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Update policyengine-core version #5198

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Oct 21, 2024
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4af81c0
chore: Update policyengine-core version
anth-volk Oct 9, 2024
89d1929
Various 2024 Kansas tax model updates
PavelMakarchuk Oct 14, 2024
fb3cb7a
format
PavelMakarchuk Oct 14, 2024
70c6ca4
Idaho Income Tax Rate 2024
PavelMakarchuk Oct 14, 2024
ff56fe9
Missouri Income Tax Rates 2024 (#5212)
PavelMakarchuk Oct 14, 2024
fd68cb6
Update PolicyEngine US
MaxGhenis Oct 14, 2024
8d3a502
Harris capital gains tax reform (#5222)
PavelMakarchuk Oct 14, 2024
7517198
Update PolicyEngine US
MaxGhenis Oct 14, 2024
a11346c
Kentucky Standard Deduction 2024 & 2025 ($3,160 -> $3,270) (#5227)
DTrim99 Oct 14, 2024
94fc0cc
Update PolicyEngine US
MaxGhenis Oct 14, 2024
147cc05
Fixes #5215 (#5228)
DTrim99 Oct 14, 2024
8d9e92e
Update PolicyEngine US
MaxGhenis Oct 14, 2024
ff81772
Fixes #5218 (#5229)
DTrim99 Oct 15, 2024
2ac0fef
Update PolicyEngine US
MaxGhenis Oct 15, 2024
96d9440
reference link
PavelMakarchuk Oct 15, 2024
5b94b42
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
PavelMakarchuk Oct 15, 2024
e893dd3
format
PavelMakarchuk Oct 15, 2024
1cc7c2a
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
PavelMakarchuk Oct 15, 2024
082f3e5
reference
PavelMakarchuk Oct 15, 2024
13932ef
Merge pull request #5213 from PolicyEngine/PavelMakarchuk/issue5193
PavelMakarchuk Oct 15, 2024
913242a
Update PolicyEngine US
PavelMakarchuk Oct 15, 2024
33caa80
Kansas Additional Exemption for Disabled Veterans 2023 (#5052)
hua7450 Oct 15, 2024
f26a36f
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
PavelMakarchuk Oct 15, 2024
8890511
Update PolicyEngine US
MaxGhenis Oct 15, 2024
b0219bc
Merge branch 'master' of https://github.com/PolicyEngine/policyengine…
PavelMakarchuk Oct 15, 2024
187b9e6
changelog
PavelMakarchuk Oct 15, 2024
97550bc
Merge pull request #5210 from PolicyEngine/states_update
PavelMakarchuk Oct 15, 2024
17630f0
Update PolicyEngine US
PavelMakarchuk Oct 15, 2024
10cd6d1
IN county tax (#1167)
MattHJensen Oct 15, 2024
7dbe67a
Update PolicyEngine US
MaxGhenis Oct 15, 2024
3177b65
Exclude students from the SNAP unit with certain exceptions. (#4975)
PavelMakarchuk Oct 15, 2024
2a42188
Update PolicyEngine US
MaxGhenis Oct 15, 2024
062b26c
Chained CPI 2035 (#5232)
DTrim99 Oct 15, 2024
7d10e6d
Update PolicyEngine US
MaxGhenis Oct 15, 2024
92a19e0
Merge branch 'chore/update-core' of https://github.com/PolicyEngine/p…
anth-volk Oct 17, 2024
37f582f
chore: Update to match newer version of -core
anth-volk Oct 17, 2024
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77 changes: 77 additions & 0 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,6 +5,72 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [1.126.0] - 2024-10-15 18:57:14

### Added

- Chained CPI 2035.

## [1.125.0] - 2024-10-15 16:32:32

### Added

- Exclude students from the SNAP unit with certain exceptions.

## [1.124.0] - 2024-10-15 16:26:25

### Added

- IN county taxes.

## [1.123.0] - 2024-10-15 10:18:53

### Added

- 2024 tax rate, CDCC match, standard deduction and personal exemption amount in Kansas..

## [1.122.0] - 2024-10-15 03:15:23

### Added

- Kansas disabled veteran exemptions.

## [1.121.0] - 2024-10-15 03:05:54

### Added

- Idaho 2024 income tax rate and brackets.

## [1.120.0] - 2024-10-15 00:23:23

### Added

- California Income Tax Thresholds 2024.

## [1.119.0] - 2024-10-14 20:55:12

### Added

- California Standard Deduction, Personal/Dependent Exemption Credits and Renter AGI Cap 2024.

## [1.118.0] - 2024-10-14 20:30:24

### Added

- Kentucky Standard Deduction 2024 & 2025.

## [1.117.0] - 2024-10-14 19:22:35

### Added

- Harris capital gains tax reform.

## [1.116.0] - 2024-10-14 19:08:02

### Added

- Missouri 2024 income tax rate and brackets.

## [1.115.0] - 2024-10-09 15:10:16

## [1.114.0] - 2024-10-09 11:09:17
Expand Down Expand Up @@ -9951,6 +10017,17 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0



[1.126.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.125.0...1.126.0
[1.125.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.124.0...1.125.0
[1.124.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.123.0...1.124.0
[1.123.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.122.0...1.123.0
[1.122.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.121.0...1.122.0
[1.121.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.120.0...1.121.0
[1.120.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.119.0...1.120.0
[1.119.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.118.0...1.119.0
[1.118.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.117.0...1.118.0
[1.117.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.116.0...1.117.0
[1.116.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.115.0...1.116.0
[1.115.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.114.0...1.115.0
[1.114.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.113.0...1.114.0
[1.113.0]: https://github.com/PolicyEngine/policyengine-us/compare/1.112.0...1.113.0
Expand Down
57 changes: 57 additions & 0 deletions changelog.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -8436,3 +8436,60 @@
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
4 changes: 4 additions & 0 deletions changelog_entry.yaml
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
- bump: patch
changes:
changed:
- Updated required version of policyengine-core
1 change: 1 addition & 0 deletions policyengine_us/parameters/gov/bls/cpi/c_cpi_u.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -304,6 +304,7 @@ values:
2031-02-01: 199.7 # 2032 value.
2032-02-01: 203.7 # 2033 value.
2033-02-01: 207.8 # 2034 value.
2034-02-01: 212.0 # 2035 value. (indexed by applying 2034 indexing rate (207.8/203.7) and multiplying it by 207.8)
metadata:
unit: currency-USD
label: Chained CPI-U
Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,194 @@
description: Harris proposed to tax capital gains at the following rates.
rates:
description: Long term capital gain and qualified dividends (regular/non-AMT) rate
1:
2013-01-01: 0
2:
2013-01-01: 0.15
3:
2013-01-01: 0.2
4:
2013-01-01: 0.28
metadata:
unit: /1
thresholds:
description: Top thresholds of long-term capital gains and qualified dividends (regular/non-AMT) tax brackets
metadata:
unit: currency-USD
period: year
reference:
- title: 2024 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-23-34.pdf#page=8
- title: 2023 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-22-38.pdf#page=8
- title: 2022 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-21-45.pdf#page=8
- title: 2021 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-20-45.pdf#page=8
- title: 2020 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-19-44.pdf#page=8
- title: 2019 IRS data release
href: https://www.irs.gov/pub/irs-drop/rp-18-57.pdf#page=8
- title: Internal Revenue Code §1(j)(5)(B)
# IRC defines amounts as of 2018.
# Defines COLA with rounded up to the nearest multiple of $50.
href: https://www.law.cornell.edu/uscode/text/26/1#j_5_B
1:
HEAD_OF_HOUSEHOLD:
values:
2013-01-01: 48_600
2014-01-01: 49_400
2015-01-01: 50_200
2016-01-01: 50_400
2017-01-01: 50_800
2018-01-01: 51_700
2019-01-01: 52_750
2020-01-01: 53_600
2021-01-01: 54_100
2022-01-01: 55_800
2023-01-01: 59_750
2024-01-01: 63_000
JOINT:
values:
2013-01-01: 72_500
2014-01-01: 73_800
2015-01-01: 74_900
2016-01-01: 75_300
2017-01-01: 75_900
2018-01-01: 77_200
2019-01-01: 78_750
2020-01-01: 80_000
2021-01-01: 80_800
2022-01-01: 83_350
2023-01-01: 89_250
2024-01-01: 94_050
SEPARATE:
values:
2013-01-01: 36_250
2014-01-01: 36_900
2015-01-01: 37_450
2016-01-01: 37_650
2017-01-01: 37_950
2018-01-01: 38_600
2019-01-01: 39_375
2020-01-01: 40_000
2021-01-01: 40_400
2022-01-01: 41_675
2023-01-01: 44_625
2024-01-01: 47_025
SINGLE:
values:
2013-01-01: 36_250
2014-01-01: 36_900
2015-01-01: 37_450
2016-01-01: 37_650
2017-01-01: 37_950
2018-01-01: 38_600
2019-01-01: 39_375
2020-01-01: 40_000
2021-01-01: 40_400
2022-01-01: 41_675
2023-01-01: 44_625
2024-01-01: 47_025
SURVIVING_SPOUSE:
values:
2013-01-01: 72_500
2014-01-01: 73_800
2015-01-01: 74_900
2016-01-01: 75_300
2017-01-01: 75_900
2018-01-01: 77_200
2019-01-01: 78_750
2020-01-01: 80_000
2021-01-01: 80_800
2022-01-01: 83_350
2023-01-01: 89_250
2024-01-01: 94_050
2:
HEAD_OF_HOUSEHOLD:
values:
2013-01-01: 425_000
2014-01-01: 432_200
2015-01-01: 439_000
2016-01-01: 441_000
2017-01-01: 444_550
2018-01-01: 452_400
2019-01-01: 461_700
2020-01-01: 469_050
2021-01-01: 473_750
2022-01-01: 488_500
2023-01-01: 523_050
2024-01-01: 551_350
JOINT:
values:
2013-01-01: 450_000
2014-01-01: 457_600
2015-01-01: 464_850
2016-01-01: 466_950
2017-01-01: 470_700
2018-01-01: 479_000
2019-01-01: 488_850
2020-01-01: 496_600
2021-01-01: 501_600
2022-01-01: 517_200
2023-01-01: 553_850
2024-01-01: 583_750
SEPARATE:
values:
2013-01-01: 225_000
2014-01-01: 228_800
2015-01-01: 232_425
2016-01-01: 233_475
2017-01-01: 235_350
2018-01-01: 239_500
2019-01-01: 244_425
2020-01-01: 248_300
2021-01-01: 250_800
2022-01-01: 258_600
2023-01-01: 276_900
2024-01-01: 291_850
SINGLE:
values:
2013-01-01: 400_000
2014-01-01: 406_750
2015-01-01: 413_200
2016-01-01: 415_050
2017-01-01: 418_400
2018-01-01: 425_800
2019-01-01: 434_550
2020-01-01: 441_450
2021-01-01: 445_850
2022-01-01: 459_750
2023-01-01: 492_300
2024-01-01: 518_900
SURVIVING_SPOUSE:
values:
2013-01-01: 450_000
2014-01-01: 457_600
2015-01-01: 464_850
2016-01-01: 466_950
2017-01-01: 470_700
2018-01-01: 479_000
2019-01-01: 488_850
2020-01-01: 496_600
2021-01-01: 501_600
2022-01-01: 517_200
2023-01-01: 553_850
2024-01-01: 583_750

3:
HEAD_OF_HOUSEHOLD:
values:
2013-01-01: 1_000_000
JOINT:
values:
2013-01-01: 1_000_000
SEPARATE:
values:
2013-01-01: 1_000_000
SINGLE:
values:
2013-01-01: 1_000_000
SURVIVING_SPOUSE:
values:
2013-01-01: 1_000_000
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@
description: Vice President Kamala Harris has proposed to add a top capital gains tax bracket, which comes into effect if this is true.
metadata:
unit: bool
period: year
label: Harris capital gains tax reform in effect
reference:
- title: A New Way Forward for the Middle Class
href: https://kamalaharris.com/wp-content/uploads/2024/09/Policy_Book_Economic-Opportunity.pdf#page=73

values:
0000-01-01: false
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