From 95f6e1eb7f181bc3b0dc44efec76f3e8a3848e97 Mon Sep 17 00:00:00 2001 From: jdebacker Date: Sat, 14 Sep 2024 21:41:18 -0400 Subject: [PATCH 1/3] bump version number --- docs/index.md | 2 +- setup.py | 2 +- taxcalc/__init__.py | 2 +- 3 files changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/index.md b/docs/index.md index abe53c058..4f97f63b4 100644 --- a/docs/index.md +++ b/docs/index.md @@ -57,7 +57,7 @@ The cross-model validation work with NBER's TAXSIM-27 model is described ## Latest release -{doc}`4.2.1 (2024-07-30) ` +{doc}`4.2.2 (2024-09-14) ` If you are already using Tax-Calculator, upgrade using the following command: diff --git a/setup.py b/setup.py index edc1094e1..168700c24 100644 --- a/setup.py +++ b/setup.py @@ -3,7 +3,7 @@ with open("README.md") as f: longdesc = f.read() -version = "4.2.1" +version = "4.2.2" config = { "description": "Tax Calculator", diff --git a/taxcalc/__init__.py b/taxcalc/__init__.py index 91eccf03c..99296938d 100644 --- a/taxcalc/__init__.py +++ b/taxcalc/__init__.py @@ -14,4 +14,4 @@ from taxcalc.utils import * from taxcalc.cli import * -__version__ = '4.2.1' +__version__ = '4.2.2' From 1f34cf39a5dae2f62e3b952f51b94eae667a904f Mon Sep 17 00:00:00 2001 From: jdebacker Date: Sat, 14 Sep 2024 21:48:25 -0400 Subject: [PATCH 2/3] update releases --- docs/about/releases.md | 18 ++++++++++++++++++ 1 file changed, 18 insertions(+) diff --git a/docs/about/releases.md b/docs/about/releases.md index ea896f736..50331d0db 100644 --- a/docs/about/releases.md +++ b/docs/about/releases.md @@ -3,6 +3,24 @@ Release history Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclosed) for a complete commit history. +2024-09-14 Release 4.2.2 +------------------------ +(last merged pull request is +[#2801](https://github.com/PSLmodels/Tax-Calculator/pull/2801)) + +**This is a bug-fix release.** + +**API Changes** + +**New Features** +- Non-substantive, cosmetic changes to `policy_current_law.json` file [[#2791](https://github.com/PSLmodels/Tax-Calculator/pull/2791) by Martin Holmer] +-Update `tmd_growfactors.csv` and `tmd_weights.csv.gz` files file [[#2797](https://github.com/PSLmodels/Tax-Calculator/pull/2797) by Martin Holmer] + + +**Bug Fixes** +- Add missing pre-2022 values for indexed policy parameters [[#2789](https://github.com/PSLmodels/Tax-Calculator/pull/2789) by Martin Holmer] +- Fix education tax credit phase-out parameters [[#2790](https://github.com/PSLmodels/Tax-Calculator/pull/2790) by Martin Holmer] +- Several PRs with updates for dependency versions and other minor changes by Martin Holmer and Jason DeBacker 2024-07-30 Release 4.2.1 ------------------------ From 51f8aef87e6c9a889988855a484a6020bcc9cbeb Mon Sep 17 00:00:00 2001 From: jdebacker Date: Sat, 14 Sep 2024 22:55:12 -0400 Subject: [PATCH 3/3] update expected files --- taxcalc.egg-info/PKG-INFO | 5 +- .../a21-taxdiffs-expect.csv | 4 +- .../b18-taxdiffs-expect.csv | 14 +++--- .../b19-taxdiffs-expect.csv | 14 +++--- .../b20-taxdiffs-expect.csv | 14 +++--- .../b21-taxdiffs-expect.csv | 50 +++++++++---------- .../c18-taxdiffs-expect.csv | 16 +++--- .../c19-taxdiffs-expect.csv | 16 +++--- .../c20-taxdiffs-expect.csv | 25 ++++++++++ .../c21-taxdiffs-expect.csv | 25 ++++++++++ 10 files changed, 116 insertions(+), 67 deletions(-) create mode 100644 taxcalc/validation/taxsim35/expected_differences/c20-taxdiffs-expect.csv create mode 100644 taxcalc/validation/taxsim35/expected_differences/c21-taxdiffs-expect.csv diff --git a/taxcalc.egg-info/PKG-INFO b/taxcalc.egg-info/PKG-INFO index 79f62759c..2ed490aa9 100644 --- a/taxcalc.egg-info/PKG-INFO +++ b/taxcalc.egg-info/PKG-INFO @@ -1,6 +1,6 @@ Metadata-Version: 2.1 Name: taxcalc -Version: 4.2.1 +Version: 4.2.2 Summary: taxcalc Home-page: https://github.com/PSLmodels/Tax-Calculator Download-URL: https://github.com/PSLmodels/Tax-Calculator @@ -12,7 +12,6 @@ Classifier: License :: CC0 1.0 Universal (CC0 1.0) Public Domain Dedication Classifier: Operating System :: OS Independent Classifier: Programming Language :: Python Classifier: Programming Language :: Python :: 3 -Classifier: Programming Language :: Python :: 3.9 Classifier: Programming Language :: Python :: 3.10 Classifier: Programming Language :: Python :: 3.11 Classifier: Programming Language :: Python :: 3.12 @@ -30,7 +29,7 @@ Requires-Dist: paramtools>=0.18.3 | | | | --- | --- | | Org | [![PSL cataloged](https://img.shields.io/badge/PSL-cataloged-a0a0a0.svg)](https://www.PSLmodels.org) [![OS License: CCO-1.0](https://img.shields.io/badge/OS%20License-CCO%201.0-yellow)](https://github.com/PSLmodels/Tax-Calculator/blob/master/LICENSE) [![Jupyter Book Badge](https://jupyterbook.org/badge.svg)](https://pslmodels.github.io/Tax-Calculator/) | -| Package | [![Python 3.9](https://img.shields.io/badge/python-3.9-blue.svg)](https://www.python.org/downloads/release/python-3916/) [![Python 3.10](https://img.shields.io/badge/python-3.10-blue.svg)](https://www.python.org/downloads/release/python-3108/) [![Python 3.11](https://img.shields.io/badge/python-3.11-blue.svg)](https://www.python.org/downloads/release/python-3118/) [![Python 3.12](https://img.shields.io/badge/python-3.12-blue.svg)](https://www.python.org/downloads/release/python-3121/) [![PyPI Latest Release](https://img.shields.io/pypi/v/taxcalc.svg)](https://pypi.org/project/taxcalc/) [![PyPI Downloads](https://img.shields.io/pypi/dm/taxcalc.svg?label=PyPI%20downloads)](https://pypi.org/project/taxcalc/) [![Anaconda](https://img.shields.io/conda/dn/conda-forge/taxcalc?color=brightgreen&label=downloads&logo=conda-forge)](https://anaconda.org/conda-forge/taxcalc)| +| Package | [![Python 3.10](https://img.shields.io/badge/python-3.10-blue.svg)](https://www.python.org/downloads/release/python-3108/) [![Python 3.11](https://img.shields.io/badge/python-3.11-blue.svg)](https://www.python.org/downloads/release/python-3118/) [![Python 3.12](https://img.shields.io/badge/python-3.12-blue.svg)](https://www.python.org/downloads/release/python-3121/) [![PyPI Latest Release](https://img.shields.io/pypi/v/taxcalc.svg)](https://pypi.org/project/taxcalc/) [![PyPI Downloads](https://img.shields.io/pypi/dm/taxcalc.svg?label=PyPI%20downloads)](https://pypi.org/project/taxcalc/) [![Anaconda](https://img.shields.io/conda/dn/conda-forge/taxcalc?color=brightgreen&label=downloads&logo=conda-forge)](https://anaconda.org/conda-forge/taxcalc)| | Testing | ![example event parameter](https://github.com/PSLmodels/Tax-Calculator/actions/workflows/build_and_test.yml/badge.svg?branch=master) ![example event parameter](https://github.com/PSLmodels/Tax-Calculator/actions/workflows/deploy_jupyterbook.yml/badge.svg?branch=master) [![Codecov](https://codecov.io/gh/PSLmodels/Tax-Calculator/branch/master/graph/badge.svg)](https://codecov.io/gh/PSLmodels/Tax-Calculator) | diff --git a/taxcalc/validation/taxsim35/expected_differences/a21-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/a21-taxdiffs-expect.csv index 39747593b..6ac04ebb3 100644 --- a/taxcalc/validation/taxsim35/expected_differences/a21-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/a21-taxdiffs-expect.csv @@ -1,5 +1,5 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,6,-1.5300000000006548,104,-9933.15,-9934.68 +iitax,0,0.0,no diff,no diff,no diff statetax,0,0.0,no diff,no diff,no diff payrolltax,0,0.0,no diff,no diff,no diff mtr_inctax,1,80.1,150,30.9,111.0 @@ -18,7 +18,7 @@ gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,0,0.0,no diff,no diff,no diff c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff -eitc,6,1.5300000000000011,136,56.15,57.68 +eitc,0,0.0,no diff,no diff,no diff c62100,0,0.0,no diff,no diff,no diff amt_liability,0,0.0,no diff,no diff,no diff iitax_before_credits_ex_AMT,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/b18-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/b18-taxdiffs-expect.csv index a18d73320..a1edfa410 100644 --- a/taxcalc/validation/taxsim35/expected_differences/b18-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/b18-taxdiffs-expect.csv @@ -1,8 +1,8 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-28040.51999999996,221,465566.97,437526.45 +iitax,1000,-27543.059999999998,239,422043.45,394500.39 statetax,0,0.0,no diff,no diff,no diff payrolltax,942,15897.89,861,43904.8,59802.69 -mtr_inctax,445,-15.39,869,48.39,33.0 +mtr_inctax,395,-18.090000000000003,114,42.09,24.0 mtr_state,0,0.0,no diff,no diff,no diff c00100,567,-7949.869999999995,861,984467.76,976517.89 e02300,0,0.0,no diff,no diff,no diff @@ -11,15 +11,15 @@ post_phase_out_pe,0,0.0,no diff,no diff,no diff phased_out_pe,0,0.0,no diff,no diff,no diff c21040,0,0.0,no diff,no diff,no diff c04470,0,0.0,no diff,no diff,no diff -c04800,1000,-77330.33000000007,239,1308141.76,1230811.43 -taxbc,1000,-32120.51999999996,221,467556.97,435436.45 +c04800,1000,-74440.69999999995,239,1308141.76,1233701.06 +taxbc,1000,-31100.119999999995,221,467556.97,436456.85 exemption_surtax,0,0.0,no diff,no diff,no diff gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,15,311.75,930,1355.76,1667.51 c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff eitc,0,0.0,no diff,no diff,no diff -c62100,1000,134121.56000000006,353,1329565.93,1463687.49 -amt_liability,305,20536.04,892,0.0,20536.04 -iitax_before_credits_ex_AMT,1000,-28612.22000000003,239,419991.45,391379.23 +c62100,1000,-74440.69999999995,239,1332141.76,1257701.06 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27543.059999999998,239,419991.45,392448.39 recovery_rebate_credit,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/b19-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/b19-taxdiffs-expect.csv index 87b234db3..b526b9fa8 100644 --- a/taxcalc/validation/taxsim35/expected_differences/b19-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/b19-taxdiffs-expect.csv @@ -1,8 +1,8 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-28131.679999999993,956,292614.24,264482.56 +iitax,1000,-27824.47999999998,956,292614.24,264789.76 statetax,0,0.0,no diff,no diff,no diff payrolltax,946,16470.230000000003,583,42555.56,59025.79 -mtr_inctax,428,-16.990000000000002,431,44.99,28.0 +mtr_inctax,361,-19.07,476,43.07,24.0 mtr_state,0,0.0,no diff,no diff,no diff c00100,535,-8235.959999999963,583,1095818.15,1087582.19 e02300,0,0.0,no diff,no diff,no diff @@ -11,15 +11,15 @@ post_phase_out_pe,0,0.0,no diff,no diff,no diff phased_out_pe,0,0.0,no diff,no diff,no diff c21040,0,0.0,no diff,no diff,no diff c04470,0,0.0,no diff,no diff,no diff -c04800,1000,-77845.41000000003,956,960616.86,882771.45 -taxbc,1000,-31634.48999999999,600,394678.94,363044.45 +c04800,1000,-75201.29999999993,956,960616.86,885415.56 +taxbc,1000,-30819.72000000003,600,394678.94,363859.22 exemption_surtax,0,0.0,no diff,no diff,no diff gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,9,389.85000000000014,113,908.31,1298.16 c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff eitc,0,0.0,no diff,no diff,no diff -c62100,1000,138070.68000000017,759,1632066.41,1770137.09 -amt_liability,301,20274.89,863,0.0,20274.89 -iitax_before_credits_ex_AMT,1000,-28802.79999999999,956,291018.24,262215.44 +c62100,1000,-75201.29999999993,956,986316.86,911115.56 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27824.47999999998,956,291018.24,263193.76 recovery_rebate_credit,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/b20-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/b20-taxdiffs-expect.csv index e90e637d9..6356effb2 100644 --- a/taxcalc/validation/taxsim35/expected_differences/b20-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/b20-taxdiffs-expect.csv @@ -1,8 +1,8 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-21050.880000000005,600,240306.89,219256.01 +iitax,1000,-27821.880000000005,957,252485.92,224664.04 statetax,0,0.0,no diff,no diff,no diff payrolltax,939,17066.6,860,50776.77,67843.37 -mtr_inctax,843,-19.299999999999997,280,52.3,33.0 +mtr_inctax,387,-21.15,159,50.15,29.0 mtr_state,0,0.0,no diff,no diff,no diff c00100,546,-8534.540000000037,860,1450796.75,1442262.21 e02300,1,10000.0,905,0.0,10000.0 @@ -11,15 +11,15 @@ post_phase_out_pe,0,0.0,no diff,no diff,no diff phased_out_pe,0,0.0,no diff,no diff,no diff c21040,0,0.0,no diff,no diff,no diff c04470,0,0.0,no diff,no diff,no diff -c04800,1000,-78096.15999999992,957,856997.08,778900.92 -taxbc,1000,-25130.880000000005,600,242600.89,217470.01 +c04800,1000,-75194.26000000001,957,856997.08,781802.82 +taxbc,1000,-30928.869999999995,903,446385.24,415456.37 exemption_surtax,0,0.0,no diff,no diff,no diff gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,7,-60.12000000000012,562,1812.92,1752.8 c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff eitc,0,0.0,no diff,no diff,no diff -c62100,1000,131537.64000000013,56,1352907.13,1484444.77 -amt_liability,144,13043.77,604,0.0,13043.77 -iitax_before_credits_ex_AMT,1000,-21572.860000000015,916,187882.78,166309.91999999998 +c62100,1000,-75194.26000000001,957,883097.08,807902.82 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27821.880000000005,957,251687.92,223866.04 recovery_rebate_credit,3,1568.03,613,0.0,1568.03 diff --git a/taxcalc/validation/taxsim35/expected_differences/b21-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/b21-taxdiffs-expect.csv index 6855acbc9..8a524c45c 100644 --- a/taxcalc/validation/taxsim35/expected_differences/b21-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/b21-taxdiffs-expect.csv @@ -1,25 +1,25 @@ -,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-26282.14,621,363908.06,337625.92 -statetax,0,0,no diff,no diff,no diff -payrolltax,927,17673.56,359,38169.65,55843.21 -mtr_inctax,475,-25.15,252,25.15,0 -mtr_state,0,0,no diff,no diff,no diff -c00100,588,-8838.32,359,923028.96,914190.64 -e02300,0,0,no diff,no diff,no diff -c02500,0,0,no diff,no diff,no diff -post_phase_out_pe,0,0,no diff,no diff,no diff -phased_out_pe,0,0,no diff,no diff,no diff -c21040,0,0,no diff,no diff,no diff -c04470,0,0,no diff,no diff,no diff -c04800,1000,-79781.2,557,863181.07,783399.87 -taxbc,1000,-32968.14,11,236011.88,203043.74 -exemption_surtax,0,0,no diff,no diff,no diff -gen_tax_credit,0,0,no diff,no diff,no diff -non_refundable_child_odep_credit,6,255.18,202,1305.4,1560.58 -c11070,6,255.18,202,1305.4,1560.58 -c07180,0,0,no diff,no diff,no diff -eitc,0,0,no diff,no diff,no diff -c62100,1000,134481.4,718,1516232.63,1650714.03 -amt_liability,317,20260.32,513,0,20260.32 -iitax_before_credits_ex_AMT,1000,-29519.05,557,253689.5,224170.45 -recovery_rebate_credit,0,0,no diff,no diff,no diff \ No newline at end of file +,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val +iitax,1000,-27772.820000000007,557,254981.5,227208.68 +statetax,0,0.0,no diff,no diff,no diff +payrolltax,927,17673.559999999998,359,38169.65,55843.21 +mtr_inctax,403,-25.15,252,25.15,0.0 +mtr_state,0,0.0,no diff,no diff,no diff +c00100,588,-8838.319999999949,359,923028.96,914190.64 +e02300,0,0.0,no diff,no diff,no diff +c02500,0,0.0,no diff,no diff,no diff +post_phase_out_pe,0,0.0,no diff,no diff,no diff +phased_out_pe,0,0.0,no diff,no diff,no diff +c21040,0,0.0,no diff,no diff,no diff +c04470,0,0.0,no diff,no diff,no diff +c04800,1000,-75061.65999999992,557,863181.07,788119.41 +taxbc,1000,-31201.459999999992,11,236011.88,204810.42 +exemption_surtax,0,0.0,no diff,no diff,no diff +gen_tax_credit,0,0.0,no diff,no diff,no diff +non_refundable_child_odep_credit,6,255.17999999999984,202,1305.4,1560.58 +c11070,6,255.17999999999984,202,1305.4,1560.58 +c07180,0,0.0,no diff,no diff,no diff +eitc,0,0.0,no diff,no diff,no diff +c62100,1000,-75061.65999999992,557,888281.07,813219.41 +amt_liability,1,2058.18,252,0.0,2058.18 +iitax_before_credits_ex_AMT,1000,-27772.820000000007,557,253689.5,225916.68 +recovery_rebate_credit,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/c18-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/c18-taxdiffs-expect.csv index 4ba1772f0..1032c3e7e 100644 --- a/taxcalc/validation/taxsim35/expected_differences/c18-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/c18-taxdiffs-expect.csv @@ -1,8 +1,8 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-28423.099999999977,608,351510.6,323087.5 +iitax,1000,-27840.640000000014,246,246001.89,218161.25 statetax,0,0.0,no diff,no diff,no diff payrolltax,939,15897.900000000001,861,39167.24,55065.14 -mtr_inctax,424,-17.490000000000002,17,50.49,33.0 +mtr_inctax,384,-21.490000000000002,17,50.49,29.0 mtr_state,0,0.0,no diff,no diff,no diff c00100,573,-7949.859999999986,861,963275.51,955325.65 e02300,0,0.0,no diff,no diff,no diff @@ -10,16 +10,16 @@ c02500,0,0.0,no diff,no diff,no diff post_phase_out_pe,0,0.0,no diff,no diff,no diff phased_out_pe,0,0.0,no diff,no diff,no diff c21040,0,0.0,no diff,no diff,no diff -c04470,93,26000.0,368,0.0,26000.0 -c04800,1000,-76819.18999999994,608,1114955.69,1038136.5 -taxbc,1000,-33247.869999999995,956,229141.22,195893.35 +c04470,0,0.0,no diff,no diff,no diff +c04800,1000,-75244.97999999998,246,828115.91,752870.93 +taxbc,1000,-32292.660000000003,956,229141.22,196848.56 exemption_surtax,0,0.0,no diff,no diff,no diff gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,12,234.75,561,1293.63,1528.38 c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff eitc,0,0.0,no diff,no diff,no diff -c62100,1000,133510.84999999986,115,1770440.11,1903950.96 -amt_liability,247,17177.0,892,0.0,17177.0 -iitax_before_credits_ex_AMT,1000,-28423.099999999977,608,350552.6,322129.5 +c62100,1000,-75244.97999999998,246,854715.91,779470.93 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27840.640000000014,246,245271.89,217431.25 recovery_rebate_credit,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/c19-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/c19-taxdiffs-expect.csv index e9e501480..95259cd1f 100644 --- a/taxcalc/validation/taxsim35/expected_differences/c19-taxdiffs-expect.csv +++ b/taxcalc/validation/taxsim35/expected_differences/c19-taxdiffs-expect.csv @@ -1,8 +1,8 @@ ,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val -iitax,1000,-28313.72000000003,837,312222.07,283908.35 +iitax,1000,-27608.780000000028,837,312222.07,284613.29 statetax,0,0.0,no diff,no diff,no diff payrolltax,942,16454.309999999998,873,46662.91,63117.22 -mtr_inctax,400,-19.259999999999998,130,48.26,29.0 +mtr_inctax,366,-19.259999999999998,130,48.26,29.0 mtr_state,0,0.0,no diff,no diff,no diff c00100,550,-8228.23999999999,873,1128648.72,1120420.48 e02300,0,0.0,no diff,no diff,no diff @@ -10,16 +10,16 @@ c02500,0,0.0,no diff,no diff,no diff post_phase_out_pe,0,0.0,no diff,no diff,no diff phased_out_pe,0,0.0,no diff,no diff,no diff c21040,0,0.0,no diff,no diff,no diff -c04470,88,27000.0,187,0.0,27000.0 -c04800,1000,-76708.95999999996,758,759327.73,682618.77 -taxbc,1000,-30693.73000000004,837,313966.08,283272.35 +c04470,0,0.0,no diff,no diff,no diff +c04800,1000,-74618.33999999997,837,1015746.15,941127.81 +taxbc,1000,-29988.790000000037,837,313966.08,283977.29 exemption_surtax,0,0.0,no diff,no diff,no diff gen_tax_credit,0,0.0,no diff,no diff,no diff non_refundable_child_odep_credit,10,382.96000000000004,3,3128.1,3511.06 c11070,0,0.0,no diff,no diff,no diff c07180,0,0.0,no diff,no diff,no diff eitc,0,0.0,no diff,no diff,no diff -c62100,1000,135318.34999999986,388,1091657.28,1226975.63 -amt_liability,251,16473.47,863,0.0,16473.47 -iitax_before_credits_ex_AMT,1000,-28382.320000000007,758,218411.26,190028.94 +c62100,1000,-74618.33999999997,837,1025746.15,951127.81 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27608.780000000028,837,311586.07,283977.29 recovery_rebate_credit,0,0.0,no diff,no diff,no diff diff --git a/taxcalc/validation/taxsim35/expected_differences/c20-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/c20-taxdiffs-expect.csv new file mode 100644 index 000000000..84939cd1d --- /dev/null +++ b/taxcalc/validation/taxsim35/expected_differences/c20-taxdiffs-expect.csv @@ -0,0 +1,25 @@ +,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val +iitax,1000,-27587.579999999958,966,377963.72,350376.14 +statetax,0,0.0,no diff,no diff,no diff +payrolltax,938,17032.1,397,31756.92,48789.02 +mtr_inctax,390,-26.560000000000002,153,55.56,29.0 +mtr_state,0,0.0,no diff,no diff,no diff +c00100,571,8800.0,912,148171.91,156971.91 +e02300,1,19000.0,912,0.0,19000.0 +c02500,0,0.0,no diff,no diff,no diff +post_phase_out_pe,0,0.0,no diff,no diff,no diff +phased_out_pe,0,0.0,no diff,no diff,no diff +c21040,0,0.0,no diff,no diff,no diff +c04470,0,0.0,no diff,no diff,no diff +c04800,1000,-74561.02000000002,966,1192564.1,1118003.08 +taxbc,1000,-30679.309999999998,830,319552.27,288872.96 +exemption_surtax,0,0.0,no diff,no diff,no diff +gen_tax_credit,0,0.0,no diff,no diff,no diff +non_refundable_child_odep_credit,11,402.75,218,6454.73,6857.48 +c11070,0,0.0,no diff,no diff,no diff +c07180,0,0.0,no diff,no diff,no diff +eitc,0,0.0,no diff,no diff,no diff +c62100,1000,-74561.02000000002,966,1202564.1,1128003.08 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27587.579999999958,966,377887.72,350300.14 +recovery_rebate_credit,2,472.78,449,0.0,472.78 diff --git a/taxcalc/validation/taxsim35/expected_differences/c21-taxdiffs-expect.csv b/taxcalc/validation/taxsim35/expected_differences/c21-taxdiffs-expect.csv new file mode 100644 index 000000000..2c5a57c90 --- /dev/null +++ b/taxcalc/validation/taxsim35/expected_differences/c21-taxdiffs-expect.csv @@ -0,0 +1,25 @@ +,# of differing records,max_diff,max_diff_index,max_diff_taxsim_val,max_diff_taxcalc_val +iitax,1000,-27509.429999999993,104,238353.58,210844.15 +statetax,0,0.0,no diff,no diff,no diff +payrolltax,927,17673.57,359,42415.9,60089.47 +mtr_inctax,418,-20.1,120,49.1,29.0 +mtr_state,0,0.0,no diff,no diff,no diff +c00100,560,-8838.319999999832,359,1081408.68,1072570.36 +e02300,0,0.0,no diff,no diff,no diff +c02500,0,0.0,no diff,no diff,no diff +post_phase_out_pe,0,0.0,no diff,no diff,no diff +phased_out_pe,0,0.0,no diff,no diff,no diff +c21040,0,0.0,no diff,no diff,no diff +c04470,0,0.0,no diff,no diff,no diff +c04800,1000,-74349.80999999994,104,818635.34,744285.53 +taxbc,1000,-30739.429999999993,104,239417.58,208678.15 +exemption_surtax,0,0.0,no diff,no diff,no diff +gen_tax_credit,0,0.0,no diff,no diff,no diff +non_refundable_child_odep_credit,8,270.96999999999997,221,3.17,274.14 +c11070,8,270.96999999999997,221,3.17,274.14 +c07180,4,-46.38000000000005,150,545.97,499.59 +eitc,0,0.0,no diff,no diff,no diff +c62100,1000,-74349.80999999994,104,828635.34,754285.53 +amt_liability,0,0.0,no diff,no diff,no diff +iitax_before_credits_ex_AMT,1000,-27509.429999999993,104,236187.58,208678.15 +recovery_rebate_credit,0,0.0,no diff,no diff,no diff