Skip to content

Releases: PSLmodels/Tax-Calculator

0.7.4: Merge pull request #1152 from MattHJensen/10_min_fixes

24 Jan 19:47
Compare
Choose a tag to compare

Significant contributions to Tax-Calculator release 0.7.4

Contributor PR# Description
@martinholmer #1123 - #1131 New JSON reform file examples and capabilities
@martinholmer #1148 Separate reforms and economic assumptions into two separate JSON files
@MattHJensen #1152 Fix bugs in 10_min notebook

0.7.3: Merge pull request #1113 from talumbau/consump_dropq

02 Jan 19:06
Compare
Choose a tag to compare
Contributor PR# Description
Martin Holmer #1081 add ability to use an expression to specify a policy parameter
Martin Holmer #1083 expand scope of JSON reform file to include non-policy parameters
Martin Holmer #1088 fix capital-gains-reform bug reported by Cody Kallen
Martin Holmer #1098 add ability to conduct normative expected-utility analysis
Cody Kallen #1104 add ability to compute MTR with respect to charitable cash contribs
Zach Risher #1092 provide Pandas 0.19.1 compat by fixing dataframe.to_csv() usage
Zach Risher #1094 unify environment definition by removing requirements.txt
Matt Jensen #1109 reorganize current_law_policy.json and add section headers
Cody Kallen #1084 add dollar limit on itemized deductions
T.J. Alumbaugh #1111 add testing for Windows with Appveyor

0.7.2: Merge pull request #1082 from martinholmer/remove-varlabeltxt-file

05 Dec 21:28
Compare
Choose a tag to compare
Contributor PR# Description
Cody Kallen #1069 add ability to simulate non-refundable dependent credit
Martin Holmer #1072 add ability to narrow investment income exclusion base

0.7.1: Merge pull request #1060 from talumbau/dropq_add_totals

15 Nov 13:36
Compare
Choose a tag to compare
Contributor PR# Description
Martin Holmer #1051 rename policy parameters for consistency
Matt Jensen #1055 add ability to simulate broader range of refundable CTC reforms
Martin Holmer #1057 add more income items into expanded income

0.7.0: Merge pull request #1044 from martinholmer/fix-means-and-comparisons

09 Nov 15:57
Compare
Choose a tag to compare
Contributor PR# Description
Martin Holmer #1043 rename and refactor old add_weighted_decile_bins utility function
Martin Holmer #1044 remove unused argument from means_and_comparisons utility function

0.6.9: Merge pull request #1039 from MattHJensen/expand_ctc

09 Nov 15:29
Compare
Choose a tag to compare
Contributor PR# Description
Cody Kallen #981 identify and fix bug in TaxGains function (see #977 and #979)
Cody Kallen #987 add calculation of MTR wrt e26270, partnership & S-corp income
Matt Jensen #988 identify and fix bug in multiyear_diagnostic_table utility function
Martin Holmer #1000 fix AMT bug that ignored value of AMT_CG_rt1 parameter
Martin Holmer #1001 fix several other minor AMT CG bugs
Sean Wang #948 add utility function that plots marginal tax rates by percentile
Anderson Frailey #999 add ability to simulate Trump-style dependent care credit
Martin Holmer #1012 add ability to simulate Clinton-style NIIT reform
Martin Holmer #1021 remove self-employment tax from income tax total
Martin Holmer #1032 add half of self-employment tax to expanded income
Matt Jensen #1039 add ability to simulate Clinton-style CTC expansion

0.6.8: Merge pull request #970 from martinholmer/improve-param-docs

09 Nov 15:26
Compare
Choose a tag to compare
Contributor PR# Description
Matt Jensen #867 add ability to simulate reforms that limit benefit of itemized deductions
Cody Kallen #972 add investment income exclusion policy parameter
Martin Holmer #973 add ability to eliminate differential tax treatment of LTCG+QDIV income

0.6.7: Merge pull request #945 from MattHJensen/surtax_rate

29 Sep 15:36
Compare
Choose a tag to compare
Contributor PR# Description
Sean Wang #858 add extra income tax brackets and rates
Martin Holmer #874 correct Net Investment Income Tax (NIIT) calculation
Martin Holmer #898 correct Schedule R credit calculation
Anderson Frailey #904 add ability to simulate Fair Share Tax, or Buffet Rule, reforms
Sean Wang #913 add ability to tax pass-through income at different rates
Martin Holmer #914 remove logic for expired First-Time Homebuyer Credit
Matt Jensen #926 add itemized-deduction surtax exemption policy parameter
Sean Wang #939 add ability to simulate high-AGI surtax reforms

0.6.6: Merge pull request #844 from talumbau/handle_samples

13 Aug 11:25
Compare
Choose a tag to compare
  • Revise code to use smaller puf.csv input file and make changes to create that input file
  • Remove debugging variables from functions.py reducing execution time by 42 percent [#833]
  • Add comments to show one way to use Python debugger to trace Tax-Calculator code [#835]
  • Add tests that confirm zeroing-out CALCULATED_VARS at start leaves results unchanged [#837]
  • Make 2013-2016 medical deduction threshold for elderly be 7.5% of AGI (not 10%) [#839]
  • Fix typo so that two ways of limiting itemized deductions produce the same results [#842]
  • Revise logic used to estimate behavioral responses to policy reforms [#846, #854, #857]

0.6.5: Merge pull request #820 from martinholmer/simplify-taxgains-logic

06 Aug 04:35
Compare
Choose a tag to compare
  • Add --exact option to simtax.py and inctax.py scripts
  • Fix itemized deduction logic for charity
  • Remove puf variable from functions.py code
  • Add calculation of Schedule R credit
  • Remove _cmp variable from functions.py code
  • Remove Numba dependency