - - CTC supplement for oldest child reform. - - Child index variable. - date: 2024-11-21 02:32:20 -- bump: minor - changes: - added: - - Delaware 2022 relief rebate. - date: 2024-11-21 03:30:46 -- bump: minor - changes: - added: - - Reform to repeal state dependent exemptions. - date: 2024-11-21 03:44:18 -- bump: patch - changes: - fixed: - - Montana 2023 / 2024 EITC match. - date: 2024-11-25 12:08:59 -- bump: minor - changes: - added: - - Apply the phase-in to the CTC when computing the New York empire state credit. - date: 2024-11-25 21:52:13 -- bump: minor - changes: - added: - - Montana 2023 income tax rebate. - date: 2024-11-25 22:04:48 -- bump: minor - changes: - added: - - Louisiana 2025 flat income tax rate. - - Louisiana 2025 retirement income exemption increase. - date: 2024-11-25 23:01:42 -- bump: minor - changes: - added: - - Louisiana 2025 standard deduction structure. - date: 2024-11-30 18:08:00 -- bump: patch - changes: - fixed: - - Arkansas 2023 low income tax table parameters. - date: 2024-12-01 16:39:30 -- bump: patch - changes: - changed: - - Upgraded minimum policyengine-core version - - Allowed more flexibility in policyengine-us-data version - date: 2024-12-03 20:14:27 -- bump: minor - changes: - added: - - Add the Arizona charitable contributions credit to the net income tree. - date: 2024-12-03 20:23:24 -- bump: patch - changes: - fixed: - - Remove the SNAP child support deduction from the net income computation if applied - to gross income. - date: 2024-12-04 19:11:45 -- bump: minor - changes: - added: - - Apply the TCJA mortgage value limits under the mortgage interest deduction. - date: 2024-12-04 21:38:01 -- bump: minor - changes: - added: - - Remove CBO elasticities toggle. - date: 2024-12-05 15:47:47 -- bump: minor - changes: - added: - - Montana property tax rebate. - date: 2024-12-05 15:58:14 -- bump: minor - changes: - added: - - Add multiple state exemptions to the repeal of state dependent exemptions reform. - date: 2024-12-05 16:42:58 -- bump: minor - changes: - added: - - Second earner tax reform. - date: 2024-12-05 16:48:14 -- bump: minor - changes: - added: - - Nebraska military retirement benefit exclusion. - date: 2024-12-12 05:36:14 -- bump: patch - changes: - added: - - Capability to select custom start time for simulations; this is a patch for - structural reforms that occur at non-default time periods. - date: 2024-12-13 23:43:04 -- bump: patch - changes: - fixed: - - NYWFTC EITC older children eligibility. - date: 2024-12-15 23:08:57 -- bump: patch - changes: - fixed: - - New York Working Families Tax Credit parameter structure. - - New York exemptions child definition. - date: 2024-12-18 02:17:13 -- bump: minor - changes: - added: - - Add non-refundable credits to state dependent exemption reform. - date: 2024-12-18 02:31:13 -- bump: patch - changes: - added: 2025 SSI, AND-CS, and OAP values - date: 2024-12-20 16:50:32 -- bump: patch - changes: - fixed: - - Adjust the EPP max pregnancy month value. - date: 2024-12-23 19:54:14 -- bump: patch - changes: - fixed: - - Indiana National Guard and Reserve Pay Deduction 2023. - date: 2024-12-24 12:46:05 -- bump: minor - changes: - added: - - 2026 Estate Tax Credit Exemption amount. - date: 2024-12-24 15:53:04 -- bump: patch - changes: - fixed: - - Illinois income tax before non-refundable credits variable format. - date: 2024-12-24 18:42:26 -- bump: minor - changes: - added: - - Expanded CTC reform including a reformed phase-in structure. - date: 2024-12-24 21:20:18 -- bump: minor - changes: - added: - - SSI qualified non-citizen eligibility. - date: 2024-12-26 12:59:32 -- bump: minor - changes: - added: - - Abolish SNAP net income test reform. - - Abolish SNAP deductions reform. - date: 2024-12-27 21:44:15 -- bump: minor - changes: - added: - - 2024 DC property tax credit maximum benefit and thresholds - date: 2024-12-28 02:48:55 -- bump: patch - changes: - fixed: - - Iowa alternate tax eligibility. - date: 2025-01-03 16:28:36 -- bump: patch - changes: - fixed: - - Uncap New York real estate tax deduction. - - Cap New York college tuition expenses credit and deduction per student. - date: 2025-01-06 05:03:19 -- bump: minor - changes: - added: - - New Jersey medical expense deduction. - date: 2025-01-06 15:50:44 -- bump: patch - changes: - fixed: - - NYC income tax rates. - date: 2025-01-06 18:47:40 -- bump: minor - changes: - added: - - State-level variables in taxsim. - date: 2025-01-08 23:32:39 -- bump: minor - changes: - added: - - 2024 DC keep child care affordable tax credit max benefit and thresholds. - - DC EITC match delay to 2029. - date: 2025-01-09 16:55:35 -- bump: patch - changes: - added: - - Montana top income tax rate 2024. - date: 2025-01-09 21:40:41 -- bump: patch - changes: - fixed: - - Only apply the Virginia rebate to the 2023 tax year. - date: 2025-01-10 05:35:35 -- bump: minor - changes: - added: - - DC property tax credit take up. - date: 2025-01-10 11:34:59 -- bump: minor - changes: - added: - - DC property tax credit reform. - date: 2025-01-13 01:59:31 -- bump: patch - changes: - fixed: - - 2024 Connecticut income tax rates for HOH and surviving spouses. - date: 2025-01-13 17:48:43 -- bump: minor - changes: - added: - - References for New Jersey 2024 state income tax. - date: 2025-01-13 19:10:03 -- bump: minor - changes: - added: - - Colorado income tax rate 2024. - date: 2025-01-15 21:19:28 -- bump: patch - changes: - fixed: - - Limit CAPI to households with eligible aged or disabled filers. - date: 2025-01-16 20:40:42 -- bump: minor - changes: - added: - - Missouri 2024 and 2025 top income tax rate. - - Missouri 2024 working family tax credit match. - date: 2025-01-16 21:12:09 -- bump: minor - changes: - added: - - Puerto Rico low income credit. - - Puerto Rico compensatory low income credit. - date: 2025-01-17 04:08:48 -- bump: patch - changes: - fixed: - - DC property tax credit reform 5 year forward check. - date: 2025-01-17 14:54:51 -- bump: patch - changes: - fixed: - - DC property tax credit phase-out calculation. - date: 2025-01-18 00:44:16 -- bump: patch - changes: - fixed: - - Apply the 5 year forward check to the SALT phase out reform. - date: 2025-01-20 05:43:12 -- bump: minor - changes: - added: - - Limit the SALT deduction to property taxes reform. - date: 2025-01-20 15:53:06 -- bump: minor - changes: - added: - - Maryland standard deduction values 2024. - date: 2025-01-21 04:58:51 -- bump: minor - changes: - added: - - 2025 New York Inflation Rebates. - date: 2025-01-21 05:05:10 -- bump: minor - changes: - added: - - 2024 California YCTC and Foster Youth Credit parameters. - date: 2025-01-21 20:24:31 -- bump: patch - changes: - fixed: - - Limit DC PTC to filers that take it up in the reform. - date: 2025-01-22 06:23:40 -- bump: patch - changes: - fixed: - - Invalid value when dividing employment_income by total_earnings in marginal - tax rate calculation. - date: 2025-01-23 16:58:25 -- bump: patch - changes: - fixed: - - Include the New York 2025 Inflation Rebates in the net income tree. - date: 2025-01-24 16:08:29 -- bump: patch - changes: - fixes: - - Consistent use of straight quotes instead of smart quotes. - date: 2025-01-24 16:12:31 -- bump: minor - changes: - added: - - Optional State Sales Tax Rates. - date: 2025-01-24 16:56:04 -- bump: minor - changes: - added: - - NYC school tax credit phase out reform. - date: 2025-01-27 12:51:08 -- bump: patch - changes: - fixed: - - Invalid value encountered when dividing income_effect by original_earnings and - dividing substitution_effect by original_earnings in weekly hours worked calculation - date: 2025-01-27 21:39:20 -- bump: patch - changes: - fixed: - - California itemized deduction limits 2024. - - California AMT parameters 2024. - - California 2024 tax form references. - date: 2025-01-28 13:45:56 -- bump: minor - changes: - added: - - New York 2024 tax form references. - date: 2025-01-29 01:21:20 -- bump: patch - changes: - fixed: - - Iowa income tax structure on and after 2023. - date: 2025-01-29 15:14:24 -- bump: minor - changes: - added: - - New York City 2024 tax form references. - date: 2025-01-29 20:49:54 -- bump: minor - changes: - added: - - Georgia State Tax Code 2024 Updates. - date: 2025-01-31 14:12:32 -- bump: minor - changes: - added: - - Change is_widowed to is_surviving_spouse. - date: 2025-01-31 15:42:23 -- bump: minor - changes: - added: - - January 2025 CBO economic and demographic outlooks. - date: 2025-02-03 22:12:04 -- bump: patch - changes: - fixed: - - Revert previous commit. - date: 2025-02-04 16:24:45 -- bump: patch - changes: - fixes: - - Georgia personal exemption availability. - date: 2025-02-05 00:41:13 -- bump: patch - changes: - fixed: - - Adds 2025 Federal Poverty Guidelines. - date: 2025-02-05 18:19:06 -- bump: minor - changes: - added: - - Refactor the Alternative Minimum Tax (AMT) logic. - date: 2025-02-06 10:21:40 -- bump: minor - changes: - added: - - Pennsylvania 2024 income tax updates. - date: 2025-02-06 20:58:56 -- bump: minor - changes: - added: - - 2024 North Carolina Income Tax Updates. - date: 2025-02-07 21:44:34 -- bump: minor - changes: - added: - - CBO uprating factors for all tax parameters through 2035. - date: 2025-02-10 21:41:56 -- bump: minor - changes: - added: - - Apply itemized deduction limitations. - date: 2025-02-11 16:25:15 -- bump: patch - changes: - fixed: - - Create a non_deductible_mortgage_interest variable. - - Sum deductible and non-deductible interest in the mortgage_interest variable. - date: 2025-02-11 18:25:27 -- bump: patch - changes: - fixes: - - Convert the Montana Child Tax Credit to a reform. - date: 2025-02-12 20:02:57 -- bump: minor - changes: - added: - - Kansas State Tax Code 2024 Updates. - date: 2025-02-13 00:37:01 -- bump: minor - changes: - added: - - Colorado 2024 tax form references. - - 2023 and 2024 Colorado Income Qualified Senior Housing Credit. - - 2024 Colorado ABLE Account Cap. - - 2023 and 2024 Colorado CollegeInvest Maximum Amount. - - 2024 Colorado State Sales Tax Refund. - date: 2025-02-13 01:01:20 -- bump: minor - changes: - added: - - Rename interest_expense to deductible_interest_expense. - date: 2025-02-13 01:08:09 -- bump: patch - changes: - added: - - update the CSFP income limits - date: 2025-02-13 21:40:47 -- bump: minor - changes: - added: - - Kentucky income tax rate 2026. - date: 2025-02-14 19:34:59 -- bump: patch - changes: - fixed: - - Set the bottom bracket to -.inf under the New York Inflation Rebates reform. - date: 2025-02-14 20:39:21 -- bump: minor - changes: - changed: - - Uprate medical expense categories by CMS MOOP per capita projections. - removed: - - Over-the-counter expenses from MOOP definition for IRS and SNAP. - date: 2025-02-17 23:53:42 -- bump: patch - changes: - added: - - Add personal exemptions to the AMT Income calculation. - date: 2025-02-18 22:33:47 -- bump: minor - changes: - added: - - DC 2024 Income Tax Updates. - date: 2025-02-18 23:22:33 -- bump: patch - changes: - fixed: - - Apply miscellaneous deduction floor. - - Add miscellaneous deduction to the AMT Income calculation. - date: 2025-02-19 20:05:31 -- bump: minor - changes: - added: - - Family Income Supplemental Credit Act reform. - date: 2025-02-19 20:13:32 -- bump: minor - changes: - added: - - New York Pension exclusion Variable. - - New York Subtraction List Parameter. - - Added test for New York pension exclusion variable. - date: 2025-02-20 03:56:06 -- bump: patch - changes: - fixed: - - FISC act in effect parameter type. - date: 2025-02-20 13:23:33 -- bump: patch - changes: - fixed: - - Correct AMT single exemption amount values. - date: 2025-02-20 15:09:55 -- bump: minor - changes: - added: - - Nationwide (except NY and VT) ACA for 2025. - date: 2025-02-20 15:41:40 -- bump: minor - changes: - added: - - 2024 Massachusetts State Income Tax Updates. - date: 2025-02-20 19:47:27 -- bump: patch - changes: - fixed: - - Floor the income bracket at 1 in the state_sales_tax variable. - date: 2025-02-24 13:59:24 -- bump: patch - changes: - added: - - CLAUDE.md with development guidelines and common code patterns - fixed: - - Delete old ACA SLCSP files - - Expanded Variables Related to LA county SLCSP - - Fix array comparison in the LA expectant parent payment eligibility formula - date: 2025-02-24 23:14:08 -- bump: minor - changes: - added: - - Ohio state tax code 2025 updates. - date: 2025-02-27 08:40:40 -- bump: patch - changes: - fixed: - - Cap the FISC Act AGI floor at 0. - date: 2025-02-28 14:09:09 -- bump: patch - changes: - fixed: - - Louisiana federal tax deduction reduction. - date: 2025-02-28 14:57:36 -- bump: minor - changes: - added: - - Employer side Social Security and Medicare payroll tax. - - Reform for counting employer side payroll taxes in employees' IRS gross income. - date: 2025-03-01 15:17:51 -- bump: patch - changes: - fixed: - - Hide program takeup parameters from the web UI by setting economy: false in - their metadata - date: 2025-03-01 23:09:07 -- bump: minor - changes: - added: - - Modified reform for counting employer side payroll taxes in employees' IRS gross - income so that Social Security and Medicare can be included separately. - date: 2025-03-03 23:06:08 -- bump: minor - changes: - added: - - Utah state tax code 2024 updates. - date: 2025-03-04 23:26:22 -- bump: minor - changes: - added: - - Implemented North Carolina Subsidized Child Care Assistance (SCCA) program and - entry eligibility calculations. - improved: - - Enhanced NC SCCA by adding school age detection and refactoring age group determination - using parameter-based approach. - - Fixed parameter format issues to address validation errors in rate_unit format. - date: 2025-03-05 14:11:36 -- bump: patch - changes: - fixed: - - Remove Colorado SNAP net income test. - date: 2025-03-06 13:36:02 -- bump: patch - changes: - fixed: - - Alabama retirement exemption computation. - date: 2025-03-06 14:07:16 -- bump: patch - changes: - changed: - - Adjust the Infant age group definition for North Carolina SCCA program. - date: 2025-03-07 00:26:43 -- bump: patch - changes: - added: - - Adjust label for young child basic income age parameter. - date: 2025-03-07 19:23:38 -- bump: patch - changes: - fixed: - - Typo in the Los Angeles County general relief housing subsidy parameters. - date: 2025-03-08 12:59:39 -- bump: minor - changes: - added: - - 2024 Michigan State Income Tax Updates. - date: 2025-03-10 12:25:03 -- bump: minor - changes: - added: - - 2025 Idaho income tax cut. - date: 2025-03-10 15:29:09 -- bump: patch - changes: - fixed: - - Colorado credit returns NaNs in 2025 and beyond. - - Added test for NaNs in 2025 and beyond. - date: 2025-03-11 12:24:12 -- bump: patch - changes: - fixed: - - Minnesota social security subtraction reduction. - date: 2025-03-11 15:56:15 -- bump: minor - changes: - fixed: - - Fixed California Rating Area 16's ACA premium. - date: 2025-03-11 21:57:12 -- bump: minor - changes: - added: - - 2024 Idaho State Income Tax Updates. - date: 2025-03-12 15:09:34 -- bump: minor - changes: - added: - - 2024 Kentucky State Income Tax Updates. - date: 2025-03-12 18:28:39 -- bump: minor - changes: - added: - - 2024 Alabama State Income Tax Updates. - date: 2025-03-13 15:42:03 -- bump: patch - changes: - fixed: - - Changed reform to tax employer payroll taxes from a parametric to a structural - reform to avoid double-counting. - date: 2025-03-14 00:28:04 -- bump: minor - changes: - added: - - Move branch_to_determine_itemization to gov/simulation folder. - date: 2025-03-17 09:50:22 -- bump: minor - changes: - added: - - 2024 Mississippi State Income Tax Updates. - date: 2025-03-17 21:18:41 -- bump: minor - changes: - added: - - New York and Vermont ACA family tier ratings. - date: 2025-03-17 21:43:27 -- bump: minor - changes: - added: - - Virginia state tax code 2024 updates. - - Replace inactive statutory links in the Virginia tax code. - - Update description of Virginia itemized deduction limits. - date: 2025-03-17 21:48:20 -- bump: patch - changes: - fixed: - - Idaho 2024 income tax rate. - date: 2025-03-18 07:50:27 -- bump: minor - changes: - added: - - Missouri state tax code 2024 updates. - date: 2025-03-19 07:54:52 -- bump: minor - changes: - fixed: - - Fixed Texas and Maine rating areas and corresponding SLCSP. - date: 2025-03-19 09:20:57 -- bump: patch - changes: - fixed: - - Rename capital_gains_before_response to long_term_capital_gains_before_response - as it is unclear whether it might include/allocate short term. - date: 2025-03-19 09:32:35 -- bump: patch - changes: - fixed: - - Remove SSI from unearned income sources for NC TANF. - date: 2025-03-19 20:55:15 -- bump: minor - changes: - added: - - Minnesota 2024 state income tax updates. - date: 2025-03-19 21:49:56 -- bump: patch - changes: - fixed: - - Remove the mistakenly added tax-dependent limit from the NC SCCA program as - it is not required. - date: 2025-03-20 12:19:03 -- bump: patch - changes: - added: - - Added Maryland Tax Code Updates for 2024. - date: 2025-03-20 12:28:46 -- bump: patch - changes: - fixed: - - "Fixed SSI spousal deeming logic by adding the FBR differential threshold check\ - \ required by \xA7416.1163(d)(1). Now the ineligible spouse's income is only\ - \ deemed if it exceeds the difference between couple and individual FBRs." - - Corrected a multi-argument `max_()` usage in the State Supplement code to use - `np.maximum.reduce(...)`, ensuring that single disabled individuals now receive - the correct (non-zero) supplement amount. - - Updated `ssi_category` so that disabled individuals are categorized properly - (no longer `'NONE'`), fixing a scenario where the category check returned zero - for disabled recipients. - - Revised the Massachusetts FULL_COST integration test to align with our current - offset logic for large leftover incomes (previously returned an unexpected zero). - date: 2025-03-20 13:20:44 -- bump: patch - changes: - fixed: - - Refactor New Mexico itemized deductions. - date: 2025-03-20 14:53:50 -- bump: minor - changes: - added: - - 2024 North Dakota State Income Tax Updates. - date: 2025-03-20 15:35:49 -- bump: minor - changes: - added: - - 2023 to 2025 Massachusetts SSI State Supplement Parameters. - date: 2025-03-20 21:06:04 -- bump: minor - changes: - added: - - Illinois 2024 income tax updates. - fixed: - - Illinois child tax credit logic. - date: 2025-03-20 23:52:06 -- bump: minor - changes: - added: - - 2024 Wisconsin State Income Tax Updates. - date: 2025-03-24 11:01:52 -- bump: minor - changes: - added: - - Oklahoma State Tax Code 2024 Updates. - date: 2025-03-24 11:38:01 -- bump: minor - changes: - added: - - Include California State Supplement eligibility rules and include in the net - income tree . - date: 2025-03-24 14:07:04 -- bump: patch - changes: - fixed: - - Minnesota working family credit phase-in threshold. - date: 2025-03-24 20:55:29 -- bump: minor - changes: - added: - - Massachusetts Transitional Aid to Families with Dependent Children. - date: 2025-03-24 21:11:24 -- bump: patch - changes: - added: - - Updated State Spending on Medicaid. - date: 2025-03-25 09:56:10 -- bump: minor - changes: - added: - - Arizona 2024 income tax updates. - date: 2025-03-25 16:34:13 -- bump: minor - changes: - added: - - 2025 Idaho Grocery Credit. - date: 2025-03-25 20:17:19 -- bump: minor - changes: - added: - - Kansas head of household additional exemption. - date: 2025-03-25 20:22:29 -- bump: minor - changes: - added: - - 2024 South Carolina State Income Tax Updates. - date: 2025-03-26 17:10:58 -- bump: minor - changes: - added: - - 2024 Indiana Income Tax Updates. - date: 2025-03-28 12:23:21 -- bump: minor - changes: - added: - - Convert TANF variables to monthly. - date: 2025-03-28 17:49:52 -- bump: minor - changes: - added: - - 2024 Hawaii State Income Tax Updates. - date: 2025-03-28 18:57:33 -- bump: minor - changes: - added: - - 2024 Washington State Income Tax Updates. - date: 2025-03-31 15:42:14 -- bump: minor - changes: - added: - - 2024 Louisiana State Income Tax Updates. - date: 2025-04-01 12:10:52 -- bump: minor - changes: - added: - - 2025 Utah Income Tax Changes. - date: 2025-04-01 13:33:21 -- bump: minor - changes: - added: - - Massachusetts Emergency Aid to the Elderly, Disabled and Children (EAEDC). - date: 2025-04-01 13:44:29 -- bump: minor - changes: - added: - - 2024 Iowa State Income Tax Updates. - date: 2025-04-01 16:24:37 -- bump: minor - changes: - added: - - Massachusetts Bay Transportation Authority Income-Eligible Reduced Fare Program - eligibility. - - Massachusetts Bay Transportation Authority Senior Charlie Card Program eligibility. - - Massachusetts Bay Transportation Authority Transportation Access Pass (TAP) - Charlie Card Program eligibility. - date: 2025-04-01 18:13:56 -- bump: patch - changes: - added: - - Conversion of county FIPS codes to county enum items - - Helper function to convert string county names to enum keys - - Function to download and parse county FIPS dataset from Hugging Face - changed: - - Modified county variable to depend on FIPS input, then on ZIP code - - Modified county variable to use helper function for conversion from county names - to enum keys - date: 2025-04-01 18:27:47 -- bump: patch - changes: - fixed: - - Consolidated the different Medicaid parameters. - date: 2025-04-02 16:46:53 -- bump: patch - changes: - fixed: - - Convert meets_snap_categorical_eligibility to monthly. - date: 2025-04-03 08:25:20 -- bump: patch - changes: - fixed: - - Account for the case where only one person is of the eligible immigration status - under the LA GR program. - date: 2025-04-03 11:58:58 -- bump: patch - changes: - added: - - Fix 2025 Utah Income Tax Rate. - date: 2025-04-03 16:03:51 -- bump: minor - changes: - added: - - Mississippi Income Tax Cut (2027-2030). - date: 2025-04-04 09:27:04 -- bump: minor - changes: - added: - - 2024 Maine State Income Tax Updates. - date: 2025-04-04 11:06:12 -- bump: patch - changes: - added: - - Added 2021-2023 Medicaid spending and enrollment data. - date: 2025-04-04 14:06:57 -- bump: minor - changes: - added: - - Include Massachusetts EAEDC and TAFDC in the net income tree. - date: 2025-04-04 17:04:17 -- bump: minor - changes: - added: - - Revert unwanted changes to MA EAEDC and TAFDC. - date: 2025-04-04 19:32:12 -- bump: patch - changes: - fixed: - - Enable MA EAEDC and TAFDC. - date: 2025-04-06 13:33:02 -- bump: minor - changes: - changed: - - DC Temporary Assistance for Needy Families (TANF) program. - date: 2025-04-06 13:44:41 -- bump: patch - changes: - added: - - Fix End Child Poverty Act uprating. - date: 2025-04-07 17:03:32 -- bump: minor - changes: - added: - - 2024 New Hampshire State Income Tax Updates. - date: 2025-04-07 17:11:50 -- bump: minor - changes: - added: - - Mississippi retirement income exemption. - date: 2025-04-07 20:54:03 -- bump: patch - changes: - fixed: - - Fix the Colorado refundable CTC formula. - date: 2025-04-08 11:51:57 -- bump: minor - changes: - added: - - 2024 Oregon State Income Tax Updates. - date: 2025-04-08 14:53:45 -- bump: patch - changes: - fixed: - - Create a separate Hawaii itemized deductions reduction threshold to align with - the tax forms. - date: 2025-04-08 18:07:28 -- bump: patch - changes: - fixes: - - Apply the 2020 tax rules to the Oklahoma EITC computation. - date: 2025-04-10 07:14:19 -- bump: minor - changes: - added: - - Remove the speedtest. - date: 2025-04-10 21:23:06 -- bump: minor - changes: - added: - - Remove the pregnancy condition from LA infant supplement eligibility. - date: 2025-04-14 01:13:24 -- bump: minor - changes: - added: - - AFA 2025 reform. - date: 2025-04-15 18:10:28 -- bump: patch - changes: - added: - - Added CHIP as a program seperate from Medicaid. - date: 2025-04-16 23:27:50 -- bump: minor - changes: - added: - - New York itemized deductions reduction formula. - date: 2025-04-18 13:28:01 -- bump: patch - changes: - fixed: - - Refactor the Massachusetts state supplement program. - date: 2025-04-18 13:42:07 -- bump: minor - changes: - added: - - 2024 New Mexico State Income Tax Updates. - date: 2025-04-18 23:44:14 -- bump: patch - changes: - fixes: - - Fix tests including state_supplement parameters. - date: 2025-04-19 11:11:45 -- bump: minor - changes: - added: - - Limit itemized deductions to taxable income. - date: 2025-04-19 16:18:12 -- bump: minor - changes: - added: - - 2024 Arkansas State Income Tax Updates. - date: 2025-04-22 20:32:13 -- bump: minor - changes: - changed: - - Corrected infant allowance file name in Massachusetts TAFDC program. - date: 2025-04-23 19:49:38 -- bump: patch - changes: - fixed: - - Adjust the SLCSP computation to reflect person-level eligibility. - date: 2025-04-25 14:31:40 -- bump: minor - changes: - added: - - Updated Delaware state tax code for 2024. - date: 2025-04-25 15:43:41 -- bump: minor - changes: - added: - - Updated Montana's Tax Code for 2024. - date: 2025-04-25 17:47:11 -- bump: patch - changes: - fixed: - - AFA reform maximum CTC amount adjustment. - date: 2025-04-25 18:05:47 -- bump: patch - changes: - fixed: - - Fixed ACA PTC phase-out rate calculation to properly handle null values in parameter - brackets - date: 2025-04-25 19:32:44 -- bump: patch - changes: - fixed: - - Default the MA EAEDC living arrangement to "A". - - Fix the MA EAEDC non-financial eligibility formula. - date: 2025-04-25 22:07:31 -- bump: patch - changes: - added: - - 2025 Annual Update of the HHS Poverty Guidelines. - date: 2025-04-26 02:00:39 -- bump: minor - changes: - added: - - Include taxable IRA distributions in market income. - date: 2025-04-28 16:19:52 -- bump: minor - changes: - added: - - Adjust ctc_value when activating fully refundable CTC. - date: 2025-04-28 16:42:01 -- bump: minor - changes: - added: - - Limit reported SALT to the amount that would zero out regular tax liability. - - Create SALT and reported SALT variables. - fixes: - - Remove itemized deductions limitation at taxable income. - date: 2025-04-28 17:09:00 -- bump: minor - changes: - added: - - 2026-2027 Montana Income Tax Changes. - date: 2025-04-28 20:12:23 -- bump: patch - changes: - fixes: - - Cap the NY household credit amount which reduces the NY EITC at state tax before - credits. - date: 2025-04-29 20:07:23 -- bump: minor - changes: - added: - - SNAP SUA for 2025 - - SNAP LUA for 2025 - date: 2025-04-30 20:00:26 -- bump: minor - changes: - added: - - Puerto Rico gross income. - date: 2025-04-30 20:06:54 -- bump: patch - changes: - changed: - - Fix 2024 SNAP parameters. - - Update 2025 SNAP parameters. - date: 2025-05-01 16:15:34 -- bump: minor - changes: - added: - - Updated senior Medicaid parameters and adjusted variable to use percent of federal - poverty. - date: 2025-05-01 16:22:31 -- bump: patch - changes: - added: - - Added infant Medicaid ages and income Limits - date: 2025-05-06 19:13:10 -- bump: patch - changes: - fixed: - - Montana income tax uprating. - date: 2025-05-06 21:05:56 -- bump: patch - changes: - changed: - - Extended IRS uprating to 2035, inclusive. - date: 2025-05-07 14:14:46 -- bump: minor - changes: - added: - - Create independent checks for the EAEDC and TAFDC values. - date: 2025-05-07 20:46:30 -- bump: minor - changes: - added: - - New York 2025 Inflation Rebates incremental phase out. - date: 2025-05-08 18:22:05 -- bump: minor - changes: - added: - - Illinois Chicago Transit Authority Reduced Fare and Free Ride Programs. - date: 2025-05-08 18:28:51 -- bump: minor - changes: - added: - - 2024 Nebraska State Income Tax Updates. - date: 2025-05-08 18:34:30 -- bump: patch - changes: - fixes: - - Remove infant age limit from Los Angeles County's Infant Supplement. - date: 2025-05-08 20:04:34 -- bump: patch - changes: - fixed: - - Add defined_for = "PR" to Puerto Rico variables. - date: 2025-05-10 00:18:36 -- bump: minor - changes: - added: - - 2026 Budget reconciliation QBID reform. - date: 2025-05-11 20:08:13 -- bump: patch - changes: - added: - - Statutory sources to some federal tax variables. - - Historical Social Security earnings cap values. - changed: - - Index SGA by NAWI instead of COLA. - date: 2025-05-12 11:00:51 -- bump: patch - changes: - fixed: - - Add itemization choice to taxable income before QBID. - date: 2025-05-12 13:17:51 -- bump: patch - changes: - fixed: - - Update CBO projected Exemption parameters for Jan 2025 forecast. - date: 2025-05-12 18:42:29 -- bump: minor - changes: - added: - - Option to apply a floor to the phased-out SALT deduction reform. - date: 2025-05-12 19:49:10 -- bump: minor - changes: - added: - - Reconciliation limitation on tax benefit of itemized deductions reform. - date: 2025-05-12 20:41:49 -- bump: patch - changes: - fixed: - - Account for pease in the taxable_income_deductions_if_itemizing variable. - date: 2025-05-12 23:17:00 -- bump: minor - changes: - added: - - Add reform to exempt overtime and tip income as deductions. - date: 2025-05-13 00:26:34 -- bump: minor - changes: - added: - - When not branching, compare itemized deductions with pease to all non-itemized - deductions. - date: 2025-05-13 00:39:59 -- bump: patch - changes: - fixed: - - Change charitable deduction for non-itemizers into an always-on zeroed-out deduction. - date: 2025-05-13 00:55:26 -- bump: minor - changes: - added: - - Auto loan interest ALD reform. - date: 2025-05-13 01:41:44 -- bump: minor - changes: - added: - - 2024 Rhode Island Income Tax Updates. - date: 2025-05-13 01:46:15 -- bump: minor - changes: - added: - - 2024 West Virginia Income Tax Changes. - date: 2025-05-13 13:15:11 -- bump: minor - changes: - added: - - Add SSN requirement to current EITC formula. - date: 2025-05-13 14:13:35 -- bump: minor - changes: - added: - - Add SSN requirement to reconciliation CTC reform. - date: 2025-05-13 15:09:35 -- bump: patch - changes: - fixed: - - Apply SALT phase-out to each filing status separately. - date: 2025-05-13 17:47:38 -- bump: minor - changes: - added: - - Auto loan balance variable. - date: 2025-05-13 18:10:36 -- bump: patch - changes: - added: - - Change SALT phase-out start to a smart-indexed from scale parameter. - fixed: - - Apply SALT phase-out to the cap. - date: 2025-05-13 18:27:42 -- bump: minor - changes: - added: - - Senior additional standard deduction phase-out reform. - date: 2025-05-13 19:50:35 -- bump: minor - changes: - added: - - Reform to require SSN for Lifetime Learning Credit and American Opportunity - Credit. - date: 2025-05-13 21:17:19 -- bump: patch - changes: - fixed: - - Deductions in the tip and overtime income exempt reform. - date: 2025-05-14 09:24:49 -- bump: patch - changes: - added: - - Add new immigration rules to ACA reform. - fixed: - - Adjust immigration formula on current ACA file. - date: 2025-05-14 19:02:37 -- bump: minor - changes: - added: - - Update 2024 Vermont Income Tax Parameters. - date: 2025-05-14 22:19:43 -- bump: minor - changes: - added: - - Populate is_aca_eshi_eligible formula from ASEC inputs. - date: 2025-05-15 17:00:19 -- bump: minor - changes: - added: - - 2024 Connecticut State Income Tax Updates. - date: 2025-05-18 22:44:09 -- bump: minor - changes: - added: - - Add enrollment and costs of CHIP, Medicaid and the ACA. - date: 2025-05-20 01:13:06 -- bump: minor - changes: - added: - - Overtime variables. - date: 2025-05-20 08:25:19 -- bump: patch - changes: - fixed: - - Add CHIP eligibility to per capita CHIP variable. - date: 2025-05-20 23:30:36 -- bump: patch - changes: - fixed: - - Remove special characters causing imports to fail on Windows. - date: 2025-05-21 13:57:33 -- bump: minor - changes: - added: - - Apply identification requirement to CTC under current law for children. - date: 2025-05-22 00:32:21 -- bump: minor - changes: - added: - - Amended itemized deduction reform structure. - date: 2025-05-22 17:17:58 -- bump: patch - changes: - fixed: - - Auto Loan ALD formula. - date: 2025-05-22 20:54:55 -- bump: minor - changes: - added: - - Created a new MTR and Post-transfer income that includes healthcare programs. - date: 2025-05-23 16:51:32 -- bump: minor - changes: - added: - - Hours worked last week variable. - date: 2025-05-23 17:18:54 -- bump: minor - changes: - added: - - Update WIC values. - date: 2025-05-25 23:40:18 -- bump: minor - changes: - added: - - Illinois Chicago Transit Authority Programs benefit amount. - date: 2025-05-26 17:53:02 -- bump: minor - changes: - added: - - Add uprating for auto loan balance and interest variables. - date: 2025-05-27 13:30:38 -- bump: minor - changes: - added: - - Hours worked last week variable. - date: 2025-05-27 14:19:05 -- bump: patch - changes: - fixed: - - Corrected Vermont's per capita Medicaid spending. - date: 2025-05-27 21:39:46 -- bump: minor - changes: - added: - - New York 2026 budget agreement income tax provisions. - date: 2025-05-27 21:44:24 -- bump: minor - changes: - added: - - CalWorks TANF and Child Care immigration status eligibility. - date: 2025-05-27 22:24:56 -- bump: patch - changes: - changed: - - Add uprating for base ACA premiums. - date: 2025-05-27 23:07:51 -- bump: patch - changes: - fixed: - - auto loan variables uprating path - date: 2025-05-28 01:47:22 -- bump: minor - changes: - added: - - Additional CTC bracket reform. - date: 2025-05-30 06:47:16 -- bump: minor - changes: - added: - - Qualified BDC dividend income variable - - Qualified REIT and PTP income variable - - Farm operations income variable - - Variables showing whether income types would be qualified business income (estate, - farm operations, farm rent, partnership/S corp, rental, self employment) - - Parameter for sources of QBI deductions (deduction_definition.yaml) - - QBID reconciliation parameters (in_effect, phase_out_rate, use_bdc_income) - - Marginal tax rate including health benefits variable - - Tax code references to income variables where they were missing - changed: - - marginal_tax_rate and marginal_tax_rate_including_health_benefits now use emp_self_emp_ratio - with no logic change - date: 2025-05-30 14:18:59 -- bump: patch - changes: - fixed: - - Adjust the ACTC additional bracket parameter label / description, and add support - for multiple periods. - date: 2025-05-30 16:31:37 -- bump: minor - changes: - added: - - Refugee status to the CA TANF and ChildCare eligibility criteria. - date: 2025-05-30 21:36:49 -- bump: minor - changes: - added: - - Illinois Child Care Assistance Program (CCAP). - date: 2025-06-01 08:18:11 -- bump: minor - changes: - added: - - Net worth variables (to compare imputation method impacts on policy results). - date: 2025-06-03 13:33:39 -- bump: minor - changes: - added: - - Add default value of 40 to ssi_qualifying_quarters_earnings. - date: 2025-06-05 13:19:06 -- bump: minor - changes: - added: - - Update the California State Supplement 2025 values. - date: 2025-06-05 13:44:56 -- bump: minor - changes: - added: - - Illinois Temporary Assistance for Needy Families (TANF). - date: 2025-06-05 15:55:00 -- bump: minor - changes: - added: - - Illinois Aid to the Aged, Blind or Disabled (AABD). - date: 2025-06-06 17:42:13 -- bump: minor - changes: - fixed: - - Fix DC TANF child care deduction formula. - date: 2025-06-06 20:46:21 -- bump: patch - changes: - changed: - - In microsim contexts, modified county to prefer ZCTA-based counties over FIPS-based - counties in all cases, including when FIPS is defined. - date: 2025-06-07 13:10:54 -- bump: minor - changes: - added: - - Massachusetts Low-Income Home Energy Assistance Program (LIHEAP). - date: 2025-06-07 20:44:11 -- bump: minor - changes: - added: - - Unit tests for labor supply response variables focusing on negative earnings - scenarios - - Tests for substitution elasticity with negative total earnings - - Tests for employment income allocation with negative earnings - changed: - - Refactored labor supply response module into individual variable files for better - organization - - Applied consistent code style patterns across all labor supply response variables - - Improved parameter access patterns and income combination methods - fixed: - - Fixed negative self-employment income causing counterintuitive labor supply - response sign flips - - Labor supply responses now properly handle negative total earnings by clipping - to zero - date: 2025-06-09 10:36:28 -- bump: patch - changes: - fixed: - - Connecticut period in the head of household tax rate. - date: 2025-06-10 13:31:01 -- bump: minor - changes: - added: - - SNAP take-up seed variable. - date: 2025-06-11 19:06:16 -- bump: minor - changes: - fixed: - - Fix slcsp_rating_area_la_county parameter. - date: 2025-06-11 19:21:56 -- bump: minor - changes: - added: - - Add take-up flags for Medicaid, CHIP and ACA PTC. - date: 2025-06-11 19:46:07 -- bump: patch - changes: - fixed: - - Bug in ACA calculations. - date: 2025-06-11 22:17:44 -- bump: patch - changes: - fixed: - - Another ACA issue. - date: 2025-06-11 22:42:29 -- bump: patch - changes: - added: - - Integration tests for TANF to verify state implementations work correctly. - - Documentation in CLAUDE.md about period handling and state program refactoring. - changed: - - Use defined_for and p = parameters(...) more consistently. - - Refactored TANF to sum only state-specific implementations, removing federal - calculation. - fixed: - - TANF tests to correctly require eligibility for receiving benefits. - - Lifeline benefit calculation by changing tuple assignment to addition. - - Demographic TANF eligibility to use period.this_year for age calculation. - - Demographic TANF eligibility to check is_in_secondary_school instead of is_full_time_student - for student age limits. - removed: - - vehicles_owned variable as it was an unused imputation. - - Federal TANF cash calculation variables and parameters except for core components - (tanf, tanf_reported, tanf_person, is_demographic_tanf_eligible, is_tanf_enrolled, - age limits, abolish_tanf) and TANF non-cash eligibility for SNAP BBCE. - date: 2025-06-12 13:16:09 -- bump: minor - changes: - added: - - New York supplemental income tax changes. - date: 2025-06-12 15:51:05 -- bump: minor - changes: - added: - - Oklahoma Income Tax Changes 2026. - date: 2025-06-16 20:42:21 -- bump: patch - changes: - fixed: - - 2023 datasets are passed into the wrong time periods. - date: 2025-06-17 13:52:07 -- bump: patch - changes: - fixed: - - Bug causing some microsimulations to break. - date: 2025-06-17 15:56:52 -- bump: minor - changes: - added: - - Senate Finance Overtime income exemption. - - Senate Finance Tip income exemption. - date: 2025-06-19 14:23:44 -- bump: minor - changes: - added: - - Senate Finance QBID. - date: 2025-06-19 23:53:40 -- bump: minor - changes: - added: - - Senate Finance CTC SSN Requirement. - date: 2025-06-20 00:08:06 -- bump: minor - changes: - added: - - Exemptions for flat tax on AGI. - date: 2025-06-20 00:21:33 -- bump: minor - changes: - added: - - Update New York CTC for 2025-2027 based on Senate Bill S.3009-C. - date: 2025-06-20 14:44:55 -- bump: minor - changes: - added: - - Senate Finance Child and Dependent Care Credit. - date: 2025-06-20 15:28:51 -- bump: minor - changes: - added: - - Add the New York inflation rebates as a refundable tax credit. - date: 2025-06-20 18:16:25 -- bump: patch - changes: - fixed: - - Use adjusted gross income instead of taxable income in the Kansas zero tax computation. - date: 2025-06-23 15:57:50 -- bump: minor - changes: - added: - - New York supplemental income tax recapture base. - date: 2025-06-24 18:26:56 -- bump: minor - changes: - changed: - - Make WIC monthly. - date: 2025-06-25 11:14:33 -- bump: minor - changes: - added: - - Fix Medicaid eligibility rules for senior and disabled. - date: 2025-06-25 19:13:43 -- bump: minor - changes: - added: - - Consolidated medicaid and medicaid per capita into medicaid cost. - date: 2025-06-26 12:13:18 -- bump: minor - changes: - added: - - Additional tax bracket reform. - date: 2025-06-26 14:45:33 -- bump: minor - changes: - added: - - Business development company income and expanded QBID calculation tests. - changed: - - Refactored qualified business income deduction logic with wage and property - limitations. - date: 2025-06-26 16:53:09 -- bump: patch - changes: - fixed: - - Oregon retirement income credit formula. - date: 2025-06-30 14:36:28 -- bump: patch - changes: - fixed: - - Senate Finance Tip and Overtime income reforms. - date: 2025-06-30 14:44:18 -- bump: patch - changes: - fixed: - - Nebraska 2024 income tax brackets. - date: 2025-06-30 16:07:26 -- bump: patch - changes: - fixed: - - Exclude non-mortgage interest from the California itemized deduction AGI limitation. - date: 2025-06-30 16:31:07 -- bump: patch - changes: - fixed: - - Only subtract taxable pension income from Hawaii AGI. - - Hawaii single and separate income tax rates. - date: 2025-06-30 16:42:51 -- bump: patch - changes: - fixed: - - Rhode Island 2024 income tax rate update. - - Rhode Island 2024 exemption phase-out start. - date: 2025-06-30 17:22:33 -- bump: minor - changes: - added: - - Reconciled Medicaid work requirement reform. - date: 2025-06-30 19:04:17 -- bump: minor - changes: - added: - - Apply Maryland 2025 Budget Changes. - date: 2025-07-01 11:26:13 -- bump: minor - changes: - added: - - SNAP work requirements. - - Reconciliation SNAP work requirements reform. - date: 2025-07-01 21:43:21 -- bump: minor - changes: - added: - - Move Senate auto loan interest deduction below the line. - date: 2025-07-02 13:44:03 -- bump: minor - changes: - added: - - Align market income sources with IRS gross income sources. - date: 2025-07-02 17:21:26 -- bump: minor - changes: - added: - - Add Senate Medicaid work requirement reform. - - Consolidate House and Senate Medicaid work requirement reform. - date: 2025-07-02 18:07:05 -- bump: minor - changes: - added: - - Senate reconciliation bill charitable deduction reform. - date: 2025-07-03 00:50:54 -- bump: minor - changes: - added: - - added 2018 maximum family income for infants to qualify for medicaid - date: 2025-07-07 18:44:33 -- bump: minor - changes: - added: - - added 2018 maximum family income for adults to qualify for medicaid - date: 2025-07-08 16:02:27 -- bump: patch - changes: - fixed: - - Add 2009 surviving spouse itemized deduction reduction rate. - date: 2025-07-08 18:03:44 -- bump: minor - changes: - added: - - 2018 maximum income for young children and pregnant people to qualify for medicaid - date: 2025-07-08 18:56:37 -- bump: minor - changes: - added: - - Set default to true for branching to determine itemization choice. - date: 2025-07-09 15:06:36 -- bump: minor - changes: - added: - - Riverside County Sharing Households Assist Riverside's Energy program (SHARE). - date: 2025-07-11 01:14:11 -- bump: patch - changes: - fixes: - - Change the is_married and spm_unit_is_married logic to only count units with - spouses. - - Fix separate income tax bracket post 2026. - - Check for head of household filing status before separate. - date: 2025-07-11 11:07:35 -- bump: minor - changes: - changed: - - Itemization choice respects federal not fed+state tax. - date: 2025-07-11 14:20:30 -- bump: patch - changes: - added: - - Added DACA and TPS as unique immigration statuses, without removing the existing - combined status. - date: 2025-07-11 19:23:54 -- bump: minor - changes: - added: - - Ohio flat tax 2025-2026. - date: 2025-07-12 04:17:24 -- bump: patch - changes: - fixed: - - Test efficiency. - date: 2025-07-12 15:05:55 -- bump: minor - changes: - fixed: - - Update 2018 CHIP child income limit for KS, KY, ME, NC and ND. - date: 2025-07-16 10:45:47 -- bump: patch - changes: - fixed: - - Remove net investment income from the Alabama federal tax deduction. - date: 2025-07-16 20:15:06 -- bump: minor - changes: - added: - - Cap each federal non-refundable credit at its limit based on tax liability. - date: 2025-07-16 21:48:52 -- bump: minor - changes: - added: - - Maine Dependent Exemption Credit 2025. - date: 2025-07-17 20:08:55 -- bump: minor - changes: - added: - - DC Low-Income Home Energy Assistance Program (LIHEAP). - date: 2025-07-18 02:51:20 -- bump: minor - changes: - added: - - Added simulation parameter to add healthcare toggle to net income calculations. - date: 2025-07-18 17:53:21 -- bump: minor - changes: - added: - - DC Child Care Subsidy Program (CCSP). - date: 2025-07-18 21:16:46 -- bump: minor - changes: - added: - - California Riverside County Low-Income Home Energy Assistance Program (LIHEAP). - date: 2025-07-22 14:20:17 -- bump: patch - changes: - added: - - Updated microdf-python to 0.4.5. - date: 2025-07-22 15:55:01 -- bump: minor - changes: - added: - - Puerto Rico earned income credit (EITC). - date: 2025-07-22 20:02:01 -- bump: patch - changes: - changed: - - Update microdf-python dependency to >=1.0.0. - date: 2025-07-22 21:06:21 -- bump: patch - changes: - added: - - Support for Python 3.13 - changed: - - Updated policyengine-core dependency to >=3.19.0 for Python 3.13 support - date: 2025-07-23 02:05:22 -- bump: patch - changes: - changed: - - Improved file naming consistency by renaming generic filenames to match their - variable names - - Split files containing multiple variables into separate files following one-variable-per-file - standard - - Fixed typos in filenames (e.g., "if_tanf" to "il_tanf" for Illinois) - - Removed space from filename "il _cta_reduced_fare_program.py" - fixed: - - Fixed household_income_decile test structure to properly place household variables - under household entity - date: 2025-07-23 11:09:36 -- bump: minor - changes: - added: - - SNAP self-employment simplified deductions. - date: 2025-07-23 13:54:32 -- bump: patch - changes: - fixed: - - Move healthcare simulation parameter to the correct simulation folder. - date: 2025-07-24 18:37:29 -- bump: minor - changes: - added: - - Update FY2025 HHS SMI parameter. - date: 2025-07-24 22:52:03 -- bump: patch - changes: - added: - - Added Documentation page for Medicaid and ACA. - date: 2025-07-25 02:23:14 -- bump: patch - changes: - fixed: - - Default itemization turned off for tests. - date: 2025-07-25 16:57:30 -- bump: patch - changes: - fixed: - - Fix broken unit tests. - date: 2025-07-27 20:47:27 -- bump: patch - changes: - fixed: - - Remove spm_unit_income_decile test with zero weight. - date: 2025-07-27 23:15:44 -- bump: patch - changes: - fixed: - - Remove the second earner tax reform. - date: 2025-07-28 12:28:49 -- bump: minor - changes: - added: - - ucgid variable. - - household_count variable. - - spm_unit_count variable. - - tax_unit_count variable. - date: 2025-07-28 16:41:24 -- bump: patch - changes: - changed: - - person_count variable. - date: 2025-07-28 17:17:37 -- bump: minor - changes: - fixed: - - Fix ca_state_supplement_dependent_amount formula. - date: 2025-07-28 20:42:43 -- bump: minor - changes: - added: - - Move OBBBA structural reforms to current policy. - date: 2025-07-29 11:34:28 -- bump: minor - changes: - added: - - Move OBBBA structural reforms to benefits to current policy. - date: 2025-07-29 11:48:42 -- bump: minor - changes: - added: - - Puerto Rico deductions. - date: 2025-07-29 12:54:00 -- bump: minor - changes: - added: - - Update federal tax parameters following passage of HR 1. - date: 2025-07-29 13:28:50 -- bump: patch - changes: - added: - - Fix broken unit tests introduced through OBBBA parametric changes. - date: 2025-07-29 16:49:54 -- bump: patch - changes: - fixed: - - Fix reported SALT unit test. - date: 2025-07-30 10:45:15 -- bump: minor - changes: - added: - - Sen. Hawley tariff rebate reform. - date: 2025-07-30 22:55:21 -- bump: patch - changes: - changed: - - Fixed how update_api.py retrieves the version number from pyproject.toml. - date: 2025-07-30 23:20:43 -- bump: minor - changes: - added: - - Vermont tax credit legislation changes - date: 2025-07-31 09:28:58 -- bump: patch - changes: - fixed: - - Add build back back to pyproject.toml. - date: 2025-07-31 12:15:15 -- bump: minor - changes: - added: - - DC General Assistance for Children (GAC). - - DC TANF work requirements. - - DC Program on Work, Employment, and Responsibility (POWER). - fixed: - - Refactored formulas in accordance with TANF and GAC. - date: 2025-07-31 13:59:29 -- bump: patch - changes: - fixed: - - Corrected income tax thresholds for low-income Arkansas tax tables. - date: 2025-07-31 22:16:19 -- bump: minor - changes: - added: - - Exempt income from children in school from SNAP. - date: 2025-07-31 22:20:59 -- bump: minor - changes: - added: - - 2018 medicaid older children income limits. - date: 2025-07-31 23:48:33 -- bump: patch - changes: - fixed: - - Disable Montana married filing separately on same return logic past 2024. - date: 2025-07-31 23:59:46 -- bump: minor - changes: - added: - - Default to first alphabetical county in state when county is not specified. - date: 2025-08-01 22:07:50 -- bump: patch - changes: - fixed: - - Cap the North Carolina Subsidized Child Care Assistance Program benefit amount - at pre_subsidy_childcare_expense. - date: 2025-08-01 23:41:54 -- bump: minor - changes: - fixed: - - Adjustment in meets_snap_abawd_work_requirements formula. - date: 2025-08-02 00:01:59 -- bump: minor - changes: - added: - - Michigan surtax ballot initiative. - date: 2025-08-04 21:22:30 -- bump: patch - changes: - fixed: - - Edit the formula of ucgid_str to return the ucgid hierarchical codes. - date: 2025-08-06 20:20:25 -- bump: patch - changes: - fixed: - - Fix Maine Dependent Exemption Tax Credit. - date: 2025-08-06 20:24:41 -- bump: minor - changes: - added: - - 2025 Virginia income tax changes. - date: 2025-08-06 20:43:30 -- bump: patch - changes: - added: - - Blind SGA parameter & 2025 value - changed: - - Updated SSI 2025 non-blind SGA parameter value. - - Updated SSI 2025 student income exclusion amount and cap parameter values. - date: 2025-08-07 12:51:20 -- bump: patch - changes: - fixed: - - Fix Hawley rebate to get impacts in years other than 2025. - date: 2025-08-07 12:54:07 -- bump: minor - changes: - added: - - Add new Medicaid immigration restrictions from OBBBA. - date: 2025-08-08 21:18:49 -- bump: minor - changes: - added: - - CRFB Nonrefundable Credit for Social Security Taxes. - date: 2025-08-10 22:52:19 -- bump: minor - changes: - added: - - Head Start and Early Head Start programs payout. - - Add HHS CPI-U data for 2022 and 2023. - date: 2025-08-11 01:53:29 -- bump: minor - changes: - added: - - Add the CRFB SS credit to the net income tree. - date: 2025-08-12 19:49:31 -- bump: patch - changes: - fixed: - - Remove the senior deduction neutralization part of the CRFB SS credit. - date: 2025-08-13 01:10:42 -- bump: patch - changes: - fixed: - - Dropped requirement for us-data. - date: 2025-08-18 11:43:57 -- bump: minor - changes: - fixed: - - Correct SSI benefit amount for dependent children to use individual rate. - - Fix SSI joint claim determination to properly identify eligible married couples. - date: 2025-08-18 14:16:48 -- bump: minor - changes: - added: - - Unified programmatic extension of all uprating factors through 2100 for long-term - policy simulations - - IRS, SNAP, SSA, HHS, CPI-U, Chained CPI-U, and CPI-W now extend dynamically - based on growth rates from final years of projections - - Single comprehensive test suite for all uprating extensions - - Cleaner, more maintainable approach that avoids hardcoding future values in - YAML files - changed: - - Updated SSA 2025 value to reflect actual 2.5% COLA announced by SSA - - Refactored all uprating extensions from hardcoded YAML values to programmatic - generation - date: 2025-08-19 07:18:50 -- bump: minor - changes: - added: - - Refundable Additional Child Tax Credit (ACTC) for Puerto Rico. - date: 2025-08-19 07:41:21 -- bump: patch - changes: - fixed: - - Fix AMT Phaseout Rate. - date: 2025-08-19 21:31:19 -- bump: minor - changes: - added: - - California Alameda County General Assistance Program. - date: 2025-08-20 13:41:01 -- bump: patch - changes: - fixed: - - Fix charitable deduction floor amount parameter. - - Fix non-cash charitable deduction ceiling. - date: 2025-08-20 14:15:57 -- bump: minor - changes: - added: - - Georgia 2026 CTC. - - Georgia CDCC Match 2025. - date: 2025-08-21 08:05:30 -- bump: minor - changes: - added: - - Added 2018 medicaid income limits for parents. - date: 2025-08-21 17:38:20 -- bump: patch - changes: - fixed: - - Fix pre-2024 NY CTC. - date: 2025-08-21 21:00:04 -- bump: patch - changes: - fixed: - - Exclude SSI recipients from NC TANF household count. - date: 2025-08-25 02:14:31 -- bump: patch - changes: - fixed: - - Updated SSI-related test cases. - - Updated SSI-related variables. - date: 2025-08-25 13:09:42 -- bump: patch - changes: - fixed: - - Tenant pays rent variable for HUD utility allowance calculation. - date: 2025-08-25 13:45:00 -- bump: minor - changes: - fixed: - - Fixed IL AABD integration tests. - date: 2025-08-25 18:03:27 -- bump: patch - changes: - fixed: - - Avoid negative subtractions from acting as additions. - date: 2025-08-25 19:37:04 -- bump: minor - changes: - added: - - Multi-agent development system for accurate program implementation - - Supervisor agent for orchestrating isolated development workflow - - Document collector agent for gathering authoritative sources - - Test creator agent for building tests from documentation - - Rules engineer agent for TDD-based implementation - - Verifier agent for comprehensive validation - - Shared PolicyEngine standards document for consistency - date: 2025-08-26 15:31:43 -- bump: minor - changes: - added: - - Add a state non-refundable credits variable. - date: 2025-08-26 19:32:44 -- bump: minor - changes: - added: - - Multi-agent system for autonomous code review and implementation - - 13 specialized agents for validation, implementation, and enhancement - - /encode-policy command for implementing new government programs with TDD - - /review-pr command for reviewing and fixing PRs with mandatory agent usage - - Comprehensive documentation for agent coordination and testing - date: 2025-08-28 02:26:40 -- bump: minor - changes: - added: - - Enhanced multi-agent system for autonomous benefit program implementations - - New agents for issue management, naming coordination, and branch integration - - Improved workflow documentation with @ syntax for agent invocation - changed: - - Updated agent workflow to establish naming conventions before parallel development - - Modified CI fixer to work with existing draft PRs - - Enhanced test creator and rules engineer to work in separate git worktrees - date: 2025-08-28 03:53:01 -- bump: patch - changes: - added: - - Memory-optimized test execution scripts for baseline and contrib tests - - Batch processing with periodic memory cleanup to prevent OOM errors - fixed: - - Python path detection in test scripts for compatibility across environments - date: 2025-08-28 14:57:49 -- bump: patch - changes: - fixed: - - Updated push.yaml to fix workflow hanging issue with PYTHONUNBUFFERED=1 and - uv virtual environment - date: 2025-08-29 01:04:56 -- bump: patch - changes: - added: - - Fix Maine Property Tax Fairness Credit Veteran Cap. - date: 2025-08-29 06:00:04 -- bump: minor - changes: - added: - - Idaho 2022 rebate. - - Idaho special seasonal rebate. - date: 2025-08-29 14:50:10 -- bump: minor - changes: - added: - - congressional_district_geoid variable to replace the congressional district - portion of the removed UCGID concept - removed: - - Remove ucgid and ucgid_str variables and their associated tests as they are - no longer needed - date: 2025-08-29 16:29:36 -- bump: minor - changes: - fixed: - - Illinois TANF FPG calculation adjustments. - date: 2025-08-29 20:56:57 -- bump: minor - changes: - added: - - Adjust the IED calculation to use FPG adjusted in March. - date: 2025-08-30 16:08:36 -- bump: patch - changes: - added: - - Georgia surplus tax rebate. - fixed: - - Backdate the Georgia tax rates to 2021. - date: 2025-08-30 18:43:46 -- bump: minor - changes: - added: - - Adjust the IED calculation to use FPG adjusted in March. - date: 2025-08-31 11:40:22 -- bump: patch - changes: - fixes: - - Optimally allocate the Mississippi taxable income for married couples filing - jointly. - date: 2025-09-01 22:58:34 -- bump: minor - changes: - added: - - Arkansas additional tax credit for qualified individuals. - fixed: - - Arkansas 2024 income tax rates. - date: 2025-09-02 15:09:34 -- bump: patch - changes: - fixed: - - Apply a floor to the Michigan household resources. - date: 2025-09-02 18:08:37 -- bump: patch - changes: - fixed: - - Apply a floor to the Michigan household resources. - date: 2025-09-02 19:32:13 -- bump: patch - changes: - fixed: - - Adjust the Montana 2024 capital gains tax. - date: 2025-09-02 19:45:27 -- bump: minor - changes: - added: - - California Riverside County General Relief Program. - date: 2025-09-02 22:52:24 -- bump: minor - changes: - added: - - Illinois Low Income Home Energy Assistance Program (LIHEAP) - date: 2025-09-02 23:14:24 -- bump: patch - changes: - changed: - - Removed coverage tracking from push.yaml workflow to speed up master branch - builds. - - Implemented selective test runner and coverage test for PR workflow to only - test changed files. - date: 2025-09-03 17:02:51 -- bump: minor - changes: - added: - - CRFB tax employer payroll tax reform with configurable percentage parameter - date: 2025-09-03 17:50:49 -- bump: patch - changes: - fixed: - - Fix the deductions if not itemizing list. - date: 2025-09-04 09:23:57 -- bump: minor - changes: - added: - - North Carolina Subsidized Child Care Assistance (SCCA) maximum payment variable. - fixed: - - North Carolina Subsidized Child Care Assistance (SCCA) formula. - date: 2025-09-04 09:30:12 -- bump: patch - changes: - fixed: - - Minnesota child tax credit amount and phase-out thresholds uprating. - date: 2025-09-04 20:41:18 -- bump: minor - changes: - added: - - Vermont child care contributions. - date: 2025-09-04 22:44:50 -- bump: minor - changes: - fixed: - - Adjusted New York CTC calculations pre 2025. - date: 2025-09-05 09:29:37 -- bump: minor - changes: - fixed: - - Adjusted run_selective_tests.py to improve test discovery. - date: 2025-09-05 09:32:44 -- bump: minor - changes: - added: - - Reform to extend senior deduction beyond 2028. - date: 2025-09-05 15:45:41 -- bump: patch - changes: - fixed: - - Add the qualified business income deduction to the list of additions in South - Carolina. - date: 2025-09-05 20:35:09 -- bump: patch - changes: - fixed: - - Social Security taxation formula now uses a separate parameter for combined - income calculation instead of incorrectly reusing the base taxation rate - date: 2025-09-09 22:03:48 -- bump: minor - changes: - added: - - Michigan 2024 home heating credit rate. - date: 2025-09-09 23:54:52 -- bump: minor - changes: - added: - - Include missing non-refundable credits in state non-refundable credits list. - date: 2025-09-10 10:36:26 -- bump: patch - changes: - fixed: - - Refactor the CTC phase-in relevant earnings. - date: 2025-09-10 23:55:47 -- bump: patch - changes: - fixed: - - Michigan integration test. - date: 2025-09-11 01:02:51 -- bump: minor - changes: - added: - - Refactor the CTC phase-in relevant earnings. - date: 2025-09-11 11:13:17 -- bump: patch - changes: - fixed: - - Remove the self-employment income deduction from the SNAP deductions list. - date: 2025-09-15 22:28:43 -- bump: minor - changes: - added: - - Puerto Rico exemptions. - date: 2025-09-17 15:33:26 -- bump: patch - changes: - fixed: - - New Jersey other retirement income exclusion calculation. - date: 2025-09-17 17:11:17 -- bump: minor - changes: - added: - - New Mexico 2024 low income tax rebate amounts. - date: 2025-09-18 16:40:36 -- bump: patch - changes: - fixed: - - Minnesota CDCC structure. - date: 2025-09-18 16:41:32 -- bump: patch - changes: - fixed: - - Default itemization to be based on state deductions when federal tax liability - is equal. - - Compute state itemized and standard deductions for states that adopt the federal - itemized and standard deductions. - - Account for the married filing separately structure in the state itemized and - standard deductions. - - Adopt a parallel Montana federal tax deduction for federal itemization purposes. - date: 2025-09-19 20:09:46 -- bump: minor - changes: - added: - - Separated Social Security taxation parameters to match each statutory percentage - independently - changed: - - Refactored Social Security taxation formula to use properly separated parameters - per IRC Section 86 - date: 2025-09-22 18:07:07 -- bump: minor - changes: - added: - - California state-funded Medicaid eligibility for undocumented immigrants with - age-based phase-in from 2016-2024. - date: 2025-09-22 20:32:00 -- bump: patch - changes: - fixed: - - Connecticut and Montana federal social security tax parameter dependencies. - date: 2025-09-22 21:29:46 -- bump: patch - changes: - fixed: - - Reform tests related to social security taxation. - date: 2025-09-23 22:47:11 -- bump: patch - changes: - fixed: - - Adjust the Oklahoma child care/ child tax credit to use the actual CTC value, - not the potential. - date: 2025-09-23 22:49:31 -- bump: minor - changes: - added: - - Update SNAP parameters for FY 2026 Cost-of-Living Adjustments. - date: 2025-09-23 22:51:10 -- bump: patch - changes: - fixed: - - Increase the tolerance for itemization comparison. - date: 2025-09-24 00:54:25 -- bump: patch - changes: - fixed: - - Montana married filing jointly subtractions allocation issue. - - Rename mt_agi to mt_agi_indiv. - date: 2025-09-24 15:23:57 -- bump: minor - changes: - added: - - Texas Dallas Area Rapid Transit (DART) reduced fare program. - fixed: - - Don't publish to PyPI on push without passing tests. - date: 2025-09-25 08:20:22 -- bump: patch - changes: - fixed: - - Improved test batching to avoid memory issues and reduce test duplication. - - Split baseline tests into separate batches for household and contrib folders. - date: 2025-09-25 20:18:49 -- bump: minor - changes: - fixed: - - Adjust the `state_agi` variable to reflect states that adopt federal AGI. - date: 2025-09-25 20:33:35 -- bump: minor - changes: - added: - - School meal subsidies 2024 and 2025 parameter updates. - date: 2025-09-26 15:55:30 -- bump: minor - changes: - added: - - CTC per child phase-in reform. - - CTC minimum refundable amount reform. - - CTC per child phase-out reform. - date: 2025-09-27 17:53:20 -- bump: patch - changes: - added: - - NY CTC 2027 bug fix. - date: 2025-09-30 19:58:04 -- bump: patch - changes: - fixed: - - Apply the 5 year look back to the CTC reforms. - date: 2025-09-30 19:59:15 -- bump: patch - changes: - fixed: - - Include partnership/S-corp income and farm income in Alabama gross income. - date: 2025-10-01 16:40:26 -- bump: patch - changes: - added: - - CTC reform integration tests. - fixed: - - Typo in the ctc per child phase-in reform and - - Minimum refundable CTC reform logic. - date: 2025-10-02 21:05:58 -- bump: minor - changes: - added: - - Update New Mexico personal income tax rate schedules for TY2025 per HB 252 (2024). - date: 2025-10-03 08:08:20 -- bump: patch - changes: - fixed: - - Vectorization of the CTC refundable maximum reform. - date: 2025-10-04 04:24:45 -- bump: minor - changes: - added: - - New benchmark_premium_uprating parameter based on KFF historical SLCSP data - (2014-2025) - changed: - - Switch SLCSP uprating from Chained CPI-U to empirical benchmark premium growth - rate of 4.3% - - Replace CRS references with IRS Revenue Procedures in ACA premium tax credit - parameters - - Spell out acronyms in parameter descriptions (ACA, PTC, MAGI, FPL, SLCSP) - date: 2025-10-05 21:01:54 -- bump: minor - changes: - added: - - Massachusetts Child Care Financial Assistance (CCFA). - date: 2025-10-06 14:13:11 -- bump: minor - changes: - added: - - ACA PTC additional bracket reform allowing custom contribution rate schedules - by income level - - ACA PTC simplified bracket reform with linear phase-out starting at 100% FPL - date: 2025-10-09 16:59:51 -- bump: minor - changes: - added: - - Federal poverty guidelines for 2015 and 2016 to support WIC calculations back - to 2015. - date: 2025-10-09 22:32:59 -- bump: minor - changes: - added: - - FY 2026 SMI values. - date: 2025-10-09 22:40:48 -- bump: patch - changes: - fixed: - - Adjust the PA tax forgiveness rate to use is_child_dependent. - - Remove the name metadata tag from the PA parameter system. - date: 2025-10-14 02:06:24 -- bump: patch - changes: - fixed: - - Adjust the Louisiana non refundable CDCC to base it on actual and not potential - credit amounts. - date: 2025-10-14 02:16:57 -- bump: patch - changes: - fixed: - - Fix typo in Ohio modified AGI filename (oh_modifed_agi.py to oh_modified_agi.py) - date: 2025-10-14 02:23:12 -- bump: minor - changes: - added: - - Rep. Rashida Tlaib Income Security Package. - date: 2025-10-15 14:45:38 -- bump: minor - changes: - added: - - NYC formula. - date: 2025-10-15 15:30:29 -- bump: minor - changes: - added: - - Adjust the ctc_value as part of the minimum refundable CTC reform. - date: 2025-10-15 15:31:19 -- bump: minor - changes: - added: - - Texas Family Planning Program - date: 2025-10-16 13:32:23 -- bump: patch - changes: - fixed: - - Fix the income_security_package reform to apply the reform conditionally on - the reform parameters. - date: 2025-10-17 17:24:13 -- bump: patch - changes: - fixed: - - Updated ACA reform to start in 2026. - date: 2025-10-17 19:09:38 -- bump: patch - changes: - fixed: - - Fix the in_nyc vectorization issue. - date: 2025-10-17 19:20:53 -- bump: minor - changes: - added: - - Texas Harris County RIDES program. - date: 2025-10-17 21:50:35 -- bump: minor - changes: - added: - - Texas TANF. - date: 2025-10-17 22:13:09 -- bump: minor - changes: - added: - - Texas Lifeline fpg limit and supplement. - date: 2025-10-18 00:00:49 -- bump: minor - changes: - added: - - Texas Commodity Supplemental Food Program fpg limit. - date: 2025-10-18 17:49:59 -- bump: minor - changes: - added: - - Texas Child Care Services (CCS) program. - date: 2025-10-19 05:12:39 -- bump: minor - changes: - added: - - CTC per-child phase-out reform now includes avoid_overlap parameter to prevent - double-counting when regular and ARPA phase-outs overlap. - date: 2025-10-19 09:34:25 -- bump: patch - changes: - added: - - Hawaii ACT 115 rebate. - - Illinois income tax rebate. - - Maine relief rebate. - - Massachusetts taxpayer refund rebate. - - South Carolina 2022 rebate. - - Indiana automatic refund rebate. - - Colorado Tabor cash back. - fixed: - - Apply state income tax rebates in the tax year rather than the payment year. - date: 2025-10-19 23:10:23 -- bump: patch - changes: - fixed: - - Minnesota child and working families credits child tax credit eligible child - definition. - date: 2025-10-20 14:35:58 -- bump: patch - changes: - fixed: - - Add taxable unemployment compensation to the list of California subtractions. - date: 2025-10-20 15:35:19 -- bump: patch - changes: - fixed: - - Allow for the Colorado sales tax refund for filers with negative income . - date: 2025-10-20 19:43:44 -- bump: minor - changes: - added: - - Rhode Island Child Tax Credit reforms. - date: 2025-10-20 21:00:28 -- bump: patch - changes: - fixed: - - Fix us itemization integration tests which were failing due to a new Illinois - income tax rebate. - date: 2025-10-20 23:22:57 -- bump: patch - changes: - fixed: - - Avoid negative Wisconsin married couple credit amounts. - date: 2025-10-21 14:09:42 -- bump: patch - changes: - fixed: - - Include business income in the earned income concept for the Georgia retirement - income exclusion. - date: 2025-10-21 14:28:43 -- bump: patch - changes: - fixed: - - Avoid double counting the unemployment compensation in the New Mexico modified - gross income. - date: 2025-10-21 14:34:10 -- bump: patch - changes: - fixed: - - Use cdcc_relevant_expenses in the South Carolina CDCC calculation. - date: 2025-10-21 14:40:37 -- bump: patch - changes: - fixed: - - Do not allow for an additional exemption for head of household filers under - the Kansas food sales tax credit. - date: 2025-10-21 17:40:03 -- bump: minor - changes: - added: - - 2026 IRS tax parameters from Revenue Procedure 2025-32 (standard deduction, - tax brackets, EITC, AMT, CTC, capital gains, QBI phase-out, student loan interest - deduction, aged/blind additional). - - Automatic uprating with statutory rounding rules for parameters that previously - had no post-2025 values (tax brackets 1-2, retirement contributions, capital - gains thresholds). - - Statutory rounding rules to parameters with uprating but no rounding (QBI phase-out). - - Actual BLS CPI data through August 2025 (C-CPI-U, CPI-U, CPI-W). - changed: - - Replaced manual CBO forecast values (2027-2035) with automatic uprating for - tax brackets 3-6, standard deduction, AMT exemption, AMT phase-out, aged/blind - additional deduction, CTC base amount, and CTC refundable maximum. - - Replaced OBBB legislative references with permanent IRC statutory sections. - - Split capital_gains/brackets.yaml into separate rates.yaml and thresholds.yaml - files. - fixed: - - Corrected previously incorrect 2026 QBI phase-out threshold forecast values. - date: 2025-10-22 03:08:12 -- bump: patch - changes: - fixed: - - CTC per-child phase-out reform to avoid double-counting when regular and ARPA - phase-outs overlap. - date: 2025-10-22 12:00:48 -- bump: patch - changes: - fixed: - - Fix contributed test cases. - date: 2025-10-22 12:30:35 -- bump: patch - changes: - fixed: - - Fix the baby bonus act payment test. - date: 2025-10-22 14:06:11 -- bump: patch - changes: - fixed: - - Rhode Island exemption reform now correctly applies baseline phase-out to personal - exemptions at high incomes - date: 2025-10-22 20:34:02 -- bump: patch - changes: - added: - - Changed name of aca_ptc_phase_out_rate to aca_required_contribution_percentage - to better reflect its purpose. - date: 2025-10-24 01:02:40 -- bump: patch - changes: - changed: - - Restructure PR CI workflow to run selective tests (with coverage) and full test - suite in parallel for faster feedback and comprehensive validation. - date: 2025-10-25 22:24:57 -- bump: patch - changes: - fixed: - - Fix recursion errors when applying LSRs. - date: 2025-10-28 14:08:51 -- bump: minor - changes: - added: - - Age heterogeneity in labor supply response elasticities using multiplier approach. - date: 2025-10-28 20:44:10 -- bump: minor - changes: - added: - - Fix Rhode Island Dependent Exemption to Match Model. - date: 2025-10-31 00:57:16 -- bump: minor - changes: - added: - - Federal TANF baseline infrastructure for simplified state implementations. - date: 2025-10-31 17:27:49 -- bump: minor - changes: - fixed: - - Fixed typo in tanf and snap parameter folders. - date: 2025-11-06 17:11:46 -- bump: minor - changes: - added: - - Georgia Itemizer Tax Credit. - date: 2025-11-06 17:14:20 -- bump: minor - changes: - added: - - Puerto Rico tax computation. - date: 2025-11-07 23:08:43 -- bump: minor - changes: - added: - - Virginia 2024 income tax rebate. - date: 2025-11-07 23:12:15 -- bump: patch - changes: - fixed: - - Avoid removing older dependents from the Rhode Island exemption reform. - date: 2025-11-09 20:09:40 -- bump: patch - changes: - fixed: - - Apply the potential federal CDCC when computing the Ohio CDCC. - date: 2025-11-10 11:36:20 -- bump: patch - changes: - changed: - - Fix Head Start and Early Head Start variable metadata (add unit=USD, simplify - labels) - date: 2025-11-10 11:57:39 -- bump: patch - changes: - fixed: - - Fix Head Start categorical eligibility vectorization bug causing incorrect benefits - at high incomes - date: 2025-11-10 13:54:57 -- bump: patch - changes: - added: - - Debug income security package. - date: 2025-11-10 19:14:05 -- bump: patch - changes: - fixed: - - Remove the repeal of the Hawaii alternative tax on capital gains. - date: 2025-11-11 13:40:35 -- bump: patch - changes: - fixed: - - Fix vectorization bugs in Lifeline, CA CARE, and Pell Grant eligibility causing - incorrect categorical eligibility - date: 2025-11-11 14:47:06 -- bump: patch - changes: - changed: - - Revert age heterogeneity in labor supply response elasticities (v1.426.0). - date: 2025-11-11 19:02:22 -- bump: patch - changes: - fixed: - - Limit the Hawaii CDCC to households with at least one qualifying dependent . - date: 2025-11-13 15:46:53 -- bump: minor - changes: - added: - - Working Pennsylvanians Tax Credit. - date: 2025-11-13 23:38:52 -- bump: minor - changes: - added: - - Rhode Island CTC young child boost. - date: 2025-11-17 16:29:28 -- bump: minor - changes: - fixed: - - Restructure Tlaib package - date: 2025-11-17 23:19:37 -- bump: patch - changes: - fixed: - - Fix SSI spousal deeming to correctly use couple FBR instead of individual FBR. - date: 2025-11-21 23:46:56 -- bump: minor - changes: - added: - - Colorado Care Worker Tax Credit. - date: 2025-11-22 01:36:58 -- bump: minor - changes: - added: - - Added 2026 base SLCSP values for all rating areas. - date: 2025-11-23 09:22:55 -- bump: minor - changes: - added: - - Puerto Rico income tax. - date: 2025-11-23 09:45:04 -- bump: patch - changes: - fixed: - - Adjust the New Jersey CDCC to apply the actual federal CDCC instead of the potential. - date: 2025-11-23 10:18:53 -- bump: minor - changes: - added: - - Added 2018 income limit for optional senior or disabled pathway, changed dates - to match with given reference. - date: 2025-11-24 00:10:07 -- bump: patch - changes: - changed: - - Remove deprecated 'name' metadata field from 51 parameter files - date: 2025-11-24 01:28:19 -- bump: minor - changes: - added: - - Utah refundable EITC contributed reform. - date: 2025-11-25 05:59:26 -- bump: patch - changes: - fixed: - - Adjust Colorado Care Worker credit parameter file names . - date: 2025-11-25 11:02:51 -- bump: minor - changes: - added: - - is_federal_work_study_participant. - - is_part_time_college_student. - changed: - - Refactor is_snap_ineligible_student to include part-time students and Federal - Work Study exception. - - Update snap_countable_earner to exclude Federal Work Study income. - date: 2025-11-25 11:22:31 -- bump: patch - changes: - fixed: - - Add missing defined_for=StateCode.MA to ma_state_supplement, fixing bug where - non-MA households received Massachusetts State Supplement. - date: 2025-11-25 20:18:51 -- bump: patch - changes: - changed: - - Split AMT exemption calculation into separate `amt_exemption` variable from - `amt_income_less_exemptions`. - date: 2025-11-26 09:48:01 -- bump: patch - changes: - added: - - Regression test for AMT calculation against TAXSIM35 (issue - date: 2025-11-26 09:54:55 -- bump: minor - changes: - added: - - Integrate California alternative minimum tax (AMT) into CA income tax calculation. - date: 2025-11-26 09:56:33 -- bump: patch - changes: - fixed: - - Utah EITC reform. - date: 2025-11-26 17:50:37 -- bump: minor - changes: - added: - - Illinois Health Benefits for Workers with Disabilities (HBWD) program. - date: 2025-11-26 18:22:22 -- bump: minor - changes: - added: - - Mamdani Millionaire Income Tax. - date: 2025-11-27 11:14:24 -- bump: patch - changes: - fixed: - - Arkansas tax reduction thresholds. - date: 2025-11-29 11:29:24 -- bump: minor - changes: - added: - - Puerto Rico regular tax before credits and gradual adjustment. - date: 2025-12-02 00:29:05 -- bump: minor - changes: - added: - - Puerto Rico net taxable income calculation. - date: 2025-12-02 02:31:25 -- bump: patch - changes: - fixed: - - Prevent negative subtractions from acting as additions under the Ohio joint - filing credit. - date: 2025-12-02 02:33:48 -- bump: minor - changes: - added: - - Puerto Rico adjusted gross income calculation. - date: 2025-12-02 15:22:21 -- bump: minor - changes: - added: - - Washington TANF. - date: 2025-12-02 15:33:28 -- bump: minor - changes: - added: - - Add Medicare Part A premiums (full, reduced, premium-free based on quarters - of coverage). - - Add Medicare Part B premiums with Income-Related Monthly Adjustment Amount (IRMAA). - date: 2025-12-02 22:19:22 -- bump: patch - changes: - fixed: - - StateGroup enum warnings for contiguous US states in state_group variable. - date: 2025-12-02 23:28:11 -- bump: patch - changes: - changed: - - Parameterized Montana spouse allocation factor for itemized deductions (was - hardcoded 0.5) - removed: - - Unhelpful comment from .github/update_api.py - date: 2025-12-03 05:42:15 -- bump: patch - changes: - fixed: - - "Fixed typo in Colorado state supplement directory name (state_suplement \u2192\ - \ state_supplement)." - date: 2025-12-03 13:07:31 -- bump: patch - changes: - fixed: - - Fix Filing Status Issues in Missouri Test Files. - date: 2025-12-03 21:46:07 -- bump: patch - changes: - added: - - WIC integration tests. - fixed: - - "WIC eligibility now requires valid demographic category per 42 U.S.C. \xA7\ - \ 1786(d)(1)." - date: 2025-12-03 22:13:14 -- bump: patch - changes: - fixed: - - Fix invalid filing_status enum values in test files (lowercase 'single', numeric - '0', typos 'WIDWO' and 'HEAD_OF_HOUSE_HOLD'). - date: 2025-12-03 22:50:04 -- bump: patch - changes: - fixed: - - Fix New Jersey gross income computation. - date: 2025-12-04 10:32:18 -- bump: patch - changes: - changed: - - Bump policyengine-core to 3.23.0 (adds strict enum validation). - fixed: - - IL TANF now correctly recognizes veterans as eligible regardless of immigration - status per 89 Ill. Admin. Code 112.10. - date: 2025-12-04 16:58:21 -- bump: minor - changes: - added: - - Illinois Health Benefits for Persons with Breast or Cervical Cancer (BCC) eligibility. - - Shared Illinois HFS immigration status eligibility variable. - - has_bcc_qualifying_coverage variable for creditable health coverage determination. - date: 2025-12-05 21:39:43 -- bump: minor - changes: - added: - - Illinois Medicaid Presumptive Eligibility (MPE). - date: 2025-12-05 21:40:25 -- bump: minor - changes: - added: - - Illinois Family Planning Program (FPP). - date: 2025-12-05 22:06:02 -- bump: minor - changes: - added: - - Add Utah Military Retirement Credit (code AJ). - date: 2025-12-08 23:40:59 -- bump: patch - changes: - fixed: - - Apply the net income test to the New Jersey childless EITC. - date: 2025-12-09 15:58:42 -- bump: minor - changes: - added: - - CA Medi-Cal continuous coverage for existing undocumented enrollees after 2026 - enrollment freeze. - - receives_medicaid input variable to indicate current Medicaid enrollment status. - - medi_cal_enrollment_freeze parameter for CA. - date: 2025-12-09 18:51:53 -- bump: patch - changes: - fixed: - - Fix IL qualified noncitizen status parameters and TANF immigration eligibility. - date: 2025-12-09 22:07:46 -- bump: minor - changes: - added: - - Illinois Supplementary Medical Insurance Benefit (SMIB) Buy-In Program. - - SMIB eligibility based on categorical criteria (AABD, TANF, SSI recipients). - - SMIB benefit covering Medicare Part B premiums for eligible individuals. - date: 2025-12-10 11:48:36 -- bump: minor - changes: - added: - - Add 20% qualified REIT/PTP income component. - date: 2025-12-10 15:49:56 -- bump: patch - changes: - added: - - CI check to enforce uv.lock freshness, ensuring tests use the same dependency - versions users get. - date: 2025-12-10 17:43:25 -- bump: patch - changes: - fixed: - - Fix state_group enum usage in FPG parameter indexing for KY and WV tax credits - date: 2025-12-10 17:53:29 -- bump: minor - changes: - added: - - Create reform to separate dependent children from Delaware Personal Credit. - date: 2025-12-10 18:16:05 -- bump: patch - changes: - fixed: - - Replace is_medicaid_eligible with receives_medicaid in il_bcc_insurance_eligible. - date: 2025-12-11 00:31:16 -- bump: minor - changes: - added: - - Add spm_unit_tenure_type variable at SPM unit level for local area calibration. - date: 2025-12-11 18:30:32 -- bump: patch - changes: - changed: - - Split structural YAML tests into parallel CI jobs for better memory management. - - Add workflow concurrency to cancel in-progress CI runs when new commits are - pushed to the same PR. - date: 2025-12-12 04:32:17 -- bump: patch - changes: - fixed: - - Floor only business and rental income sources in MI household resources per - MI-1040CR form instructions. - date: 2025-12-12 14:10:11 -- bump: minor - changes: - added: - - ACA PTC 700% FPL cliff reform extending subsidies with 8.5% contribution cap - to 600% FPL and phaseout to 9.25% at 700% FPL - date: 2025-12-12 14:32:00 -- bump: patch - changes: - fixed: - - Replace is_medicaid_eligible with receives_medicaid in il_fpp_eligible. - - Fix IL HBWD disability eligibility to use medical definition without SGA test. - date: 2025-12-12 18:20:04 -- bump: patch - changes: - fixed: - - Fix IL AABD non-financial eligibility to require SSI status eligibility per - IDHS Policy Manual PM 11-01-00. - - Remove retirement_distributions from IL AABD asset sources (incorrectly included - income variable). - removed: - - Remove orphaned il_aabd_aged_blind_disabled_person variable and aged_age_threshold - parameter. - date: 2025-12-12 18:28:16 -- bump: minor - changes: - added: - - Medicare Savings Program (MSP) with federal structure supporting QMB, SLMB, - and QI eligibility levels. - - State-specific MSP asset test rules (AL, AZ, CA, CT, DE, DC, LA, MS, NM, NY, - OR, VT have eliminated the asset test). - date: 2025-12-12 23:16:34 -- bump: patch - changes: - fixed: - - Update uv.lock during version bump so contributors don't need to run uv lock - --upgrade after pulling from master. - - Change push workflow concurrency to queue runs instead of cancelling to ensure - each merge completes. - date: 2025-12-13 04:31:57 -- bump: patch - changes: - fixed: - - WV homestead excess property tax credit with negative income and zero property - taxes - date: 2025-12-15 18:31:12 -- bump: minor - changes: - added: - - Trust fund revenue variables (tob_revenue_total, tob_revenue_oasdi, tob_revenue_medicare_hi) - using exact branching methodology - - Tier 1 and tier 2 taxable Social Security variables for proper OASDI vs Medicare - HI allocation - - LSR recursion guard to prevent infinite loops when branches calculate variables - fixed: - - Labor supply behavioral response infinite recursion bug - date: 2025-12-15 19:02:39 -- bump: patch - changes: - fixed: - - Hawaii Food/Excise Tax Credit now correctly handles negative AGI - date: 2025-12-15 21:03:17 -- bump: patch - changes: - fixed: - - Montana income tax calculation with negative capital gains now correctly produces - zero tax instead of phantom positive tax - date: 2025-12-15 21:42:35 -- bump: patch - changes: - fixed: - - Fix DC Property Tax Credit incorrectly granting credit for negative AGI with - zero rent/property taxes - date: 2025-12-15 22:10:21 -- bump: minor - changes: - fixed: - - Maine Dependent Exemption Credit now correctly includes Credit for Other Dependents - (ODC) qualifying dependents age 17 and older, as required by Maine statute 36 - M.R.S. Section 5219-SS which references IRC Section 24 (including both CTC and - ODC). - date: 2025-12-15 22:36:33 -- bump: patch - changes: - fixed: - - MA income tax now allows short-term capital losses to offset long-term capital - gains in Part C - date: 2025-12-15 23:24:43 -- bump: minor - changes: - added: - - Pennsylvania TANF. - date: 2025-12-16 00:00:49 -- bump: minor - changes: - added: - - Wisconsin Works (W-2) program with placement-based benefits and eligibility. - date: 2025-12-16 00:26:02 -- bump: patch - changes: - fixed: - - Iowa Child and Dependent Care Credit now uses taxable income instead of net - income. - date: 2025-12-16 04:11:35 -- bump: patch - changes: - fixed: - - Arizona property tax credit now uses correct income definition per ARS 43-1072 - and ITR 12-1, excluding only Social Security (not pensions, capital gains, or - exemptions) - date: 2025-12-16 13:23:24 -- bump: minor - changes: - added: - - Missouri TANF program. - date: 2025-12-16 15:06:15 -- bump: patch - changes: - added: - - Add scheduled GitHub Action workflow for weekly uv.lock updates - date: 2025-12-17 04:17:16 -- bump: patch - changes: - removed: - - Remove weekly uv.lock update workflow (accidentally merged) - date: 2025-12-17 04:59:37 -- bump: patch - changes: - added: - - Employer payroll tax revenue allocation variables (employer_ss_tax_income_tax_revenue - and employer_medicare_tax_income_tax_revenue) for CRFB reform analysis. - fixed: - - Trust fund revenue allocation now uses double-branching methodology per 42 U.S.C. - 401 note Section 121(e), correctly splitting TOB between OASDI and Medicare - HI. - date: 2025-12-18 15:12:11 -- bump: patch - changes: - changed: - - Rebalance CI test jobs by moving NY state tests to NonStructural-Other and CRFB - structural tests to Structural-Heavy. - date: 2025-12-18 15:55:33 -- bump: patch - changes: - fixed: - - Updates the thresholds and marginal tax rates rates for the Missouri individual - income tax in `parameters/gov/states/mo/tax/income/rates.yaml` - - Adds the variable `mo_capital_gains_subtraction.py` and the parameter `parameters/gov/states/mo/tax/income/subtractions/net_capital_gain/rate.yaml` - for the 2025 inclusion a full deductibility of capital gains in calculating - Missouri adjusted gross income. - - Adds `agi_subtractions.yaml` list parameter with the two MO AGI subtractions - for 2025, and creates a `mo_agi_subtractions.py` variable (Person-level), which - is referenced in the `mo_adjusted_gross_income.py` calculation. - - Adds `mo_capital_gains_subtraction_person.py` to allocate the capital gains - subtraction proportionally to each person based on their share of long-term - capital gains, preventing overcounting in multi-person tax units. - - Updates the `parameters/gov/states/mo/tax/income/minimum_taxable_income.yaml` - parameter with the new 2025 value. - - Adds new legislative references - date: 2025-12-18 20:55:25 -- bump: minor - changes: - added: - - Indiana TANF program. - date: 2025-12-19 15:31:15 -- bump: minor - changes: - added: - - Implement Oregon TANF (Temporary Assistance for Needy Families) program with - income eligibility, resource limits, and benefit calculations. - date: 2025-12-19 15:39:42 -- bump: minor - changes: - added: - - Ohio Works First (OWF) cash assistance program. - date: 2025-12-19 20:53:46 -- bump: minor - changes: - added: - - Illinois Preschool For All (PFA) and Preschool For All Expansion (PFAE) programs - with age (3-5), income (400% FPL), and weighted priority factor eligibility. - - New input variables for IEP status, developmental delay, non-English speaking - home, parent education level, born outside US, and no prior formal early learning. - date: 2025-12-19 23:08:59 -- bump: minor - changes: - added: - - Illinois Prevention Initiative (PI) program. - date: 2025-12-21 23:13:06 -- bump: patch - changes: - fixed: - - County variable now persists across periods when running over datasets, fixing - incorrect fallback to first alphabetical county. - date: 2025-12-23 14:23:08 -- bump: minor - changes: - added: - - Add Emergency Medicaid eligibility for undocumented immigrants - date: 2025-12-26 20:04:36 -- bump: minor - changes: - added: - - Add Kentucky TANF (K-TAP) program - date: 2025-12-28 21:07:30 -- bump: minor - changes: - added: - - Minnesota Family Investment Program (MFIP). - date: 2025-12-28 21:23:14 -- bump: minor - changes: - added: - - Adds Utah Temporary Assistance for Needy Families (TANF) program. - date: 2025-12-28 21:35:08 -- bump: minor - changes: - added: - - Added Oklahoma TANF (Temporary Assistance for Needy Families) program - date: 2025-12-28 22:16:11 -- bump: minor - changes: - added: - - Implement Arkansas Transitional Employment Assistance (TEA/TANF) program - date: 2025-12-28 22:18:45 -- bump: minor - changes: - added: - - Add Kansas TANF program. - date: 2025-12-28 22:37:09 -- bump: minor - changes: - added: - - Nebraska Aid to Dependent Children (ADC) program. - date: 2025-12-28 22:59:09 -- bump: minor - changes: - added: - - Add Mississippi TANF program. - date: 2025-12-28 23:17:19 -- bump: minor - changes: - added: - - Georgia TANF program implementation - date: 2025-12-29 02:00:46 -- bump: minor - changes: - added: - - Michigan Family Independence Program (FIP/TANF) - date: 2025-12-29 02:02:32 -- bump: minor - changes: - added: - - Idaho Temporary Assistance for Families in Idaho (TAFI) program, implementing - income eligibility, resource limits, and benefit calculation (closes - date: 2025-12-29 13:39:35 -- bump: minor - changes: - added: - - Minnesota 2025 income tax parameter updates and new programs including K-12 - Education Credit/Subtraction, 529 Contribution Subtraction, Military Pension - Subtraction, and Active Duty Military Pay Subtraction. - date: 2025-12-29 14:52:56 -- bump: minor - changes: - added: - - Illinois Health Benefits for Immigrants (HBI) program covering All Kids, HBIA - (adults 42-64), and HBIS (seniors 65+). - date: 2025-12-29 16:26:00 -- bump: patch - changes: - changed: - - Update Virginia 2025 income tax parameters with 2025 Form 760 references - - Add rebate values for 2024 ($200/$400) and 2025 ($0) - - Add 2025 tests for standard deduction, EITC, military benefit subtraction, age - deduction, rebate, and exemptions - date: 2025-12-29 19:18:44 -- bump: patch - changes: - removed: - - Revert Virginia 2025 income tax parameter updates for proper review process - date: 2025-12-29 20:01:21 -- bump: patch - changes: - added: - - Updated SNAP BBCE gross income limits for New Mexico (200% FPL effective 2024-10-01) - and Alaska (200% FPL effective 2025-07-01). - - Added South Dakota to BBCE parameters as non-BBCE state. - - Added and backdated Maryland SUA and LUA values. - date: 2025-12-29 21:31:29 -- bump: minor - changes: - fixed: - - Arizona Family Tax Credit now correctly uses Arizona AGI plus exemptions for - income eligibility determination per ARS 43-1073. - date: 2025-12-29 22:22:39 -- bump: patch - changes: - added: - - Add scheduled GitHub Action workflow for weekly uv.lock updates. - removed: - - Remove uv.lock freshness check from PR CI workflow. - date: 2026-01-02 18:29:05 -- bump: patch - changes: - fixed: - - Weekly uv.lock workflow now targets main branch and uses native gh CLI for PR - creation. - date: 2026-01-02 19:06:03 -- bump: patch - changes: - fixed: - - Remove non-existent labels from weekly uv.lock workflow PR creation. - date: 2026-01-02 19:33:52 -- bump: patch - changes: - fixed: - - ACA required contribution percentage now correctly handles flat brackets (e.g., - 0-133% FPL) per 26 USC 36B by separating thresholds, initial rates, and final - rates into independent parameters. - date: 2026-01-02 21:22:24 -- bump: minor - changes: - added: - - Add phase-out logic to CRFB Social Security nonrefundable credit based on AGI - thresholds (6% rate above $150k joint, $75k other). - date: 2026-01-04 20:46:59 -- bump: minor - changes: - added: - - Hawaii TANF (Temporary Assistance for Needy Families) program - date: 2026-01-04 21:45:18 -- bump: minor - changes: - added: - - Add New Hampshire FANF (Financial Assistance to Needy Families) program with - eligibility determination, payment standard (60% FPG), earned income disregards, - and benefit calculation. - date: 2026-01-04 22:05:35 -- bump: minor - changes: - added: - - Implemented Maine TANF program - date: 2026-01-04 22:11:59 -- bump: minor - changes: - added: - - South Dakota Temporary Assistance for Needy Families (TANF) program - date: 2026-01-04 22:20:49 -- bump: minor - changes: - added: - - Add Delaware TANF (Temporary Assistance for Needy Families) - date: 2026-01-04 22:56:53 -- bump: minor - changes: - added: - - Implement Rhode Island TANF (Rhode Island Works) program - date: 2026-01-04 23:28:13 -- bump: minor - changes: - added: - - Connecticut Temporary Family Assistance (TFA/TANF) - date: 2026-01-05 00:02:11 -- bump: minor - changes: - added: - - West Virginia Works program implementation - date: 2026-01-05 00:18:02 -- bump: minor - changes: - added: - - Nevada TANF (Temporary Assistance for Needy Families) program - date: 2026-01-05 00:20:33 -- bump: minor - changes: - added: - - Tennessee TANF (Families First) program implementation - date: 2026-01-05 00:21:45 -- bump: patch - changes: - changed: - - Updated weekly uv.lock workflow to include changelog entry. - date: 2026-01-05 15:41:57 -- bump: patch - changes: - changed: - - Updated weekly uv.lock workflow to include changelog entry. - date: 2026-01-05 16:26:06 -- bump: minor - changes: - added: - - Create reform to separate dependent children from Virginia personal exemption. - date: 2026-01-05 21:26:26 -- bump: patch - changes: - changed: - - Updated uv.lock dependencies. - date: 2026-01-06 14:58:50 -- bump: minor - changes: - added: - - Colorado OmniSalud program providing ACA marketplace subsidies for undocumented - immigrants and DACA recipients. - date: 2026-01-08 18:02:47 -- bump: patch - changes: - fixed: - - Remove 51 invalid County enum entries (wrong state assignments, non-existent - county/state combinations). Validated against Census 2020 county reference data. - date: 2026-01-12 18:30:41 -- bump: minor - changes: - added: - - CDCTC reform that makes families eligible if at least one parent works (instead - of requiring both parents to work) - date: 2026-01-12 19:45:59 -- bump: patch - changes: - fixed: - - Fix test_batched.py incorrectly marking tests as passed when failure count ends - in 0. - - Fix push.yaml concurrency to queue runs instead of cancelling versioning jobs. - date: 2026-01-13 22:35:23 -- bump: minor - changes: - added: - - Add il_aabd_use_reported_ssi flag to allow API partners to override SSI income - for IL AABD calculation. - date: 2026-01-13 22:53:31 -- bump: patch - changes: - changed: - - Remove concurrency block from push workflow to allow parallel CI runs. - date: 2026-01-13 23:22:39 -- bump: patch - changes: - fixed: - - Riverside County General Relief eligibility now correctly excludes units where - all persons are ineligible. - - Riverside County General Relief SSI check changed from unit-level to person-level, - so only the individual receiving SSI is excluded, not all household members. - date: 2026-01-13 23:26:02 -- bump: patch - changes: - added: - - Add is_blind to IL HBWD disability eligibility check. - fixed: - - Fix IL HBWD earned income exemptions to apply only to disabled/blind persons. - date: 2026-01-14 21:44:33 -- bump: patch - changes: - changed: - - Updated uv.lock dependencies. - date: 2026-01-14 23:20:21 -- bump: minor - changes: - added: - - Adjust CLAUDE.md in US repo. - date: 2026-01-15 20:02:12 -- bump: minor - changes: - added: - - Add range-based phaseout option for RI CTC with phaseout.start and phaseout.end - parameters. - date: 2026-01-15 20:15:33 -- bump: patch - changes: - added: - - Add parameter discovery documentation guide - date: 2026-01-15 22:15:03 -- bump: patch - changes: - added: - - Add Microsimulation API documentation covering calc/calculate methods, map_to - parameter, available datasets, subsampling, winners/losers analysis, and weight - sanity checks. - date: 2026-01-15 22:18:44 -- bump: patch - changes: - fixed: - - Fix CA Medi-Cal immigration eligibility for DACA/TPS holders in 2026. Previously, - DACA/TPS holders incorrectly lost eligibility after the January 2026 enrollment - freeze. Per WCLP guidance, DACA/TPS holders are not affected by the freeze and - can still newly enroll. - date: 2026-01-15 22:29:01 -- bump: minor - changes: - changed: - - Replaced .claude git submodule with policyengine-claude plugin auto-install - configuration. - date: 2026-01-19 16:08:41 -- bump: patch - changes: - fixed: - - Added missing label metadata to breakdown parameters that had breakdown definitions - but no labels. - date: 2026-01-19 16:19:40 -- bump: patch - changes: - fixed: - - Added missing label metadata to bracket/scale parameters that had no labels. - date: 2026-01-19 16:39:43 -- bump: patch - changes: - fixed: - - Added missing breakdown and label metadata to pseudo-breakdown parameters. - date: 2026-01-19 17:30:20 -- bump: minor - changes: - fixed: - - Formatting. - date: 2026-01-19 18:07:10 -- bump: minor - changes: - added: - - Model RI Governor Dan McKee's 2027 tax proposals including a new child tax credit, - Social Security exemption expansion, new top income tax bracket, and pension/annuity - exemption updates. - date: 2026-01-19 18:32:47 -- bump: minor - changes: - added: - - Add Utah HB 210 (2026) structural reform implementing the taxpayer credit add-on - for married filers ($543 MFS, $1,086 joint/surviving spouse) with phaseout. - date: 2026-01-19 19:53:06 -- bump: minor - changes: - added: - - Add SC H.3492 partially refundable EITC reform. - date: 2026-01-19 19:54:16 -- bump: minor - changes: - added: - - Update Rhode Island 2025 Individual Income Tax Model. - date: 2026-01-19 22:07:57 -- bump: patch - changes: - added: - - Add breakdown_labels metadata to parameters with range() dimensions for semantic - labelling. - date: 2026-01-20 19:20:31 -- bump: patch - changes: - changed: - - Update 2026 federal poverty guidelines. - date: 2026-01-21 15:19:45 -- bump: minor - changes: - added: - - NY A04038 Enhanced Empire State Child Credit for Infants Act reform. - date: 2026-01-21 16:28:14 -- bump: minor - changes: - added: - - NY Senate Bill S04487 Supplemental Empire State Child Tax Credit for Newborns - reform. - date: 2026-01-21 20:02:25 -- bump: minor - changes: - added: - - NY Assembly Bill A06774 Enhanced Child and Dependent Care Credit reform. - date: 2026-01-21 20:53:40 -- bump: patch - changes: - fixed: - - Remove DACA_TPS from immigration_status. - date: 2026-01-21 21:46:53 -- bump: patch - changes: - fixed: - - Use `uv sync --extra dev` in CI to correctly install optional dev dependencies - including coverage. - - Improve selective test runner to only run tests for specific subfolders (states, - congress, local) instead of entire parent directories. - - Pin pandas to <3.0 to prevent StringDtype incompatibility with numpy. - date: 2026-01-22 23:38:46 -- bump: minor - changes: - added: - - Add Wyoming POWER program - date: 2026-01-23 15:27:36 -- bump: minor - changes: - added: - - Implement Virginia TANF program. - date: 2026-01-23 16:04:44 -- bump: patch - changes: - fixed: - - Update SC H.3492 reform to use 5-year in_effect check pattern consistent with - other contributed reforms. - date: 2026-01-23 18:35:29 -- bump: minor - changes: - added: - - AGI surtax reform. - date: 2026-01-23 21:14:19 -- bump: patch - changes: - added: - - Added pandas 3.0 compatibility tests to verify policyengine-core fixes for StringDtype - and StringArray handling - changed: - - Removed pandas <3.0 version cap to enable pandas 3.0 support - - Bumped policyengine-core minimum version to 3.23.5 for pandas 3 compatibility - (includes Enum.encode() fix) - date: 2026-01-25 13:03:30 -- bump: patch - changes: - fixed: - - Fix Iowa SNAP self-employment simplified deduction rate from 0% to 40%. - date: 2026-01-25 13:30:04 -- bump: minor - changes: - removed: - - s_corp_self_employment_income variable. S-corp distributions are not subject - to self-employment tax per 26 USC 1402(a). - date: 2026-01-25 16:54:14 -- bump: minor - changes: - added: - - partnership_se_income variable for general partners' SE income from Schedule - K-1 Box 14, now included in taxable_self_employment_income per 26 USC 1402(a). - date: 2026-01-25 17:15:31 -- bump: patch - changes: - changed: - - Use default argument to numpy.select instead of dummy True condition for ~10% - performance improvement. - date: 2026-01-25 17:33:26 -- bump: patch - changes: - changed: - - Simplify Pell Grant calculation method by removing enum indirection and using - time-based formula. - date: 2026-01-25 18:19:02 -- bump: patch - changes: - fixed: - - Update Iowa SNAP self-employment deduction effective date from 2021-10-01 to - 2012-08-01 based on USDA FNS State Options Report research. - date: 2026-01-25 18:31:23 -- bump: patch - changes: - fixed: - - Add safety catch in aca_ptc to return zero before 2025 to prevent breaking 2024 - microsim runs. - date: 2026-01-25 19:35:47 -- bump: minor - changes: - added: - - Add expanded income base option for CRFB AGI surtax reform, including retirement - contributions, HSA contributions, student loan interest, tax-exempt Social Security, - foreign earned income exclusion, tax-exempt interest, and health insurance premiums. - date: 2026-01-25 20:55:20 -- bump: minor - changes: - added: - - Add New Mexico Works (NM Works) program - date: 2026-01-25 21:13:51 -- bump: minor - changes: - added: - - Implemented North Dakota Temporary Assistance for Needy Families (TANF) program - date: 2026-01-25 21:17:46 -- bump: minor - changes: - added: - - Add Alaska ATAP (Temporary Assistance Program) implementation with income eligibility - tests, work incentive deductions, need standards, and benefit calculation based - on 7 AAC 45. - date: 2026-01-25 21:25:01 -- bump: minor - changes: - added: - - Louisiana Family Independence Temporary Assistance Program (FITAP). - date: 2026-01-25 21:40:34 -- bump: minor - changes: - added: - - Implement New Jersey WorkFirst (WFNJ). - date: 2026-01-25 22:40:42 -- bump: minor - changes: - changed: - - "Pin New York itemized deductions to pre-TCJA rules per Tax Law \xA7 615" - date: 2026-01-26 14:14:48 -- bump: patch - changes: - removed: - - Revert NY pre-TCJA itemized deductions (will be re-submitted for proper review) - date: 2026-01-26 14:37:21 -- bump: minor - changes: - added: - - Add census block-level geography variables (block_geoid, tract_geoid, cbsa_code, - place_fips, vtd, puma, sldu, sldl, zcta) for granular geographic analysis - date: 2026-01-26 19:35:03 -- bump: patch - changes: - added: - - Update SSI federal benefit rates, student earned income exclusion, and SGA amounts - for 2026. - date: 2026-01-26 20:28:28 -- bump: minor - changes: - changed: - - Update Illinois income tax parameters for 2025 and add 2025 citations. - date: 2026-01-26 23:05:41 -- bump: minor - changes: - changed: - - Update DC Child Tax Credit for 2026+ based on new statute (DC Code 47-1806.17), - including increased credit amount ($1,000), expanded age eligibility (under - 18), removed child cap, lower income thresholds, and higher phase-out rate. - date: 2026-01-27 03:13:11 -- bump: patch - changes: - changed: - - Backdate North Carolina TANF parameters to 1997. - date: 2026-01-27 03:18:40 -- bump: patch - changes: - changed: - - Add historical values to Minnesota MFIP parameters. - date: 2026-01-27 03:21:56 -- bump: minor - changes: - added: - - Add Connecticut EITC $250 qualifying child bonus for tax year 2025. - changed: - - Update Connecticut tax parameter references to 2025 CT-1040 Instructions. - date: 2026-01-27 03:46:23 -- bump: patch - changes: - fixed: - - Medicare Savings Program (MSP) calculation now returns correct benefit values - instead of null. - date: 2026-01-27 21:30:41 -- bump: patch - changes: - fixed: - - Exclude Medicaid recipients from QI (Qualifying Individual) eligibility. - date: 2026-01-28 16:04:08 -- bump: minor - changes: - changed: - - "Pin New York itemized deductions to pre-TCJA rules per Tax Law \xA7 615" - date: 2026-01-28 21:05:51 -- bump: minor - changes: - added: - - Illinois I-PASS Assist program eligibility. - date: 2026-01-28 21:12:25 -- bump: minor - changes: - added: - - Illinois Senior Citizens Real Estate Tax Deferral Program (il_scretd) - date: 2026-01-28 21:20:03 -- bump: minor - changes: - added: - - Illinois Home Weatherization Assistance Program (IHWAP) eligibility. - - Reusable SMI (State Median Income) function. - date: 2026-01-29 02:17:08 -- bump: minor - changes: - added: - - California CalWORKs Stage 2 (C2AP) child care subsidy for former CalWORKs recipients - within 24 months of leaving cash aid. - - California CalWORKs Stage 3 (C3AP) child care subsidy for former CalWORKs recipients - who exhausted Stage 2 eligibility. - - California Alternative Payment Program (CAPP) child care subsidy for income-eligible - families who never received CalWORKs. - date: 2026-01-29 02:38:20 -- bump: patch - changes: - changed: - - Updated uv.lock dependencies. - date: 2026-01-29 03:57:29 -- bump: patch - changes: - added: - - Backdate New Hampshire interest and dividends tax parameters to 2020. - date: 2026-01-29 05:35:07 -- bump: patch - changes: - fixed: - - Medicaid category assignment now correctly evaluates mandatory groups (parent, - pregnant, SSI) before optional expansion groups, per federal eligibility rules. - date: 2026-01-29 21:06:35 -- bump: patch - changes: - changed: - - Update Virginia 2025 income tax parameters with 2025 Form 760 references - - Add rebate values for 2024 ($200/$400) and 2025 ($0) - - Add 2025 tests for standard deduction, EITC, military benefit subtraction, age - deduction, rebate, and exemptions - date: 2026-01-29 23:19:08 -- bump: minor - changes: - changed: - - Update Michigan 2025 Individual Income Tax Model parameters - date: 2026-01-30 15:33:22 -- bump: minor - changes: - added: - - Add Virginia HB979 income tax reform with new 8% and 10% brackets for high earners. - date: 2026-01-30 20:44:48 -- bump: patch - changes: - added: - - Added income_tax_positive variable for CBO-consistent calibration - date: 2026-01-31 00:45:39 -- bump: patch - changes: - added: - - Add 2018 CHIP FCEP pregnant income limits from MACPAC MACStats December 2018 - Data Book. - date: 2026-01-31 03:23:17 -- bump: patch - changes: - added: - - Tests for tax_unit_is_filer variable covering filing requirement logic. - date: 2026-01-31 16:52:24 -- bump: patch - changes: - changed: - - Pin black==26.1.0 in dev dependencies and update CI and Makefile to use uv for - consistent formatting. - date: 2026-01-31 19:46:35 -- bump: patch - changes: - added: - - Tests for TAXSIM output variables to achieve 100% coverage. - date: 2026-01-31 20:58:31 -- bump: patch - changes: - fixed: - - Fix Rhode Island retirement income subtraction to apply the cap per person instead - of per tax unit. - date: 2026-02-01 18:13:47 -- bump: minor - changes: - added: - - South Carolina TANF (Temporary Assistance for Needy Families) program - date: 2026-02-01 19:35:05 -- bump: minor - changes: - added: - - Vermont TANF (Reach Up) program - date: 2026-02-01 20:30:41 -- bump: minor - changes: - added: - - Add Alabama Family Assistance (TANF) program. - date: 2026-02-01 20:53:00 -- bump: patch - changes: - fixed: - - Arizona long-term capital gains subtraction now correctly returns zero when - there is a net capital loss, rather than using raw long-term capital gains. - date: 2026-02-01 21:42:20 -- bump: patch - changes: - fixed: - - Mississippi income tax now correctly uses loss-limited capital gains (federal - $3K limit) instead of unlimited raw capital gains. - date: 2026-02-01 21:55:06 -- bump: patch - changes: - fixed: - - Corrected 2020 surviving spouse standard deduction from $24,400 to $24,800 to - match joint filers per 26 USC 63(c)(2)(A). - date: 2026-02-01 21:59:11 -- bump: patch - changes: - fixed: - - Backdate Oklahoma TANF parameters to correct effective dates. - - Backdate Wisconsin Works parameters to correct effective dates. - - Backdate Ohio Works First parameters to correct effective dates and add COLA - multiplier for dynamic payment standards. - date: 2026-02-01 22:06:11 -- bump: minor - changes: - added: - - Backdating Maine TANF parameters. - date: 2026-02-01 22:15:00 -- bump: patch - changes: - changed: - - Update Illinois TANF parameter historical dates to reflect actual policy enactment - dates. - date: 2026-02-01 22:20:32 -- bump: minor - changes: - changed: - - Add 2025 references to all Missouri income tax parameters. - - Add 2025 value for mo_max_social_security_benefit ($48,216). - - Add 2025 test cases for Missouri income tax and capital gains subtraction. - date: 2026-02-01 22:33:33 -- bump: minor - changes: - added: - - Add comprehensive 2025 test cases for Oklahoma income tax (103 tests). - changed: - - Update Oklahoma income tax parameters for 2025 with current form references. - - Increase pension subtraction limit from $10,000 to $20,000 for 2024+ per HB - 2020. - - Enhance documentation for Oklahoma income tax variables with calculation examples - and regulatory references. - date: 2026-02-01 23:13:46 -- bump: patch - changes: - changed: - - Update Colorado income tax parameters for tax year 2025. - date: 2026-02-01 23:24:58 -- bump: minor - changes: - added: - - Oregon Healthier Oregon program providing Medicaid-equivalent coverage for undocumented - immigrants. - date: 2026-02-01 23:33:30 -- bump: patch - changes: - fixed: - - CT Social Security benefit adjustment now uses actual federal taxable Social - Security amount instead of 85% of gross Social Security. - date: 2026-02-02 00:00:17 -- bump: minor - changes: - added: - - NY TANF pre-October 2022 gross income test and immigration eligibility check. - changed: - - NY TANF parameters backfilled to 1998 with October 2022 reform rules per 22-ADM-11. - - NY TANF earned income deduction calculation order changes by reform date. - date: 2026-02-02 00:11:19 -- bump: patch - changes: - changed: - - title: Update Hawaii income tax parameters with 2025 references - date: 2026-02-02 00:34:36 -- bump: minor - changes: - changed: - - Disable Montana _indiv computation path for 2024+ when married filing separately - on same return is no longer allowed. - date: 2026-02-02 00:48:06 -- bump: minor - changes: - changed: - - description: 'Updates Georgia income tax parameters for 2025 tax year based - on the IT-511 Instructions Booklet: - - - Corrects 2025 tax rate to 5.19% (from incorrectly projected 5.29%) - - - Adds 2025 IT-511 references to all income tax parameters - - - Verifies CDCC credit rate at 50% of federal credit for 2025 - - - Confirms standard deductions, dependent exemption, retirement exclusions, - military retirement exclusions, and itemizer credit values - - ' - title: Update Georgia 2025 individual income tax model - date: 2026-02-02 00:56:29 -- bump: minor - changes: - fixed: - - Implement NJ same category rule - net losses in any income category (capital - gains, S-corp, partnership, rental, business) are now disregarded and cannot - offset income from other categories. - date: 2026-02-02 01:03:18 -- bump: patch - changes: - added: - - Backdate Texas TANF program. - date: 2026-02-02 01:15:31 -- bump: patch - changes: - changed: - - Backdate DC TANF, GAC, and POWER parameters to program establishment dates. - date: 2026-02-02 01:21:49 -- bump: patch - changes: - changed: - - Add historical data for Massachusetts TAFDC parameters - date: 2026-02-02 01:38:39 -- bump: minor - changes: - added: - - Add 2025 references to all New York State and NYC income tax parameters. - - Update geothermal energy system credit cap to $10,000 for systems placed in - service on/after July 1, 2025. - - Add 2025 NY income tax integration tests. - date: 2026-02-02 01:50:17 -- bump: patch - changes: - fixed: - - Missouri income tax now correctly allocates above-the-line deductions proportionally - by gross income, ensuring capital loss deductions are not lost when one spouse - has no income. - date: 2026-02-02 17:32:10 -- bump: minor - changes: - added: - - Implement Maryland Temporary Cash Assistance (TCA) program. - date: 2026-02-02 18:49:52 -- bump: minor - changes: - added: - - Update South Carolina income tax parameters for 2025, including reduced top - rate (6.0%) and adjusted brackets. - date: 2026-02-02 19:05:08 -- bump: minor - changes: - added: - - Add NY S.9077 Empire State Child Credit ITIN expansion reform allowing children - with ITINs to qualify starting 2027. - date: 2026-02-02 19:07:06 -- bump: minor - changes: - added: - - is_qualifying_child_dependent variable for age-based qualifying child test - - is_qualifying_relative_dependent variable for income-based qualifying relative - test - - dependent_gross_income variable for calculating dependent gross income - changed: - - is_child_dependent now includes qualifying child, qualifying relative, and disability - pathways - - Head of household eligibility now correctly includes qualifying relatives (fixes - issue 6994) - date: 2026-02-03 04:40:30 -- bump: patch - changes: - fixed: - - Fix NY ESCC post-2024 to allow ITIN holders in baseline (revert S.9077 reform). - date: 2026-02-04 19:32:22 -- bump: patch - changes: - fixed: - - Fixed incorrect label for ca_ala_general_assistance_countable_income_person - variable. - date: 2026-02-05 04:45:16 -- bump: minor - changes: - added: - - Arizona Cash Assistance (TANF) program. - date: 2026-02-07 00:10:55 -- bump: patch - changes: - changed: - - Update Alabama 2025 Income tax. - date: 2026-02-07 00:23:46 -- bump: minor - changes: - added: - - Section 1931 deprivation requirement parameter for non-expansion states - - is_single_parent_household variable for Medicaid deprivation rules - - Head Start and Early Head Start takeup variables - - SSI resource test now uses actual policy logic in individual sim - changed: - - Moved all stochastic randomness to data package for deterministic country package - - is_parent_for_medicaid_nfc now checks Section 1931 deprivation requirements - - Head Start and Early Head Start benefits now multiply by takeup - - WIC would_claim_wic and is_wic_at_nutritional_risk default to True (resolved - in data package) - removed: - - aca_take_up_seed, snap_take_up_seed, medicaid_take_up_seed variables - - random() calls from all variable formulas - - Takeup rate parameters (now in policyengine-us-data) - date: 2026-02-07 00:40:26 -- bump: minor - changes: - added: - - Add liquid asset input variables (bank_account_assets, stock_assets, bond_assets), - ssi_countable_resources, and spm_unit_cash_assets aggregation - - Add takes_up_ssi_if_eligible variable for SSI takeup modeling - changed: - - SSI resource test now uses actual imputed assets instead of random pass rate - - SSI benefit now applies takeup in microsimulation - date: 2026-02-07 18:08:52 -- bump: minor - changes: - added: - - Add tax_unit_is_required_to_file variable for rules-based filing requirement. - - Add eligible_for_refundable_credits variable for EITC/CTC eligibility check. - - Add would_file_if_eligible_for_refundable_credit propensity variable. - - Add would_file_taxes_voluntarily propensity variable for voluntary filers. - changed: - - Refactor tax_unit_is_filer to use three-part filing logic with propensity variables. - date: 2026-02-08 04:15:39 -- bump: patch - changes: - fixed: - - Fix RI high earner tax and social security exemption reform exports to match - standard pattern - date: 2026-02-10 15:34:12 -- bump: minor - changes: - added: - - Implement Utah HB 210 Substitute 2 marriage tax credit (Section 59-10-1049) - date: 2026-02-11 17:26:50 -- bump: patch - changes: - changed: - - DC EITC match rate updated to 100% for 2025 per Act 26-214. - date: 2026-02-12 17:44:36 -- bump: patch - changes: - changed: - - Update Kentucky income tax model for 2025, including standard deduction ($3,270), - tax rate (4%), and all tax credits with official 2025 references. - date: 2026-02-12 18:16:49 -- bump: patch - changes: - changed: - - Add 2025 Vermont income tax values, renter credit income limits, and form references - to parameter files. - date: 2026-02-12 22:42:22 -- bump: minor - changes: - added: - - Iowa Family Investment Program (FIP), the state's TANF cash assistance program. - date: 2026-02-13 17:37:15 -- bump: patch - changes: - changed: - - Update CPI-U, C-CPI-U, and CPI-W projections for 2026+ based on CBO September - 2025 interim inflation update - date: 2026-02-13 18:38:12 -- bump: patch - changes: - changed: - - Update CBO baseline projections to February 2026 (Budget and Economic Outlook - 2026 to 2036), extending all calibration targets and CPI parameters through - 2036. - date: 2026-02-13 19:31:10 -- bump: minor - changes: - changed: - - Update Mississippi income tax parameters with 2025 references and replace bill - references with legal code citations. - date: 2026-02-13 20:55:08 -- bump: patch - changes: - changed: - - Update Colorado Child Tax Credit income thresholds for 2025 (single $26K/$51K/$77K, - joint $36K/$61K/$87K). - - Update Colorado CollegeInvest contribution subtraction limits for 2025 (single - $25,400, joint $38,100). - - Update Colorado ABLE contribution subtraction caps for 2025 (single $25,400, - joint $38,100). - - Fix Colorado Care Worker Tax Credit start date from 2026 to 2025 per C.R.S. - 39-22-566. - - Fix typo in Colorado CTC head of household rate threshold date (2015 to 2022). - date: 2026-02-14 02:56:16 -- bump: patch - changes: - changed: - - Update Louisiana income tax parameter references from House Bill 10 to enacted - legal code and add 2025 IT-540 form references. - fixed: - - Fix Louisiana disability income exemption cap incorrectly set to $12,000 for - 2025 (actual value remains $6,000 per RS 47:44.1(B)). - date: 2026-02-14 03:01:37 -- bump: minor - changes: - changed: - - Update Montana income tax parameters for 2025, including bracket thresholds, - capital gains thresholds, old age subtraction inflation adjustment, 529 tuition - subtraction cap increase, and references. - date: 2026-02-15 23:33:04 -- bump: patch - changes: - fixed: - - Remove taxable_social_security from NJ subtractions to fix double exclusion - bug. Social Security was already excluded from NJ gross income. - date: 2026-02-16 00:14:38 -- bump: patch - changes: - fixed: - - "Fix student loan interest deduction eligibility (IRC \xA7 221) to remove incorrect\ - \ AOC eligibility requirement. The previous implementation required is_eligible_for_american_opportunity_credit\ - \ to be true, but this is not a legal requirement. While \xA7 221(d)(3) references\ - \ \xA7 25A(b)(3) for the definition of \"eligible student\", this refers to\ - \ the student's status when the loan was originally taken out, not current-year\ - \ AOC eligibility." - date: 2026-02-16 01:16:13 -- bump: patch - changes: - changed: - - Update Indiana county income tax rates with 2022-2025 data from official DOR - publications, fix rate errors for Allen and Dearborn counties, fix Bartholomew - County parameter key typo, and update references to 2025 IT-40 and legal code. - date: 2026-02-16 01:24:59 -- bump: patch - changes: - fixed: - - Michigan surtax reform now activates correctly when in_effect parameter is toggled - in the app. - date: 2026-02-16 01:25:53 -- bump: patch - changes: - changed: - - Update West Virginia income tax rates for 2025 per SB 2033. - date: 2026-02-16 01:26:34 -- bump: minor - changes: - added: - - Adds 2025 references with page numbers to all Maryland income tax parameters. - date: 2026-02-16 01:28:23 -- bump: minor - changes: - added: - - Add 2025 CTC values from official NM PIT Packet Table 4 - - Add 2025 PIT Packet references to all NM income tax parameters - - Update armed forces retirement exemption to reflect HB-0252 making it permanent - date: 2026-02-16 01:29:02 -- bump: patch - changes: - changed: - - Add 2025 Delaware income tax form references to parameter files. - date: 2026-02-16 01:29:52 -- bump: patch - changes: - changed: - - Update Nebraska income tax parameters for 2025 with new bracket thresholds, - standard deduction amounts, exemption credit, and form references. - date: 2026-02-16 01:32:52 -- bump: patch - changes: - fixed: - - Fix ga_exemptions formula in repeal_state_dependent_exemptions reform to use - correct parameter path. - - Fix ks_exemptions in repeal_state_dependent_exemptions reform to handle 2024+ - by_filing_status branch. - date: 2026-02-16 01:34:59 -- bump: minor - changes: - changed: - - Update Maine income tax parameters for 2025 including bracket thresholds, personal - exemption, deduction and exemption phaseout thresholds, itemized deduction cap, - pension exclusion cap, and add 2025 references. - date: 2026-02-16 01:39:11 -- bump: patch - changes: - changed: - - Add 2025 form references to North Carolina income tax parameters confirming - unchanged values for standard deduction, child deduction, and other provisions. - date: 2026-02-16 01:39:50 -- bump: minor - changes: - added: - - Create Oregon dependent exemption credit reform to separate dependent exemptions - with configurable age limits and universal mode. - date: 2026-02-16 02:17:35 -- bump: patch - changes: - changed: - - Update Arkansas income tax parameters for 2025 including tax rate brackets, - reduction schedule, standard deductions, low income tax tables, and additional - tax credit for qualified individuals. - date: 2026-02-16 03:09:22 -- bump: patch - changes: - changed: - - Update Massachusetts income tax parameters for 2025, including surtax threshold - ($1,083,150), Senior Circuit Breaker credit max ($2,820), income limits, and - property value limit ($1,298,000). - date: 2026-02-16 03:42:03 -- bump: patch - changes: - fixed: - - Fix Maryland Child Tax Credit AGI eligibility boundary to include filers with - exactly $24,000 AGI per Worksheet 21C. - date: 2026-02-16 03:46:10 -- bump: minor - changes: - added: - - Montana Temporary Assistance for Needy Families (TANF). - date: 2026-02-16 14:52:53 -- bump: patch - changes: - changed: - - Add 2025 references with page numbers to Pennsylvania income tax parameters - date: 2026-02-16 16:09:28 -- bump: patch - changes: - changed: - - Update North Dakota income tax parameters for 2025 with new bracket thresholds, - marriage penalty credit values, and form references. - date: 2026-02-16 17:49:52 -- bump: minor - changes: - changed: - - Update Washington capital gains tax with 2025 tiered rates (7% up to $1M, 9.9% - above $1M per ESSB 5813), inflation-adjusted deductions, and Working Families - Tax Credit amounts. - date: 2026-02-16 19:11:59 -- bump: patch - changes: - changed: - - Update Iowa income tax to flat 3.8% rate for 2025 per SF 2442 - - Update Iowa alternate tax rate to 4.3% for 2025 - date: 2026-02-16 20:38:19 -- bump: patch - changes: - added: - - Comprehensive Kansas 2025 income tax integration tests. - changed: - - Updated Kansas disabled veteran exemption from $2,250 to $2,320 for 2025+. - - Added 2025 Form K-40 references to all Kansas income tax parameters. - - Kansas food sales tax credit removed from nonrefundable credits list for 2025+ - (credit eliminated). - date: 2026-02-16 21:05:30 -- bump: minor - changes: - added: - - Updated Arizona 2025 standard deductions ($15,750 single/$31,500 joint/$23,625 - HOH). - - Added 2025 references to Arizona income tax parameters. - - Added comprehensive 2025 integration tests for Arizona income tax model. - changed: - - Updated Arizona charitable contribution credit with 2025 references. - - Updated Arizona capital gains subtraction rate with 2025 references. - - Updated Arizona family tax credit, dependent credit, and exemption parameters - with 2025 values. - date: 2026-02-17 00:21:20 -- bump: patch - changes: - changed: - - description: 'Updates Idaho income tax parameters with 2025 references per HB - 40. - - Implements military retirement full exemption for 2025 (no age requirement). - - Adds comprehensive 2025 test coverage for tax calculations, grocery credit, - and CTC. - - ' - title: Update Idaho individual income tax for 2025 - date: 2026-02-17 04:22:10 -- bump: minor - changes: - added: - - Adds New Jersey ANCHOR property tax relief program with income-based benefit - amounts for homeowners and renters. - - Adds New Jersey Stay NJ senior property tax reimbursement program for eligible - seniors aged 65+. - changed: - - Updates New Jersey income tax parameters with 2025 references including tax - brackets, exemptions, deductions, and credits. - date: 2026-02-17 05:27:49 -- bump: minor - changes: - changed: - - Updated Oregon 2025 income tax parameters (tax brackets, standard deduction, - exemption credit, federal tax subtraction caps, CTC/Kids Credit, kicker rate) - and added 2025 references to all parameters. - fixed: - - Fixed Oregon federal tax subtraction cap rounding intervals for married filing - separately (100 to 25, matching half of other filing statuses' interval of 50). - - Removed incorrect OR-40 page 20 references from Oregon retirement income credit - parameters (page 20 contains kicker worksheet, not retirement income credit; - OR-17 references remain as authoritative source). - date: 2026-02-17 05:32:19 -- bump: patch - changes: - fixed: - - Fix Maryland CDCC to use the federal credit allowed (cdcc) instead of the potential - credit (cdcc_potential). - date: 2026-02-17 15:07:07 -- bump: patch - changes: - fixed: - - Split CI state baseline tests into 3 sequential batches to fix timeout and memory - issues. - - Move NY baseline tests back into the states job as its own batch. - date: 2026-02-17 18:18:36 -- bump: patch - changes: - changed: - - Add 2025 rate of 0 for repealed NH Interest and Dividends tax, add TIR 2025-001 - repeal reference to remaining parameter files, fix unit metadata on age parameters, - and update broken statute URLs to gc.nh.gov. - date: 2026-02-17 19:26:10 -- bump: minor - changes: - changed: - - Update Ohio income tax model for tax year 2025 with new brackets, exemptions, - credits, and $750k/$500k personal exemption phase-out per HB 96. - date: 2026-02-17 21:11:33 -- bump: patch - changes: - changed: - - Update DC 2025 tax parameters for Property Tax Credit ($1,425 max, $66,000/$90,000 - AGI limits), KCCATC max ($1,200), and KCCATC income limits ($180,100/$90,000), - and add 2025 D-40 Booklet references to all DC income tax parameters. - date: 2026-02-17 22:50:07 -- bump: patch - changes: - changed: - - Update Wisconsin 2025 income tax brackets (Act 15 expanded 4.4% bracket with - inflation adjustment), standard deduction, and add 2025 references to all WI - income tax parameters. - date: 2026-02-17 23:10:10 -- bump: patch - changes: - changed: - - Update California income tax parameters for 2025. - date: 2026-02-18 18:07:53 -- bump: minor - changes: - changed: - - Wire up all 39 state TANF programs, add takeup support, and remove tanf_reported - short-circuit. - date: 2026-02-18 21:12:35 -- bump: minor - changes: - added: - - Add Wisconsin retirement income exclusion (Line 16, $24K, age 67+). - date: 2026-02-19 00:12:01 -- bump: patch - changes: - fixed: - - Fix MN CTC eligible child check to require dependent status. - date: 2026-02-19 00:30:41 -- bump: patch - changes: - fixed: - - Fix Arkansas income tax credits to use net taxable income (AGI) when low income - tax table applies. - date: 2026-02-19 00:48:35 -- bump: patch - changes: - changed: - - Updated state CTCs list to include Georgia CTC, Maine Dependent Exemption Credit, - and corrected Massachusetts credit reference. - - Updated state EITCs list to separate Maryland and Virginia into refundable and - non-refundable components. - date: 2026-02-19 01:56:51 -- bump: patch - changes: - fixed: - - Missouri Social Security deduction now correctly requires age 62+ (SSDI has - no age limit per MO Form MO-A Section C). - date: 2026-02-19 02:12:57 -- bump: patch - changes: - fixed: - - Eliminate Montana federal income tax deduction for 2024+, per Senate Bill 399. - date: 2026-02-19 02:18:18 -- bump: patch - changes: - fixed: - - Cap all state TANF benefit formulas to prevent negative countable income from - inflating benefits above the payment standard. Fixes NC household size .sum() - bug and adds min_() caps to 38 state programs (AL, AK, AR, AZ, CA, CO, CT, DC, - FL, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, - NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VT, WV, WY). Previously, negative - countable income could produce benefits exceeding $1M per household, inflating - total TANF microsimulation from $9B target to $17.9T. - date: 2026-02-19 06:19:21 -- bump: patch - changes: - fixed: - - Cap all state TANF benefit formulas to prevent negative countable income from - inflating benefits above the payment standard. Fixes NC household size .sum() - bug and adds min_() caps to 38 state programs (AL, AK, AR, AZ, CA, CO, CT, DC, - FL, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, - NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VT, WV, WY). Previously, negative - countable income could produce benefits exceeding $1M per household, inflating - total TANF microsimulation from $9B target to $17.9T. - date: 2026-02-19 06:54:52 -- bump: minor - changes: - added: - - Add 2024 SLCSP premiums by rating area for all states, scraped from the KFF - 2024 subsidy calculator (age 0 benchmark). - date: 2026-02-20 19:38:12 -- bump: patch - changes: - added: - - Add historical TANF parameter data for DE, MO, RI, SD (pre-2018 values). - - Add PA TANF Work Expense Reimbursement (WER) for 2009-2020 era. - - Add PA TANF work expense mechanism toggle (deduction_applies parameter). - date: 2026-02-20 21:53:15 -- bump: minor - changes: - added: - - Multnomah County Preschool for All (PFA) Personal Income Tax with progressive - rates by filing status. - date: 2026-02-20 22:34:21 -- bump: patch - changes: - fixed: - - Hawaii child and dependent care credit (hi_cdcc) no longer goes negative when - spouse has negative self-employment income. - date: 2026-02-20 22:56:55 -- bump: patch - changes: - fixed: - - Cap DC self-employment loss addition at the amount actually deducted in federal - AGI via loss_ald. - date: 2026-02-22 23:59:28 -- bump: patch - changes: - fixed: - - Fix circular dependency in NY A06774 Enhanced CDCC reform by using cdcc_potential - instead of cdcc, which avoids the income_tax_before_credits dependency cycle. - date: 2026-02-23 00:04:18 -- bump: patch - changes: - fixed: - - Fix Stay NJ benefit formula order of operations and add Senior Freeze offset - per P.L. 2024 c.88. - date: 2026-02-23 06:19:36 -- bump: patch - changes: - fixed: - - Fix WA Working Families Tax Credit phaseout to phase to $50 minimum instead - of zero per RCW 82.08.0206(3)(f). - date: 2026-02-23 06:32:41 -- bump: minor - changes: - added: - - Puerto Rico non-refundable child tax credit (CTC). - date: 2026-02-23 13:42:35 -- bump: minor - changes: - added: - - added 2018 CHIP pregnant income limit - date: 2026-02-23 13:45:06 -- bump: minor - changes: - added: - - Maryland county income tax rates for 2024 and 2025. - date: 2026-02-23 13:46:51 -- bump: minor - changes: - added: - - Colorado alternative minimum tax (AMT). - date: 2026-02-23 13:47:45 -- bump: minor - changes: - added: - - Add Washington Apple Health for Kids and Apple Health Expansion programs. - date: 2026-02-23 13:49:59 -- bump: patch - changes: - fixed: - - Implement NJ same-category loss rule (N.J.S. 54A:5-1) for gross income calculation. - Losses in any income category (capital gains, S-corp/partnership, rental, self-employment) - are now disregarded and cannot offset income from other categories. - date: 2026-02-23 13:51:33 -- bump: minor - changes: - added: - - Add SNAP immigration status eligibility, reflecting changes from the One Big - Beautiful Bill Act of 2025. - - Exclude immigration-ineligible members from SNAP unit size. - - Add California-specific delayed effective date (April 1, 2026) for SNAP immigration - eligibility changes per ACL 25-92. - date: 2026-02-23 13:53:18 -- bump: patch - changes: - fixed: - - Remove duplicate pr_gross_income.py that caused a VariableNameConflictError - for pr_gross_income_person. - date: 2026-02-23 15:39:55 -- bump: minor - changes: - added: - - Added non-age work registration exemptions for SNAP ABAWD (student, UI recipient, - child under 6) per 7 U.S.C. 2015(o)(3)(D). - - Added is_snap_abawd_hr1_in_effect variable to centralize state-level HR1 adoption - routing. - changed: - - Refactored SNAP ABAWD work requirements to absorb California pre-HR1 delay logic, - eliminating duplicate CA variable. - - Updated federal SNAP ABAWD parameter effective dates to 2025-07-04 per Public - Law 119-21 enactment date. - - "Backdated ABAWD age exemption parameters to 1997-03-01 (PRWORA effective date)\ - \ and added FRA 2023 phase-in history (50\u219251\u219253\u219255)." - - Removed blanket HI/AK ABAWD exemption from formula; both states are implementing - ABAWD. Preferential waiver authority documented in parameter file. - removed: - - Removed ca_meets_snap_abawd_work_requirements (functionality merged into federal - variable). - date: 2026-02-23 16:14:13