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Update PUF results for latest changes #3

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Mar 15, 2022
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Update PUF results for latest changes #3

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25cf323
update puf expected results
jdebacker Mar 11, 2022
33fdfbc
updates from master
jdebacker Mar 14, 2022
56e0c9a
update package info
jdebacker Mar 14, 2022
cc986a4
add updates from bodi
jdebacker Mar 14, 2022
f7254cc
update puf results
jdebacker Mar 15, 2022
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42 changes: 21 additions & 21 deletions taxcalc.egg-info/PKG-INFO
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@@ -1,30 +1,10 @@
Metadata-Version: 1.1
Metadata-Version: 2.1
Name: taxcalc
Version: 3.2.1
Summary: taxcalc
Home-page: https://github.com/PSLmodels/Tax-Calculator
Author: UNKNOWN
Author-email: UNKNOWN
License: CC0 1.0 Universal public domain dedication
Download-URL: https://github.com/PSLmodels/Tax-Calculator
Description: [![PSL cataloged](https://img.shields.io/badge/PSL-cataloged-a0a0a0.svg)](https://www.PSLmodels.org)
[![Python 3.6+](https://img.shields.io/badge/python-3.6%2B-blue.svg)](https://www.python.org/downloads/release/python-360/)
[![Build Status](https://travis-ci.org/PSLmodels/Tax-Calculator.svg?branch=master)](https://travis-ci.org/PSLmodels/Tax-Calculator)
[![Codecov](https://codecov.io/gh/PSLmodels/Tax-Calculator/branch/master/graph/badge.svg)](https://codecov.io/gh/PSLmodels/Tax-Calculator)


Tax-Calculator
==============

Tax-Calculator is an open-source microsimulation model for static
analysis of USA federal income and payroll taxes.

We are seeking contributors and maintainers. If you are interested in joining the project as a contributor or maintainer,
contact [email protected] or jump right in.

Complete documentation is available
[here](https://PSLmodels.github.io/Tax-Calculator/).

Platform: UNKNOWN
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Developers
Expand All @@ -37,3 +17,23 @@ Classifier: Programming Language :: Python :: 3.7
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: Topic :: Software Development :: Libraries :: Python Modules

[![PSL cataloged](https://img.shields.io/badge/PSL-cataloged-a0a0a0.svg)](https://www.PSLmodels.org)
[![Python 3.6+](https://img.shields.io/badge/python-3.6%2B-blue.svg)](https://www.python.org/downloads/release/python-360/)
[![Build Status](https://travis-ci.org/PSLmodels/Tax-Calculator.svg?branch=master)](https://travis-ci.org/PSLmodels/Tax-Calculator)
[![Codecov](https://codecov.io/gh/PSLmodels/Tax-Calculator/branch/master/graph/badge.svg)](https://codecov.io/gh/PSLmodels/Tax-Calculator)


Tax-Calculator
==============

Tax-Calculator is an open-source microsimulation model for static
analysis of USA federal income and payroll taxes.

We are seeking contributors and maintainers. If you are interested in joining the project as a contributor or maintainer,
contact [email protected] or jump right in.

Complete documentation is available
[here](https://PSLmodels.github.io/Tax-Calculator/).


52 changes: 26 additions & 26 deletions taxcalc/tests/cpscsv_agg_expect.csv
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,2017,2018,2019,2020,2021,2022,2023,2024,2025,2026
Returns (#m),187.1,199.2,201.9,204.5,207.1,209.7,212.3,214.9,217.5,220.1
AGI ($b),9090.5,10736.9,11249.2,11338.2,12178.9,12493.2,12973.9,13527,14121.9,14705.7
Itemizers (#m),63,24.2,25.3,27.1,28,26.6,27.6,28.8,30.1,81
Itemized Deduction ($b),1223.9,620.2,662.1,733.4,760.9,728.2,771.9,822.6,878.9,1968.4
Standard Deduction Filers (#m),124.1,175,176.6,177.4,179,183.1,184.6,186,187.4,139.1
Standard Deduction ($b),1090.5,2945,3020.6,3088.3,3145.6,3324.6,3413.3,3506.9,3604.7,1451.1
Personal Exemption ($b),1383.5,0,0,0,0,0,0,0,0,1870.9
Taxable Income ($b),6229.7,7976.5,8397,8373,9126,9363.1,9743.6,10184.5,10658.7,10508.5
Regular Tax ($b),1107.9,1383.9,1460,1457.7,1585,1630.6,1705,1789.2,1879.9,2088.3
AMT Income ($b),8320.5,10279.2,10758.5,10791.9,11610.8,11950,12395.9,12908.8,13458.6,13457.8
AMT Liability ($b),8.2,0.8,0.9,0.4,1,1,0.9,0.9,0.9,15.3
AMT Filers (#m),2.6,0.2,0.2,0.1,0.2,0.2,0.2,0.2,0.2,4.1
Tax before Credits ($b),1116.1,1384.7,1460.9,1458.1,1586,1631.6,1705.9,1790.1,1880.8,2103.6
Refundable Credits ($b),70.7,102.4,102.4,656.9,833,105.9,106.1,106.2,107,91.6
Nonrefundable Credits ($b),32.6,97.2,99.2,98.8,2.1,103.7,105.6,107.5,109.4,33.1
Reform Surtaxes ($b),0,0,0,0,0,0,0,0,0,0
Other Taxes ($b),5.5,11,11.1,11,11.8,12.3,13.1,13.7,14.5,15.3
Ind Income Tax ($b),1018.2,1196.1,1270.4,713.4,762.6,1434.4,1507.3,1590.2,1678.9,1994.3
Payroll Taxes ($b),1041,1141.5,1195.6,1206.6,1268.2,1323,1380.1,1442,1506.5,1570
Combined Liability ($b),2059.2,2337.6,2466,1920,2030.9,2757.4,2887.4,3032.1,3185.3,3564.3
With Income Tax <= 0 (#m),88,96.2,96.8,136,130.8,99.8,100.5,101.1,101.5,98.5
With Combined Tax <= 0 (#m),62.7,65.3,66.2,98.6,99.8,69.5,70.5,71.4,72.2,71.4
UBI Benefits ($b),0,0,0,0,0,0,0,0,0,0
"Total Benefits, Consumption Value ($b)",2790.9,3225.5,3428.6,3617.9,4011.6,4064.2,4306,4560.9,4830.4,5105.8
Total Benefits Cost ($b),2790.9,3225.5,3428.6,3617.9,4011.6,4064.2,4306,4560.9,4830.4,5105.8
,2017,2018,2019,2020,2021,2022,2023,2024,2025,2026
Returns (#m),187.1,199.2,201.9,204.5,207.1,209.7,212.3,214.9,217.5,220.1
AGI ($b),9090.5,10736.9,11249.2,11338.2,12178.9,12493.2,12973.9,13527,14121.9,14705.7
Itemizers (#m),63,24.2,25.3,27.1,28,26.6,27.6,28.8,30.1,81
Itemized Deduction ($b),1223.9,620.2,662.1,733.4,760.9,728.2,771.9,822.6,878.9,1968.4
Standard Deduction Filers (#m),124.1,175,176.6,177.4,179,183.1,184.6,186,187.4,139.1
Standard Deduction ($b),1090.5,2945,3020.6,3088.3,3145.6,3324.6,3413.3,3506.9,3604.7,1451.1
Personal Exemption ($b),1383.5,0,0,0,0,0,0,0,0,1870.9
Taxable Income ($b),6229.7,7976.5,8397,8373,9126,9363.1,9743.6,10184.5,10658.7,10508.5
Regular Tax ($b),1107.9,1383.9,1460,1457.7,1585,1630.6,1705,1789.2,1879.9,2088.3
AMT Income ($b),8320.5,10279.2,10758.5,10791.9,11610.8,11950,12395.9,12908.8,13458.6,13457.8
AMT Liability ($b),8.2,0.8,0.9,0.4,1,1,0.9,0.9,0.9,15.3
AMT Filers (#m),2.6,0.2,0.2,0.1,0.2,0.2,0.2,0.2,0.2,4.1
Tax before Credits ($b),1116.1,1384.7,1460.9,1458.1,1586,1631.6,1705.9,1790.1,1880.8,2103.6
Refundable Credits ($b),70.7,102.4,102.4,656.9,833,105.9,106.1,106.2,107,91.6
Nonrefundable Credits ($b),32.6,97.2,99.2,98.8,2.1,103.7,105.6,107.5,109.4,33.1
Reform Surtaxes ($b),0,0,0,0,0,0,0,0,0,0
Other Taxes ($b),5.5,11,11.1,11,11.8,12.3,13.1,13.7,14.5,15.3
Ind Income Tax ($b),1018.2,1196.1,1270.4,713.4,762.6,1434.4,1507.3,1590.2,1678.9,1994.3
Payroll Taxes ($b),1041,1141.5,1195.6,1206.6,1268.2,1323,1380.1,1442,1506.5,1570
Combined Liability ($b),2059.2,2337.6,2466,1920,2030.9,2757.4,2887.4,3032.1,3185.3,3564.3
With Income Tax <= 0 (#m),88,96.2,96.8,136,130.8,99.8,100.5,101.1,101.5,98.5
With Combined Tax <= 0 (#m),62.7,65.3,66.2,98.6,99.8,69.5,70.5,71.4,72.2,71.4
UBI Benefits ($b),0,0,0,0,0,0,0,0,0,0
"Total Benefits, Consumption Value ($b)",2790.9,3225.5,3428.6,3617.9,4011.6,4064.2,4306,4560.9,4830.4,5105.8
Total Benefits Cost ($b),2790.9,3225.5,3428.6,3617.9,4011.6,4064.2,4306,4560.9,4830.4,5105.8
8 changes: 4 additions & 4 deletions taxcalc/tests/puf_var_wght_means_by_year.csv
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,description,2013,2014,2015,2016,2017,2018,2019,2020,2021,2022,2023,2024,2025,2026,2027,2028,2029,2030,2031
c00100,Federal AGI, 50840, 54457, 54942, 55071, 58036, 60303, 62172, 61116, 65223, 65987, 67384, 69233, 71263, 73211, 75045, 76998, 78975, 81032, 83345
c00100,Federal AGI, 50840, 54457, 54942, 55071, 58036, 60303, 62172, 61116, 65223, 65988, 67384, 69234, 71264, 73212, 75045, 76999, 78976, 81032, 83345
c02500,OASDI benefits in AGI, 1295, 1394, 1416, 1479, 1503, 1593, 1695, 1799, 1927, 2013, 2143, 2288, 2444, 2613, 2788, 2984, 3188, 3406, 3649
c04470,Post-phase-out itemized deduction, 5907, 6036, 6149, 6381, 6590, 6848, 7032, 7444, 7484, 7399, 7607, 7850, 8118, 8411, 8698, 9012, 9324, 9651, 10025
c04600,Post-phase-out personal exemption, 7105, 7131, 7163, 7217, 7149, 7262, 7408, 7528, 7582, 7706, 7843, 7994, 8154, 8320, 8497, 8681, 8874, 9072, 9271
c04800,Federal regular taxable income, 35754, 39298, 39664, 39592, 42556, 44439, 45949, 44282, 48196, 48999, 50011, 51437, 53006, 54453, 55772, 57171, 58576, 60036, 61690
c04800,Federal regular taxable income, 35754, 39298, 39664, 39592, 42556, 44439, 45949, 44282, 48196, 49000, 50011, 51437, 53006, 54453, 55773, 57171, 58576, 60036, 61690
c05200,Regular tax on taxable income, 7672, 8732, 8725, 8585, 9495, 9967, 10327, 9767, 10808, 11035, 11209, 11509, 11853, 12158, 12427, 12712, 12995, 13286, 13611
c07180,Child care credit, 17, 17, 17, 17, 17, 17, 17, 17, 0, 16, 16, 16, 16, 16, 16, 16, 16, 16, 16
c07220,Child tax credit (adjusted), 158, 155, 147, 143, 139, 133, 129, 124, 369, 119, 115, 111, 108, 104, 100, 97, 94, 91, 88
Expand Down Expand Up @@ -67,14 +67,14 @@ e87530,Adjusted qualified lifetime learning expenses for all students, 93,
eitc,Federal EITC, 376, 369, 364, 352, 342, 341, 344, 353, 341, 347, 348, 350, 352, 356, 361, 366, 372, 379, 385
elderly_dependents,number of dependents age 65+ in filing unit excluding taxpayer and spouse, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0
g20500,Itemizable gross (before 10% AGI disregard) casualty or theft loss, 29, 30, 31, 32, 34, 35, 36, 38, 38, 38, 39, 41, 42, 43, 45, 47, 50, 52, 55
iitax,Federal income tax liability, 6550, 7474, 7521, 7477, 8279, 8719, 9042, 5959, 7169, 9700, 9945, 10290, 10664, 10991, 11274, 11566, 11852, 12140, 12462
iitax,Federal income tax liability, 6550, 7474, 7521, 7477, 8279, 8719, 9042, 5959, 7103, 9700, 9946, 10290, 10664, 10992, 11274, 11567, 11852, 12141, 12462
k1bx14p,Partner self-employment earnings/loss for taxpayer (included in e26270 total), -213, -239, -187, -162, -144, -136, -127, -116, -129, -133, -142, -148, -152, -151, -146, -136, -121, -102, -86
k1bx14s,Partner self-employment earnings/loss for spouse (included in e26270 total), -7, -9, 0, 2, 8, 10, 11, 9, 11, 11, 11, 12, 13, 15, 17, 19, 21, 25, 26
nu06,Number of dependents under 6 years old, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0
nu13,Number of dependents under 13 years old, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0
p08000,Other tax credits (but not including Sch R credit), 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1
p22250,Sch D: Net short-term capital gains/losses, -120, -173, -172, -151, -195, -211, -238, -224, -277, -283, -263, -247, -243, -241, -241, -240, -244, -243, -238
p23250,Sch D: Net long-term capital gains/losses, 2284, 3191, 3138, 2776, 3680, 3911, 4262, 3868, 4720, 4718, 4301, 4064, 3945, 3882, 3863, 3885, 3934, 3995, 4082
payrolltax,Payroll taxes (ee+er) for OASDI+HI, 5193, 5382, 5440, 5515, 5676, 5833, 6012, 5987, 6205, 6393, 6579, 6781, 6991, 7192, 7374, 7557, 7739, 7926, 8133
payrolltax,Payroll taxes (ee+er) for OASDI+HI, 5193, 5382, 5440, 5515, 5676, 5833, 6012, 5987, 6205, 6382, 6567, 6769, 6978, 7179, 7361, 7543, 7726, 7912, 8119
pencon_p,Contributions to defined-contribution pension plans for taxpayer, 857, 899, 918, 942, 965, 997, 1029, 1019, 1055, 1089, 1122, 1158, 1195, 1229, 1259, 1292, 1324, 1355, 1389
pencon_s,Contributions to defined-contribution pension plans for spouse, 392, 409, 420, 423, 439, 452, 465, 460, 476, 491, 505, 520, 535, 550, 562, 575, 586, 598, 612
38 changes: 19 additions & 19 deletions taxcalc/tests/pufcsv_agg_expect.csv
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,2017,2018,2019,2020,2021,2022,2023,2024,2025,2026
Returns (#m),190.9,194.3,197.3,200.1,202.9,205.6,208.4,211.2,214.0,216.7
AGI ($b),11080.9,11811.6,12357.5,12310.1,13328.2,13665.6,14146.7,14731.8,15367.9,15985.9
Itemizers (#m),45.7,19.6,20.3,21.0,21.8,21.0,21.5,22.0,22.5,52.1
Itemized Deduction ($b),1279.5,608.8,639.3,688.6,711.7,692.9,722.7,756.2,793.5,1854.6
Standard Deduction Filers (#m),145.2,174.6,177.0,179.0,181.0,184.6,186.9,189.1,191.4,164.6
Standard Deduction ($b),1238.9,2860.2,2949.2,3034.3,3093.6,3212.8,3313.6,3422.1,3536.5,1642.5
Personal Exemption ($b),1364.9,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,1734.7
Taxable Income ($b),8109.9,9171.4,9634.0,9476.9,10409.7,10714.5,11094.2,11569.4,12090.0,11917.4
Regular Tax ($b),1655.9,1707.9,1794.9,1742.1,1930.1,1997.7,2077.3,2176.5,2283.8,2495.5
AMT Income ($b),10514.1,11420.4,11944.1,11859.8,12863.0,13213.5,13671.1,14230.8,14838.9,15154.4
AMT Liability ($b),51.8,23.4,24.5,25.9,26.8,27.0,27.6,28.7,30.1,80.3
AMT Filers (#m),5.7,0.6,1.0,1.0,1.0,1.0,1.0,1.1,1.1,7.9
Tax before Credits ($b),1707.8,1731.3,1819.3,1768.0,1956.9,2024.7,2104.9,2205.3,2314.0,2575.8
Refundable Credits ($b),103.0,117.6,118.9,645.2,798.1,122.1,123.1,124.2,126.4,111.7
Nonrefundable Credits ($b),66.9,126.9,128.3,126.0,44.0,132.1,134.9,137.8,140.4,75.4
AGI ($b),11080.9,11811.6,12357.5,12310.1,13328.0,13665.5,14146.6,14731.7,15367.8,15985.7
Itemizers (#m),45.7,19.6,20.2,20.8,21.6,20.3,20.7,21.2,21.7,51.9
Itemized Deduction ($b),1279.5,608.8,639.1,686.2,708.8,677.7,706.7,739.0,776.5,1853.3
Standard Deduction Filers (#m),145.2,174.6,177.0,179.2,181.2,185.3,187.6,190.0,192.2,164.8
Standard Deduction ($b),1238.9,2860.2,2949.9,3039.5,3105.1,3284.1,3387.4,3498.8,3615.4,1669.3
Personal Exemption ($b),1364.9,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,1761.9
Taxable Income ($b),8109.9,9171.4,9634.0,9474.9,10404.7,10680.3,11059.0,11533.0,12052.2,11885.8
Regular Tax ($b),1655.9,1707.9,1794.9,1763.1,1927.6,1984.6,2063.6,2162.2,2268.8,2479.8
AMT Income ($b),10514.1,11420.4,11944.2,11861.0,12864.7,13222.8,13681.0,14241.6,14849.4,15155.6
AMT Liability ($b),51.8,23.4,24.4,24.8,26.6,26.8,27.4,28.6,30.0,79.5
AMT Filers (#m),5.7,0.6,0.6,0.3,0.6,0.6,0.6,0.6,0.6,7.3
Tax before Credits ($b),1707.8,1731.3,1819.2,1787.9,1954.3,2011.4,2091.0,2190.7,2298.8,2559.3
Refundable Credits ($b),103.0,117.6,118.9,644.8,797.7,124.8,125.9,127.0,129.4,114.7
Nonrefundable Credits ($b),66.9,126.9,128.3,126.1,44.4,131.9,134.7,137.6,140.3,75.5
Reform Surtaxes ($b),0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
Other Taxes ($b),40.0,45.0,48.3,45.5,53.5,54.5,52.6,52.2,52.8,53.7
Ind Income Tax ($b),1577.9,1531.8,1620.4,1042.3,1168.3,1825.0,1899.5,1995.4,2099.9,2442.4
Payroll Taxes ($b),1083.8,1133.1,1186.2,1198.2,1250.8,1306.3,1362.3,1422.8,1486.2,1548.8
Combined Liability ($b),2661.7,2664.9,2806.6,2240.5,2419.1,3131.3,3261.8,3418.2,3586.1,3991.2
With Income Tax <= 0 (#m),92.8,98.5,99.2,132.6,127.1,102.3,103.3,104.1,105.1,101.1
With Combined Tax <= 0 (#m),63.3,65.5,66.6,102.7,96.3,69.9,71.0,72.0,73.0,72.6
Ind Income Tax ($b),1577.9,1531.8,1620.3,1062.5,1165.8,1809.2,1883.0,1978.2,2081.9,2422.9
Payroll Taxes ($b),1083.8,1133.1,1186.2,1197.8,1259.0,1312.4,1368.7,1429.5,1493.2,1556.1
Combined Liability ($b),2661.7,2664.9,2806.5,2260.3,2424.8,3121.6,3251.7,3407.7,3575.1,3979.0
With Income Tax <= 0 (#m),92.8,98.5,99.6,132.4,127.5,103.2,104.2,105.0,106.0,101.9
With Combined Tax <= 0 (#m),63.3,65.5,66.7,102.7,96.3,70.3,71.4,72.4,73.5,72.9
UBI Benefits ($b),0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
"Total Benefits, Consumption Value ($b)",1052.3,1104.9,1174.1,1244.8,1494.0,1406.5,1489.3,1579.4,1672.9,1772.0
Total Benefits Cost ($b),1052.3,1104.9,1174.1,1244.8,1494.0,1406.5,1489.3,1579.4,1672.9,1772.0