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Merge pull request #2171 from martinholmer/0-23-4
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Update documentation for release 0.23.4
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@martinholmer
martinholmer committed Dec 13, 2018
2 parents 7c39274 + 6607fe0 commit 2d64110
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19 changes: 19 additions & 0 deletions RELEASES.md
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Expand Up @@ -4,6 +4,25 @@ Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclose
for a complete commit history.


2018-12-13 Release 0.23.4
-------------------------
(last merged pull request is
[#2170](https://github.com/PSLmodels/Tax-Calculator/pull/2170))

**API Changes**
- None

**New Features**
- Add new EITC policy parameter to aid in [validation work](https://github.com/PSLmodels/Tax-Calculator/blob/master/taxcalc/validation/taxsim/README.md#validation-of-tax-calculator-against-internet-taxsim-version-27)
[[#2164](https://github.com/PSLmodels/Tax-Calculator/pull/2164)
by Martin Holmer]

**Bug Fixes**
- fix obscure bug regarding rules for determining eligibility for the child AMT exemption that was discovered during [validation work](https://github.com/PSLmodels/Tax-Calculator/blob/master/taxcalc/validation/taxsim/README.md#validation-of-tax-calculator-against-internet-taxsim-version-27)
[[#2162](https://github.com/PSLmodels/Tax-Calculator/pull/2162)
by Martin Holmer]


2018-12-05 Release 0.23.3
-------------------------
(last merged pull request is
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4 changes: 3 additions & 1 deletion RELEASING.md
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Expand Up @@ -8,6 +8,8 @@ RELEASING TAX-CALCULATOR CONDA PACKAGES
--> edit "version = 'X.Y.Z'" in read-the-docs/source/conf.py
--> run `make tctest-jit` [to make sure JIT decorators are not hiding bugs]
--> run `make pytest-all` [or `pytest -m pre_release -n4` in taxcalc]
--> run `make package` [to make taxcalc package available in docs]
Expand All @@ -28,7 +30,7 @@ RELEASING TAX-CALCULATOR CONDA PACKAGES
--> create release X.Y.Z on GitHub using master branch
--> create packages using `pbrelease Tax-Calculator taxcalc X.Y.Z` command
--> `pbrelease Tax-Calculator taxcalc X.Y.Z --also37` [to build/upload packages]
--> email policybrain-modelers list about the new release and packages
```
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2 changes: 1 addition & 1 deletion docs/cookbook.html
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Expand Up @@ -15,7 +15,7 @@ <h1 id="toc">Cookbook of Tested Recipes for Python Programming with
<p>This document tells you how to use Tax-Calculator, an open-source
federal income and payroll tax simulation model, in Python scripts
that you can run on your own computer. Note that these recipes
require Tax-Calculator release 0.23.3 or higher running on Python 3.6.
require Tax-Calculator release 0.23.4 or higher running on Python 3.6.
For other ways of using Tax-Calculator, see the
<a href="https://PSLmodels.github.io/Tax-Calculator/">
user documentation</a>, which this Cookbook assumes you have read.</p>
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50 changes: 25 additions & 25 deletions docs/cookbook/recipe00.res
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Expand Up @@ -57,31 +57,31 @@ Policy Reform Parameter Values by Year:
and above tax bracket 6.
baseline_value: 0.37

2020_CLP_itax_rev($B)= 1413.016
2020_REF_itax_rev($B)= 1410.350
2020_CLP_itax_rev($B)= 1413.014
2020_REF_itax_rev($B)= 1410.347

CLP diagnostic table:
2020
Returns (#m) 167.510
AGI ($b) 11946.468
Itemizers (#m) 31.010
Itemized Deduction ($b) 872.625
Itemized Deduction ($b) 872.622
Standard Deduction Filers (#m) 136.500
Standard Deduction ($b) 2438.664
Standard Deduction ($b) 2438.667
Personal Exemption ($b) 0.000
Taxable Income ($b) 9126.134
Taxable Income ($b) 9126.133
Regular Tax ($b) 1574.241
AMT Income ($b) 11332.221
AMT Liability ($b) 1.424
AMT Income ($b) 11332.222
AMT Liability ($b) 1.421
AMT Filers (#m) 0.270
Tax before Credits ($b) 1575.665
Tax before Credits ($b) 1575.663
Refundable Credits ($b) 78.598
Nonrefundable Credits ($b) 93.678
Reform Surtaxes ($b) 0.000
Other Taxes ($b) 9.627
Ind Income Tax ($b) 1413.016
Ind Income Tax ($b) 1413.014
Payroll Taxes ($b) 1316.606
Combined Liability ($b) 2729.622
Combined Liability ($b) 2729.619
With Income Tax <= 0 (#m) 60.380
With Combined Tax <= 0 (#m) 39.230

Expand All @@ -90,23 +90,23 @@ REF diagnostic table:
Returns (#m) 167.510
AGI ($b) 11946.468
Itemizers (#m) 30.930
Itemized Deduction ($b) 870.301
Itemized Deduction ($b) 870.299
Standard Deduction Filers (#m) 136.580
Standard Deduction ($b) 2440.094
Standard Deduction ($b) 2440.097
Personal Exemption ($b) 327.446
Taxable Income ($b) 8879.640
Regular Tax ($b) 1569.174
AMT Income ($b) 11334.178
AMT Liability ($b) 1.359
Taxable Income ($b) 8879.639
Regular Tax ($b) 1569.173
AMT Income ($b) 11334.179
AMT Liability ($b) 1.356
AMT Filers (#m) 0.270
Tax before Credits ($b) 1570.532
Tax before Credits ($b) 1570.530
Refundable Credits ($b) 81.346
Nonrefundable Credits ($b) 88.463
Reform Surtaxes ($b) 0.000
Other Taxes ($b) 9.627
Ind Income Tax ($b) 1410.350
Ind Income Tax ($b) 1410.347
Payroll Taxes ($b) 1316.606
Combined Liability ($b) 2726.956
Combined Liability ($b) 2726.953
With Income Tax <= 0 (#m) 62.590
With Combined Tax <= 0 (#m) 39.570

Expand All @@ -122,12 +122,12 @@ Extract of 2020 distribution table by baseline expanded-income decile:
50-60 16.75 32.389 29.325 1028.539 1031.603
60-70 16.75 61.360 57.428 1263.665 1267.597
70-80 16.75 106.617 101.306 1584.030 1589.341
80-90 16.75 213.707 205.455 2108.778 2117.029
90-100 16.75 972.778 997.364 4309.821 4285.236
ALL 167.51 1413.016 1410.350 12938.428 12941.095
80-90 16.75 213.706 205.454 2108.779 2117.031
90-100 16.75 972.777 997.363 4309.822 4285.237
ALL 167.51 1413.014 1410.347 12938.431 12941.098
90-95 8.38 214.444 210.125 1438.241 1442.561
95-99 6.70 327.051 326.019 1668.489 1669.520
Top 1% 1.68 431.283 461.220 1203.091 1173.155
95-99 6.70 327.050 326.019 1668.490 1669.521
Top 1% 1.68 431.283 461.219 1203.091 1173.155

Extract of 2020 income-tax difference table by expanded-income decile:
funits(#m) agg_diff($b) mean_diff($) aftertaxinc_diff(%)
Expand All @@ -146,4 +146,4 @@ Extract of 2020 income-tax difference table by expanded-income decile:
ALL 167.51 -2.667 -15.9 0.0
90-95 8.38 -4.320 -515.7 0.3
95-99 6.70 -1.031 -153.9 0.1
Top 1% 1.68 29.936 17871.0 -2.5
Top 1% 1.68 29.936 17871.1 -2.5
8 changes: 4 additions & 4 deletions docs/cookbook/recipe01.res
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Expand Up @@ -12,8 +12,8 @@ You loaded data for 2014.
Your data include the following unused variables that will be ignored:
filer
Tax-Calculator startup automatically extrapolated your data to 2014.
2018_REFORM1_iitax_rev($B)= 1421.831
2018_REFORM2_iitax_rev($B)= 1266.990
2018_REFORM1_iitax_rev($B)= 1421.829
2018_REFORM2_iitax_rev($B)= 1266.987

Extract of 2018 income-tax difference table by expanded-income decile
(taxfall is count of funits with cut in income tax in reform 2 vs 1)
Expand All @@ -31,7 +31,7 @@ Extract of 2018 income-tax difference table by expanded-income decile
70-80 16.29 0.013 0.002 -15.739 -966.4 1.1
80-90 16.29 0.014 0.002 -23.443 -1439.5 1.2
90-100 16.29 0.015 0.002 -77.451 -4755.4 2.0
ALL 162.86 0.108 0.017 -154.841 -950.7 1.3
ALL 162.86 0.108 0.017 -154.842 -950.7 1.3
90-95 8.14 0.007 0.001 -18.247 -2240.8 1.4
95-99 6.51 0.006 0.001 -35.134 -5393.9 2.4
Top 1% 1.63 0.001 0.000 -24.069 -14766.8 2.3
Top 1% 1.63 0.001 0.000 -24.070 -14766.9 2.3
64 changes: 32 additions & 32 deletions docs/cookbook/recipe02.res
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Expand Up @@ -19,79 +19,79 @@ You loaded data for 2014.
Your data include the following unused variables that will be ignored:
filer
Tax-Calculator startup automatically extrapolated your data to 2014.
2020_CURRENT_LAW_P__itax_rev($B)= 1413.016
2020_REFORM_STATIC__itax_rev($B)= 1410.350
2020_REFORM_DYNAMIC_itax_rev($B)= 1400.086
2020_CURRENT_LAW_P__itax_rev($B)= 1413.014
2020_REFORM_STATIC__itax_rev($B)= 1410.347
2020_REFORM_DYNAMIC_itax_rev($B)= 1400.083

DIAGNOSTIC TABLE FOR BASELINE
2020 2021 2022
Returns (#m) 167.510 169.750 171.930
AGI ($b) 11946.468 12455.585 12995.947
Itemizers (#m) 31.010 32.310 33.510
Itemized Deduction ($b) 872.625 932.168 993.174
Itemized Deduction ($b) 872.622 932.166 993.171
Standard Deduction Filers (#m) 136.500 137.440 138.420
Standard Deduction ($b) 2438.664 2506.350 2577.480
Standard Deduction ($b) 2438.667 2506.353 2577.484
Personal Exemption ($b) 0.000 0.000 0.000
Taxable Income ($b) 9126.134 9530.290 9961.664
Regular Tax ($b) 1574.241 1653.560 1737.295
AMT Income ($b) 11332.221 11798.870 12295.583
AMT Liability ($b) 1.424 1.467 1.522
Taxable Income ($b) 9126.133 9530.289 9961.663
Regular Tax ($b) 1574.241 1653.560 1737.294
AMT Income ($b) 11332.222 11798.871 12295.585
AMT Liability ($b) 1.421 1.465 1.519
AMT Filers (#m) 0.270 0.270 0.270
Tax before Credits ($b) 1575.665 1655.027 1738.817
Tax before Credits ($b) 1575.663 1655.024 1738.814
Refundable Credits ($b) 78.598 79.303 80.628
Nonrefundable Credits ($b) 93.678 94.872 96.100
Reform Surtaxes ($b) 0.000 0.000 0.000
Other Taxes ($b) 9.627 10.228 10.827
Ind Income Tax ($b) 1413.016 1491.080 1572.916
Ind Income Tax ($b) 1413.014 1491.077 1572.913
Payroll Taxes ($b) 1316.606 1365.571 1418.759
Combined Liability ($b) 2729.622 2856.651 2991.675
Combined Liability ($b) 2729.619 2856.648 2991.672
With Income Tax <= 0 (#m) 60.380 61.000 61.610
With Combined Tax <= 0 (#m) 39.230 39.950 40.690
DIAGNOSTIC TABLE FOR REFORM EXCLUDING BEHAVIORAL RESPONSES
2020 2021 2022
Returns (#m) 167.510 169.750 171.930
AGI ($b) 11946.468 12455.585 12995.947
Itemizers (#m) 30.930 32.220 33.430
Itemized Deduction ($b) 870.301 929.394 990.311
Itemized Deduction ($b) 870.299 929.392 990.309
Standard Deduction Filers (#m) 136.580 137.530 138.500
Standard Deduction ($b) 2440.094 2507.935 2579.137
Standard Deduction ($b) 2440.097 2507.938 2579.141
Personal Exemption ($b) 327.446 338.037 349.054
Taxable Income ($b) 8879.640 9275.978 9699.165
Regular Tax ($b) 1569.174 1650.111 1735.311
AMT Income ($b) 11334.178 11801.229 12298.006
AMT Liability ($b) 1.359 1.399 1.447
Taxable Income ($b) 8879.639 9275.978 9699.164
Regular Tax ($b) 1569.173 1650.111 1735.311
AMT Income ($b) 11334.179 11801.231 12298.008
AMT Liability ($b) 1.356 1.397 1.444
AMT Filers (#m) 0.270 0.270 0.270
Tax before Credits ($b) 1570.532 1651.511 1736.758
Tax before Credits ($b) 1570.530 1651.508 1736.755
Refundable Credits ($b) 81.346 82.099 83.708
Nonrefundable Credits ($b) 88.463 89.597 90.773
Reform Surtaxes ($b) 0.000 0.000 0.000
Other Taxes ($b) 9.627 10.228 10.827
Ind Income Tax ($b) 1410.350 1490.043 1573.104
Ind Income Tax ($b) 1410.347 1490.040 1573.101
Payroll Taxes ($b) 1316.606 1365.571 1418.759
Combined Liability ($b) 2726.956 2855.614 2991.863
Combined Liability ($b) 2726.953 2855.611 2991.860
With Income Tax <= 0 (#m) 62.590 63.270 63.850
With Combined Tax <= 0 (#m) 39.570 40.300 41.130
DIAGNOSTIC TABLE FOR REFORM INCLUDING BEHAVIORAL RESPONSES
2020 2021 2022
Returns (#m) 167.510 169.750 171.930
AGI ($b) 11923.974 12431.224 12969.398
Itemizers (#m) 30.900 32.200 33.390
Itemized Deduction ($b) 868.962 928.045 988.750
AGI ($b) 11923.973 12431.224 12969.398
Itemizers (#m) 30.900 32.190 33.390
Itemized Deduction ($b) 868.960 928.043 988.747
Standard Deduction Filers (#m) 136.610 137.550 138.540
Standard Deduction ($b) 2440.728 2508.516 2579.893
Standard Deduction ($b) 2440.731 2508.519 2579.897
Personal Exemption ($b) 327.575 338.174 349.207
Taxable Income ($b) 8857.566 9252.097 9673.115
Regular Tax ($b) 1559.056 1639.242 1723.608
AMT Income ($b) 11312.749 11777.977 12272.746
AMT Liability ($b) 1.392 1.434 1.480
Taxable Income ($b) 8857.566 9252.096 9673.114
Regular Tax ($b) 1559.056 1639.242 1723.607
AMT Income ($b) 11312.750 11777.978 12272.747
AMT Liability ($b) 1.389 1.431 1.478
AMT Filers (#m) 0.280 0.290 0.280
Tax before Credits ($b) 1560.449 1640.676 1725.088
Tax before Credits ($b) 1560.446 1640.673 1725.085
Refundable Credits ($b) 81.060 81.806 83.441
Nonrefundable Credits ($b) 88.714 89.861 91.028
Reform Surtaxes ($b) 0.000 0.000 0.000
Other Taxes ($b) 9.412 9.996 10.578
Ind Income Tax ($b) 1400.086 1479.005 1561.197
Ind Income Tax ($b) 1400.083 1479.002 1561.194
Payroll Taxes ($b) 1316.263 1365.167 1418.274
Combined Liability ($b) 2716.348 2844.172 2979.471
Combined Liability ($b) 2716.345 2844.169 2979.468
With Income Tax <= 0 (#m) 62.440 63.090 63.670
With Combined Tax <= 0 (#m) 39.460 40.160 41.010

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