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Added special cases for state_agi #196

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Added special cases for state_agi #196

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dc5d6e7
updated logic for files separately special cases
noman404 Dec 16, 2024
c4ab084
fix bug, added array sum
noman404 Dec 18, 2024
e1c9047
updated pre simulation case for
noman404 Dec 20, 2024
83ec1d9
- variable adjustments
noman404 Dec 27, 2024
e0a9329
remove tx from this PR to move into #166
noman404 Dec 29, 2024
d37e71b
Merge branch 'main' into noman404/issue131
noman404 Jan 2, 2025
f2b2961
resolve merge conflicts
noman404 Jan 2, 2025
75d00ae
added states that does not have income tax and set them 0.0
noman404 Jan 2, 2025
e9a78e5
bug fix on normal variable calls after pre-simulation and special cases
noman404 Jan 4, 2025
05754f6
added special cases for state_agi
noman404 Jan 6, 2025
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201 changes: 163 additions & 38 deletions policyengine_taxsim/config/variable_mappings.yaml
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Original file line number Diff line number Diff line change
Expand Up @@ -54,6 +54,31 @@ policyengine_to_taxsim:
group_order: 1
full_text_group: "Basic Output"
group_column: 1
special_cases:
- ak:
implemented: false
variable: na_pe
- nv:
implemented: false
variable: na_pe
- sd:
implemented: false
variable: na_pe
- tn:
implemented: false
variable: na_pe
- tx:
implemented: false
variable: na_pe
- fl:
implemented: false
variable: na_pe
- wy:
implemented: false
variable: na_pe
- wa:
implemented: false
variable: na_pe
fica:
variable: multiple_variable
implemented: true
Expand Down Expand Up @@ -357,8 +382,8 @@ policyengine_to_taxsim:
full_text_group: "Federal Tax Calculation"
group_column: 1
v30:
variable: na_pe
implemented: false
variable: household_net_income
implemented: true
idtl:
- full: 2
- full_text: 5
Expand Down Expand Up @@ -387,12 +412,12 @@ policyengine_to_taxsim:
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
- mn:
implemented: false
variable: na_pe
- il:
implemented: true
variable: state_base_income
variable: il_base_income
- ia:
implemented: true
variable: ia_gross_income
v33:
variable: state_exemptions
implemented: false
Expand All @@ -413,25 +438,43 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
pre_simulation:
- ms:
implemented: false
variable: na_pe
implemented: true
pre_variable: ms_files_separately
variables:
- ms_standard_deduction_indiv
- ms_standard_deduction_joint
- ar:
implemented: false
variable: na_pe
implemented: true
pre_variable: ar_files_separately
variables:
- ar_standard_deduction_indiv
- ar_standard_deduction_joint
- mt:
implemented: false
variable: na_pe
implemented: true
pre_variable: mt_files_separately
variables:
- mt_standard_deduction_indiv
- mt_standard_deduction_joint
- de:
implemented: false
variable: na_pe
implemented: true
pre_variable: de_files_separately
variables:
- de_standard_deduction_indv
- de_standard_deduction_joint
- ia:
implemented: false
variable: na_pe
implemented: true
pre_variable: ia_files_separately
variables:
- ia_standard_deduction_indiv
- ia_standard_deduction_joint
- ky:
implemented: false
variable: na_pe
implemented: true
pre_variable: ky_files_separately
variables:
- ky_standard_deduction_indiv
- ky_standard_deduction_joint
v35:
variable: state_itemized_deductions
implemented: true
Expand All @@ -442,10 +485,43 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
- il:
implemented: false
variable: na_pe
pre_simulation:
- ms:
implemented: true
pre_variable: ms_files_separately
variables:
- ms_itemized_deductions_indiv
- ms_itemized_deductions_joint
- ar:
implemented: true
pre_variable: ar_files_separately
variables:
- ar_itemized_deductions_indiv
- ar_itemized_deductions_joint
- mt:
implemented: true
pre_variable: mt_files_separately
variables:
- mt_itemized_deductions_indiv
- mt_itemized_deductions_joint
- ia:
implemented: true
pre_variable: ia_files_separately
variables:
- ia_itemized_deductions_indiv
- ia_itemized_deductions_joint
- ky:
implemented: true
pre_variable: ky_files_separately
variables:
- ky_itemized_deductions_indiv
- ky_itemized_deductions_joint
- de:
implemented: true
pre_variable: de_files_separately
variables:
- de_itemized_deductions_indv
- de_itemized_deductions_joint
v36:
variable: state_taxable_income
implemented: true
Expand All @@ -456,6 +532,43 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
pre_simulation:
- ms:
implemented: true
pre_variable: ms_files_separately
variables:
- ms_taxable_income_indiv
- ms_taxable_income_joint
- ar:
implemented: true
pre_variable: ar_files_separately
variables:
- ar_taxable_income_indiv
- ar_taxable_income_joint
- mt:
implemented: true
pre_variable: mt_files_separately
variables:
- mt_taxable_income_indiv
- mt_taxable_income_joint
- ia:
implemented: true
pre_variable: ia_files_separately
variables:
- ia_taxable_income_indiv
- ia_taxable_income_joint
- ky:
implemented: true
pre_variable: ky_files_separately
variables:
- ky_taxable_income_indiv
- ky_taxable_income_joint
- de:
implemented: true
pre_variable: de_files_separately
variables:
- de_taxable_income_indv
- de_taxable_income_joint
tax_before_credits:
variable: state_income_tax_before_non_refundable_credits
implemented: true
Expand All @@ -465,6 +578,31 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
pre_simulation:
- ar:
implemented: true
pre_variable: ar_files_separately
variables:
- ar_income_tax_before_non_refundable_credits_indiv
- ar_income_tax_before_non_refundable_credits_joint
- mt:
implemented: true
pre_variable: mt_files_separately
variables:
- mt_income_tax_before_non_refundable_credits_indiv
- mt_income_tax_before_non_refundable_credits_joint
- ky:
implemented: true
pre_variable: ky_files_separately
variables:
- ky_income_tax_before_non_refundable_credits_indiv
- ky_income_tax_before_non_refundable_credits_joint
- de:
implemented: true
pre_variable: de_files_separately
variables:
- de_income_tax_before_non_refundable_credits_indv
- de_income_tax_before_non_refundable_credits_joint
v41:
variable: na_pe
implemented: false
Expand All @@ -484,10 +622,6 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
- mn:
implemented: false
variable: na_pe
rent_credit:
variable: na_pe
implemented: false
Expand All @@ -508,10 +642,6 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
- il:
implemented: false
variable: na_pe
v39:
variable: state_eitc
implemented: true
Expand Down Expand Up @@ -540,10 +670,6 @@ policyengine_to_taxsim:
group_order: 4
full_text_group: "State Tax Calculation"
group_column: 1
special_cases:
- mn:
implemented: false
variable: na_pe
v40:
variable: multiple_variables
implemented: true
Expand All @@ -555,7 +681,7 @@ policyengine_to_taxsim:
full_text_group: "State Tax Calculation"
group_column: 1
variables:
- state_non_refundable_credit
- state_non_refundable_credits
- state_refundable_credits
energy_fuel_credit2:
variable: na_pe
Expand Down Expand Up @@ -924,5 +1050,4 @@ taxsim_input_definition:
- pbusinc:
name: "27. Txpy/Spouse QBI w/o PO"
- pprofinc:
name: "28. Txpy/Spouse SSTB w PO"

name: "28. Txpy/Spouse SSTB w PO"
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