diff --git a/changelog_entry.yaml b/changelog_entry.yaml index dab5707ebae..e69de29bb2d 100644 --- a/changelog_entry.yaml +++ b/changelog_entry.yaml @@ -1,4 +0,0 @@ -- bump: minor - changes: - added: - - Change is_widowed to is_surviving_spouse. diff --git a/policyengine_us/tests/policy/baseline/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.yaml b/policyengine_us/tests/policy/baseline/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.yaml index df64d019a17..76bc426374e 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.yaml @@ -5,11 +5,11 @@ person1: age: 64 is_tax_unit_head: 1 - is_surviving_spouse: True + is_widowed: True person2: age: 64 is_tax_unit_spouse: 1 - is_surviving_spouse: False + is_widowed: False tax_units: tax_unit: members: [person1, person2] @@ -27,11 +27,11 @@ person1: age: 64 is_tax_unit_head: 1 - is_surviving_spouse: False + is_widowed: False person2: age: 64 is_tax_unit_spouse: 1 - is_surviving_spouse: False + is_widowed: False tax_units: tax_unit: members: [person1, person2] diff --git a/policyengine_us/tests/policy/baseline/household/demographic/tax_unit/surviving_spouse_eligible.yaml b/policyengine_us/tests/policy/baseline/household/demographic/tax_unit/surviving_spouse_eligible.yaml index 981cffb2c70..ffef67fbfb9 100644 --- a/policyengine_us/tests/policy/baseline/household/demographic/tax_unit/surviving_spouse_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/household/demographic/tax_unit/surviving_spouse_eligible.yaml @@ -1,22 +1,22 @@ -- name: Surviving spouse head without dependents is not eligible to file as surviving spouse. +- name: Widowed head without dependents is not eligible to file as surviving spouse. period: 2022 input: people: head: - is_surviving_spouse: true + is_widowed: true tax_units: tax_unit: members: [head] output: surviving_spouse_eligible: false -- name: Surviving spouse head with one dependent is eligible. +- name: Widowed head with one dependent is eligible. period: 2022 input: people: head: is_tax_unit_head: true - is_surviving_spouse: true + is_widowed: true child: {} tax_units: tax_unit: diff --git a/policyengine_us/tests/policy/contrib/congress/romney/family_security_act/remove_head_of_household.yaml b/policyengine_us/tests/policy/contrib/congress/romney/family_security_act/remove_head_of_household.yaml index eaa48bc257c..2dd100bd620 100644 --- a/policyengine_us/tests/policy/contrib/congress/romney/family_security_act/remove_head_of_household.yaml +++ b/policyengine_us/tests/policy/contrib/congress/romney/family_security_act/remove_head_of_household.yaml @@ -13,7 +13,7 @@ output: filing_status: SINGLE -- name: Remove head of household filing status for surviving spouse filers without children +- name: Remove head of household filing status for widowed filers without children period: 2023 reforms: policyengine_us.reforms.congress.romney.family_security_act.remove_head_of_household.remove_head_of_household input: @@ -21,7 +21,7 @@ people: head: is_tax_unit_head: true - is_surviving_spouse: true + is_widowed: true tax_units: tax_unit: members: [head] diff --git a/policyengine_us/variables/gov/states/ar/tax/income/credits/personal/ar_personal_credits_base.py b/policyengine_us/variables/gov/states/ar/tax/income/credits/personal/ar_personal_credits_base.py index 2b259aa4e92..1ad696c3261 100644 --- a/policyengine_us/variables/gov/states/ar/tax/income/credits/personal/ar_personal_credits_base.py +++ b/policyengine_us/variables/gov/states/ar/tax/income/credits/personal/ar_personal_credits_base.py @@ -33,12 +33,12 @@ def formula(tax_unit, period, parameters): blind = person("is_blind", period) # Deaf filers get an additional personal tax credit amount deaf = person("is_deaf", period) - # Surviving spouse and head of household filers receive an additional credit amount + # Widowed and head of household filers receive an additional credit amount filing_status = tax_unit("filing_status", period) statuses = filing_status.possible_values - surviving_spouse = filing_status == statuses.SURVIVING_SPOUSE + widow = filing_status == statuses.SURVIVING_SPOUSE hoh = filing_status == statuses.HEAD_OF_HOUSEHOLD - filing_status_eligible = surviving_spouse | hoh + filing_status_eligible = widow | hoh personal_credit_count = tax_unit.sum( head_or_spouse diff --git a/policyengine_us/variables/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.py b/policyengine_us/variables/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.py index 683e0d57a46..c4bc041e5c0 100644 --- a/policyengine_us/variables/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.py +++ b/policyengine_us/variables/gov/states/la/tax/income/exemptions/personal/la_widow_exemption.py @@ -14,8 +14,6 @@ class la_widow_exemption(Variable): def formula(tax_unit, period, parameters): person = tax_unit.members - is_surviving_spouse = tax_unit.any( - person("is_surviving_spouse", period) - ) + is_widowed = tax_unit.any(person("is_widowed", period)) p = parameters(period).gov.states.la.tax.income.exemptions - return is_surviving_spouse * p.widow + return is_widowed * p.widow diff --git a/policyengine_us/variables/household/demographic/marital_unit/is_widowed.py b/policyengine_us/variables/household/demographic/marital_unit/is_widowed.py index baa5f31269e..1178b0cc690 100644 --- a/policyengine_us/variables/household/demographic/marital_unit/is_widowed.py +++ b/policyengine_us/variables/household/demographic/marital_unit/is_widowed.py @@ -1,9 +1,9 @@ from policyengine_us.model_api import * -class is_surviving_spouse(Variable): +class is_widowed(Variable): value_type = bool entity = Person - label = "Surviving Spouse" - documentation = "Whether the person is a surviving spouse." + label = "Widowed" + documentation = "Whether the person is widowed." definition_period = YEAR diff --git a/policyengine_us/variables/household/demographic/tax_unit/surviving_spouse_eligible.py b/policyengine_us/variables/household/demographic/tax_unit/surviving_spouse_eligible.py index 1b61cca9699..7ca529ff31e 100644 --- a/policyengine_us/variables/household/demographic/tax_unit/surviving_spouse_eligible.py +++ b/policyengine_us/variables/household/demographic/tax_unit/surviving_spouse_eligible.py @@ -9,14 +9,14 @@ class surviving_spouse_eligible(Variable): reference = "https://www.law.cornell.edu/uscode/text/26/2#a" def formula(tax_unit, period, parameters): - # The surviving spouse filing status should only apply to surviving spouse heads + # The widowed filing status should only apply to widowed heads # who maintain a household for at least one dependent person = tax_unit.members is_head = person("is_tax_unit_head", period) - is_surviving_spouse = person("is_surviving_spouse", period) - surviving_spouse_head = tax_unit.any(is_head & is_surviving_spouse) + is_widowed = person("is_widowed", period) + widowed_head = tax_unit.any(is_head & is_widowed) has_child_dependents = ( tax_unit("tax_unit_child_dependents", period) > 0 ) married = tax_unit("tax_unit_married", period) - return surviving_spouse_head & has_child_dependents & ~married + return widowed_head & has_child_dependents & ~married