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Merge pull request #1983 from martinholmer/0-20-0
Update documentation for pending release 0.20.0
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,17 +1,18 @@ | ||
| <title>assumpA.json</title><pre> | ||
| // NEVER SPECIFY BOTH behavior AND growdiff_response IN SAME RUN | ||
| // This JSON economic assumption file specifies a non-zero substitution | ||
| // elasticity for taxable income, which causes a response in taxable income | ||
| // to a reform-induced change in marginal tax rates | ||
| { | ||
| "consumption": { | ||
| }, | ||
| "behavior": { | ||
| // specify non-zero substitution elasticity of taxable income, | ||
| // which is response of taxable income to change in marginal tax rate | ||
| "_BE_sub": {"2013": [0.25]} | ||
| }, | ||
| "growdiff_baseline": { | ||
| }, | ||
| "growdiff_response": { | ||
| // MUST BE EMPTY BECAUSE ASSUMING BEHAVIORAL RESPONSE | ||
| }, | ||
| "growmodel": { | ||
| } | ||
| } | ||
| </pre> |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,15 +1,16 @@ | ||
| // NEVER SPECIFY BOTH behavior AND growdiff_response IN SAME RUN | ||
| // This JSON economic assumption file specifies a non-zero substitution | ||
| // elasticity for taxable income, which causes a response in taxable income | ||
| // to a reform-induced change in marginal tax rates | ||
| { | ||
| "consumption": { | ||
| }, | ||
| "behavior": { | ||
| // specify non-zero substitution elasticity of taxable income, | ||
| // which is response of taxable income to change in marginal tax rate | ||
| "_BE_sub": {"2013": [0.25]} | ||
| }, | ||
| "growdiff_baseline": { | ||
| }, | ||
| "growdiff_response": { | ||
| // MUST BE EMPTY BECAUSE ASSUMING BEHAVIORAL RESPONSE | ||
| }, | ||
| "growmodel": { | ||
| } | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,84 @@ | ||
| <title>recipe04.py</title><pre> | ||
| from __future__ import print_function # necessary only if using Python 2.7 | ||
| from taxcalc import * | ||
|
|
||
| # use publicly-available CPS input file without including benefits | ||
| recs = Records.cps_constructor(no_benefits=True) | ||
|
|
||
| # specify Calculator object for static analysis of current-law policy | ||
| pol = Policy() | ||
| calc1 = Calculator(policy=pol, records=recs) | ||
|
|
||
| cyr = 2020 | ||
|
|
||
| # calculate current-law tax liabilities for cyr | ||
| calc1.advance_to_year(cyr) | ||
| calc1.calc_all() | ||
|
|
||
| # calculate marginal tax rate wrt cash charitable giving | ||
| (_, _, mtr1) = calc1.mtr('e19800', calc_all_already_called=True, | ||
| wrt_full_compensation=False) | ||
|
|
||
| # read JSON reform file and use (the default) static analysis assumptions | ||
| reform_filename = './ingredients/reformB.json' | ||
| params = Calculator.read_json_param_objects(reform=reform_filename, | ||
| assump=None) | ||
|
|
||
| # specify Calculator object for static analysis of reform policy | ||
| pol.implement_reform(params['policy']) | ||
| calc2 = Calculator(policy=pol, records=recs) | ||
|
|
||
| # calculate reform tax liabilities for cyr | ||
| calc2.advance_to_year(cyr) | ||
| calc2.calc_all() | ||
|
|
||
| # calculate marginal tax rate wrt cash charitable giving | ||
| (_, _, mtr2) = calc2.mtr('e19800', calc_all_already_called=True, | ||
| wrt_full_compensation=False) | ||
|
|
||
| # extract variables needed for quantity_response utility function | ||
| # (note the aftertax price is 1+mtr because mtr wrt charity is non-positive) | ||
| vdf = calc1.dataframe(['s006', 'e19800', 'e00200']) | ||
| vdf['price1'] = 1.0 + mtr1 | ||
| vdf['price2'] = 1.0 + mtr2 | ||
| vdf['atinc1'] = calc1.array('aftertax_income') | ||
| vdf['atinc2'] = calc2.array('aftertax_income') | ||
|
|
||
| # group filing units into earnings groups with different response elasticities | ||
| # (note earnings groups are just an example based on no empirical results) | ||
| earnings_bins = [-9e99, 50e3, 9e99] # two groups: below and above $50,000 | ||
| vdf = add_income_table_row_variable(vdf, 'e00200', earnings_bins) | ||
| gbydf = vdf.groupby('table_row', as_index=False) | ||
|
|
||
| # compute percentage response in charitable giving | ||
| # (note elasticity values are just an example based on no empirical results) | ||
| price_elasticity = [-0.1, -0.4] | ||
| income_elasticity = [0.1, 0.1] | ||
| print('\nResponse in Charitable Giving by Earnings Group') | ||
| results = '{:18s}\t{:8.3f}\t{:8.3f}\t{:8.2f}' | ||
| colhead = '{:18s}\t{:>8s}\t{:>8s}\t{:>8s}' | ||
| print(colhead.format('Earnings Group', 'Num(#M)', 'Resp($B)', 'Resp(%)')) | ||
| tot_funits = 0. | ||
| tot_response = 0. | ||
| tot_baseline = 0. | ||
| idx = 0 | ||
| for gname, grp in gbydf: | ||
| funits = grp['s006'].sum() * 1e-6 | ||
| tot_funits += funits | ||
| response = quantity_response(grp['e19800'], | ||
| price_elasticity[idx], | ||
| grp['price1'], | ||
| grp['price2'], | ||
| income_elasticity[idx], | ||
| grp['atinc1'], | ||
| grp['atinc2']) | ||
| grp_response = (response * grp['s006']).sum() * 1e-9 | ||
| tot_response += grp_response | ||
| grp_baseline = (grp['e19800'] * grp['s006']).sum() * 1e-9 | ||
| tot_baseline += grp_baseline | ||
| pct_response = 100. * grp_response / grp_baseline | ||
| print(results.format(gname, funits, grp_response, pct_response)) | ||
| idx += 1 | ||
| pct_response = 100. * tot_response / tot_baseline | ||
| print(results.format('ALL', tot_funits, tot_response, pct_response)) | ||
| </pre> |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,61 @@ | ||
| <title>recipe04.res</title><pre> | ||
| You loaded data for 2014. | ||
| Tax-Calculator startup automatically extrapolated your data to 2014. | ||
| WARNING: Tax-Calculator packages for Python 2.7 will | ||
| no longer be provided beginning in 2019 | ||
| because Pandas is stopping development for 2.7 | ||
| SOLUTION: upgrade to Python 3.6 now | ||
| WARNING: 2020 _STD_0 value 6000.0 < min value 12390.92 | ||
| WARNING: 2020 _STD_1 value 12000.0 < min value 24881.84 | ||
| WARNING: 2020 _STD_2 value 6000.0 < min value 12390.92 | ||
| WARNING: 2020 _STD_3 value 9000.0 < min value 18636.38 | ||
| WARNING: 2020 _STD_4 value 12000.0 < min value 24881.84 | ||
| WARNING: 2021 _STD_0 value 6127.8 < min value 12656.98 | ||
| WARNING: 2021 _STD_1 value 12255.6 < min value 25413.95 | ||
| WARNING: 2021 _STD_2 value 6127.8 < min value 12656.98 | ||
| WARNING: 2021 _STD_3 value 9191.7 < min value 19035.46 | ||
| WARNING: 2021 _STD_4 value 12255.6 < min value 25413.95 | ||
| WARNING: 2022 _STD_0 value 6261.39 < min value 12935.08 | ||
| WARNING: 2022 _STD_1 value 12522.77 < min value 25970.15 | ||
| WARNING: 2022 _STD_2 value 6261.39 < min value 12935.08 | ||
| WARNING: 2022 _STD_3 value 9392.08 < min value 19452.61 | ||
| WARNING: 2022 _STD_4 value 12522.77 < min value 25970.15 | ||
| WARNING: 2023 _STD_0 value 6394.13 < min value 13211.42 | ||
| WARNING: 2023 _STD_1 value 12788.25 < min value 26522.84 | ||
| WARNING: 2023 _STD_2 value 6394.13 < min value 13211.42 | ||
| WARNING: 2023 _STD_3 value 9591.19 < min value 19867.13 | ||
| WARNING: 2023 _STD_4 value 12788.25 < min value 26522.84 | ||
| WARNING: 2024 _STD_0 value 6531.6 < min value 13497.62 | ||
| WARNING: 2024 _STD_1 value 13063.2 < min value 27095.23 | ||
| WARNING: 2024 _STD_2 value 6531.6 < min value 13497.62 | ||
| WARNING: 2024 _STD_3 value 9797.4 < min value 20296.42 | ||
| WARNING: 2024 _STD_4 value 13063.2 < min value 27095.23 | ||
| WARNING: 2025 _STD_0 value 6670.72 < min value 13787.25 | ||
| WARNING: 2025 _STD_1 value 13341.45 < min value 27674.49 | ||
| WARNING: 2025 _STD_2 value 6670.72 < min value 13787.25 | ||
| WARNING: 2025 _STD_3 value 10006.08 < min value 20730.86 | ||
| WARNING: 2025 _STD_4 value 13341.45 < min value 27674.49 | ||
| WARNING: 2026 _STD_0 value 6812.81 < min value 7555.0 | ||
| WARNING: 2026 _STD_1 value 13625.62 < min value 15211.0 | ||
| WARNING: 2026 _STD_2 value 6812.81 < min value 7555.0 | ||
| WARNING: 2026 _STD_3 value 10219.21 < min value 11172.0 | ||
| WARNING: 2026 _STD_4 value 13625.62 < min value 15211.0 | ||
| WARNING: 2027 _STD_0 value 6959.29 < min value 7719.58 | ||
| WARNING: 2027 _STD_1 value 13918.57 < min value 15540.19 | ||
| WARNING: 2027 _STD_2 value 6959.29 < min value 7719.58 | ||
| WARNING: 2027 _STD_3 value 10438.92 < min value 11414.35 | ||
| WARNING: 2027 _STD_4 value 13918.57 < min value 15540.19 | ||
|
|
||
| You loaded data for 2014. | ||
| Tax-Calculator startup automatically extrapolated your data to 2014. | ||
| WARNING: Tax-Calculator packages for Python 2.7 will | ||
| no longer be provided beginning in 2019 | ||
| because Pandas is stopping development for 2.7 | ||
| SOLUTION: upgrade to Python 3.6 now | ||
|
|
||
| Response in Charitable Giving by Earnings Group | ||
| Earnings Group Num(#M) Resp($B) Resp(%) | ||
| [-9e+99, 50000.0) 115.196 0.641 0.59 | ||
| [50000.0, 9e+99) 59.317 3.478 2.05 | ||
| ALL 174.513 4.118 1.48 | ||
| </pre> |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,9 @@ | ||
| <title>reformB.json</title><pre> | ||
| // Raise personal exemption and lower standard deduction beginning in 2020. | ||
| { | ||
| "policy": { | ||
| "_II_em": {"2020": [2000]}, | ||
| "_STD": {"2020": [[6000, 12000, 6000, 9000, 12000]]} | ||
| } | ||
| } | ||
| </pre> |