Go here for a complete commit history.
(last merged pull request is #2856)
This is an enhancement release.
API Changes
New Features
- Make a Policy object's last budget year be flexible [#2856 by Jason DeBacker with minor assistance from Martin Holmer]
(last merged pull request is #2854)
This is a minor enhancement and bug-fix release.
API Changes
New Features
- Update PUF and CPS input data using CBO June 2024 baseline projection [#2831 by Bodi Yang]
- Generalize tmd_constructor in both Records and Policy classes [#2850 by Martin Holmer]
- Add changes that should have been included in PR #2831 [#2854 by Martin Holmer]
Bug Fixes
- Fix several broken documentation links [#2847 by Martin Holmer and #2849 by Martin Holmer]
- Remove incorrect use of GrowFactors() in Policy and Parameters classes [#2852 by Martin Holmer]
(last merged pull request is #2844)
This is a bug-fix release.
API Changes
New Features
Bug Fixes
- Fix deprecation warning when using pip to install an editable package [#2840 by Jason DeBacker]
- Fix weights precision in output file when using CLI tool with TMD input data [#2841 by Martin Holmer]
- Fix categorization of self-employment tax and additional Medicare tax [#2844 by Martin Holmer]
(last merged pull request is #2837)
This is a minor enhancement release.
API Changes
New Features
- Clarify TCJA-after-2025 documentation [#2836 by Martin Holmer]
- Add known values of 2025 policy parameters [#2837 by Martin Holmer]
(last merged pull request is #2834)
This is a bug-fix release.
API Changes
New Features
- Add Policy.tmd_constructor() static method for convenience when using Python API [#2834 by Martin Holmer]
Bug Fixes
- Fix handling of tmd_growfactors.csv file [#2832 by Martin Holmer]
- Fix
tcreform documentation output [#2833 by Martin Holmer]
(last merged pull request is #2828)
This is a minor enhancement release.
API Changes
New Features
- Remove PT_qbid_limit_switch parameter and it's assocated False code [#2823 by Martin Holmer]
- Add checking of Python version to the CLI tool, tc [#2827 by Martin Holmer]
- Add weights_scale attribute to the Records and Data classes [#2828 by Martin Holmer]
(last merged pull request is #2819)
This is an enhancement and bug-fix release.
API Changes
New Features
- Add known values of inflation-indexed policy parameters for 2023 [#2806 by Martin Holmer]
- Enhance
Records.tmd_constructorstatic method [#2809 by Martin Holmer] - Remove TMD data files from Tax-Calculator repository [#2810 by Martin Holmer]
- Add known values of inflation-indexed policy parameters for 2024 [#2816 by Martin Holmer]
- Enhance
extend_tcja.pyand updatereforms/ext.json[#2817 by Martin Holmer] - Enhance
ppp.pyscript [#2819 by Martin Holmer]
Bug Fixes
- Fix specification of domestic production deduction under TCJA [#2807 by Martin Holmer]
- Fix
ALD_BusinessLosses_cparameter values after 2025 [#2818 by Martin Holmer]
(last merged pull request is #2801)
This is a bug-fix release.
API Changes
New Features
- Non-substantive, cosmetic changes to
policy_current_law.jsonfile [#2791 by Martin Holmer] - Update
tmd_growfactors.csvandtmd_weights.csv.gzfiles [#2797 by Martin Holmer]
Bug Fixes
- Add missing pre-2022 values for indexed policy parameters [#2789 by Martin Holmer]
- Fix education tax credit phase-out parameters [#2790 by Martin Holmer]
- Several PRs with updates for dependency versions and other minor changes by Martin Holmer and Jason DeBacker
(last merged pull request is #2786)
This is a bug-fix release.
API Changes
New Features
Bug Fixes
- Add custom
reforms/growfactors_ext.jsonfile to use in dynamic analysis of thereforms/ext.jsonextend-TCJA-beyond-2025 reform [#2770 by Jason DeBacker] - Fix CDCC phase-out calculations [#2779 by Martin Holmer]
- Fix CARES charity deduction for nonitemizers [#2781 by Martin Holmer]
- Fix four 2020 PT_rt? parameter values [#2783 by Martin Holmer]
- Correct AMT taxable income calculation to handle QBID correctly [#2784 by Martin Holmer]
- Fix qualified business income calculation [#2785 by Martin Holmer]
- Add
ctc_nonrefundablevariable [#2786 by Martin Holmer]
(last merged pull request is #2774)
This is an enhancement release.
API Changes
New Features
- Add final Phase3 version of tmd input files [#2774 by Martin Holmer]
- Update the
thru74branch to include final Phase3 tmd input files [#2755 by Martin Holmer]
(last merged pull request is #2772)
This is an enhancement and bug-fix release.
API Changes
New Features
- Add ability to use from the Python API custom growfactors files [#2757 and #2771 by Martin Holmer]
- Add
tmd_growfactors.csvfile for use with the tmd.csv input file [#2758 by Martin Holmer] - Add ability to run Tax-Calculator under Python 3.12 [#2763 by Martin Holmer]
- Add
ctc_totalandctc_refundableoutput variables [#2765 and #2766 by Martin Holmer] - Add exact calculation logic to the
CTC_newfunction [#2769 by Martin Holmer]
Bug Fixes
(last merged pull request is #2752)
This is a major release with changes that make Tax-Calculator incompatible with earlier releases.
API Changes
- Apply a new framework for the payroll tax policy parameters: Payroll tax parameters are split into the employer side and employee side ~
FICA_mc_trt,FICA_ss_trtare replaced byFICA_mc_trt_employer,FICA_mc_trt_employee,FICA_ss_trt_employerandFICA_ss_trt_employee. [#2669 by Bodi Yang] - CDCC rate scale (
CDCC_crt,CDCC_frt) changed from 01 to 0100. [#2628 by Duncan Hobbs and #2671 by Jason DeBacker]
New Features
- Ablility to perform payroll tax reform upon either employer side or employee side. [by Bodi Yang]
(last merged pull request is #2743)
This is an enhancement release.
API Changes
New Features
- Add capabilites to handle
tmd*files from the tax-microdata repository [#2740 by Martin Holmer] - Minor updates to documentation, testing, and environment by Martin Holmer and Jason DeBacker in various PRs
(last merged pull request is #2732)
This is an enhancement and bug-fix release.
API Changes
New Features
- Updates
growfactors.csvand PUF and CPS weights files for newtaxdatareflecting the February 2024 CBO economic projections [#2729 by Bodi Yang] - Simplification of how tax parameters are indexed [#2732 by Martin Holmer]
Bug Fixes
- Correct historical parameter values [#2730 by Martin Holmer]
(last merged pull request is #2725)
This is an enhancement and bug-fix release.
API Changes
New Features
- Complete works of TAXSIM-35 validation, in several PRS by Bodi Yang and Jason DeBacker
Bug Fixes
- Fix bugs in
ppp.pyscript [#2725 by Martin Holmer]
(last merged pull request is #2722)
This is an enhancement and bug-fix release.
API Changes
New Features
Bug Fixes
- Includes
paramtoolsin required packages for installation [#2721 by Jason DeBacker]
(last merged pull request is #2715)
This is an enhancement and bug-fix release.
API Changes
New Features
- Add baseline table output to
clicommand [#2714 by Martin Holmer] - Additional TAXSIM-35 validation tools, several PRS by Bodi Yang and Jason DeBacker
Bug Fixes
- Avoid Pandas deprecation warnings[#2715 by Martin Holmer]
- Correctly account for the
odcvariable as refundable in 2021 [#2703 by Bodi Yang] - Fix incorrect value for
EITC_ps_MarriedJin 2020 [#2699 by Bodi Yang] - Fix incorrect value for ACTC amount for 2023-2025 to reflect inflation adjustment [#2691 by Jason DeBacker]
(last merged pull request is #2686)
This is an enhancement and bug-fix release.
API Changes
New Features
- Update documentation of use cases [#2686 by Jason Debacker]
- Update the last budget year to 2033 ~ also extend the projections to 2033 [#2682 by Bodi Yang]
Bug Fixes
- Reweight PUF data for the year 2033, to fix the odd PUF weightings, PUF ratios and odd projections [#2685 by Bodi Yang], with primary work in [TaxData PR #429by Bodi Yang]
- Fix incorrect value for EITC_c in 2020 [#2684 by Matt Jensen]
(last merged pull request is #2677)
This is an enhancement and bug-fix release.
API Changes
New Features
- Tax-Calculator baseline update for CBO economic projections, published in May, "The Budget and Economic Outlook: 2023 to 2033" [#2676 by Bodi Yang], with primary work in [TaxData PR #421by Bodi Yang]
Bug Fixes
- Replacement of the deprecated Pandas
.append()method in the model [#2676 by Bodi Yang] - Fix calculaton of 2021 child and other dependent credit [#2677 by Matt Jensen]
- Fix exemption of UI from AGI for EITC in certain years [#2675 by Jason Debacker]
- Fix incorrect value for max EITC in 2022 [#2673 by Jason Debacker]
(last merged pull request is #2662)
This is an enhancement and bug-fix release.
API Changes
New Features
- Tax-Calculator baseline update for CBO economic projections, published in May, "The Budget and Economic Outlook: 2022 to 2032" [#2662 by Bodi Yang], with primary work in [TaxData PR #412by Bodi Yang]
- Add parameters for threshold for self-employment income exempt from SECA taxes [#2659 by Jason Debacker]
- Update calculation of child number when CTC_include17 [#2644 by Matt Jensen]
- Add Python 3.10 to test matrix [#2646 by Jason Debacker]
- Inflation adjustment of the year 2020, 2021, 2022, for IRS tax forms and tax law inflation adjustments documents [#2633 by Bodi Yang]
Bug Fixes
- Fix Parameter error parsing in taxcalcio module [#2625 by Hank Doupe]
(last merged pull request is #2615)
This is bug-fix release.
API Changes
New Features
Bug Fixes
Correct an error in the value of the CTC_new_c_under6_bonus for the year 2021. [#2609 by Jason DeBacker]
(last merged pull request is #2604)
This is an enhancement and bug-fix release.
API Changes
New Features
- Updates the current law baseline to include the CARES Act (#2586), the the Consolidated Appropriations Act of 2021, and the American Rescue Plan Act, (PRs #2573 and #2588), and the Consolidated Appropriations Act of 2021 (PR #2593) as well as updates to EITC parameters (PR #2593). This ends a transition period for users to model these changes as reforms to the former baseline. [#2586, #2593, #2573, #2588, #2593 with contributions from Angela Shoulders, Cody Kallen, Matt Jensen, and Jason DeBacker]
- Updates growfactors and weights for the PUF and CPS data to reflect updates to
taxdata, including new CBO forecasts. [#2599 by Anderson Frailey] - Add profiling to testing [#2570, #2577, #2587 by Jacob Chuslo]
- Allow for non-taxed UI eligibility. [#2579 by Max Ghenis]
- Additional unit tests for
calcfunctions.py. [#2572 by Angela Shoulders]
Bug Fixes
(last merged pull request is #2566)
This is an enhancement and bug-fix release.
API Changes
New Features
- Package for Python 3.9. [#2522 by Max Ghenis]
- Parameters for QBI deduction phaseout. [#2508 by Peter Metz]
- Switch for QBI deduction wage and capital limitations. [[#2497(#2497) by Peter Metz]
- Interaction with
calcfunctions.pyfunctions and unit tests without@jitdecorator. [#2515 by Jacob Chuslo]
Bug Fixes
- Fix default parameter value for deduction for blind and aged widowed taxpayers. [#2537 by Jacob Chuslo, reported by Jason DeBacker]
- Include self-employment tax in calculation of partnership-specific marginal tax rates. [#2486 by Cody Kallen]
- Fix stacking of an optional capital gains tax bracket. [#2500 by Peter Metz]
- Fix bug caused by adjusting the indexed status of a parameter while also adjusting the parameter's value and a related parameter's value. [#2532 by Hank Doupe]
(last merged pull request is #2474)
This is a major release with changes that make Tax-Calculator incompatible with earlier releases.
API Changes
- Adopt the ParamTools library for parameter processing and validation, allowing easier integration with other projects that rely on ParamTools, less code for the Tax-Calculator project to maintain, and other benefits for Tax-Calculator users. Backwards compatibiltiy was maintained except for a minor API change: The parameter values that are accessible as instance attributes (e.g. pol.II_em) are not casted down into a lower dimension. So, if the year is 2017, then pol.II_em returns [4050.0] instead of 4050.0. [#2401 by Hank Doupe]
- CPI_offset was replaced by parameter_indexing_CPI_offset, which has slightly different behavior: When parameter_indexing_CPI_offset is specified in a reform, that value is no longer added to the existing parameter_indexing_CPI_offset as was the case with CPI_offset. Rather, the specified value becomes the offset from the baseline unchained CPI. This new behavior is consistent with what is expected from all other Tax-Calculator parameters. [#2413 by Peter Metz]
- Replace the variable reporting the number of dependents under 5 years old (nu05) with the number under 6 years old (nu06) to support recent policy proposals. [#2443 by Peter Metz, with primary work in TaxData PR #329 by Anderson Frailey]
- Remove the changes.md file to consolidate version reporting in this file, releases.md. [#2474 by Matt Jensen]
New Features
- Enable Windows users to convert TAXSIM input files to the interface required by Tax-Calculator's tc Command Line Interface by replacing validation script taxcalc.sh with taxcalc.py [#2408 by Peter Metz based on feedback from Ernie Tedeschi]
- Add automated testing for Python 3.8 to ensure a bug-free experience for users on the latest version of Python. [#2414 by Hank Doupe]
- Include UBI amounts, when introduced by user reforms, to variables that report total benefits. [#2418 by Jason DeBacker]
- Improve documentation site with Jupyter Book [#2420 by Max Ghenis with auxiliary PRs by Jason DeBacker]
- Add documentation for the Tax-Calculator API to the docs site. [#2441 by Jason DeBacker]
- Add documentation for Tax-Calculator parameters to the docs site. [#2450 by Hank Doupe]
- Port from SAS to Python the creation of the CPS tax unit file that is packaged with Tax-Calculator. [#2444 by Peter Metz, with primary work in TaxData PR #314 by Anderson Frailey]
- Update the Tax-Calculator baseline for the CBO's July 2 report, "An Update to the Economic Outlook: 2020-2030." [#2462 by Peter Metz, with primary work in TaxData PR #332 by Jacob Chuslo]
Bug Fixes
- Adjustments to the CPI_offset set under current law previously overwrite the scheduled expiration of TCJA tax cut for parameters that are inflation indexed. The adoption of the new parameter_indexing_CPI_offset fixes this bug. We are unware of any users encountering this issue. [#2413 by Peter Metz]
(last merged pull request is #2405)
This is an enhancement and bug-fix release.
API Changes
- None
New Features
- Update to January 2020 CBO economic projections [#2403 by Peter Metz]
Bug Fixes
- Reinstate personal exemption phaseout (PEP) in 2026 [#2402 by Peter Metz and identified by Peter Metz]
(last merged pull request is #2400)
This is an enhancement release.
API Changes
- None
New Features
- Allows users a greater range when modifying input data with Tax-Calculator's growdiff capabilities [#2397 by Peter Metz]
- Update 2019 policy parameters with IRS published values [#2399 by Peter Metz]
Bug Fixes -None
(last merged pull request is #2395)
This is an enhancement and bug-fix release.
API Changes
- None
New Features
- Versioning improved to facilitate pip installation [#2390 by Matt Jensen as requested by Max Ghenis]
- New notification and documentation about when data extrapolation are not conducted by Tax-Calculator on startup [#2394 by Matt Jensen as requested by Don Boyd]
Bug Fixes
- Fix for CPI_offsets when applied in 2018 and later [#2381 by Hank Doupe, who also identified the bug]
- Ceiling on SALT taxes no longer incorrectly indexed for inflation [#2388 by Max Ghenis with bug reported by Tyler Evilsizer]
(last merged pull request is #2379)
This is an enhancement release.
API Changes
- None
New Features
- Add a version of recipe04 for Pandas users [#2373 by Max Ghenis]
Bug Fixes
- None
(last merged pull request is #2370)
This is an enhancement and bug-fix release.
API Changes
- None
New Features
- Add to the income tax a refundable payroll tax credit (RPTC) that can be used to emulate a payroll tax exemption [#2366 by Peter Metz, Matt Jensen and Martin Holmer]
Bug Fixes
- Allow reforms that specify a
CPI_offsetchange in the same year as a tax policy parameter's indexing status is changed [#2364 by Anderson Frailey]
(last merged pull request is #2352)
This is a bug-fix release.
API Changes
- None
New Features
- None
Bug Fixes
- Add farm income to qualified business income [#2352 by Martin Holmer]
(last merged pull request is #2348)
This is a bug-fix release.
API Changes
- None
New Features
- None
Bug Fixes
- Add taxable-income cap to qualified business income deduction logic [#2348 by Martin Holmer]
(last merged pull request is #2345)
This is an enhancement release.
API Changes
- None
New Features
- Improve calculation of qualified business income deduction [#2345 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2337)
This is an enhancement release.
API Changes
- None
New Features
- Redo validation tests using newest version of TAXSIM-27 [#2336 by Martin Holmer with assistance from Dan Feenberg]
- Simplify Records class internal logic by adding generic Data class [#2337 by Martin Holmer based on ideas from Cody Kallen]
Bug Fixes
- None
(last merged pull request is #2327)
This is an enhancement and bug-fix release.
API Changes
- None
New Features
- Add "Redefining Expanded Income" cookbook recipe [#2321 by Martin Holmer responding to request by Max Ghenis]
- Add option to specify table and graph quantiles that have equal numbers of people (rather than filing units) [#2322 by Martin Holmer responding to request by Max Ghenis]
- Add "Analyzing a Non-Parametric Reform" cookbook recipe [#2327 by Martin Holmer]
Bug Fixes
- Correct treatment of tuition and fees deduction in 2018 and subsequent years [#2319 by Anderson Frailey with bug reported by Alan Viard and Erin Melly]
(last merged pull request is #2316)
This is an enhancement release.
API Changes
- None
New Features
- Provide option to specify simpler JSON reform files [#2312 by Martin Holmer]
- Streamline GrowDiff.apply_to and Records._extrapolate code [#2314 by Martin Holmer]
- Reorganize Tax-Calculator documentation [#2315 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2306)
This is a bug-fix release.
API Changes
- None
New Features
- None
Bug Fixes
- Fix minor flaw in definition of EITC investment income [#2306 by Martin Holmer]
(last merged pull request is #2297)
This is a major release with changes that make Tax-Calculator incompatible with earlier releases.
Read this document to understand what you need to do before using Tax-Calculator 2.0.
API Changes
- Simplify and standardize the way that policy reforms (and assumption changes) are specified in both JSON files and Python dictionaies [#2292 by Martin Holmer]
New Features
- Revise Tax-Calculator versus TASIM-27 validation test logic [#2278 by Martin Holmer]
- Update Tax-Calculator versus TASIM-27 validation test results [#2279 by Martin Holmer]
Bug Fixes
- Fix Windows-related bug in
docs/cookbook/test_recipes.pythat generated FAIL messages when there were only whitespace differences [#2280 by Martin Holmer with bug reported by Robert Orr and fix tested on Windows by Duncan Hobbs]
(last merged pull request is #2269)
This is an enhancement and bug-fix release.
API Changes
- None
New Features
- Add JSON reform file for tax provisions in Sanders-DeFazio "Social Security Expansion Act" [#2266 by Duncan Hobbs]
- Add ability to handle larger values of integer parameters in Parameter class [#2269 by Martin Holmer]
Bug Fixes
- Fix minor bugs related to the
_SS_Earnings_thdpolicy parameter added in #2222 [#2267 by Martin Holmer]
(last merged pull request is #2261)
This is an enhancement release.
API Changes
- None
New Features
- Provide more flexibility in specifying structural EITC reforms that make the credit more individualized [#2254 by Matt Jensen]
- Use new data input files from taxdata pull request 307 that are generated using January 2019 CBO economic projection; extend budget years through 2029 [#2255 by Martin Holmer using data files produced by Anderson Frailey]
- Add error messages that stop use of file names (or strings beginning with 'http') in
Calculator.read_json_param_objectsmethod that do not end in '.json' [#2261 by Martin Holmer based on report by Max Ghenis]
Bug Fixes
- None
(last merged pull request is #2243)
This is a bug-fix release.
API Changes
- None
New Features
- None
Bug Fixes
- Make the six components of total itemized deductions add up to pre-limitation total itemized deductions [#2243 by Martin Holmer with bug reported by Erin Melly]
(last merged pull request is #2241)
This is a major release with changes that make Tax-Calculator incompatible with earlier releases.
API Changes
- Remove from Tax-Calculator the Behavior class; same capabilities now in Behavioral-Responses [#2182 by Martin Holmer]
- Redefine the meaning of the
_CTC_cpolicy parameter and remove five old reform parameters that are incompatible with current law [#2223 by Martin Holmer with the assistance of Cody Kallen] - Remove from Tax-Calculator the
quantity_responsefunction, which is now in Behavioral-Responses [#2233 by Martin Holmer]
New Features
- Add
ppp.pydeveloper-only script and create FAQ issue #2183 to describe its use [#2181 by Martin Holmer] - Move read-the-docs documentation into several Tax-Calculator/*.md files [#2184 by Martin Holmer]
- Incorporate slightly different CPS and PUF input data files
[#2185
by Martin Holmer with data from Anderson Frailey], which requires new
puf.csvinput file (see taxdata pull request 296 for details) with this information:- Byte size: 56415704
- MD5 checksum: 4aa15435c319bf5e4d3427faf52384c0
- Add new data files generated in taxdata pull request 297 using the August-2018 CBO ten-year projection [#2196 by Martin Holmer with data from Anderson Frailey]
- Add actual 2018 values for all policy parameters [#2212 by Peter Metz]
- Revise specification of
2017_law.jsonandTCJA.jsonreform files to work when last known parameter values are for 2018 [#2218 by Martin Holmer] - Add policy parameter that allows specification of the payroll tax aspects of the Larson "Social Security 2100 Act" [#2222 by Anderson Frailey]
Bug Fixes
- Fix negative/zero/positive split of bottom decile in distribution and difference tables [#2192 by Martin Holmer]
- Fix CTC+ODC logic for 2018+ [#2211 #2205 by Martin Holmer with need pointed out by Peter Metz]
(last merged pull request is #2176)
API Changes
- None
New Features
- Make taxcalc packages available for Python 3.7 as well as for Python 3.6 [#2176 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2170)
API Changes
- None
New Features
- Add new EITC policy parameter to aid in validation work [#2164 by Martin Holmer]
Bug Fixes
- Fix obscure bug regarding rules for determining eligibility for the child AMT exemption that was discovered during validation work [#2162 by Martin Holmer]
(last merged pull request is #2150)
API Changes
- None
New Features
- Revise taxcalc/validation/taxsim logic to work with new TAXSIM version 27 [#2140 by Martin Holmer]
- Use
tc --dumpin validation work, which allows removal ofsimtax.pyand its class and tests [#2142 by Martin Holmer] - Add test to Makefile that detects previously undetected bugs in
calcfunctions.py[#2144 by Martin Holmer] - Eliminate Tax-Calculator dependency on the
toolzpackage [#2148 by Martin Holmer]
Bug Fixes
- Change the age range for those using the special child AMT-exemption rules [#2141 by Martin Holmer]
(last merged pull request is #2126)
API Changes
- None
New Features
- Refactor
create_diagnostic_tableutility function to work better when using the Behavioral-Repsonsesbehresppackage [#2126 by Martin Holmer responding to question from Ernie Tedeschi]
Bug Fixes
- None
(last merged pull request is #2123)
API Changes
- None
New Features
- None
Bug Fixes
- Replace buggy Parameters.default_data() with Policy.metadata() method [#2119 by Martin Holmer with bug reported by Hank Doupe]
- Add ability to pass Pandas DataFrame as the
adjust_ratiosargument to Records class constructor [#2121 by Martin Holmer with bug reported by Anderson Frailey] - Revise cookbook recipe 1 to show easier way to access reform files on website [#2122 by Martin Holmer]
(last merged pull request is #2111)
API Changes
- Remove confusing
filervariable from list of usable input variables [#2102 by Martin Holmer] - Remove useless
start_yearandnum_yearsarguments of constructor for the Policy, Consumption, and GrowDiff classes [#2103 by Martin Holmer] - Add deprecated warning to Behavior class constructor and documentation because Behavior class will be removed from Tax-Calculator in a future release [#2105 by Martin Holmer]
- Remove
versioneer.pyandtaxcalc/_version.pyand related code now that Package-Builder is handling version specification [#2111 by Martin Holmer]
New Features
- Revise cookbook recipe 2 to show use of new Behavioral-Responses behresp package as alternative to deprecated Behavior class [#2107 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2094)
API Changes
- None
New Features
- Add _EITC_basic_frac policy parameter so that an Earned and Basic Income Tax Credit (EBITC) reform can be analyzed [#2094 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2091)
API Changes
- None
New Features
- Add Records.read_cps_data static method to make it easier to test other models in the Policy Simulation Library collection of USA tax models [#2090 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #2087)
API Changes
- Refactor
tbifunctions so that other models in the Policy Simulation Library (PSL) collection of USA tax models can easily produce the tables expected by TaxBrain [#2087 by Martin Holmer]
New Features
- Add more detailed pull-request work-flow documentation [#2071 by Martin Holmer]
- Add Travis-CI-build badge to
README.mdfile [#2078 by Philipp Kats] - Add ability to read online JSON reform/assumption files located at URLs beginning with
http[#2079 by Anderson Frailey] - Add Python-version and code-coverage badges to
README.mdfile [#2080 by Martin Holmer]
Bug Fixes
- Fix syntax error in
gitpr.batWindows batch script [#2084 by Martin Holmer] - Fix bug in create_difference_table utility function that affected the
ubiandbenefit_*_totalvariables [#2087 by Martin Holmer]
(last merged pull request is #2058)
API Changes
- Require Python 3.6 to run Tax-Calculator source code or conda package
[#2058
by Martin Holmer], which requires new
puf.csvinput file (see taxdata pull request 283 for details) with this information:- Byte size: 56415698
- MD5 checksum: 3f1c7c2b16b6394a9148779db992bed1
New Features
- None
Bug Fixes
- None
(last merged pull request is #2056)
API Changes
- None
New Features
- Incorporate new PUF input data that include imputed values of itemizeable expenses for non-itemizers
[#2052
by Martin Holmer], which requires new
puf.csvinput file with this information:- Byte size: 55104059
- MD5 checksum: 9929a03b2d93a628d5057cc17d032e52
- Incorporate new CPS input data that include different
other_benvalues [#2055 by Martin Holmer] - Incorporate new PUF input data that include imputed values of pension contributions
[#2056
by Martin Holmer], which requires new
puf.csvinput file with this information:- Byte size: 56415698
- MD5 checksum: a10091a770472254c50f8985d8839162
Bug Fixes
- None
(last merged pull request is #2048)
API Changes
- None
New Features
- Add Calculator.n65() method that uses new
elderly_dependentsinput variable [#2029 by Martin Holmer at request of Max Ghenis] - Incorporate updated CPS and PUF input data [#2032 by Martin Holmer and Anderson Frailey]
- Add policy parameters that allow many changes in tax treatment of charitable giving [#2037 by Derrick Choe]
- Extrapolate CPS benefit variables in the same way as other dollar variables are extrapolated to future years [#2041 by Martin Holmer]
- Incorporate most recent PUF input data fixing problem mentioned in #2032
[#2047
by Martin Holmer and Anderson Frailey], which requires new
puf.csvinput file with this information:- Byte size: 54341028
- MD5 checksum: b64b90884406dfcff85f2ac9ba79f9bf
- Incorporate most recent CPS input data containing actuarial value of health insurance benefits [#2048 by Martin Holmer and Anderson Frailey]
Bug Fixes
- Fix incorrect aging of
e00900variable [#2027 by Martin Holmer with bug reported by Max Ghenis]
(last merged pull request is #2005)
API Changes
- None
New Features
- None
Bug Fixes
- Fix warning logic to exclude CPS data and to fix handling of changes in standard deduction amounts [#2005 by Martin Holmer]
(last merged pull request is #2003)
API Changes
- Simplify table-creation Calculator methods and related utility functions [#1984 by Martin Holmer]
- Rename
Growfactorsclass asGrowFactorsand renameGrowdiffclass asGrowDiff[#1996 by Martin Holmer] - Add
quantity_responseutility function and remove obsolete charity and earnings response logic from Behavior class [#1997 by Martin Holmer] - Add empty shell of
GrowModelclass that will eventually contain a simple macroeconomic growth model with annual feedback to the microeconomic simulation [#1998 by Martin Holmer]
New Features
- Streamline logic that prevents disclosure of details of PUF filing units [#1979 by Martin Holmer]
- Add option to not include benefits in a Records object that uses CPS data [#1985 and [#1988 by Martin Holmer]
- Update CODING and TESTING documentation to reflect recommended usage of
pycodestylein place ofpep8[#1989 by Martin Holmer] - Add validity checking for non-behavior assumption parameters [#1992 by Martin Holmer]
- Add Tax-Calculator cookbook recipe using Behavior class and its
responsemethod [#1993 by Martin Holmer] - Add Tax-Calculator cookbook recipe showing how to create a custom table [#1994 by Martin Holmer]
- Add Tax-Calculator cookbook recipe showing how to use new
quantity_responseutility function [#2002 by Martin Holmer]
Bug Fixes
- Fix mishandling of boolean policy parameters [#1982 by Hank Doupe]
(last merged pull request is #1977)
API Changes
- Improve data quality of several CPS age variables, which causes changes in CPS tax results [#1962 by Anderson Frailey and Martin Holmer based on bug reported by Max Ghenis]
New Features
- Add validity checking for revised values of behavioral response parameters [#1952 by Hank Doupe]
- Strengthen logic that prevents disclosure of details of filing units in PUF [#1972 #1973 #1976 by Martin Holmer]
Bug Fixes
- Fix loose checking of the data type of parameters in reform dictionaries passed to the Policy class
implement_reformmethod [#1960 by Martin Holmer based on bug reported by Hank Doupe] - Fix diagnostic and distribution tables so that itemizers plus standard-deduction takers equals total returns [#1964 by Martin Holmer]
- Fix confusing documentation of the data type of parameters [#1970 by Martin Holmer as suggested by Hank Doupe]
- Fix bug in TCJA tax calculations for those with large business losses [#1977 by Martin Holmer based on bug report by Ernie Tedeschi]
(last merged pull request is #1942)
API Changes
- Remove redundant
_DependentCredit_cpolicy parameter and fix dependent credit phase-out logic [#1937 by Martin Holmer]
New Features
- Add memory management logic to reduce memory usage [#1942 by Martin Holmer]
Bug Fixes
- Replace monthly housing benefits with annual housing benefits in CPS data [#1941 by Anderson Frailey]
(last merged pull request is #1926)
API Changes
- Make
run_nth_year_tax_calc_modelfunction return tables with all rows [#1914 by Martin Holmer] - Rename Calculator class
parammethod aspolicy_param[#1915 by Martin Holmer] - Add notice of end of Python 2.7 support beginning in 2019 [#1923 by Martin Holmer]
New Features
- Add row names to distribution and difference tables [#1913 by Martin Holmer]
- Add row for those with zero income in distribution and difference tables [#1917 by Martin Holmer]
- Revise Calculator class decile_graph method to provide option for including those with zero income and/or those with negative income in the bottom decile [#1918 by Martin Holmer]
- Add UBI benefits statistic to distribution and difference tables [#1919 by Killian Pinkelman]
- Add two benefits statistics to distribution and difference tables [#1925 by Anderson Frailey]
Bug Fixes
- None
(last merged pull request is #1911)
API Changes
- None
New Features
- Add graph of percentage change in after-tax expanded income by baseline expanded-income percentile and include it in
tc --graphsoutput and in the cookbook's basic recipe [#1890 by Martin Holmer] - Improve handling of those with negative or zero
expanded_incomein tables and graphs [#1902 by Martin Holmer] - Add three new benefits and improve imputation of interest, dividend, and pension income in CPS data [#1911 by Anderson Frailey and Martin Holmer]
Bug Fixes
- Correct bottom bin name in distribution/difference tables exported to TaxBrain [#1889 by Martin Holmer]
- Add missing check of equality of
BEN_*_valueparameters in baseline and reform Calculator objects when usingexpanded_incomein tables or graphs [#1894 by Martin Holmer] - Correct and simplify calculation of
expanded_income[#1897 #1899 #1900 #1901 by Martin Holmer and Anderson Frailey], which requires newpuf.csvinput file with this information:- Byte size: 54718219
- MD5 checksum: e22429702920a0d927a36ea1103ba067
- Correct AGI concept used in EITC phase-out logic [#1907 by Martin Holmer as reported by Max Ghenis]
(last merged pull request is #1886)
API Changes
- None
New Features
- Add graph of percentage change in after-tax expanded income by baseline expanded-income quintiles [#1880 by Martin Holmer]
- Improve consistency of UBI-related head-count-by-age values in the CPS data [#1882 by Anderson Frailey]
- Add variable to
cps.csv.gzthat facilitates matching CPS data to Tax-Calculator filing units [#1885 by Anderson Frailey]
Bug Fixes
- Fix lack of calculation of
benefit_cost_totalvariable [#1886 by Anderson Frailey]
(last merged pull request is #1871)
API Changes
- Improve data quality of several existing CPS variables, which causes changes in CPS tax results [#1853 by Anderson Frailey with assistance from Martin Holmer]
- Use 2011 PUF data (rather than the older 2009 PUF data), which causes changes in PUF tax results
[#1871
by Anderson Frailey and Martin Holmer], which requires new
puf.csvinput file with this information:- Byte size: 54714632
- MD5 checksum: de4a59c9bce0a7d5e6c3110172237c9b
New Features
- Add ability to extrapolate imputed benefits and benefit-related policy parameters [#1719 by Anderson Frailey]
- Add ability to specify the consumption value of in-kind benefits to be less than the government cost of providing in-kind benefits [#1863 by Anderson Frailey]
Bug Fixes
- Improve handling of very high marginal tax rates in the
Behavior.responsemethod [#1858 by Martin Holmer with assistance from Matt Jensen]
(last merged pull request is #1851)
API Changes
- None
New Features
- Add ability to specify a compound reform in the tc
--reformoption [#1842 by Martin Holmer as requested by Ernie Tedeschi] - Add compatible-data information for each policy parameter to user guide [#1844 by Martin Holmer as requested by Matt Jensen]
- Add tc
--baseline BASELINEoption that sets baseline policy equal to that specified in BASELINE reform file (rather than baseline policy being current-law poliy) [#1851 by Martin Holmer as requested by Matt Jensen and Ernie Tedeschi]
Bug Fixes
- Add error checking for Calculator misuse in presence of behavioral responses [#1848 by Martin Holmer]
- Add error checking for diagnostic_table misuse in presence of behavioral responses [#1849 by Martin Holmer]
(last merged pull request is #1838)
API Changes
- None
New Features
- Add
cpi_inflatablefield for each parameter in the four JSON parameter files [#1838 by Martin Holmer as requested by Hank Doupe]
Bug Fixes
- None
(last merged pull request is #1834)
API Changes
- Make objects embedded in a Calculator object private and provide Calculator class access methods to manipulate the embedded objects [#1791 by Martin Holmer]
- Rename three UBI policy parameters to be more descriptive [#1813 by Martin Holmer as suggested by Max Ghenis]
New Features
- Add validity testing of compatible_data information in
current_law_policy.json[#1614 by Matt Jensen with assistance from Hank Doupe] - Add
--outdiroption to command-linetctool [#1801 by Martin Holmer as suggested by Reuben Fischer-Baum] - Make TCJA policy current-law policy [#1803 by Martin Holmer with assistance from Cody Kallen]
- Change minimum required pandas version from 0.21.0 to 0.22.0 and remove zsum() pandas work-around [#1805 by Martin Holmer]
- Add policy parameter and logic needed to represent TCJA treatment of alimony received [#1818 by Martin Holmer and Cody Kallen]
- Add policy parameters and logic needed to represent TCJA limits on pass-through income and business losses [#1819 by Cody Kallen]
- Revise user guide and Tax-Calculator cookbook recipes to reflect TCJA as current-law policy [#1832 by Martin Holmer]
Bug Fixes
- Fix column order in distribution table [#1834 by Martin Holmer and Hank Doupe]
(last merged pull request is #1796)
API Changes
- None
New Features
- Change minimum required pandas version from 0.20.1 to 0.21.0 [#1781 by Martin Holmer]
- Generalize validation of boolean policy parameter values in reforms [#1782 by Martin Holmer as requested by Hank Doupe]
- Handle small numerical differences in test results generated under Python 3.6 [#1795 by Martin Holmer with need pointed out by Matt Jensen]
- Make the
_cpi_offsetpolicy parameter work like other policy parameters [#1796 by Martin Holmer with need pointed out by Matt Jensen and Hank Doupe]
Bug Fixes
- None
(last merged pull request is #1775)
API Changes
- None
New Features
- Add two policy parameters that can be used to cap itemized SALT deductions as a fraction of AGI [#1711 by Derrick Choe with assistance from Cody Kallen and Hank Doupe]
- Update "notes" in
current_law_policy.jsonfor policy parameters first introduced in TCJA bills [#1765 by Max Ghenis]
Bug Fixes
- Standardize format of ValueError messages raised by Policy.implement_reform method [#1775 by Martin Holmer, reported by Max Ghenis and diagnosed by Hank Doupe]
(last merged pull request is #1759)
API Changes
- None
New Features
- Add policy parameter that can cap the combined state and local income/sales and real-estate deductions [#1756 by Cody Kallen with helpful discussion from Ernie Tedeschi and Matt Jensen]
- Add percentage change in income by income decile graph to
tc --graphsoutput [#1758 by Martin Holmer] - Add JSON reform file for TCJA conference bill [#1759 by Cody Kallen with review by Matt Jensen and Sean Wang]
Bug Fixes
- None
(last merged pull request is #1742)
API Changes
- Add several Calculator table methods and revise table utilities to not use Calculator object(s) [#1718 by Martin Holmer]
- Add several Calculator graph methods and revise graph utilities to not use Calculator objects [#1722 by Martin Holmer]
- Add Calculator ce_aftertax_income method and revise corresponding utility to not use Calculator object [#1723 by Martin Holmer]
New Features
- Add new policy parameter for refunding the new CTC against all payroll taxes [#1716 by Matt Jensen as suggested by Ernie Tedeschi]
- Remove calculation of AGI tables from the TaxBrain Interface, tbi [#1724 by Martin Holmer as suggested by Matt Jensen and Hank Doupe]
- Add ability to specify partial customized CLI
tc --dumpoutput [#1735 by Martin Holmer as suggested by Sean Wang] - Add Cookbook of Tested Recipes for Python Programming with Tax-Calculator [#1740 by Martin Holmer]
- Add calculation of two values on the ALL row of the difference table [#1741 by Martin Holmer]
Bug Fixes
- Fix Behavior.response method to handle very high marginal tax rates [#1698 by Martin Holmer, reported by Richard Evans and Jason DeBacker]
- Fix
create_distribution_tableto generate correct details for the top decile [#1712 by Martin Holmer]
(last merged pull request is #1680)
API Changes
- None
New Features
- Add TCJA_House_Amended JSON policy reform file [#1664 by Cody Kallen and Matt Jensen]
- Add
_cpi_offsetpolicy parameter that can be used to specify chained CPI indexing reforms [#1667 by Martin Holmer] - Add new policy parameter that changes the stacking order of child/dependent credits [#1676 by Matt Jensen as suggested by Cody Kallen with need identified by Joint Economic Committee staff]
- Add to several TCJA reform files the provision for chained CPI indexing [#1680 by Matt Jensen]
Bug Fixes
- Fix
_ACTC_ChildNumpolicy parameter documentation and logic [#1666 by Martin Holmer, reported by Ernie Tedeschi] - Fix documentation for mis-named
n1821input variable [#1672 by Martin Holmer, reported by Max Ghenis] - Fix logic of run_nth_year_gdp_elast_model function in the TaxBrainInterface [#1677 by Martin Holmer, reported by Hank Doupe]
(last merged pull request is #1655)
API Changes
- None
New Features
- Add household and family identifiers from the CPS for the cps.csv.gz file that ships with taxcalc [#1635 by Anderson Frailey]
- Improved documentation for the cps.csv.gz file that ships with taxcalc [#1648 by Martin Holmer]
- Add parameter for the business income exclusion in the Senate TCJA Chairman's mark [#1651 by Cody Kallen]
- Add TCJA reform file for the Senate Chairman's mark [#1652 by Cody Kallen]
- Add FIPS state codes to the cps.csv.gz file that ships with taxcalc [#1653 by Anderson Frailey]
Bug Fixes
- Fix an edge case related to new pass-through parameters that caused some extreme MTRs [#1645 by Cody Kallen, reported by Richard Evans]
(last merged pull request is #1632)
API Changes
- Add new statistics and top-decile detail to distribution and difference tables [#1605 by Martin Holmer]
New Features
- Add expanded_income and aftertax_income to distribution table [#1602 by Martin Holmer]
- Add utility functions that generate a change-in-aftertax-income-by-decile graph [#1606 by Martin Holmer]
- Add new dependent credits for children and non-children dependents [#1615 by Cody Kallen]
- Add new non-refundable credit for filer and spouse [#1618 by Cody Kallen]
- Add capability to model pass-through tax rate eligiblity rules in TCJA [#1620 by Cody Kallen]
- Make several Personal Nonrefundable Credit parameters available to external applications like TaxBrain [#1622 by Matt Jensen]
- Extend extrapolation to 2027 and update to June 2017 CBO baseline [#1624 by Anderson Frailey]
- Add new reform JSON file for the Tax Cuts and Jobs Act [#1625 by Cody Kallen]
Bug Fixes
- Resolve compatibility issues with Pandas 0.21.0 [#1629 by Hank Doupe]
- Cleaner solution to compatibility issues with Pandas 0.21.0 [#1634 by Hank Doupe]
(last merged pull request is #1600)
API Changes
- Rename read_json_param_files as read_json_param_objects [#1563 by Martin Holmer]
- Remove arrays_not_lists argument from read_json_param_objects [#1568 by Martin Holmer]
- Rename dropq as tbi (taxbrain interface) and refactor run_nth_year_*_model functions so that either puf.csv or cps.csv can be used as input data [#1577 by Martin Holmer]
- Change Calculator class constructor so that it makes a deep copy of each specified object for internal use [#1582 by Martin Holmer]
- Rename and reorder difference table columns [#1584 by Martin Holmer]
New Features
- Add Calculator.reform_documentation that generates plain text documentation of a reform [#1564 by Martin Holmer]
- Enhance stats_summary.py script and its output [#1566 by Amy Xu]
- Add reform documentation as standard output from Tax-Calculator CLI, tc [#1567 by Martin Holmer]
- Add parameter type checking to Policy.implement_reform method [#1585 by Martin Holmer]
- Add
_CTC_new_for_allpolicy parameter to allow credits for those with negative AGI [#1595 by Martin Holmer] - Narrow range of legal values for
_CDCC_cpolicy parameter [#1597 by Matt Jensen] - Make several UBI policy parameters available to external applications like TaxBrain [#1599 by Matt Jensen]
Bug Fixes
- Relax _STD and _STD_Dep minimum value warning logic [#1578 by Martin Holmer]
- Fix macro-elasticity model logic so that GDP change in year t depends on tax rate changes in year t-1 [#1579 by Martin Holmer]
- Fix bugs in automatic generation of reform documentation having to do with policy parameters that are boolean scalars [#1596 by Martin Holmer]
(last merged pull request is #1555)
API Changes
- Revise dropq distribution and difference tables used by TaxBrain [#1537 by Anderson Frailey and Martin Holmer]
- Make dropq run_nth_year_tax_calc_model return a dictionary of results [#1543 by Martin Holmer]
New Features
- Add option to cap the amount of gross itemized deductions allowed as a decimal fraction of AGI [#1542 by Matt Jensen]
- Add dropq tables using AGI as income measure for TaxBrain use [#1544 by Martin Holmer]
- Add JSON reform file for Brown-Khanna GAIN Act that expands the EITC [#1555 by Matt Jensen and Martin Holmer]
Bug Fixes
- None
API Changes
- None
New Features
- None
Bug Fixes
- Allow policy parameter suffix logic to work even when there are reform errors [34561ff by Martin Holmer]
API Changes
- None
New Features
- None
Bug Fixes
- Fix vagueness of error/warning messages for non-scalar policy parameters [5536792 by Martin Holmer]
(last merged pull request is #1531)
API Changes
- Add dropq function that returns reform warnings and errors [#1524 by Martin Holmer]
New Features
- Add option to use policy parameter suffixes in JSON reform files [#1505 by Martin Holmer] and [#1520 by Martin Holmer]
- Add rounding of wage-inflated or price-inflated parameter values to nearest cent [#1506 by Martin Holmer]
- Add extensive checking of reform policy parameter names and values [#1524 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #1490)
API Changes
- None
New Features
- Add several taxcalc/reforms/earnings_shifting.* files that analyze the revenue implications of high-paid workers forming personal LLCs to contract with their former employers under the Trump2017.json reform [#1464 by Martin Holmer]
- Add ability to read and calculate taxes with new CPS input data for 2014 and subsequent years [#1484 by Martin Holmer]
- Add tests of ability to calculate taxes with new CPS input data [#1490 by Martin Holmer]
Bug Fixes
- Fix decorators bug that appeared when numpy 1.13.1, and pandas 0.20.2 that uses numpy 1.13, recently became available [#1470 by T.J. Alumbaugh]
- Fix records bug that appeared when numpy 1.13.1, and pandas 0.20.2 that uses numpy 1.13, recently became available [#1473 by Martin Holmer]
(last merged pull request is #1438)
API Changes
- None
New Features
- Add Form 1065 Schedule K-1 self-employment earnings to calculation of self-employment payroll taxes
[#1438
by Martin Holmer],
which requires new
puf.csvinput file with this information:- Byte size: 53743252
- MD5 checksum: ca0ad8bbb05ee15b1cbefc7f1fa1f965
- Improve calculation of sub-sample weights [#1441 by Hank Doupe]
Bug Fixes
- Fix personal refundable credit bug and personal nonrefundable credit bug [#1450 by Martin Holmer]
(last merged pull request is #1431)
API Changes
- Initial specification of public API removes several unused utility functions and makes private several Tax-Calculator members whose only role is to support public members [#1424 by Martin Holmer]
New Features
-
Add nonrefundable personal credit reform options [#1427 by William Ensor]
-
Add repeal personal exemptions for dependents under age 18 reform option [#1428 by Hank Doupe]
-
Switch to use of new improved
puf.csvinput file that causes small changes in tax results [#1429 by Martin Holmer], which requires newpuf.csvinput file with this information:- Byte size: 52486351
- MD5 checksum: d56b649c92049e32501b2d2fc5c36c92
Bug Fixes
- Fix logic of gross casualty loss calculation by moving it out of Tax-Calculator and into the taxdata repository [#1426 by Martin Holmer]
(last merged pull request is #1416)
API Changes
- None
New Features
- Add column to differences table to show the change in tax liability as percentage of pre-reform after tax income [#1375 by Anderson Frailey]
- Add policy reform file for the Renacci reform [#1376, #1383 and #1385 by Hank Doupe]
- Add separate ceiling for each itemized deduction parameter [#1385 by Hank Doupe]
Bug Fixes
- Fix bug in add_weighted_income_bins utility function [#1387 by Martin Holmer]
(last merged pull request is #1363)
API Changes
- None
New Features
- Add economic response assumption file template to documentation [#1332 by Cody Kallen]
- Complete process of creating user guide [#1355 by Martin Holmer]
- Add Tax-Calculator conda package for Python 3.6 [#1361 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #1328)
API Changes
- None
New Features
- Add --test installation option to Tax-Calculator CLI [#1306 by Martin Holmer]
- Add --sqldb SQLite3 database dump output option to CLI [#1312 by Martin Holmer]
- Add a reform preset for the April 2017 Trump tax plan [#1323 by Cody Kallen]
- Add Other Taxes to tables and clarify documentation [#1328 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #1295)
API Changes
- None
New Features
- None
Bug Fixes
- Minor edits to comments in Trump/Clinton policy reform files [#1295 by Matt Jensen]
(last merged pull request is #1293)
API Changes
- None
New Features
- Add testing for notebooks, starting with the behavior_example and 10-minute notebooks [#1198 by Peter Steinberg]
- Add MTR with respect to spouse earnings [#1257 by Anderson Frailey]
- Add tax differences table to Tax-Calculator CLI --tables output [#1265 by Martin Holmer]
- Update Jupyter Notebooks to demonstrate the latest Python API [#1277 by Matt Jensen]
- Enable the charitable givings elasticity to vary by AGI value [#1278 by Matt Jensen]
- Introduce records_variables.json to serve as a single source of truth for Records variables [#1179 and #1285 by Zach Risher]
Bug Fixes
- None
(last merged pull request is #1260)
API Changes
- None
New Features
- Add ability to calculate, and possibly tax, UBI benefits [#1235 by Anderson Frailey]
- Add additional deduction and credit haircut policy parameters [#1247 by Anderson Frailey]
- Add constant charitable giving elasticities to behavioral response [#1246 by Matt Jensen]
- Add another credit haircut policy parameter [#1252 by Anderson Frailey]
- Make Tax-Calculator CLI an entry point to the taxcalc package [#1253 by Martin Holmer]
- Add --tables option to Tax-Calculator CLI [#1258 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #1228)
API Changes
- Move simtax.py to taxcalc/validation/taxsim directory [#1288 by Martin Holmer]
New Features
- Make import style more consistent [#1288 by Martin Holmer]
Bug Fixes
(last merged pull request is #1206)
API Changes
- Redesign Growth class to support more realistic growth responses [#1199 by Martin Holmer]
New Features
- Add a policy reform file for key provisions of the Ryan-Brady Better Way tax plan [#1204 by Cody Kallen]
- Add a policy reform file for select provisions of the Clinton 2016 campaign tax plan [#1206 by Cody Kallen]
Bug Fixes
- None
(last merged pull request is #1197)
API Changes
- None
New Features
- None
Bug Fixes
- Add name of new Stage3 adjustment-ratios file to MANIFEST.in [#1197 by Anderson Frailey]
(last merged pull request is #1192)
API Changes
- Add Stage3 adjustment ratios to target IRS-SOI data on the
distribution of interest income
[#1193
by Anderson Frailey],
which requires new
puf.csvinput file with this information:- Byte size: 51470450
- MD5 checksum: 3a02e9909399ba85d0a7cf5e98149b90
New Features
- Add to diagnostic table the number of tax units with non-positive income and combined tax liability [#1170 by Anderson Frailey]
Bug Fixes
- Correct Policy wage growth rates to agree with CBO projection [#1171 by Martin Holmer]
(last merged pull request is #1169)
API Changes
- None
New Features
- Add a Trump 2016 policy reform JSON file [#1135 by Matt Jensen]
- Reduce size of input file by rounding weights [#1158 by Anderson Frailey]
- Update current-law policy parameters to 2017 IRS values [#1169 by Anderson Frailey]
Bug Fixes
- Index EITC investment income cap to inflation [#1169 by Anderson Frailey]
(last merged pull request is #1152)
API Changes
- Separate policy reforms and response assumptions into two separate JSON files [#1148 by Martin Holmer]
New Features
Bug Fixes
- Fix bugs in 10-minute notebook [#1152 by Matt Jensen]
(last merged pull request is #1113)
API Changes
- None
New Features
- Add ability to use an expression to specify a policy parameter [#1081 by Martin Holmer]
- Expand scope of JSON reform file to include non-policy parameters [#1083 by Martin Holmer]
- Add ability to conduct normative expected-utility analysis [#1098 by Martin Holmer]
- Add ability to compute MTR with respect to charitable cash contributions [#1104 by Cody Kallen]
- Unify environment definition by removing requirements.txt [#1094 by Zach Risher]
- Reorganize current_law_policy.json and add section headers [#1109 by Matt Jensen]
- Add dollar limit on itemized deductions [#1084 by Cody Kallen]
- Add testing for Windows with Appveyor [#1111 by T.J. Alumbaugh]
Bug Fixes
- Fix capital-gains-reform bug reported by Cody Kallen [#1088 by Martin Holmer]
- Provide Pandas 0.19.1 compatibility by fixing DataFrame.to_csv() usage [#1092 by Zach Risher]
(last merged pull request is #1082)
API Changes
- None
New Features
- Add ability to simulate non-refundable dependent credit [#1069 by Cody Kallen]
- Add ability to narrow investment income exclusion base [#1072 by Martin Holmer]
- Replace use of two cmbtp_* variables with a single cmbtp variable
[#1077
by Martin Holmer],
which requires new
puf.csvinput file with this information:- Byte size: 50953138
- MD5 checksum: acbf905c8b7d29fd4b06b13e1cc8a60c
Bug Fixes
- None
(last merged pull request is #1060)
API Changes
- Rename policy parameters for consistency [#1051 by Martin Holmer]
New Features
- Add ability to simulate broader range of refundable CTC reforms [#1055 by Matt Jensen]
- Add more income items into expanded_income variable [#1057 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #1044)
API Changes
- Rename and refactor old add_weighted_decile_bins utility function [#1043 by Martin Holmer]
New Features
- None
Bug Fixes
- Remove unused argument from means_and_comparisons utility function [#1044 by Martin Holmer]
(last merged pull request is #1039)
API Changes
- None
New Features
- Add calculation of MTR wrt e26270, partnership & S-corp income [#987 by Cody Kallen]
- Add utility function that plots marginal tax rates by percentile [#948 by Sean Wang]
- Add ability to simulate Trump-style dependent care credit [#999 by Anderson Frailey]
- Add ability to simulate Clinton-style NIIT reform [#1012 by Martin Holmer]
- Add ability to simulate Clinton-style CTC expansion [#1039 by Matt Jensen]
Bug Fixes
- Fix bug in TaxGains function [#981 by Cody Kallen]
- Fix bug in multiyear_diagnostic_table utility function [#988 by Matt Jensen]
- Fix AMT bug that ignored value of AMT_CG_rt1 parameter [#1000 by Martin Holmer]
- Fix several other minor AMT CG bugs [#1001 by Martin Holmer]
- Move self-employment tax from income tax total to payroll tax total [#1021 by Martin Holmer]
- Add half of self-employment tax to expanded income [#1032 by Martin Holmer]
(last merged pull request is #970)
API Changes
- None
New Features
- Add ability to simulate reforms that limit benefit of itemized deductions [#867 by Matt Jensen]
- Add investment income exclusion policy parameter [#972 by Cody Kallen]
- Add ability to eliminate differential tax treatment of LTCG+QDIV income [#973 by Martin Holmer]
Bug Fixes
- None
(last merged pull request is #945)
API Changes
- None
New Features
- Add extra income tax brackets and rates [#858, Sean Wang]
- Add ability to simulate Fair Share Tax, or Buffet Rule, reforms [#904 by Anderson Frailey]
- Add ability to tax pass-through income at different rates [#913 by Sean Wang]
- Add itemized-deduction surtax exemption policy parameter [#926 by Matt Jensen]
- Add ability to simulate high-AGI surtax reforms [#939 by Sean Wang]
Bug Fixes
- Correct Net Investment Income Tax (NIIT) calculation [#874 by Martin Holmer]
- Correct Schedule R credit calculation [#898 by Martin Holmer]
- Remove logic for expired First-Time Homebuyer Credit [#914 by Martin Holmer]
(last merged pull request is #844)
API Changes
- None
New Features
- Revise code to use smaller
puf.csvinput file and make changes to create that input file - Remove debugging variables from functions.py reducing execution time by 42 percent [#833]
- Add comments to show one way to use Python debugger to trace Tax-Calculator code [#835]
- Add tests that confirm zeroing-out CALCULATED_VARS at start leaves results unchanged [#837]
- Revise logic used to estimate behavioral responses to policy reforms [#846, #854 and #857]
Bug Fixes
- Make 2013-2016 medical deduction threshold for elderly be 7.5% of AGI (not 10%) [#839]
- Fix typo so that two ways of limiting itemized deductions produce the same results [#842]
(last merged pull request is #820)
API Changes
- None
New Features
- Add --exact option to simtax.py and inctax.py scripts
- Add calculation of Schedule R credit
- Remove _cmp variable from functions.py code
Bug Fixes
- Fix itemized deduction logic for charity
- Remove Numba dependency
(last merged pull request is #794)
API Changes
- Create Consumption class used to compute "effective" marginal tax rates
New Features
- Revise Behavior class logic
- Add unit tests to increase code coverage to 98 percent
- Add scripts to version and release
Bug Fixes
- Test TaxBrain handling of delayed reforms
- Move cmbtp calculation and earnings splitting logic from Records
class to
puf.csvfile preparation - Update Numpy and Pandas dependencies to latest versions to avoid a bug in the Windows conda package for Pandas 0.16.2
(last merged pull request is #727)
API Changes
- None
New Features
- Add --records option to simtax.py
- Add --csvdump option to inctax.py
- Add three "d" samples to Tax-Calculator versus Internet-TAXSIM comparisons
- Add first set of Tax-Calculator versus TaxBrain comparisons
- Add data and logic to implement EITC age-eligibility rules
- Update and fix 10_minutes_to_Tax-Calculator.ipynb
- Update files in taxcalc/comparison
Bug Fixes
- Fix Child Care Expense logic
- Exclude dependents from EITC eligibility
See commit history for pull requests before #650