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Add missing 2021 Utah parameter values #3061

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Nov 20, 2023
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1298b06
First commit
XZ-mabel Sep 21, 2023
203b30b
created integration.yaml
XZ-mabel Sep 28, 2023
7423708
Added 2021 reference: Individual Income Tax Form
XZ-mabel Sep 28, 2023
ac34469
Added reference for two parameter files
XZ-mabel Sep 28, 2023
d7f9145
Added 2021 reference for all parameter files,
XZ-mabel Oct 3, 2023
7896f3e
Changed values in credit_reduction.yaml
XZ-mabel Oct 5, 2023
e431d1f
Co-authored-by: Pavel Makarchuk <[email protected].…
XZ-mabel Oct 12, 2023
257bad7
Co-authored-by: Pavel Makarchuk <[email protected].…
XZ-mabel Oct 17, 2023
6d59035
Changed ut_retirement_credit_max to make its return
XZ-mabel Oct 17, 2023
7274b21
Changed ut_retirement_credit_max.py
XZ-mabel Oct 17, 2023
82eabd1
Changed: non_refundable.py and nonrefundable yaml
XZ-mabel Oct 17, 2023
e85ac1b
Make format
XZ-mabel Oct 17, 2023
6da1904
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
XZ-mabel Oct 17, 2023
9b786a3
add changelog
XZ-mabel Oct 17, 2023
0e429d3
Deleted refundable.yaml
XZ-mabel Oct 17, 2023
dfb34ea
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
XZ-mabel Nov 2, 2023
2dff958
Changed: ut_retirement_credit_max.yaml
XZ-mabel Nov 7, 2023
05d32da
Added filing status:JOINT to
XZ-mabel Nov 7, 2023
a44379e
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
XZ-mabel Nov 7, 2023
f8bcded
Changed the title in nonrefundable.eitc
XZ-mabel Nov 7, 2023
445ab8c
Added reference
XZ-mabel Nov 9, 2023
e3b74af
Added section
XZ-mabel Nov 9, 2023
1a8771c
Deleted extra lines. Corrected spelling.
XZ-mabel Nov 9, 2023
54d40dd
Added section to all yaml files
XZ-mabel Nov 9, 2023
f1db8c3
Restructured parameter
XZ-mabel Nov 9, 2023
a80350f
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
PavelMakarchuk Nov 9, 2023
5e10d09
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
XZ-mabel Nov 14, 2023
602ddc1
Merge branch 'Utah_2021_values' of https://github.com/XZ-mabel/policy…
XZ-mabel Nov 14, 2023
22fdc31
Renamed ut_non_refundable.py to
XZ-mabel Nov 14, 2023
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5 changes: 5 additions & 0 deletions changelog_entry.yaml
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Original file line number Diff line number Diff line change
@@ -0,0 +1,5 @@
- bump: minor
changes:
changed:
- Add missing 2021 Utah parameter values.
- Utah retirement credit fixed.
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Original file line number Diff line number Diff line change
@@ -1,6 +1,12 @@
description: The amount of at-home credit per qualifying child.
values:
2022-01-01: 100
2021-01-01: 100
metadata:
unit: currency-USD
period: year
label: Utah at-home parent credit amount
reference:
- title: Utah Code §59-10-1005
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href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1005.html
- title: 2021 Utah Indivdual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=23
Original file line number Diff line number Diff line change
@@ -1,10 +1,12 @@
description: Maximum adjusted gross income for a tax unit to qualify for the Utah at-home parent credit.
values:
2022-01-01: 50_000
2021-01-01: 50_000
metadata:
unit: currency-USD
period: year
label: Utah at-home parent credit maximum AGI
reference:
- title: Utah Code §59-10-1005
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1005.html
- title: 2021 Utah Indivdual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=23
Original file line number Diff line number Diff line change
@@ -1,9 +1,11 @@
description: Maximum age for a child to quality for the Utah at-home parent credit.
values:
2022-01-01: 1
2021-01-01: 1
metadata:
unit: year
label: Utah at-home parent credit maximum child age
reference:
- title: Utah Code §59-10-1005
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1005.html
- title: 2021 Utah Indivdual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=23
Original file line number Diff line number Diff line change
@@ -1,10 +1,12 @@
description: Maximum earnings for the claimant to qualify for the Utah at-home parent credit.
values:
2022-01-01: 3_000
2021-01-01: 3_000
metadata:
unit: currency-USD
period: year
label: Utah at-home parent credit maximum earnings
reference:
- title: Utah Code §59-10-1005
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1005.html
- title: 2021 Utah Indivdual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=23
Original file line number Diff line number Diff line change
@@ -1,9 +1,11 @@
description: Whether the Utah at-home parent can reduce tax liability below zero.
values:
2022-01-01: false
2021-01-01: false
metadata:
unit: bool
label: Utah at-home parent credit refundability
reference:
- title: Utah Code §59-10-1018(6)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1018.html?v=C59-10-S1018_2021050520210505#59-10-1018(6)
- title: 2021 Utah Indivdual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=34
Original file line number Diff line number Diff line change
Expand Up @@ -7,3 +7,4 @@ metadata:
reference:
- title: Utah Code §59-10-1044
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1044.html
# EITC was introduced in 2022
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@
description: Utah non refundable tax credits.
metadata:
unit: list
label: Utah non-refundable credits
values:
2021-01-01:
- ut_taxpayer_credit
- ut_eitc
- ut_retirement_credit
- ut_ss_benefits_credit
- ut_at_home_parent_credit
Original file line number Diff line number Diff line change
@@ -0,0 +1,9 @@
description: Utah matches this percent of the federal EITC.
values:
2022-01-01: 0.15
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metadata:
unit: /1
label: Utah EITC match
reference:
- title: Utah legal code| UC §59-10-1044 (2) (a)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1044.html
Original file line number Diff line number Diff line change
@@ -1,8 +1,10 @@
description: Utah residents must have been born before this year to qualify for the Utah retirement credit.
values:
2022-01-01: 1952
2021-01-01: 1952
metadata:
unit: year
reference:
- title: Utah Code §59-10-1019
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1019.html
- title: 2021 TC-40 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=20
Original file line number Diff line number Diff line change
@@ -1,8 +1,10 @@
description: Maximum per-person value of the Utah retirement credit.
values:
2022-01-01: 450
2021-01-01: 450
metadata:
unit: currency-USD
reference:
- title: Utah Code §59-10-1019
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1019.html
- title: Utah Code §59-10-1019 - Effective for 2021
href: https://le.utah.gov/xcode/historical.html?date=7/1/2021&oc=/xcode/Title59/Chapter10/C59-10-S1019_2021050520210505.html
Original file line number Diff line number Diff line change
@@ -1,8 +1,11 @@
description: Rate at which the Utah retirement credit is phased out.
values:
2022-01-01: 0.025
2021-01-01: 0.025
metadata:
unit: /1
reference:
- title: Utah Code §59-10-1019
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1019.html
- title: 2021 TC-40 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=20

Original file line number Diff line number Diff line change
@@ -1,17 +1,20 @@
description: Modified AGI threshold after which the Utah retirement credit is phased out.
SINGLE:
2022-01-01: 25_000
2021-01-01: 25_000
JOINT:
2022-01-01: 32_000
2021-01-01: 32_000
SEPARATE:
2022-01-01: 16_000
2021-01-01: 16_000
WIDOW:
2022-01-01: 32_000
2021-01-01: 32_000
HEAD_OF_HOUSEHOLD:
2022-01-01: 32_000
2021-01-01: 32_000
metadata:
unit: currency-USD
period: year
reference:
- title: Utah Code §59-10-1019
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1019.html
- title: 2021 TC-40 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=20

This file was deleted.

Original file line number Diff line number Diff line change
@@ -1,8 +1,10 @@
description: Rate at which the Utah Social Security Benefits Credit is phased out.
values:
2022-01-01: 0.025
2021-01-01: 0.025
metadata:
unit: /1
reference:
- title: Utah Code §59-10-1044
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1042.html
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=20
Original file line number Diff line number Diff line change
@@ -1,17 +1,24 @@
description: Modified AGI threshold after which the Utah Social Security Benefits Credit is phased out.
SINGLE:
2021-01-01: 30_000
2022-01-01: 37_000
JOINT:
2021-01-01: 50_000
2022-01-01: 62_000
SEPARATE:
2021-01-01: 25_000
2022-01-01: 31_000
WIDOW:
2021-01-01: 50_000
2022-01-01: 62_000
HEAD_OF_HOUSEHOLD:
2021-01-01: 50_000
2022-01-01: 62_000
metadata:
unit: currency-USD
period: year
reference:
- title: Utah Code §59-10-1044
- title: Utah Code §59-10-1042
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1042.html
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=20
Original file line number Diff line number Diff line change
@@ -1,6 +1,14 @@
description: This exemption is added to federal standard or itemized deductions for the taxpayer credit.
values:
2021-01-01: 1_750
2022-01-01: 1_802
metadata:
unit: currency-USD
label: Utah taxpayer credit personal exemption
reference:
- title: Utah Code §59-10-1018(6)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1018.html?v=C59-10-S1018_2021050520210505#59-10-1018(6)
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=9


Original file line number Diff line number Diff line change
@@ -1,6 +1,9 @@
description: The Utah taxpayer credit reduces by this rate for each dollar of income above the phase-out threshold.
values:
2022-01-01: 0.013
2021-01-01: 0.013
metadata:
unit: /1
label: Utah taxpayer credit phase-out rate
reference:
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=10
Original file line number Diff line number Diff line change
@@ -1,35 +1,25 @@
description: The Utah taxpayer credit is phased out for taxpayers with incomes above this threshold.
SINGLE:
2022-01-01:
value: 15_548
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf
2021-01-01: 15_095
2022-01-01: 15_548
JOINT:
2022-01-01:
value: 31_096
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf
2021-01-01: 30_190
2022-01-01: 31_096
HEAD_OF_HOUSEHOLD:
2022-01-01:
value: 23_322
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf
2021-01-01: 22_643
2022-01-01: 23_322
SEPARATE:
2022-01-01:
value: 15_548
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf
2021-01-01: 15_095
2022-01-01: 15_548
WIDOW:
2022-01-01:
value: 31_096
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf
2021-01-01: 30_190
2022-01-01: 31_096
metadata:
unit: currency-USD
period: year
label: Utah taxpayer credit phase-out threshold
reference:
- title: Utah Form TC-40 (2022) line 17
href: https://tax.utah.gov/forms/current/tc-40.pdf#page=1
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=10
Original file line number Diff line number Diff line change
@@ -1,10 +1,11 @@
description: The maximum taxpayer credit is this percentage of federal deductions plus the personal exemption.
values:
2020-01-01:
value: 0.06
reference:
- title: Utah Code §59-10-1018(6)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1018.html?v=C59-10-S1018_2021050520210505#59-10-1018(6)
2020-01-01: 0.06
metadata:
unit: /1
label: Utah taxpayer credit rate
reference:
- title: Utah Code §59-10-1018(6)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1018.html?v=C59-10-S1018_2021050520210505#59-10-1018(6)
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=10
Original file line number Diff line number Diff line change
@@ -1,9 +1,11 @@
description: Whether the Utah Social Security Benefits Credit can reduce tax liability below zero.
values:
2022-01-01: false
2021-01-01: false
metadata:
unit: bool
label: Utah taxpayer credit refundability
reference:
- title: Utah Code §59-10-1018(6)
href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1018.html?v=C59-10-S1018_2021050520210505#59-10-1018(6)
- title: 2021 Utah Individual Income Tax Form
href: https://www.taxformfinder.org/forms/2021/2021-utah-tc-40-full-packet.pdf#page=10

This file was deleted.

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