Release history =============== Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclosed) for a complete commit history. 2026-06-05 Release 6.6.2 ------------------------ (last merged pull request is [#3075](https://github.com/PSLmodels/Tax-Calculator/pull/3075)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Change CLI so that it now assumes 100% refundable-credit participation with TMD input data, which makes it consistent with the default (full-participation) assumption used in the Python API and in the CLI when using non-TMD input data. [[#3075](https://github.com/PSLmodels/Tax-Calculator/pull/3075) by Martin Holmer] 2026-05-27 Release 6.6.1 ------------------------ (last merged pull request is [#3072](https://github.com/PSLmodels/Tax-Calculator/pull/3072)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Fixes issue #3071 by adding a new parameter called `soi_iitax` that controls the categorization of the self-employment tax (`setax`) and the additional Medicare tax (`ptax_amc`) as being part of the income tax or as being part of the payroll tax. [[#3072](https://github.com/PSLmodels/Tax-Calculator/pull/3072) by Martin Holmer] 2026-05-18 Release 6.6.0 ------------------------ (last merged pull request is [#3067](https://github.com/PSLmodels/Tax-Calculator/pull/3067)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Extensive `calcfunctions.py` code review that improves the correspondence of Python code and local variable names with 2025 IRS tax forms (while maintaining legacy/reform tax logic) and improves `calcfunctions.py` documentation. [[#3016](https://github.com/PSLmodels/Tax-Calculator/pull/3016) through [#3067](https://github.com/PSLmodels/Tax-Calculator/pull/3067) by Martin Holmer with the assistance of Claude Code 2.1 running Opus 4.7] - Rename calculated variable `dwks19` as `dwks18` to match 2025 IRS form line number. [[#3024](https://github.com/PSLmodels/Tax-Calculator/pull/3024) by Martin Holmer with the assistance of Claude Code] - Rename policy parameter `ALD_AlimonyReceived_hc` as `AlimonyReceived_frac_in_AGI`. [[#3026](https://github.com/PSLmodels/Tax-Calculator/pull/3026) by Martin Holmer with the assistance of Claude Code] - Add policy parameter `STD_Dep_earned_add` and use in `StdDed` function logic. [[#3040](https://github.com/PSLmodels/Tax-Calculator/pull/3040) by Martin Holmer with the assistance of Claude Code] **Bug Fixes** - Extensive `calcfunctions.py` code review identified and fixed several tax logic bugs, all of which had tiny effects on aggregate income tax liability; only bug fixes that had a measurable effect on 2026 current-law liability (using TMD input data) are mentioned below. [[#3016](https://github.com/PSLmodels/Tax-Calculator/pull/3016) through [#3067](https://github.com/PSLmodels/Tax-Calculator/pull/3067) by Martin Holmer with the assistance of Claude Code 2.1 running Opus 4.7] - Fix QBID bugs in `TaxIncome` function. Effect: tmd-26.tables: 2644.3 → 2645.3 (+0.04 percent relative change). [[#3042](https://github.com/PSLmodels/Tax-Calculator/pull/3042) by Martin Holmer with the assistance of Claude Code] - Fix `AMT` function bugs. Effect: tmd-26.tables: 2645.3 → 2644.0 (-0.05 percent relative change). [[#3049](https://github.com/PSLmodels/Tax-Calculator/pull/3049) by Martin Holmer with the assistance of Claude Code] 2026-04-27 Release 6.5.3 ------------------------ (last merged pull request is [#3016](https://github.com/PSLmodels/Tax-Calculator/pull/3016)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Make phase-out of OBBBA senior deduction be per person (not per tax unit). [[#3014](https://github.com/PSLmodels/Tax-Calculator/pull/3014) by Martin Holmer] - Correct exact (stair-step) phase-out of OBBBA overtime and tip deductions. [[#3016](https://github.com/PSLmodels/Tax-Calculator/pull/3016) by Martin Holmer] 2026-04-13 Release 6.5.2 ------------------------ (last merged pull request is [#3012](https://github.com/PSLmodels/Tax-Calculator/pull/3012)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Make married filing separate tax units ineligible for new OBBBA overtime, tip, and senior deductions [[#3012](https://github.com/PSLmodels/Tax-Calculator/pull/3012) by Max Kossek] 2026-04-02 Release 6.5.1 ------------------------ (last merged pull request is [#3010](https://github.com/PSLmodels/Tax-Calculator/pull/3010)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Add `behresp` to the install requirements in `setup.py` file [[#3010](https://github.com/PSLmodels/Tax-Calculator/pull/3010) by Jason DeBacker] 2026-03-29 Release 6.5.0 ------------------------ (last merged pull request is [#3007](https://github.com/PSLmodels/Tax-Calculator/pull/3007)) **This is an enhancement release.** **API Changes** **New Features** - Revise documentation to reflect new 2022 TMD input data files. [[#3007](https://github.com/PSLmodels/Tax-Calculator/pull/3007) by Martin Holmer] - Revise code to handle new 2022 TMD input data files. [[#3004](https://github.com/PSLmodels/Tax-Calculator/pull/3004) by Martin Holmer] - Add new `growfactor.csv` file that extends through 2036. [[#3006](https://github.com/PSLmodels/Tax-Calculator/pull/3006) by Jason DeBacker] **Bug Fixes** - Fix alimony haircut parameter values in the `NoOBBBA.md` reform. [[#3005](https://github.com/PSLmodels/Tax-Calculator/pull/3005) by Max Kossek] 2026-03-13 Release 6.4.1 ------------------------ (last merged pull request is [#3002](https://github.com/PSLmodels/Tax-Calculator/pull/3002)) **This is a minor enhancement release.** **API Changes** **New Features** - Add `eitc_claim_thd` and `actc_claim_thd` parameters [[#3002](https://github.com/PSLmodels/Tax-Calculator/pull/3002) by Martin Holmer] **Bug Fixes** 2026-02-04 Release 6.4.0 ------------------------ (last merged pull request is [#2996](https://github.com/PSLmodels/Tax-Calculator/pull/2996)) **This is an enhancement release.** **API Changes** **New Features** - Several non-substantive clean-up changes to code [[#2983](https://github.com/PSLmodels/Tax-Calculator/pull/2983), [#2984](https://github.com/PSLmodels/Tax-Calculator/pull/2984), [#2986](https://github.com/PSLmodels/Tax-Calculator/pull/2986), and [#2990](https://github.com/PSLmodels/Tax-Calculator/pull/2990) by Martin Holmer] - Generalize overtime/tip income deduction logic and rename associatd policy parameters [[#2991](https://github.com/PSLmodels/Tax-Calculator/pull/2991) and [#2992](https://github.com/PSLmodels/Tax-Calculator/pull/2992) by Martin Holmer] - Revise code to work with Pandas 3.0+ [[#2994](https://github.com/PSLmodels/Tax-Calculator/pull/2994) and [#2995](https://github.com/PSLmodels/Tax-Calculator/pull/2995) by Martin Holmer] - Changes made in preparation for new TMD data that will include imputed variables [[#2996](https://github.com/PSLmodels/Tax-Calculator/pull/2996) by Martin Holmer] **Bug Fixes** 2025-12-06 Release 6.3.0 ------------------------ (last merged pull request is [#2981](https://github.com/PSLmodels/Tax-Calculator/pull/2981)) **This is an enhancement release.** **API Changes** **New Features** - Add `--behavior` option to CLI that provides behavioral response capabilities like those in Tax-Brain [[#2981](https://github.com/PSLmodels/Tax-Calculator/pull/2981) by Martin Holmer] **Bug Fixes** 2025-11-19 Release 6.2.1 ------------------------ (last merged pull request is [#2978](https://github.com/PSLmodels/Tax-Calculator/pull/2978)) **This is a minor enhancement release.** **API Changes** **New Features** - Remove use of internally-generated `sep` variable [[#2978](https://github.com/PSLmodels/Tax-Calculator/pull/2978) by Martin Holmer] - Fix "description" of four FICA tax rate parameters in `policy_current_law.json` [[#2975](https://github.com/PSLmodels/Tax-Calculator/pull/2975) by Martin Holmer] - Move "notes" into "description" field in `policy_current_law.json` and remove "notes" field [[#2974](https://github.com/PSLmodels/Tax-Calculator/pull/2974) by Martin Holmer] **Bug Fixes** 2025-10-29 Release 6.2.0 ------------------------ (last merged pull request is [#2971](https://github.com/PSLmodels/Tax-Calculator/pull/2971)) **This is an enhancement release.** **API Changes** **New Features** - Advance `Policy.LAST_KNOWN_YEAR` from 2025 to 2026 [[#2971](https://github.com/PSLmodels/Tax-Calculator/pull/2971) by Martin Holmer] **Bug Fixes** 2025-10-21 Release 6.1.1 ------------------------ (last merged pull request is [#2969](https://github.com/PSLmodels/Tax-Calculator/pull/2969)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Correct 2026 `AMT_prt` value to reflect OBBBA reform [[#2969](https://github.com/PSLmodels/Tax-Calculator/pull/2969) by Martin Holmer] 2025-10-11 Release 6.1.0 ------------------------ (last merged pull request is [#2965](https://github.com/PSLmodels/Tax-Calculator/pull/2965)) **This is an enhancement release.** **API Changes** **New Features** - Rename two policy parameters to clarify they are addons not levels [[#2965](https://github.com/PSLmodels/Tax-Calculator/pull/2965) by Martin Holmer] - Update dependencies in `environment.yml` and `conda.recipe/meta.yaml` files [[#2964](https://github.com/PSLmodels/Tax-Calculator/pull/2964) by Martin Holmer] **Bug Fixes** 2025-09-24 Release 6.0.0 ------------------------ (last merged pull request is [#2961](https://github.com/PSLmodels/Tax-Calculator/pull/2961)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** **API Changes** - Remove the [taxdata](https://github.com/PSLmodels/taxdata)-produced `puf_weights.csv.gz` and `puf_ratios.csv` files from the Tax-Calculator repository. Adds a new `Records.puf_constructor` static method for use with PUF data. Users will now need to supply those PUF weights and PUF ratios files (from the `taxdata` repository) just as they have always needed to supply the `puf.csv` file from the `taxdata` repository. [[#2961](https://github.com/PSLmodels/Tax-Calculator/pull/2961) by Martin Holmer] **New Features** **Bug Fixes** 2025-09-19 Release 5.3.0 ------------------------ (last merged pull request is [#2957](https://github.com/PSLmodels/Tax-Calculator/pull/2957)) **This is an enhancement release.** **API Changes** **New Features** - Update new PUF weights and ratios files. [[#2925](https://github.com/PSLmodels/Tax-Calculator/pull/2925) by Bodi Yang], from the update in [[TaxData PR #452](https://github.com/PSLmodels/ taxdata/pull/452) by Bodi Yang] Note: PUF users are required to produce new `puf.csv` file from TaxData repository and replace the old file in the Tax-Calculator directory. Correct usage: Tax-Calculator >= 5.3.0 versions are compatible with the newly produced `puf.csv` file; Tax-Calculator <= 5.2.0 versions are compatible with the previous `puf.csv` file - Make `FST_AGI_thd` parameters to be non inflation-indexed [[#2951](https://github.com/PSLmodels/Tax-Calculator/pull/2951) by Martin Holmer] - Add support for Python 3.13 [[#2953](https://github.com/PSLmodels/Tax-Calculator/pull/2953) by Martin Holmer] - Add tests for consistent quote style [[#2954](https://github.com/PSLmodels/Tax-Calculator/pull/2954) by Martin Holmer] - Allow CLI --dumpvars DUMPVARS to be the ALL string [[#2956](https://github.com/PSLmodels/Tax-Calculator/pull/2956) by Martin Holmer] - Add documentation on using sub-national TMD weights with CLI tool [[#2957](https://github.com/PSLmodels/Tax-Calculator/pull/2957) by Martin Holmer] **Bug Fixes** 2025-08-08 Release 5.2.0 ------------------------ (last merged pull request is [#2944](https://github.com/PSLmodels/Tax-Calculator/pull/2944)) **This is an enhancement release.** **API Changes** **New Features** - Make OBBBA reform be current-law policy in several PRs described in [issue 2926](https://github.com/PSLmodels/Tax-Calculator/issues/2926) by Martin Holmer - Extend CPS and PUF aggregate tests through 2035 [[#2944](https://github.com/PSLmodels/Tax-Calculator/pull/2944) by Martin Holmer] **Bug Fixes** 2025-07-22 Release 5.1.0 ------------------------ (last merged pull request is [#2933](https://github.com/PSLmodels/Tax-Calculator/pull/2933)) **This is an enhancement release.** **API Changes** **New Features** - Add `PT_qbid_limited` policy parameter and associated logic [[#2923](https://github.com/PSLmodels/Tax-Calculator/pull/2923) by Martin Holmer] - Refactor tax-calculation function logic to reduce model execution time [[#2924](https://github.com/PSLmodels/Tax-Calculator/pull/2924) by Martin Holmer] - OBBBA-enhancement PRs 2927-2933 described in [issue 2926](https://github.com/PSLmodels/Tax-Calculator/issues/2926) by Martin Holmer **Bug Fixes** 2025-07-02 Release 5.0.0 ------------------------ (last merged pull request is [#2920](https://github.com/PSLmodels/Tax-Calculator/pull/2920)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** **API Changes** - Rename two OASDI benefit taxation policy parameters [[#2918](https://github.com/PSLmodels/Tax-Calculator/pull/2918) by Martin Holmer] - Remove `PT_rt?` and `PT_brk?` and four associated `PT_*` parameters [[#2919](https://github.com/PSLmodels/Tax-Calculator/pull/2919) by Martin Holmer] - Remove several, but not all, policy parameters that limit itemized deductions [[#2920](https://github.com/PSLmodels/Tax-Calculator/pull/2920) by Martin Holmer] **New Features** **Bug Fixes** 2025-06-13 Release 4.6.3 ------------------------ (last merged pull request is [#2915](https://github.com/PSLmodels/Tax-Calculator/pull/2915)) **This is a minor enhancement release.** **API Changes** **New Features** - Update CLI documentation [[#2907](https://github.com/PSLmodels/Tax-Calculator/pull/2907) by Martin Holmer] - Add deprecation warnings for planned Tax-Calculator 5.0.0 changes, add two tests, and remove one obsolete test [[#2908](https://github.com/PSLmodels/Tax-Calculator/pull/2908), [#2909](https://github.com/PSLmodels/Tax-Calculator/pull/2909), and [#2910](https://github.com/PSLmodels/Tax-Calculator/pull/2910) by Martin Holmer] - Add optional `--runid N` CLI option that simplifies output file names [[#2912](https://github.com/PSLmodels/Tax-Calculator/pull/2912) by Martin Holmer] - Add a default `income_group` definition to the CLI --dumpdb output [[#2913](https://github.com/PSLmodels/Tax-Calculator/pull/2913) and [#2914](https://github.com/PSLmodels/Tax-Calculator/pull/2914) by Martin Holmer] - Standardize CLI output file name extensions [[#2915](https://github.com/PSLmodels/Tax-Calculator/pull/2915) by Martin Holmer] **Bug Fixes** 2025-05-16 Release 4.6.2 ------------------------ (last merged pull request is [#2905](https://github.com/PSLmodels/Tax-Calculator/pull/2905)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Work around multiple-indexing-change limitations in `parameters.py` code [[#2904](https://github.com/PSLmodels/Tax-Calculator/pull/2904) by Martin Holmer] - Require `paramtools` 0.20.0 that works with the current `marshmallow` 4.0.0 [[#2905](https://github.com/PSLmodels/Tax-Calculator/pull/2905) by Martin Holmer] 2025-05-09 Release 4.6.1 ------------------------ (last merged pull request is [#2900](https://github.com/PSLmodels/Tax-Calculator/pull/2900)) **This is a minor enhancement and bug-fix release.** **API Changes** **New Features** - Add ability to specify compound reforms when using the CLI tool's `--baseline` option [[#2896](https://github.com/PSLmodels/Tax-Calculator/pull/2896) by Martin Holmer] - Improve documentation of the `parameter_indexing_CPI_offset` policy parameter [[#2897](https://github.com/PSLmodels/Tax-Calculator/pull/2897) by Martin Holmer] - Add CLI `--numyears N` option that allows faster multiple-year runs with `tc` [[#2900](https://github.com/PSLmodels/Tax-Calculator/pull/2900) by Martin Holmer] **Bug Fixes** - Remove redundant Parameters class property [[#2898](https://github.com/PSLmodels/Tax-Calculator/pull/2898) by Martin Holmer] 2025-04-30 Release 4.6.0 ------------------------ (last merged pull request is [#2893](https://github.com/PSLmodels/Tax-Calculator/pull/2893)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Several enhancements to Tax-Calculator CLI program, `tc` [PRs [#2886](https://github.com/PSLmodels/Tax-Calculator/pull/2886), [#2888](https://github.com/PSLmodels/Tax-Calculator/pull/2888), [#2889](https://github.com/PSLmodels/Tax-Calculator/pull/2889), [#2890](https://github.com/PSLmodels/Tax-Calculator/pull/2890), [#2891](https://github.com/PSLmodels/Tax-Calculator/pull/2891), and [#2893](https://github.com/PSLmodels/Tax-Calculator/pull/2893) by Martin Holmer] **Bug Fixes** - Update required `bokeh` version [[#2882](https://github.com/PSLmodels/Tax-Calculator/pull/2882) by Bodi Yang] - Make ACTC_c parameter be inflation indexed in the TCJA-extension reform [[#2883](https://github.com/PSLmodels/Tax-Calculator/pull/2883) by Martin Holmer] - Avoid `marshmallow` version 4.0.0 until `paramtools` is fixed [[#2885](https://github.com/PSLmodels/Tax-Calculator/pull/2885) by Martin Holmer] 2025-03-11 Release 4.5.0 ------------------------ (last merged pull request is [#2878](https://github.com/PSLmodels/Tax-Calculator/pull/2878)) **This is an enhancement release.** **API Changes** **New Features** - Updates for CBO January 2025 baseline projection [[#2874](https://github.com/PSLmodels/Tax-Calculator/pull/2874) by Bodi Yang] - Fixes to deprecation and code style warnings [PRs [#2876](https://github.com/PSLmodels/Tax-Calculator/pull/2876), [#2877](https://github.com/PSLmodels/Tax-Calculator/pull/2877), [#2878](https://github.com/PSLmodels/Tax-Calculator/pull/2878), by Martin Holmer] 2025-02-13 Release 4.4.1 ------------------------ (last merged pull request is [#2872](https://github.com/PSLmodels/Tax-Calculator/pull/2872)) **This is a minor enhancement release.** **API Changes** **New Features** - Cosmetic code changes so that "make cstest" produces no warnings - New tests added so that "make coverage" produces 100% code coverage - Add c32800 to list of calc variables in records_variables.json file [[#2872](https://github.com/PSLmodels/Tax-Calculator/pull/2872) by Martin Holmer] 2024-12-19 Release 4.4.0 ------------------------ (last merged pull request is [#2856](https://github.com/PSLmodels/Tax-Calculator/pull/2856)) **This is an enhancement release.** **API Changes** **New Features** - Make a Policy object's last budget year be flexible [[#2856](https://github.com/PSLmodels/Tax-Calculator/pull/2856) by Jason DeBacker with minor assistance from Martin Holmer] 2024-12-16 Release 4.3.5 ------------------------ (last merged pull request is [#2854](https://github.com/PSLmodels/Tax-Calculator/pull/2854)) **This is a minor enhancement and bug-fix release.** **API Changes** **New Features** - Update PUF and CPS input data using CBO June 2024 baseline projection [[#2831](https://github.com/PSLmodels/Tax-Calculator/pull/2831) by Bodi Yang] - Generalize tmd_constructor in both Records and Policy classes [[#2850](https://github.com/PSLmodels/Tax-Calculator/pull/2850) by Martin Holmer] - Add changes that should have been included in PR #2831 [[#2854](https://github.com/PSLmodels/Tax-Calculator/pull/2854) by Martin Holmer] **Bug Fixes** - Fix several broken documentation links [[#2847](https://github.com/PSLmodels/Tax-Calculator/pull/2847) by Martin Holmer and [#2849](https://github.com/PSLmodels/Tax-Calculator/pull/2849) by Martin Holmer] - Remove incorrect use of GrowFactors() in Policy and Parameters classes [[#2852](https://github.com/PSLmodels/Tax-Calculator/pull/2852) by Martin Holmer] 2024-11-30 Release 4.3.4 ------------------------ (last merged pull request is [#2844](https://github.com/PSLmodels/Tax-Calculator/pull/2844)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Fix deprecation warning when using pip to install an editable package [[#2840](https://github.com/PSLmodels/Tax-Calculator/pull/2840) by Jason DeBacker] - Fix weights precision in output file when using CLI tool with TMD input data [[#2841](https://github.com/PSLmodels/Tax-Calculator/pull/2841) by Martin Holmer] - Fix categorization of self-employment tax and additional Medicare tax [[#2844](https://github.com/PSLmodels/Tax-Calculator/pull/2844) by Martin Holmer] 2024-11-14 Release 4.3.3 ------------------------ (last merged pull request is [#2837](https://github.com/PSLmodels/Tax-Calculator/pull/2837)) **This is a minor enhancement release.** **API Changes** **New Features** - Clarify TCJA-after-2025 documentation [[#2836](https://github.com/PSLmodels/Tax-Calculator/pull/2836) by Martin Holmer] - Add known values of 2025 policy parameters [[#2837](https://github.com/PSLmodels/Tax-Calculator/pull/2837) by Martin Holmer] 2024-11-08 Release 4.3.2 ------------------------ (last merged pull request is [#2834](https://github.com/PSLmodels/Tax-Calculator/pull/2834)) **This is a bug-fix release.** **API Changes** **New Features** - Add Policy.tmd_constructor() static method for convenience when using Python API [[#2834](https://github.com/PSLmodels/Tax-Calculator/pull/2834) by Martin Holmer] **Bug Fixes** - Fix handling of tmd_growfactors.csv file [[#2832](https://github.com/PSLmodels/Tax-Calculator/pull/2832) by Martin Holmer] - Fix `tc` reform documentation output [[#2833](https://github.com/PSLmodels/Tax-Calculator/pull/2833) by Martin Holmer] 2024-10-28 Release 4.3.1 ------------------------ (last merged pull request is [#2828](https://github.com/PSLmodels/Tax-Calculator/pull/2828)) **This is a minor enhancement release.** **API Changes** **New Features** - Remove PT_qbid_limit_switch parameter and it's assocated False code [[#2823](https://github.com/PSLmodels/Tax-Calculator/pull/2823) by Martin Holmer] - Add checking of Python version to the CLI tool, tc [[#2827](https://github.com/PSLmodels/Tax-Calculator/pull/2827) by Martin Holmer] - Add weights_scale attribute to the Records and Data classes [[#2828](https://github.com/PSLmodels/Tax-Calculator/pull/2828) by Martin Holmer] 2024-10-02 Release 4.3.0 ------------------------ (last merged pull request is [#2819](https://github.com/PSLmodels/Tax-Calculator/pull/2819)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Add known values of inflation-indexed policy parameters for 2023 [[#2806](https://github.com/PSLmodels/Tax-Calculator/pull/2806) by Martin Holmer] - Enhance `Records.tmd_constructor` static method [[#2809](https://github.com/PSLmodels/Tax-Calculator/pull/2809) by Martin Holmer] - Remove TMD data files from Tax-Calculator repository [[#2810](https://github.com/PSLmodels/Tax-Calculator/pull/2810) by Martin Holmer] - Add known values of inflation-indexed policy parameters for 2024 [[#2816](https://github.com/PSLmodels/Tax-Calculator/pull/2816) by Martin Holmer] - Enhance `extend_tcja.py` and update `reforms/ext.json` [[#2817](https://github.com/PSLmodels/Tax-Calculator/pull/2817) by Martin Holmer] - Enhance `ppp.py` script [[#2819](https://github.com/PSLmodels/Tax-Calculator/pull/2819) by Martin Holmer] **Bug Fixes** - Fix specification of domestic production deduction under TCJA [[#2807](https://github.com/PSLmodels/Tax-Calculator/pull/2807) by Martin Holmer] - Fix `ALD_BusinessLosses_c` parameter values after 2025 [[#2818](https://github.com/PSLmodels/Tax-Calculator/pull/2818) by Martin Holmer] 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 [[#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 ------------------------ (last merged pull request is [#2786](https://github.com/PSLmodels/Tax-Calculator/pull/2786)) **This is a bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Add custom `reforms/growfactors_ext.json` file to use in dynamic analysis of the `reforms/ext.json` extend-TCJA-beyond-2025 reform [[#2770](https://github.com/PSLmodels/Tax-Calculator/pull/2777) by Jason DeBacker] - Fix CDCC phase-out calculations [[#2779](https://github.com/PSLmodels/Tax-Calculator/pull/2779) by Martin Holmer] - Fix CARES charity deduction for nonitemizers [[#2781](https://github.com/PSLmodels/Tax-Calculator/pull/2781) by Martin Holmer] - Fix four 2020 PT_rt? parameter values [[#2783](https://github.com/PSLmodels/Tax-Calculator/pull/2783) by Martin Holmer] - Correct AMT taxable income calculation to handle QBID correctly [[#2784](https://github.com/PSLmodels/Tax-Calculator/pull/2784) by Martin Holmer] - Fix qualified business income calculation [[#2785](https://github.com/PSLmodels/Tax-Calculator/pull/2785) by Martin Holmer] - Add `ctc_nonrefundable` variable [[#2786](https://github.com/PSLmodels/Tax-Calculator/pull/2786) by Martin Holmer] 2024-07-21 Release 4.2.0 ------------------------ (last merged pull request is [#2774](https://github.com/PSLmodels/Tax-Calculator/pull/2774)) **This is an enhancement release.** **API Changes** **New Features** - Add final Phase3 version of tmd input files [[#2774](https://github.com/PSLmodels/Tax-Calculator/pull/2774) by Martin Holmer] - Update the `thru74` branch to include final Phase3 tmd input files [[#2755](https://github.com/PSLmodels/Tax-Calculator/pull/2755) by Martin Holmer] 2024-07-11 Release 4.1.0 ------------------------ (last merged pull request is [#2772](https://github.com/PSLmodels/Tax-Calculator/pull/2772)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Add ability to use from the Python API custom growfactors files [[#2757](https://github.com/PSLmodels/Tax-Calculator/pull/2757) and [#2771](https://github.com/PSLmodels/Tax-Calculator/pull/2771) by Martin Holmer] - Add `tmd_growfactors.csv` file for use with the tmd.csv input file [[#2758](https://github.com/PSLmodels/Tax-Calculator/pull/2758) by Martin Holmer] - Add ability to run Tax-Calculator under Python 3.12 [[#2763](https://github.com/PSLmodels/Tax-Calculator/pull/2763) by Martin Holmer] - Add `ctc_total` and `ctc_refundable` output variables [[#2765](https://github.com/PSLmodels/Tax-Calculator/pull/2765) and [#2766](https://github.com/PSLmodels/Tax-Calculator/pull/2766) by Martin Holmer] - Add exact calculation logic to the `CTC_new` function [[#2769](https://github.com/PSLmodels/Tax-Calculator/pull/2769) by Martin Holmer] **Bug Fixes** - Fix 2018 and 2021 EITC phase-out start parameter values [[#2768](https://github.com/PSLmodels/Tax-Calculator/pull/2768) and [#2770](https://github.com/PSLmodels/Tax-Calculator/pull/2770) by Martin Holmer] 2024-06-01 Release 4.0.0 ------------------------ (last merged pull request is [#2752](https://github.com/PSLmodels/Tax-Calculator/pull/2752)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** **API Changes** - Apply a new framework for the payroll tax policy parameters: Payroll tax parameters are split into the employer side and employee side ~ `FICA_mc_trt`, `FICA_ss_trt` are replaced by `FICA_mc_trt_employer`, `FICA_mc_trt_employee`, `FICA_ss_trt_employer` and `FICA_ss_trt_employee`. [[#2669](https://github.com/PSLmodels/Tax-Calculator/pull/2669) by Bodi Yang] - CDCC rate scale (`CDCC_crt`, `CDCC_frt`) changed from 0~1 to 0~100. [[#2628](https://github.com/PSLmodels/Tax-Calculator/pull/2628) by Duncan Hobbs and [#2671](https://github.com/PSLmodels/Tax-Calculator/pull/2671) by Jason DeBacker] **New Features** - Ablility to perform payroll tax reform upon either employer side or employee side. [by Bodi Yang] 2024-05-10 Release 3.6.0 ------------------------ (last merged pull request is [#2743](https://github.com/PSLmodels/Tax-Calculator/pull/2743)) **This is an enhancement release.** **API Changes** **New Features** - Add capabilites to handle `tmd*` files from the tax-microdata repository [[#2740](https://github.com/PSLmodels/Tax-Calculator/pull/2740) by Martin Holmer] - Minor updates to documentation, testing, and environment by Martin Holmer and Jason DeBacker in various PRs 2024-04-04 Release 3.5.3 ------------------------ (last merged pull request is [#2732](https://github.com/PSLmodels/Tax-Calculator/pull/2732)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Updates `growfactors.csv` and PUF and CPS weights files for new `taxdata` reflecting the February 2024 CBO economic projections [[#2729](https://github.com/PSLmodels/Tax-Calculator/pull/2729) by Bodi Yang] - Simplification of how tax parameters are indexed [[#2732](https://github.com/PSLmodels/Tax-Calculator/pull/2732) by Martin Holmer] **Bug Fixes** - Correct historical parameter values [[#2730](https://github.com/PSLmodels/Tax-Calculator/pull/2730) by Martin Holmer] 2024-03-18 Release 3.5.2 ------------------------ (last merged pull request is [#2725](https://github.com/PSLmodels/Tax-Calculator/pull/2725)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Complete works of TAXSIM-35 validation, in several PRS by Bodi Yang and Jason DeBacker **Bug Fixes** - Fix bugs in `ppp.py` script [[#2725](https://github.com/PSLmodels/Tax-Calculator/pull/2725) by Martin Holmer] 2024-02-27 Release 3.5.1 ------------------------ (last merged pull request is [#2722](https://github.com/PSLmodels/Tax-Calculator/pull/2722)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** **Bug Fixes** - Includes `paramtools` in required packages for installation [[#2721](https://github.com/PSLmodels/Tax-Calculator/pull/2721) by Jason DeBacker] 2024-02-10 Release 3.5.0 ------------------------ (last merged pull request is [#2715](https://github.com/PSLmodels/Tax-Calculator/pull/2715)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Add baseline table output to `cli` command [[#2714](https://github.com/PSLmodels/Tax-Calculator/pull/2714) by Martin Holmer] - Additional TAXSIM-35 validation tools, several PRS by Bodi Yang and Jason DeBacker **Bug Fixes** - Avoid Pandas deprecation warnings[[#2715](https://github.com/PSLmodels/Tax-Calculator/pull/2785) by Martin Holmer] - Correctly account for the `odc` variable as refundable in 2021 [[#2703](https://github.com/PSLmodels/Tax-Calculator/pull/2704) by Bodi Yang] - Fix incorrect value for `EITC_ps_MarriedJ` in 2020 [[#2699](https://github.com/PSLmodels/Tax-Calculator/pull/2699) by Bodi Yang] - Fix incorrect value for ACTC amount for 2023-2025 to reflect inflation adjustment [[#2691](https://github.com/PSLmodels/Tax-Calculator/pull/2691) by Jason DeBacker] 2023-06-20 Release 3.4.1 ------------------------ (last merged pull request is [#2686](https://github.com/PSLmodels/Tax-Calculator/pull/2686)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Update documentation of use cases [[#2686](https://github.com/PSLmodels/Tax-Calculator/pull/2686) by Jason Debacker] - Update the last budget year to 2033 ~ also extend the projections to 2033 [[#2682](https://github.com/PSLmodels/Tax-Calculator/pull/2682) by Bodi Yang] **Bug Fixes** - Reweight PUF data for the year 2033, to fix the odd PUF weightings, PUF ratios and odd projections [[#2685](https://github.com/PSLmodels/Tax-Calculator/pull/2685) by Bodi Yang], with primary work in [[TaxData PR #429](https://github.com/PSLmodels/taxdata/pull/429)by Bodi Yang] - Fix incorrect value for EITC_c in 2020 [[#2684](https://github.com/PSLmodels/Tax-Calculator/pull/2684) by Matt Jensen] 2023-05-05 Release 3.4.0 ------------------------ (last merged pull request is [#2677](https://github.com/PSLmodels/Tax-Calculator/pull/2677)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Tax-Calculator baseline update for CBO economic projections, published in May, "The Budget and Economic Outlook: 2023 to 2033" [[#2676](https://github.com/PSLmodels/Tax-Calculator/pull/2676) by Bodi Yang], with primary work in [[TaxData PR #421](https://github.com/PSLmodels/taxdata/pull/421)by Bodi Yang] **Bug Fixes** - Replacement of the deprecated Pandas `.append()` method in the model [[#2676](https://github.com/PSLmodels/Tax-Calculator/pull/2676) by Bodi Yang] - Fix calculaton of 2021 child and other dependent credit [[#2677](https://github.com/PSLmodels/Tax-Calculator/pull/2677) by Matt Jensen] - Fix exemption of UI from AGI for EITC in certain years [[#2675](https://github.com/PSLmodels/Tax-Calculator/pull/2675) by Jason Debacker] - Fix incorrect value for max EITC in 2022 [[#2673](https://github.com/PSLmodels/Tax-Calculator/pull/2673) by Jason Debacker] 2022-12-16 Release 3.3.0 ------------------------ (last merged pull request is [#2662](https://github.com/PSLmodels/Tax-Calculator/pull/2662)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Tax-Calculator baseline update for CBO economic projections, published in May, "The Budget and Economic Outlook: 2022 to 2032" [[#2662](https://github.com/PSLmodels/Tax-Calculator/pull/2662) by Bodi Yang], with primary work in [[TaxData PR #412](https://github.com/PSLmodels/taxdata/pull/412)by Bodi Yang] - Add parameters for threshold for self-employment income exempt from SECA taxes [[#2659](https://github.com/PSLmodels/Tax-Calculator/pull/2659) by Jason Debacker] - Update calculation of child number when CTC_include17 [[#2644](https://github.com/PSLmodels/Tax-Calculator/pull/2644) by Matt Jensen] - Add Python 3.10 to test matrix [[#2646](https://github.com/PSLmodels/Tax-Calculator/pull/2646) by Jason Debacker] - Inflation adjustment of the year 2020, 2021, 2022, for IRS tax forms and tax law inflation adjustments documents [[#2633](https://github.com/PSLmodels/Tax-Calculator/pull/2633) by Bodi Yang] **Bug Fixes** - Fix Parameter error parsing in taxcalcio module [[#2625](https://github.com/PSLmodels/Tax-Calculator/pull/2625/commits) by Hank Doupe] 2021-08-06 Release 3.2.1 ------------------------ (last merged pull request is [#2615](https://github.com/PSLmodels/Tax-Calculator/pull/2615)) **This is bug-fix release.** **API Changes** **New Features** **Bug Fixes** Correct an error in the value of the `CTC_new_c_under6_bonus` for the year 2021. [[#2609](https://github.com/PSLmodels/Tax-Calculator/pull/2609) by Jason DeBacker] 2021-07-17 Release 3.2.0 ------------------------ (last merged pull request is [#2604](https://github.com/PSLmodels/Tax-Calculator/pull/2604)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Updates the current law baseline to include the CARES Act (#2586), the the Consolidated Appropriations Act of 2021, and the American Rescue Plan Act, (PRs #2573 and #2588), and the Consolidated Appropriations Act of 2021 (PR #2593) as well as updates to EITC parameters (PR #2593). This ends a transition period for users to model these changes as reforms to the former baseline. [[#2586](https://github.com/PSLmodels/tax-calculator/pull/2586), [#2593](https://github.com/PSLmodels/tax-calculator/pull/2593), [#2573](https://github.com/PSLmodels/tax-calculator/pull/2573), [#2588](https://github.com/PSLmodels/tax-calculator/pull/2588), [#2593](https://github.com/PSLmodels/tax-calculator/pull/2593) with contributions from Angela Shoulders, Cody Kallen, Matt Jensen, and Jason DeBacker] - Updates growfactors and weights for the PUF and CPS data to reflect updates to `taxdata`, including new CBO forecasts. [[#2599](https://github.com/PSLmodels/tax-calculator/pull/2599) by Anderson Frailey] - Add profiling to testing [[#2570](https://github.com/PSLmodels/tax-calculator/pull/2570), [#2577](https://github.com/PSLmodels/tax-calculator/pull/2577), [#2587](https://github.com/PSLmodels/tax-calculator/pull/2587) by Jacob Chuslo] - Allow for non-taxed UI eligibility. [[#2579](https://github.com/PSLmodels/tax-calculator/pull/2579) by Max Ghenis] - Additional unit tests for `calcfunctions.py`. [[#2572](https://github.com/PSLmodels/tax-calculator/pull/2572) by Angela Shoulders] **Bug Fixes** 2021-03-01 Release 3.1.0 ------------------------ (last merged pull request is [#2566](https://github.com/PSLmodels/Tax-Calculator/pull/2566)) **This is an enhancement and bug-fix release.** **API Changes** **New Features** - Package for Python 3.9. [[#2522](https://github.com/PSLmodels/tax-calculator/pull/2522) by Max Ghenis] - Parameters for QBI deduction phaseout. [[#2508](https://github.com/PSLmodels/tax-calculator/pull/2508) by Peter Metz] - Switch for QBI deduction wage and capital limitations. [[#2497(https://github.com/PSLmodels/tax-calculator/pull/2497) by Peter Metz] - Interaction with `calcfunctions.py` functions and unit tests without `@jit` decorator. [[#2515](https://github.com/PSLmodels/tax-calculator/pull/2515) by Jacob Chuslo] **Bug Fixes** - Fix default parameter value for deduction for blind and aged widowed taxpayers. [[#2537](https://github.com/PSLmodels/tax-calculator/pull/2537) by Jacob Chuslo, reported by Jason DeBacker] - Include self-employment tax in calculation of partnership-specific marginal tax rates. [[#2486](https://github.com/PSLmodels/tax-calculator/pull/2486) by Cody Kallen] - Fix stacking of an optional capital gains tax bracket. [[#2500](https://github.com/PSLmodels/tax-calculator/pull/2500) by Peter Metz] - Fix bug caused by adjusting the indexed status of a parameter while also adjusting the parameter's value and a related parameter's value. [[#2532](https://github.com/PSLmodels/tax-calculator/pull/2532) by Hank Doupe] 2020-08-24 Release 3.0.0 ------------------------ (last merged pull request is [#2474](https://github.com/PSLmodels/Tax-Calculator/pull/2474)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** **API Changes** - Adopt the [ParamTools library](https://github.com/PSLmodels/ParamTools) for parameter processing and validation, allowing easier integration with other projects that rely on ParamTools, less code for the Tax-Calculator project to maintain, and other benefits for Tax-Calculator users. Backwards compatibiltiy was maintained except for a minor API change: The parameter values that are accessible as instance attributes (e.g. pol.II_em) are not casted down into a lower dimension. So, if the year is 2017, then pol.II_em returns [4050.0] instead of 4050.0. [[#2401](https://github.com/PSLmodels/Tax-Calculator/pull/2401) by Hank Doupe] - CPI_offset was replaced by parameter_indexing_CPI_offset, which has slightly different behavior: When parameter_indexing_CPI_offset is specified in a reform, that value is no longer added to the existing parameter_indexing_CPI_offset as was the case with CPI_offset. Rather, the specified value becomes the offset from the baseline unchained CPI. This new behavior is consistent with what is expected from all other Tax-Calculator parameters. [[#2413](https://github.com/PSLmodels/Tax-Calculator/pull/2413) by Peter Metz] - Replace the variable reporting the number of dependents under 5 years old (nu05) with the number under 6 years old (nu06) to support recent policy proposals. [[#2443](https://github.com/PSLmodels/Tax-Calculator/pull/2443) by Peter Metz, with primary work in [TaxData PR #329](https://github.com/PSLmodels/taxdata/pull/329) by Anderson Frailey] - Remove the changes.md file to consolidate version reporting in this file, releases.md. [[#2474](https://github.com/PSLmodels/Tax-Calculator/pull/2474) by Matt Jensen] **New Features** - Enable Windows users to convert TAXSIM input files to the interface required by Tax-Calculator's tc Command Line Interface by replacing validation script taxcalc.sh with taxcalc.py [[#2408](https://github.com/PSLmodels/Tax-Calculator/pull/2408) by Peter Metz based on feedback from Ernie Tedeschi] - Add automated testing for Python 3.8 to ensure a bug-free experience for users on the latest version of Python. [[#2414](https://github.com/PSLmodels/Tax-Calculator/pull/2414) by Hank Doupe] - Include UBI amounts, when introduced by user reforms, to variables that report total benefits. [[#2418](https://github.com/PSLmodels/Tax-Calculator/pull/2418) by Jason DeBacker] - Improve [documentation site](https://pslmodels.github.io/Tax-Calculator/) with [Jupyter Book](https://jupyterbook.org/intro.html) [[#2420](https://github.com/PSLmodels/Tax-Calculator/pull/2420) by Max Ghenis with auxiliary PRs by Jason DeBacker] - Add documentation for the Tax-Calculator API to the docs site. [[#2441](https://github.com/PSLmodels/Tax-Calculator/pull/2441) by Jason DeBacker] - Add documentation for Tax-Calculator parameters to the docs site. [[#2450](https://github.com/PSLmodels/Tax-Calculator/pull/2450) by Hank Doupe] - Port from SAS to Python the creation of the CPS tax unit file that is packaged with Tax-Calculator. [[#2444](https://github.com/PSLmodels/Tax-Calculator/pull/2444) by Peter Metz, with primary work in [TaxData PR #314](https://github.com/PSLmodels/taxdata/pull/314) by Anderson Frailey] - Update the Tax-Calculator baseline for the CBO's July 2 report, "An Update to the Economic Outlook: 2020-2030." [[#2462](https://github.com/PSLmodels/Tax-Calculator/pull/2462) by Peter Metz, with primary work in [TaxData PR #332](https://github.com/PSLmodels/taxdata/pull/314) by Jacob Chuslo] **Bug Fixes** - Adjustments to the CPI_offset set under current law previously overwrite the scheduled expiration of TCJA tax cut for parameters that are inflation indexed. The adoption of the new parameter_indexing_CPI_offset fixes this bug. We are unware of any users encountering this issue. [[#2413](https://github.com/PSLmodels/Tax-Calculator/pull/2413) by Peter Metz] 2020-03-18 Release 2.9.0 ------------------------ (last merged pull request is [#2405](https://github.com/PSLmodels/Tax-Calculator/pull/2405)) **This is an enhancement and bug-fix release.** **API Changes** - None **New Features** - Update to January 2020 CBO economic projections [[#2403](https://github.com/PSLmodels/Tax-Calculator/pull/2403) by Peter Metz] **Bug Fixes** - Reinstate personal exemption phaseout (PEP) in 2026 [[#2402](https://github.com/PSLmodels/Tax-Calculator/pull/2402) by Peter Metz and identified by Peter Metz] 2020-02-28 Release 2.8.0 ------------------------ (last merged pull request is [#2400](https://github.com/PSLmodels/Tax-Calculator/pull/2400)) **This is an enhancement release.** **API Changes** - None **New Features** - Allows users a greater range when modifying input data with Tax-Calculator's growdiff capabilities [[#2397](https://github.com/PSLmodels/Tax-Calculator/pull/2397) by Peter Metz] - Update 2019 policy parameters with IRS published values [[#2399](https://github.com/PSLmodels/Tax-Calculator/pull/2399) by Peter Metz] **Bug Fixes** -None 2019-12-13 Release 2.7.0 ------------------------ (last merged pull request is [#2395](https://github.com/PSLmodels/Tax-Calculator/pull/2395)) **This is an enhancement and bug-fix release.** **API Changes** - None **New Features** - Versioning improved to facilitate pip installation [[#2390](https://github.com/PSLmodels/Tax-Calculator/pull/2390) by Matt Jensen as requested by Max Ghenis] - New notification and documentation about when data extrapolation are not conducted by Tax-Calculator on startup [[#2394](https://github.com/PSLmodels/Tax-Calculator/pull/2394) by Matt Jensen as requested by Don Boyd] **Bug Fixes** - Fix for CPI_offsets when applied in 2018 and later [[#2381](https://github.com/PSLmodels/Tax-Calculator/pull/2381) by Hank Doupe, who also identified the bug] - Ceiling on SALT taxes no longer incorrectly indexed for inflation [[#2388](https://github.com/PSLmodels/Tax-Calculator/pull/2388) by Max Ghenis with bug reported by Tyler Evilsizer] 2019-10-31 Release 2.6.0 ------------------------ (last merged pull request is [#2379](https://github.com/PSLmodels/Tax-Calculator/pull/2379)) **This is an enhancement release.** **API Changes** - None **New Features** - Add a version of recipe04 for Pandas users [[#2373](https://github.com/PSLmodels/Tax-Calculator/pull/2373) by Max Ghenis] **Bug Fixes** - None 2019-08-06 Release 2.5.0 ------------------------ (last merged pull request is [#2370](https://github.com/PSLmodels/Tax-Calculator/pull/2370)) **This is an enhancement and bug-fix release.** **API Changes** - None **New Features** - Add to the income tax a refundable payroll tax credit (RPTC) that can be used to emulate a payroll tax exemption [[#2366](https://github.com/PSLmodels/Tax-Calculator/pull/2366) by Peter Metz, Matt Jensen and Martin Holmer] **Bug Fixes** - Allow reforms that specify a `CPI_offset` change in the same year as a tax policy parameter's indexing status is changed [[#2364](https://github.com/PSLmodels/Tax-Calculator/pull/2364) by Anderson Frailey] 2019-06-28 Release 2.4.2 ------------------------ (last merged pull request is [#2352](https://github.com/PSLmodels/Tax-Calculator/pull/2352)) **This is a bug-fix release.** **API Changes** - None **New Features** - None **Bug Fixes** - Add farm income to qualified business income [[#2352](https://github.com/PSLmodels/Tax-Calculator/pull/2352) by Martin Holmer] 2019-06-26 Release 2.4.1 ------------------------ (last merged pull request is [#2348](https://github.com/PSLmodels/Tax-Calculator/pull/2348)) **This is a bug-fix release.** **API Changes** - None **New Features** - None **Bug Fixes** - Add taxable-income cap to qualified business income deduction logic [[#2348](https://github.com/PSLmodels/Tax-Calculator/pull/2348) by Martin Holmer] 2019-06-25 Release 2.4.0 ------------------------ (last merged pull request is [#2345](https://github.com/PSLmodels/Tax-Calculator/pull/2345)) **This is an enhancement release.** **API Changes** - None **New Features** - Improve calculation of qualified business income deduction [[#2345](https://github.com/PSLmodels/Tax-Calculator/pull/2345) by Martin Holmer] **Bug Fixes** - None 2019-06-08 Release 2.3.0 ------------------------ (last merged pull request is [#2337](https://github.com/PSLmodels/Tax-Calculator/pull/2337)) **This is an enhancement release.** **API Changes** - None **New Features** - Redo validation tests using newest version of TAXSIM-27 [[#2336](https://github.com/PSLmodels/Tax-Calculator/pull/2336) by Martin Holmer with assistance from Dan Feenberg] - Simplify Records class internal logic by adding generic Data class [[#2337](https://github.com/PSLmodels/Tax-Calculator/pull/2337) by Martin Holmer based on ideas from Cody Kallen] **Bug Fixes** - None 2019-05-20 Release 2.2.0 ------------------------ (last merged pull request is [#2327](https://github.com/PSLmodels/Tax-Calculator/pull/2327)) **This is an enhancement and bug-fix release.** **API Changes** - None **New Features** - Add "Redefining Expanded Income" cookbook recipe [[#2321](https://github.com/PSLmodels/Tax-Calculator/pull/2321) by Martin Holmer responding to request by Max Ghenis] - Add option to specify table and graph quantiles that have equal numbers of people (rather than filing units) [[#2322](https://github.com/PSLmodels/Tax-Calculator/pull/2322) by Martin Holmer responding to request by Max Ghenis] - Add "Analyzing a Non-Parametric Reform" cookbook recipe [[#2327](https://github.com/PSLmodels/Tax-Calculator/pull/2327) by Martin Holmer] **Bug Fixes** - Correct treatment of tuition and fees deduction in 2018 and subsequent years [[#2319](https://github.com/PSLmodels/Tax-Calculator/pull/2319) by Anderson Frailey with bug reported by Alan Viard and Erin Melly] 2019-05-09 Release 2.1.0 ------------------------ (last merged pull request is [#2316](https://github.com/PSLmodels/Tax-Calculator/pull/2316)) **This is an enhancement release.** **API Changes** - None **New Features** - Provide option to specify simpler JSON reform files [[#2312](https://github.com/PSLmodels/Tax-Calculator/pull/2312) by Martin Holmer] - Streamline GrowDiff.apply_to and Records._extrapolate code [[#2314](https://github.com/PSLmodels/Tax-Calculator/pull/2314) by Martin Holmer] - Reorganize Tax-Calculator documentation [[#2315](https://github.com/PSLmodels/Tax-Calculator/pull/2315) by Martin Holmer] **Bug Fixes** - None 2019-04-17 Release 2.0.1 ------------------------ (last merged pull request is [#2306](https://github.com/PSLmodels/Tax-Calculator/pull/2306)) **This is a bug-fix release.** **API Changes** - None **New Features** - None **Bug Fixes** - Fix minor flaw in definition of EITC investment income [[#2306](https://github.com/PSLmodels/Tax-Calculator/pull/2306) by Martin Holmer] 2019-04-15 Release 2.0.0 ------------------------ (last merged pull request is [#2297](https://github.com/PSLmodels/Tax-Calculator/pull/2297)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** Read [this document](UPGRADING.md#upgrading-to-tax-calculator-20) to understand what you need to do before using Tax-Calculator 2.0. **API Changes** - Simplify and standardize the way that policy reforms (and assumption changes) are specified in both JSON files and Python dictionaies [[#2292](https://github.com/PSLmodels/Tax-Calculator/pull/2292) by Martin Holmer] **New Features** - Revise Tax-Calculator versus TASIM-27 validation test logic [[#2278](https://github.com/PSLmodels/Tax-Calculator/pull/2278) by Martin Holmer] - Update Tax-Calculator versus TASIM-27 validation test results [[#2279](https://github.com/PSLmodels/Tax-Calculator/pull/2279) by Martin Holmer] **Bug Fixes** - Fix Windows-related bug in `docs/cookbook/test_recipes.py` that generated FAIL messages when there were only whitespace differences [[#2280](https://github.com/PSLmodels/Tax-Calculator/pull/2280) by Martin Holmer with bug reported by Robert Orr and fix tested on Windows by Duncan Hobbs] 2019-03-24 Release 1.2.0 ------------------------ (last merged pull request is [#2269](https://github.com/PSLmodels/Tax-Calculator/pull/2269)) **This is an enhancement and bug-fix release.** **API Changes** - None **New Features** - Add JSON reform file for tax provisions in Sanders-DeFazio "Social Security Expansion Act" [[#2266](https://github.com/PSLmodels/Tax-Calculator/pull/2266) by Duncan Hobbs] - Add ability to handle larger values of integer parameters in Parameter class [[#2269](https://github.com/PSLmodels/Tax-Calculator/pull/2269) by Martin Holmer] **Bug Fixes** - Fix minor bugs related to the `_SS_Earnings_thd` policy parameter added in [#2222](https://github.com/PSLmodels/Tax-Calculator/pull/2222) [[#2267](https://github.com/PSLmodels/Tax-Calculator/pull/2267) by Martin Holmer] 2019-03-17 Release 1.1.0 ------------------------ (last merged pull request is [#2261](https://github.com/PSLmodels/Tax-Calculator/pull/2261)) **This is an enhancement release.** **API Changes** - None **New Features** - Provide more flexibility in specifying structural EITC reforms that make the credit more individualized [[#2254](https://github.com/PSLmodels/Tax-Calculator/pull/2254) by Matt Jensen] - Use new data input files from [taxdata pull request 307](https://github.com/PSLmodels/taxdata/pull/307#issue-257784078) that are generated using January 2019 CBO economic projection; extend budget years through 2029 [[#2255](https://github.com/PSLmodels/Tax-Calculator/pull/2255) by Martin Holmer using data files produced by Anderson Frailey] - Add error messages that stop use of file names (or strings beginning with 'http') in `Calculator.read_json_param_objects` method that do not end in '.json' [[#2261](https://github.com/PSLmodels/Tax-Calculator/pull/2261) by Martin Holmer based on report by Max Ghenis] **Bug Fixes** - None 2019-02-26 Release 1.0.1 ------------------------ (last merged pull request is [#2243](https://github.com/PSLmodels/Tax-Calculator/pull/2243)) **This is a bug-fix release.** **API Changes** - None **New Features** - None **Bug Fixes** - Make the six components of total itemized deductions add up to pre-limitation total itemized deductions [[#2243](https://github.com/PSLmodels/Tax-Calculator/pull/2243) by Martin Holmer with bug reported by Erin Melly] 2019-02-22 Release 1.0.0 ------------------------ (last merged pull request is [#2241](https://github.com/PSLmodels/Tax-Calculator/pull/2241)) **This is a major release with changes that make Tax-Calculator incompatible with earlier releases.** **API Changes** - Remove from Tax-Calculator the Behavior class; same capabilities now in Behavioral-Responses [[#2182](https://github.com/PSLmodels/Tax-Calculator/pull/2182) by Martin Holmer] - Redefine the meaning of the `_CTC_c` policy parameter and remove five old reform parameters that are incompatible with current law [[#2223](https://github.com/PSLmodels/Tax-Calculator/pull/2223) by Martin Holmer with the assistance of Cody Kallen] - Remove from Tax-Calculator the `quantity_response` function, which is now in Behavioral-Responses [[#2233](https://github.com/PSLmodels/Tax-Calculator/pull/2233) by Martin Holmer] **New Features** - Add `ppp.py` developer-only script and create FAQ issue #2183 to describe its use [[#2181](https://github.com/PSLmodels/Tax-Calculator/pull/2181) by Martin Holmer] - Move read-the-docs documentation into several Tax-Calculator/*.md files [[#2184](https://github.com/PSLmodels/Tax-Calculator/pull/2184) by Martin Holmer] - Incorporate slightly different CPS and PUF input data files [[#2185](https://github.com/PSLmodels/Tax-Calculator/pull/2185) by Martin Holmer with data from Anderson Frailey], which requires new `puf.csv` input file (see [taxdata pull request 296](https://github.com/PSLmodels/taxdata/pull/296) for details) with this information: * Byte size: 56415704 * MD5 checksum: 4aa15435c319bf5e4d3427faf52384c0 - Add new data files generated in [taxdata pull request 297](https://github.com/PSLmodels/taxdata/pull/297) using the August-2018 CBO ten-year projection [[#2196](https://github.com/PSLmodels/Tax-Calculator/pull/2196) by Martin Holmer with data from Anderson Frailey] - Add actual 2018 values for all policy parameters [[#2212](https://github.com/PSLmodels/Tax-Calculator/pull/2212) by Peter Metz] - Revise specification of `2017_law.json` and `TCJA.json` reform files to work when last known parameter values are for 2018 [[#2218](https://github.com/PSLmodels/Tax-Calculator/pull/2218) by Martin Holmer] - Add policy parameter that allows specification of the payroll tax aspects of the Larson "Social Security 2100 Act" [[#2222](https://github.com/PSLmodels/Tax-Calculator/pull/2222) by Anderson Frailey] **Bug Fixes** - Fix negative/zero/positive split of bottom decile in distribution and difference tables [[#2192](https://github.com/PSLmodels/Tax-Calculator/pull/2192) by Martin Holmer] - Fix CTC+ODC logic for 2018+ [[#2211](https://github.com/PSLmodels/Tax-Calculator/pull/2211) [#2205](https://github.com/PSLmodels/Tax-Calculator/pull/2205) by Martin Holmer with need pointed out by Peter Metz] 2018-12-14 Release 0.24.0 ------------------------- (last merged pull request is [#2176](https://github.com/PSLmodels/Tax-Calculator/pull/2176)) **API Changes** - None **New Features** - Make taxcalc packages available for Python 3.7 as well as for Python 3.6 [[#2176](https://github.com/PSLmodels/Tax-Calculator/pull/2176) by Martin Holmer] **Bug Fixes** - None 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 [#2150](https://github.com/PSLmodels/Tax-Calculator/pull/2150)) **API Changes** - None **New Features** - Revise taxcalc/validation/taxsim logic to work with new TAXSIM version 27 [[#2140](https://github.com/PSLmodels/Tax-Calculator/pull/2140) by Martin Holmer] - Use `tc --dump` in validation work, which allows removal of `simtax.py` and its class and tests [[#2142](https://github.com/PSLmodels/Tax-Calculator/pull/2142) by Martin Holmer] - Add test to Makefile that detects previously undetected bugs in `calcfunctions.py` [[#2144](https://github.com/PSLmodels/Tax-Calculator/pull/2144) by Martin Holmer] - Eliminate Tax-Calculator dependency on the `toolz` package [[#2148](https://github.com/PSLmodels/Tax-Calculator/pull/2148) by Martin Holmer] **Bug Fixes** - Change the age range for those using the special child AMT-exemption rules [[#2141](https://github.com/PSLmodels/Tax-Calculator/pull/2141) by Martin Holmer] 2018-11-22 Release 0.23.2 ------------------------- (last merged pull request is [#2126](https://github.com/PSLmodels/Tax-Calculator/pull/2126)) **API Changes** - None **New Features** - Refactor `create_diagnostic_table` utility function to work better when using the Behavioral-Repsonses `behresp` package [[#2126](https://github.com/PSLmodels/Tax-Calculator/pull/2126) by Martin Holmer responding to question from Ernie Tedeschi] **Bug Fixes** - None 2018-11-20 Release 0.23.1 ------------------------- (last merged pull request is [#2123](https://github.com/PSLmodels/Tax-Calculator/pull/2123)) **API Changes** - None **New Features** - None **Bug Fixes** - Replace buggy Parameters.default_data() with Policy.metadata() method [[#2119](https://github.com/PSLmodels/Tax-Calculator/pull/2119) by Martin Holmer with bug reported by Hank Doupe] - Add ability to pass Pandas DataFrame as the `adjust_ratios` argument to Records class constructor [[#2121](https://github.com/PSLmodels/Tax-Calculator/pull/2121) by Martin Holmer with bug reported by Anderson Frailey] - Revise cookbook recipe 1 to show easier way to access reform files on website [[#2122](https://github.com/PSLmodels/Tax-Calculator/pull/2122) by Martin Holmer] 2018-11-13 Release 0.23.0 ------------------------- (last merged pull request is [#2111](https://github.com/PSLmodels/Tax-Calculator/pull/2111)) **API Changes** - Remove confusing `filer` variable from list of usable input variables [[#2102](https://github.com/PSLmodels/Tax-Calculator/pull/2102) by Martin Holmer] - Remove useless `start_year` and `num_years` arguments of constructor for the Policy, Consumption, and GrowDiff classes [[#2103](https://github.com/PSLmodels/Tax-Calculator/pull/2103) by Martin Holmer] - Add deprecated warning to Behavior class constructor and documentation because Behavior class will be removed from Tax-Calculator in a future release [[#2105](https://github.com/PSLmodels/Tax-Calculator/pull/2105) by Martin Holmer] - Remove `versioneer.py` and `taxcalc/_version.py` and related code now that Package-Builder is handling version specification [[#2111](https://github.com/PSLmodels/Tax-Calculator/pull/2111) by Martin Holmer] **New Features** - Revise cookbook recipe 2 to show use of new Behavioral-Responses behresp package as alternative to deprecated Behavior class [[#2107](https://github.com/PSLmodels/Tax-Calculator/pull/2107) by Martin Holmer] **Bug Fixes** - None 2018-10-26 Release 0.22.2 ------------------------- (last merged pull request is [#2094](https://github.com/PSLmodels/Tax-Calculator/pull/2094)) **API Changes** - None **New Features** - Add _EITC_basic_frac policy parameter so that an Earned and Basic Income Tax Credit (EBITC) reform can be analyzed [[#2094](https://github.com/PSLmodels/Tax-Calculator/pull/2094) by Martin Holmer] **Bug Fixes** - None 2018-10-25 Release 0.22.1 ------------------------- (last merged pull request is [#2091](https://github.com/PSLmodels/Tax-Calculator/pull/2091)) **API Changes** - None **New Features** - Add Records.read_cps_data static method to make it easier to test other models in the Policy Simulation Library collection of USA tax models [[#2090](https://github.com/PSLmodels/Tax-Calculator/pull/2090) by Martin Holmer] **Bug Fixes** - None 2018-10-24 Release 0.22.0 ------------------------- (last merged pull request is [#2087](https://github.com/PSLmodels/Tax-Calculator/pull/2087)) **API Changes** - Refactor `tbi` functions so that other models in the Policy Simulation Library (PSL) collection of USA tax models can easily produce the tables expected by TaxBrain [[#2087](https://github.com/PSLmodels/Tax-Calculator/pull/2087) by Martin Holmer] **New Features** - Add more detailed pull-request work-flow documentation [[#2071](https://github.com/PSLmodels/Tax-Calculator/pull/2071) by Martin Holmer] - Add Travis-CI-build badge to `README.md` file [[#2078](https://github.com/PSLmodels/Tax-Calculator/pull/2078) by Philipp Kats] - Add ability to read online JSON reform/assumption files located at URLs beginning with `http` [[#2079](https://github.com/PSLmodels/Tax-Calculator/pull/2079) by Anderson Frailey] - Add Python-version and code-coverage badges to `README.md` file [[#2080](https://github.com/PSLmodels/Tax-Calculator/pull/2080) by Martin Holmer] **Bug Fixes** - Fix syntax error in `gitpr.bat` Windows batch script [[#2084](https://github.com/PSLmodels/Tax-Calculator/pull/2084) by Martin Holmer] - Fix bug in create_difference_table utility function that affected the `ubi` and `benefit_*_total` variables [[#2087](https://github.com/PSLmodels/Tax-Calculator/pull/2087) by Martin Holmer] 2018-09-11 Release 0.21.0 : first release compatible only with Python 3.6 ------------------------------------------------------------------------- (last merged pull request is [#2058](https://github.com/PSLmodels/Tax-Calculator/pull/2058)) **API Changes** - Require Python 3.6 to run Tax-Calculator source code or conda package [[#2058](https://github.com/PSLmodels/Tax-Calculator/pull/2058) by Martin Holmer], which requires new `puf.csv` input file (see [taxdata pull request 283](https://github.com/PSLmodels/taxdata/pull/283) for details) with this information: * Byte size: 56415698 * MD5 checksum: 3f1c7c2b16b6394a9148779db992bed1 **New Features** - None **Bug Fixes** - None 2018-09-06 Release 0.20.3 : LAST RELEASE COMPATIBLE WITH PYTHON 2.7 ------------------------------------------------------------------- (last merged pull request is [#2056](https://github.com/PSLmodels/Tax-Calculator/pull/2056)) **API Changes** - None **New Features** - Incorporate new PUF input data that include imputed values of itemizeable expenses for non-itemizers [[#2052](https://github.com/PSLmodels/Tax-Calculator/pull/2052) by Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 55104059 * MD5 checksum: 9929a03b2d93a628d5057cc17d032e52 - Incorporate new CPS input data that include different `other_ben` values [[#2055](https://github.com/PSLmodels/Tax-Calculator/pull/2055) by Martin Holmer] - Incorporate new PUF input data that include imputed values of pension contributions [[#2056](https://github.com/PSLmodels/Tax-Calculator/pull/2056) by Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 56415698 * MD5 checksum: a10091a770472254c50f8985d8839162 **Bug Fixes** - None 2018-08-10 Release 0.20.2 ------------------------- (last merged pull request is [#2048](https://github.com/PSLmodels/Tax-Calculator/pull/2048)) **API Changes** - None **New Features** - Add Calculator.n65() method that uses new `elderly_dependents` input variable [[#2029](https://github.com/PSLmodels/Tax-Calculator/pull/2029) by Martin Holmer at request of Max Ghenis] - Incorporate updated CPS and PUF input data [[#2032](https://github.com/PSLmodels/Tax-Calculator/pull/2032) by Martin Holmer and Anderson Frailey] - Add policy parameters that allow many changes in tax treatment of charitable giving [[#2037](https://github.com/PSLmodels/Tax-Calculator/pull/2037) by Derrick Choe] - Extrapolate CPS benefit variables in the same way as other dollar variables are extrapolated to future years [[#2041](https://github.com/PSLmodels/Tax-Calculator/pull/2041) by Martin Holmer] - Incorporate most recent PUF input data fixing problem mentioned in [#2032](https://github.com/PSLmodels/Tax-Calculator/pull/2032) [[#2047](https://github.com/PSLmodels/Tax-Calculator/pull/2047) by Martin Holmer and Anderson Frailey], which requires new `puf.csv` input file with this information: * Byte size: 54341028 * MD5 checksum: b64b90884406dfcff85f2ac9ba79f9bf - Incorporate most recent CPS input data containing actuarial value of health insurance benefits [[#2048](https://github.com/PSLmodels/Tax-Calculator/pull/2048) by Martin Holmer and Anderson Frailey] **Bug Fixes** - Fix incorrect aging of `e00900` variable [[#2027](https://github.com/PSLmodels/Tax-Calculator/pull/2027) by Martin Holmer with bug reported by Max Ghenis] 2018-05-21 Release 0.20.1 ------------------------- (last merged pull request is [#2005](https://github.com/PSLmodels/Tax-Calculator/pull/2005)) **API Changes** - None **New Features** - None **Bug Fixes** - Fix warning logic to exclude CPS data and to fix handling of changes in standard deduction amounts [[#2005](https://github.com/PSLmodels/Tax-Calculator/pull/2005) by Martin Holmer] 2018-05-18 Release 0.20.0 ------------------------- (last merged pull request is [#2003](https://github.com/PSLmodels/Tax-Calculator/pull/2003)) **API Changes** - Simplify table-creation Calculator methods and related utility functions [[#1984](https://github.com/PSLmodels/Tax-Calculator/pull/1984) by Martin Holmer] - Rename `Growfactors` class as `GrowFactors` and rename `Growdiff` class as `GrowDiff` [[#1996](https://github.com/PSLmodels/Tax-Calculator/pull/1996) by Martin Holmer] - Add `quantity_response` utility function and remove obsolete charity and earnings response logic from Behavior class [[#1997](https://github.com/PSLmodels/Tax-Calculator/pull/1997) by Martin Holmer] - Add empty shell of `GrowModel` class that will eventually contain a simple macroeconomic growth model with annual feedback to the microeconomic simulation [[#1998](https://github.com/PSLmodels/Tax-Calculator/pull/1998) by Martin Holmer] **New Features** - Streamline logic that prevents disclosure of details of PUF filing units [[#1979](https://github.com/PSLmodels/Tax-Calculator/pull/1979) by Martin Holmer] - Add option to not include benefits in a Records object that uses CPS data [[#1985](https://github.com/PSLmodels/Tax-Calculator/pull/1985) and [[#1988](https://github.com/PSLmodels/Tax-Calculator/pull/1988) by Martin Holmer] - Update CODING and TESTING documentation to reflect recommended usage of `pycodestyle` in place of `pep8` [[#1989](https://github.com/PSLmodels/Tax-Calculator/pull/1989) by Martin Holmer] - Add validity checking for non-behavior assumption parameters [[#1992](https://github.com/PSLmodels/Tax-Calculator/pull/1992) by Martin Holmer] - Add Tax-Calculator cookbook recipe using Behavior class and its `response` method [[#1993](https://github.com/PSLmodels/Tax-Calculator/pull/1993) by Martin Holmer] - Add Tax-Calculator cookbook recipe showing how to create a custom table [[#1994](https://github.com/PSLmodels/Tax-Calculator/pull/1994) by Martin Holmer] - Add Tax-Calculator cookbook recipe showing how to use new `quantity_response` utility function [[#2002](https://github.com/PSLmodels/Tax-Calculator/pull/2002) by Martin Holmer] **Bug Fixes** - Fix mishandling of boolean policy parameters [[#1982](https://github.com/PSLmodels/Tax-Calculator/pull/1982) by Hank Doupe] 2018-04-19 Release 0.19.0 ------------------------- (last merged pull request is [#1977](https://github.com/PSLmodels/Tax-Calculator/pull/1977)) **API Changes** - Improve data quality of several CPS age variables, which causes changes in CPS tax results [[#1962](https://github.com/PSLmodels/Tax-Calculator/pull/1962) by Anderson Frailey and Martin Holmer based on bug reported by Max Ghenis] **New Features** - Add validity checking for revised values of behavioral response parameters [[#1952](https://github.com/PSLmodels/Tax-Calculator/pull/1952) by Hank Doupe] - Strengthen logic that prevents disclosure of details of filing units in PUF [[#1972](https://github.com/PSLmodels/Tax-Calculator/pull/1972) [#1973](https://github.com/PSLmodels/Tax-Calculator/pull/1973) [#1976](https://github.com/PSLmodels/Tax-Calculator/pull/1976) by Martin Holmer] **Bug Fixes** - Fix loose checking of the data type of parameters in reform dictionaries passed to the Policy class `implement_reform` method [[#1960](https://github.com/PSLmodels/Tax-Calculator/pull/1960) by Martin Holmer based on bug reported by Hank Doupe] - Fix diagnostic and distribution tables so that itemizers plus standard-deduction takers equals total returns [[#1964](https://github.com/PSLmodels/Tax-Calculator/pull/1964) by Martin Holmer] - Fix confusing documentation of the data type of parameters [[#1970](https://github.com/PSLmodels/Tax-Calculator/pull/1970) by Martin Holmer as suggested by Hank Doupe] - Fix bug in TCJA tax calculations for those with large business losses [[#1977](https://github.com/PSLmodels/Tax-Calculator/pull/1977) by Martin Holmer based on bug report by Ernie Tedeschi] 2018-03-30 Release 0.18.0 ------------------------- (last merged pull request is [#1942](https://github.com/PSLmodels/Tax-Calculator/pull/1942)) **API Changes** - Remove redundant `_DependentCredit_c` policy parameter and fix dependent credit phase-out logic [[#1937](https://github.com/PSLmodels/Tax-Calculator/pull/1937) by Martin Holmer] **New Features** - Add memory management logic to reduce memory usage [[#1942](https://github.com/PSLmodels/Tax-Calculator/pull/1942) by Martin Holmer] **Bug Fixes** - Replace monthly housing benefits with annual housing benefits in CPS data [[#1941](https://github.com/PSLmodels/Tax-Calculator/pull/1941) by Anderson Frailey] 2018-03-16 Release 0.17.0 ------------------------- (last merged pull request is [#1926](https://github.com/PSLmodels/Tax-Calculator/pull/1926)) **API Changes** - Make `run_nth_year_tax_calc_model` function return tables with all rows [[#1914](https://github.com/PSLmodels/Tax-Calculator/pull/1914) by Martin Holmer] - Rename Calculator class `param` method as `policy_param` [[#1915](https://github.com/PSLmodels/Tax-Calculator/pull/1915) by Martin Holmer] - Add notice of end of Python 2.7 support beginning in 2019 [[#1923](https://github.com/PSLmodels/Tax-Calculator/pull/1923) by Martin Holmer] **New Features** - Add row names to distribution and difference tables [[#1913](https://github.com/PSLmodels/Tax-Calculator/pull/1913) by Martin Holmer] - Add row for those with zero income in distribution and difference tables [[#1917](https://github.com/PSLmodels/Tax-Calculator/pull/1917) by Martin Holmer] - Revise Calculator class decile_graph method to provide option for including those with zero income and/or those with negative income in the bottom decile [[#1918](https://github.com/PSLmodels/Tax-Calculator/pull/1918) by Martin Holmer] - Add UBI benefits statistic to distribution and difference tables [[#1919](https://github.com/PSLmodels/Tax-Calculator/pull/1919) by Killian Pinkelman] - Add two benefits statistics to distribution and difference tables [[#1925](https://github.com/PSLmodels/Tax-Calculator/pull/1925) by Anderson Frailey] **Bug Fixes** - None 2018-03-09 Release 0.16.2 ------------------------- (last merged pull request is [#1911](https://github.com/PSLmodels/Tax-Calculator/pull/1911)) **API Changes** - None **New Features** - Add graph of percentage change in after-tax expanded income by baseline expanded-income percentile and include it in `tc --graphs` output and in the cookbook's basic recipe [[#1890](https://github.com/PSLmodels/Tax-Calculator/pull/1890) by Martin Holmer] - Improve handling of those with negative or zero `expanded_income` in tables and graphs [[#1902](https://github.com/PSLmodels/Tax-Calculator/pull/1902) by Martin Holmer] - Add three new benefits and improve imputation of interest, dividend, and pension income in CPS data [[#1911](https://github.com/PSLmodels/Tax-Calculator/pull/1911) by Anderson Frailey and Martin Holmer] **Bug Fixes** - Correct bottom bin name in distribution/difference tables exported to TaxBrain [[#1889](https://github.com/PSLmodels/Tax-Calculator/pull/1889) by Martin Holmer] - Add missing check of equality of `BEN_*_value` parameters in baseline and reform Calculator objects when using `expanded_income` in tables or graphs [[#1894](https://github.com/PSLmodels/Tax-Calculator/pull/1894) by Martin Holmer] - Correct and simplify calculation of `expanded_income` [[#1897](https://github.com/PSLmodels/Tax-Calculator/pull/1897) [#1899](https://github.com/PSLmodels/Tax-Calculator/pull/1899) [#1900](https://github.com/PSLmodels/Tax-Calculator/pull/1900) [#1901](https://github.com/PSLmodels/Tax-Calculator/pull/1901) by Martin Holmer and Anderson Frailey], which requires new `puf.csv` input file with this information: * Byte size: 54718219 * MD5 checksum: e22429702920a0d927a36ea1103ba067 - Correct AGI concept used in EITC phase-out logic [[#1907](https://github.com/PSLmodels/Tax-Calculator/pull/1907) by Martin Holmer as reported by Max Ghenis] 2018-02-16 Release 0.16.1 ------------------------- (last merged pull request is [#1886](https://github.com/PSLmodels/Tax-Calculator/pull/1886)) **API Changes** - None **New Features** - Add graph of percentage change in after-tax expanded income by baseline expanded-income quintiles [[#1880](https://github.com/PSLmodels/Tax-Calculator/pull/1880) by Martin Holmer] - Improve consistency of UBI-related head-count-by-age values in the CPS data [[#1882](https://github.com/PSLmodels/Tax-Calculator/pull/1882) by Anderson Frailey] - Add variable to `cps.csv.gz` that facilitates matching CPS data to Tax-Calculator filing units [[#1885](https://github.com/PSLmodels/Tax-Calculator/pull/1885) by Anderson Frailey] **Bug Fixes** - Fix lack of calculation of `benefit_cost_total` variable [[#1886](https://github.com/PSLmodels/Tax-Calculator/pull/1886) by Anderson Frailey] 2018-02-13 Release 0.16.0 ------------------------- (last merged pull request is [#1871](https://github.com/PSLmodels/Tax-Calculator/pull/1871)) **API Changes** - Improve data quality of several existing CPS variables, which causes changes in CPS tax results [[#1853](https://github.com/PSLmodels/Tax-Calculator/pull/1853) by Anderson Frailey with assistance from Martin Holmer] - Use 2011 PUF data (rather than the older 2009 PUF data), which causes changes in PUF tax results [[#1871](https://github.com/PSLmodels/Tax-Calculator/pull/1871) by Anderson Frailey and Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 54714632 * MD5 checksum: de4a59c9bce0a7d5e6c3110172237c9b **New Features** - Add ability to extrapolate imputed benefits and benefit-related policy parameters [[#1719](https://github.com/PSLmodels/Tax-Calculator/pull/1719) by Anderson Frailey] - Add ability to specify the consumption value of in-kind benefits to be less than the government cost of providing in-kind benefits [[#1863](https://github.com/PSLmodels/Tax-Calculator/pull/1863) by Anderson Frailey] **Bug Fixes** - Improve handling of very high marginal tax rates in the `Behavior.response` method [[#1858](https://github.com/PSLmodels/Tax-Calculator/pull/1858) by Martin Holmer with assistance from Matt Jensen] 2018-01-30 Release 0.15.2 ------------------------- (last merged pull request is [#1851](https://github.com/PSLmodels/Tax-Calculator/pull/1851)) **API Changes** - None **New Features** - Add ability to specify a compound reform in the tc `--reform` option [[#1842](https://github.com/PSLmodels/Tax-Calculator/pull/1842) by Martin Holmer as requested by Ernie Tedeschi] - Add compatible-data information for each policy parameter to user guide [[#1844](https://github.com/PSLmodels/Tax-Calculator/pull/1844) by Martin Holmer as requested by Matt Jensen] - Add tc `--baseline BASELINE` option that sets baseline policy equal to that specified in BASELINE reform file (rather than baseline policy being current-law poliy) [[#1851](https://github.com/PSLmodels/Tax-Calculator/pull/1851) by Martin Holmer as requested by Matt Jensen and Ernie Tedeschi] **Bug Fixes** - Add error checking for Calculator misuse in presence of behavioral responses [[#1848](https://github.com/PSLmodels/Tax-Calculator/pull/1848) by Martin Holmer] - Add error checking for diagnostic_table misuse in presence of behavioral responses [[#1849](https://github.com/PSLmodels/Tax-Calculator/pull/1849) by Martin Holmer] 2018-01-20 Release 0.15.1 ------------------------- (last merged pull request is [#1838](https://github.com/PSLmodels/Tax-Calculator/pull/1838)) **API Changes** - None **New Features** - Add `cpi_inflatable` field for each parameter in the four JSON parameter files [[#1838](https://github.com/PSLmodels/Tax-Calculator/pull/1838) by Martin Holmer as requested by Hank Doupe] **Bug Fixes** - None 2018-01-18 Release 0.15.0 ------------------------- (last merged pull request is [#1834](https://github.com/PSLmodels/Tax-Calculator/pull/1834)) **API Changes** - Make objects embedded in a Calculator object private and provide Calculator class access methods to manipulate the embedded objects [[#1791](https://github.com/PSLmodels/Tax-Calculator/pull/1791) by Martin Holmer] - Rename three UBI policy parameters to be more descriptive [[#1813](https://github.com/PSLmodels/Tax-Calculator/pull/1813) by Martin Holmer as suggested by Max Ghenis] **New Features** - Add validity testing of compatible_data information in `current_law_policy.json` [[#1614](https://github.com/PSLmodels/Tax-Calculator/pull/1614) by Matt Jensen with assistance from Hank Doupe] - Add `--outdir` option to command-line `tc` tool [[#1801](https://github.com/PSLmodels/Tax-Calculator/pull/1801) by Martin Holmer as suggested by Reuben Fischer-Baum] - Make TCJA policy current-law policy [[#1803](https://github.com/PSLmodels/Tax-Calculator/pull/1803) by Martin Holmer with assistance from Cody Kallen] - Change minimum required pandas version from 0.21.0 to 0.22.0 and remove zsum() pandas work-around [[#1805](https://github.com/PSLmodels/Tax-Calculator/pull/1805) by Martin Holmer] - Add policy parameter and logic needed to represent TCJA treatment of alimony received [[#1818](https://github.com/PSLmodels/Tax-Calculator/pull/1818) by Martin Holmer and Cody Kallen] - Add policy parameters and logic needed to represent TCJA limits on pass-through income and business losses [[#1819](https://github.com/PSLmodels/Tax-Calculator/pull/1819) by Cody Kallen] - Revise user guide and Tax-Calculator cookbook recipes to reflect TCJA as current-law policy [[#1832](https://github.com/PSLmodels/Tax-Calculator/pull/1832) by Martin Holmer] **Bug Fixes** - Fix column order in distribution table [[#1834](https://github.com/PSLmodels/Tax-Calculator/pull/1834) by Martin Holmer and Hank Doupe] 2017-12-24 Release 0.14.3 ------------------------- (last merged pull request is [#1796](https://github.com/PSLmodels/Tax-Calculator/pull/1796)) **API Changes** - None **New Features** - Change minimum required pandas version from 0.20.1 to 0.21.0 [[#1781](https://github.com/PSLmodels/Tax-Calculator/pull/1781) by Martin Holmer] - Generalize validation of boolean policy parameter values in reforms [[#1782](https://github.com/PSLmodels/Tax-Calculator/pull/1782) by Martin Holmer as requested by Hank Doupe] - Handle small numerical differences in test results generated under Python 3.6 [[#1795](https://github.com/PSLmodels/Tax-Calculator/pull/1795) by Martin Holmer with need pointed out by Matt Jensen] - Make the `_cpi_offset` policy parameter work like other policy parameters [[#1796](https://github.com/PSLmodels/Tax-Calculator/pull/1796) by Martin Holmer with need pointed out by Matt Jensen and Hank Doupe] **Bug Fixes** - None 2017-12-19 Release 0.14.2 ------------------------- (last merged pull request is [#1775](https://github.com/PSLmodels/Tax-Calculator/pull/1775)) **API Changes** - None **New Features** - Add two policy parameters that can be used to cap itemized SALT deductions as a fraction of AGI [[#1711](https://github.com/PSLmodels/Tax-Calculator/pull/1711) by Derrick Choe with assistance from Cody Kallen and Hank Doupe] - Update "notes" in `current_law_policy.json` for policy parameters first introduced in TCJA bills [[#1765](https://github.com/PSLmodels/Tax-Calculator/pull/1765) by Max Ghenis] **Bug Fixes** - Standardize format of ValueError messages raised by Policy.implement_reform method [[#1775](https://github.com/PSLmodels/Tax-Calculator/pull/1775) by Martin Holmer, reported by Max Ghenis and diagnosed by Hank Doupe] 2017-12-15 Release 0.14.1 ------------------------- (last merged pull request is [#1759](https://github.com/PSLmodels/Tax-Calculator/pull/1759)) **API Changes** - None **New Features** - Add policy parameter that can cap the combined state and local income/sales and real-estate deductions [[#1756](https://github.com/PSLmodels/Tax-Calculator/pull/1756) by Cody Kallen with helpful discussion from Ernie Tedeschi and Matt Jensen] - Add percentage change in income by income decile graph to `tc --graphs` output [[#1758](https://github.com/PSLmodels/Tax-Calculator/pull/1758) by Martin Holmer] - Add JSON reform file for TCJA conference bill [[#1759](https://github.com/PSLmodels/Tax-Calculator/pull/1759) by Cody Kallen with review by Matt Jensen and Sean Wang] **Bug Fixes** - None 2017-12-11 Release 0.14.0 ------------------------- (last merged pull request is [#1742](https://github.com/PSLmodels/Tax-Calculator/pull/1742)) **API Changes** - Add several Calculator table methods and revise table utilities to not use Calculator object(s) [[#1718](https://github.com/PSLmodels/Tax-Calculator/pull/1718) by Martin Holmer] - Add several Calculator graph methods and revise graph utilities to not use Calculator objects [[#1722](https://github.com/PSLmodels/Tax-Calculator/pull/1722) by Martin Holmer] - Add Calculator ce_aftertax_income method and revise corresponding utility to not use Calculator object [[#1723](https://github.com/PSLmodels/Tax-Calculator/pull/1723) by Martin Holmer] **New Features** - Add new policy parameter for refunding the new CTC against all payroll taxes [[#1716](https://github.com/PSLmodels/Tax-Calculator/pull/1716) by Matt Jensen as suggested by Ernie Tedeschi] - Remove calculation of AGI tables from the TaxBrain Interface, tbi [[#1724](https://github.com/PSLmodels/Tax-Calculator/pull/1724) by Martin Holmer as suggested by Matt Jensen and Hank Doupe] - Add ability to specify partial customized CLI `tc --dump` output [[#1735](https://github.com/PSLmodels/Tax-Calculator/pull/1735) by Martin Holmer as suggested by Sean Wang] - Add *Cookbook of Tested Recipes for Python Programming with Tax-Calculator* [[#1740](https://github.com/PSLmodels/Tax-Calculator/pull/1740) by Martin Holmer] - Add calculation of two values on the ALL row of the difference table [[#1741](https://github.com/PSLmodels/Tax-Calculator/pull/1741) by Martin Holmer] **Bug Fixes** - Fix Behavior.response method to handle very high marginal tax rates [[#1698](https://github.com/PSLmodels/Tax-Calculator/pull/1698) by Martin Holmer, reported by Richard Evans and Jason DeBacker] - Fix `create_distribution_table` to generate correct details for the top decile [[#1712](https://github.com/PSLmodels/Tax-Calculator/pull/1712) by Martin Holmer] 2017-11-17 Release 0.13.2 ------------------------- (last merged pull request is [#1680](https://github.com/PSLmodels/Tax-Calculator/pull/1680)) **API Changes** - None **New Features** - Add TCJA_House_Amended JSON policy reform file [[#1664](https://github.com/PSLmodels/Tax-Calculator/pull/1664) by Cody Kallen and Matt Jensen] - Add `_cpi_offset` policy parameter that can be used to specify chained CPI indexing reforms [[#1667](https://github.com/PSLmodels/Tax-Calculator/pull/1667) by Martin Holmer] - Add new policy parameter that changes the stacking order of child/dependent credits [[#1676](https://github.com/PSLmodels/Tax-Calculator/pull/1676) by Matt Jensen as suggested by Cody Kallen with need identified by Joint Economic Committee staff] - Add to several TCJA reform files the provision for chained CPI indexing [[#1680](https://github.com/PSLmodels/Tax-Calculator/pull/1680) by Matt Jensen] **Bug Fixes** - Fix `_ACTC_ChildNum` policy parameter documentation and logic [[#1666](https://github.com/PSLmodels/Tax-Calculator/pull/1666) by Martin Holmer, reported by Ernie Tedeschi] - Fix documentation for mis-named `n1821` input variable [[#1672](https://github.com/PSLmodels/Tax-Calculator/pull/1672) by Martin Holmer, reported by Max Ghenis] - Fix logic of run_nth_year_gdp_elast_model function in the TaxBrainInterface [[#1677](https://github.com/PSLmodels/Tax-Calculator/pull/1677) by Martin Holmer, reported by Hank Doupe] 2017-11-10 Release 0.13.1 ------------------------- (last merged pull request is [#1655](https://github.com/PSLmodels/Tax-Calculator/pull/1655)) **API Changes** - None **New Features** - Add household and family identifiers from the CPS for the cps.csv.gz file that ships with taxcalc [[#1635](https://github.com/PSLmodels/Tax-Calculator/pull/1635) by Anderson Frailey] - Improved documentation for the cps.csv.gz file that ships with taxcalc [[#1648](https://github.com/PSLmodels/Tax-Calculator/pull/1648) by Martin Holmer] - Add parameter for the business income exclusion in the Senate TCJA Chairman's mark [[#1651](https://github.com/PSLmodels/Tax-Calculator/pull/1648) by Cody Kallen] - Add TCJA reform file for the Senate Chairman's mark [[#1652](https://github.com/PSLmodels/Tax-Calculator/pull/1652) by Cody Kallen] - Add FIPS state codes to the cps.csv.gz file that ships with taxcalc [[#1653](https://github.com/PSLmodels/Tax-Calculator/pull/1653) by Anderson Frailey] **Bug Fixes** - Fix an edge case related to new pass-through parameters that caused some extreme MTRs [[#1645](https://github.com/PSLmodels/Tax-Calculator/pull/1645) by Cody Kallen, reported by Richard Evans] 2017-11-07 Release 0.13.0 ------------------------- (last merged pull request is [#1632](https://github.com/PSLmodels/Tax-Calculator/pull/1632)) **API Changes** - Add new statistics and top-decile detail to distribution and difference tables [[#1605](https://github.com/PSLmodels/Tax-Calculator/pull/1605) by Martin Holmer] **New Features** - Add expanded_income and aftertax_income to distribution table [[#1602](https://github.com/PSLmodels/Tax-Calculator/pull/1602) by Martin Holmer] - Add utility functions that generate a change-in-aftertax-income-by-decile graph [[#1606](https://github.com/PSLmodels/Tax-Calculator/pull/1606) by Martin Holmer] - Add new dependent credits for children and non-children dependents [[#1615](https://github.com/PSLmodels/Tax-Calculator/pull/1615) by Cody Kallen] - Add new non-refundable credit for filer and spouse [[#1618](https://github.com/PSLmodels/Tax-Calculator/pull/1618) by Cody Kallen] - Add capability to model pass-through tax rate eligiblity rules in TCJA [[#1620](https://github.com/PSLmodels/Tax-Calculator/pull/1620) by Cody Kallen] - Make several Personal Nonrefundable Credit parameters available to external applications like TaxBrain [[#1622](https://github.com/PSLmodels/Tax-Calculator/pull/1622) by Matt Jensen] - Extend extrapolation to 2027 and update to June 2017 CBO baseline [[#1624](https://github.com/PSLmodels/Tax-Calculator/pull/1624) by Anderson Frailey] - Add new reform JSON file for the Tax Cuts and Jobs Act [[#1625](https://github.com/PSLmodels/Tax-Calculator/pull/1625) by Cody Kallen] **Bug Fixes** - Resolve compatibility issues with Pandas 0.21.0 [[#1629](https://github.com/PSLmodels/Tax-Calculator/pull/1629) by Hank Doupe] - Cleaner solution to compatibility issues with Pandas 0.21.0 [[#1634](https://github.com/PSLmodels/Tax-Calculator/pull/1634) by Hank Doupe] 2017-10-20 Release 0.12.0 ------------------------- (last merged pull request is [#1600](https://github.com/PSLmodels/Tax-Calculator/pull/1600)) **API Changes** - Rename read_json_param_files as read_json_param_objects [[#1563](https://github.com/PSLmodels/Tax-Calculator/pull/1563) by Martin Holmer] - Remove arrays_not_lists argument from read_json_param_objects [[#1568](https://github.com/PSLmodels/Tax-Calculator/pull/1568) by Martin Holmer] - Rename dropq as tbi (taxbrain interface) and refactor run_nth_year_*_model functions so that either puf.csv or cps.csv can be used as input data [[#1577](https://github.com/PSLmodels/Tax-Calculator/pull/1577) by Martin Holmer] - Change Calculator class constructor so that it makes a deep copy of each specified object for internal use [[#1582](https://github.com/PSLmodels/Tax-Calculator/pull/1582) by Martin Holmer] - Rename and reorder difference table columns [[#1584](https://github.com/PSLmodels/Tax-Calculator/pull/1584) by Martin Holmer] **New Features** - Add Calculator.reform_documentation that generates plain text documentation of a reform [[#1564](https://github.com/PSLmodels/Tax-Calculator/pull/1564) by Martin Holmer] - Enhance stats_summary.py script and its output [[#1566](https://github.com/PSLmodels/Tax-Calculator/pull/1566) by Amy Xu] - Add reform documentation as standard output from Tax-Calculator CLI, tc [[#1567](https://github.com/PSLmodels/Tax-Calculator/pull/1567) by Martin Holmer] - Add parameter type checking to Policy.implement_reform method [[#1585](https://github.com/PSLmodels/Tax-Calculator/pull/1585) by Martin Holmer] - Add `_CTC_new_for_all` policy parameter to allow credits for those with negative AGI [[#1595](https://github.com/PSLmodels/Tax-Calculator/pull/1595) by Martin Holmer] - Narrow range of legal values for `_CDCC_c` policy parameter [[#1597](https://github.com/PSLmodels/Tax-Calculator/pull/1597) by Matt Jensen] - Make several UBI policy parameters available to external applications like TaxBrain [[#1599](https://github.com/PSLmodels/Tax-Calculator/pull/1599) by Matt Jensen] **Bug Fixes** - Relax _STD and _STD_Dep minimum value warning logic [[#1578](https://github.com/PSLmodels/Tax-Calculator/pull/1578) by Martin Holmer] - Fix macro-elasticity model logic so that GDP change in year t depends on tax rate changes in year t-1 [[#1579](https://github.com/PSLmodels/Tax-Calculator/pull/1579) by Martin Holmer] - Fix bugs in automatic generation of reform documentation having to do with policy parameters that are boolean scalars [[#1596](https://github.com/PSLmodels/Tax-Calculator/pull/1596) by Martin Holmer] 2017-09-21 Release 0.11.0 ------------------------- (last merged pull request is [#1555](https://github.com/PSLmodels/Tax-Calculator/pull/1555)) **API Changes** - Revise dropq distribution and difference tables used by TaxBrain [[#1537](https://github.com/PSLmodels/Tax-Calculator/pull/1537) by Anderson Frailey and Martin Holmer] - Make dropq run_nth_year_tax_calc_model return a dictionary of results [[#1543](https://github.com/PSLmodels/Tax-Calculator/pull/1543) by Martin Holmer] **New Features** - Add option to cap the amount of gross itemized deductions allowed as a decimal fraction of AGI [[#1542](https://github.com/PSLmodels/Tax-Calculator/pull/1542) by Matt Jensen] - Add dropq tables using AGI as income measure for TaxBrain use [[#1544](https://github.com/PSLmodels/Tax-Calculator/pull/1544) by Martin Holmer] - Add JSON reform file for Brown-Khanna GAIN Act that expands the EITC [[#1555](https://github.com/PSLmodels/Tax-Calculator/pull/1555) by Matt Jensen and Martin Holmer] **Bug Fixes** - None 2017-09-13 Release 0.10.2 ------------------------- **API Changes** - None **New Features** - None **Bug Fixes** - Allow policy parameter suffix logic to work even when there are reform errors [[34561ff](https://github.com/PSLmodels/Tax-Calculator/commit/34561ffdeb23c632e248d760c0e34417df0b41f3) by Martin Holmer] 2017-09-08 Release 0.10.1 ------------------------- **API Changes** - None **New Features** - None **Bug Fixes** - Fix vagueness of error/warning messages for non-scalar policy parameters [[5536792](https://github.com/PSLmodels/Tax-Calculator/commit/5536792538c3f3e687cccc9e38b20949ac68cb9a) by Martin Holmer] 2017-08-28 Release 0.10.0 ------------------------- (last merged pull request is [#1531](https://github.com/PSLmodels/Tax-Calculator/pull/1531)) **API Changes** - Add dropq function that returns reform warnings and errors [[#1524](https://github.com/PSLmodels/Tax-Calculator/pull/1524) by Martin Holmer] **New Features** - Add option to use policy parameter suffixes in JSON reform files [[#1505](https://github.com/PSLmodels/Tax-Calculator/pull/1505) by Martin Holmer] and [[#1520](https://github.com/PSLmodels/Tax-Calculator/pull/1520) by Martin Holmer] - Add rounding of wage-inflated or price-inflated parameter values to nearest cent [[#1506](https://github.com/PSLmodels/Tax-Calculator/pull/1506) by Martin Holmer] - Add extensive checking of reform policy parameter names and values [[#1524](https://github.com/PSLmodels/Tax-Calculator/pull/1524) by Martin Holmer] **Bug Fixes** - None 2017-07-26 Release 0.9.2 ------------------------ (last merged pull request is [#1490](https://github.com/PSLmodels/Tax-Calculator/pull/1490)) **API Changes** - None **New Features** - Add several taxcalc/reforms/earnings_shifting.* files that analyze the revenue implications of high-paid workers forming personal LLCs to contract with their former employers under the Trump2017.json reform [[#1464](https://github.com/PSLmodels/Tax-Calculator/pull/1464) by Martin Holmer] - Add ability to read and calculate taxes with new CPS input data for 2014 and subsequent years [[#1484](https://github.com/PSLmodels/Tax-Calculator/pull/1484) by Martin Holmer] - Add tests of ability to calculate taxes with new CPS input data [[#1490](https://github.com/PSLmodels/Tax-Calculator/pull/1490) by Martin Holmer] **Bug Fixes** - Fix decorators bug that appeared when numpy 1.13.1, and pandas 0.20.2 that uses numpy 1.13, recently became available [[#1470](https://github.com/PSLmodels/Tax-Calculator/pull/1470) by T.J. Alumbaugh] - Fix records bug that appeared when numpy 1.13.1, and pandas 0.20.2 that uses numpy 1.13, recently became available [[#1473](https://github.com/PSLmodels/Tax-Calculator/pull/1473) by Martin Holmer] 2017-07-06 Release 0.9.1 ------------------------ (last merged pull request is [#1438](https://github.com/PSLmodels/Tax-Calculator/pull/1438)) **API Changes** - None **New Features** - Add Form 1065 Schedule K-1 self-employment earnings to calculation of self-employment payroll taxes [[#1438](https://github.com/PSLmodels/Tax-Calculator/pull/1438) by Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 53743252 * MD5 checksum: ca0ad8bbb05ee15b1cbefc7f1fa1f965 - Improve calculation of sub-sample weights [[#1441](https://github.com/PSLmodels/Tax-Calculator/pull/1441) by Hank Doupe] **Bug Fixes** - Fix personal refundable credit bug and personal nonrefundable credit bug [[#1450](https://github.com/PSLmodels/Tax-Calculator/pull/1450) by Martin Holmer] 2017-06-14 Release 0.9.0 ------------------------ (last merged pull request is [#1431](https://github.com/PSLmodels/Tax-Calculator/pull/1431)) **API Changes** - Initial specification of public API removes several unused utility functions and makes private several Tax-Calculator members whose only role is to support public members [[#1424](https://github.com/PSLmodels/Tax-Calculator/pull/1424) by Martin Holmer] **New Features** - Add nonrefundable personal credit reform options [[#1427](https://github.com/PSLmodels/Tax-Calculator/pull/1427) by William Ensor] - Add repeal personal exemptions for dependents under age 18 reform option [[#1428](https://github.com/PSLmodels/Tax-Calculator/pull/1428) by Hank Doupe] - Switch to use of new improved `puf.csv` input file that causes small changes in tax results [[#1429](https://github.com/PSLmodels/Tax-Calculator/pull/1429) by Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 52486351 * MD5 checksum: d56b649c92049e32501b2d2fc5c36c92 **Bug Fixes** - Fix logic of gross casualty loss calculation by moving it out of Tax-Calculator and into the taxdata repository [[#1426](https://github.com/PSLmodels/Tax-Calculator/pull/1426) by Martin Holmer] 2017-06-08 Release 0.8.5 ------------------------ (last merged pull request is [#1416](https://github.com/PSLmodels/Tax-Calculator/pull/1416)) **API Changes** - None **New Features** - Add column to differences table to show the change in tax liability as percentage of pre-reform after tax income [[#1375](https://github.com/PSLmodels/Tax-Calculator/pull/1375) by Anderson Frailey] - Add policy reform file for the Renacci reform [[#1376](https://github.com/PSLmodels/Tax-Calculator/pull/1376), [#1383](https://github.com/PSLmodels/Tax-Calculator/pull/1383) and [#1385](https://github.com/PSLmodels/Tax-Calculator/pull/1385) by Hank Doupe] - Add separate ceiling for each itemized deduction parameter [[#1385](https://github.com/PSLmodels/Tax-Calculator/pull/1385) by Hank Doupe] **Bug Fixes** - Fix bug in add_weighted_income_bins utility function [[#1387](https://github.com/PSLmodels/Tax-Calculator/pull/1387) by Martin Holmer] 2017-05-12 Release 0.8.4 ------------------------ (last merged pull request is [#1363](https://github.com/PSLmodels/Tax-Calculator/pull/1363)) **API Changes** - None **New Features** - Add economic response assumption file template to documentation [[#1332](https://github.com/PSLmodels/Tax-Calculator/pull/1332) by Cody Kallen] - Complete process of creating [user guide](https://PSLmodels.github.io/Tax-Calculator/) [[#1355](https://github.com/PSLmodels/Tax-Calculator/pull/1355) by Martin Holmer] - Add Tax-Calculator conda package for Python 3.6 [[#1361](https://github.com/PSLmodels/Tax-Calculator/pull/1361) by Martin Holmer] **Bug Fixes** - None 2017-05-01 Release 0.8.3 ------------------------ (last merged pull request is [#1328](https://github.com/PSLmodels/Tax-Calculator/pull/1328)) **API Changes** - None **New Features** - Add --test installation option to Tax-Calculator CLI [[#1306](https://github.com/PSLmodels/Tax-Calculator/pull/1306) by Martin Holmer] - Add --sqldb SQLite3 database dump output option to CLI [[#1312](https://github.com/PSLmodels/Tax-Calculator/pull/1312) by Martin Holmer] - Add a reform preset for the April 2017 Trump tax plan [[#1323](https://github.com/PSLmodels/Tax-Calculator/pull/1323) by Cody Kallen] - Add Other Taxes to tables and clarify documentation [[#1328](https://github.com/PSLmodels/Tax-Calculator/pull/1328) by Martin Holmer] **Bug Fixes** - None 2017-04-13 Release 0.8.2 ------------------------ (last merged pull request is [#1295](https://github.com/PSLmodels/Tax-Calculator/pull/1295)) **API Changes** - None **New Features** - None **Bug Fixes** - Minor edits to comments in Trump/Clinton policy reform files [[#1295](https://github.com/PSLmodels/Tax-Calculator/pull/1295) by Matt Jensen] 2017-04-13 Release 0.8.1 ------------------------ (last merged pull request is [#1293](https://github.com/PSLmodels/Tax-Calculator/pull/1293)) **API Changes** - None **New Features** - Add testing for notebooks, starting with the behavior_example and 10-minute notebooks [[#1198](https://github.com/PSLmodels/Tax-Calculator/pull/1198) by Peter Steinberg] - Add MTR with respect to spouse earnings [[#1257](https://github.com/PSLmodels/Tax-Calculator/pull/1257) by Anderson Frailey] - Add tax differences table to Tax-Calculator CLI --tables output [[#1265](https://github.com/PSLmodels/Tax-Calculator/pull/1265) by Martin Holmer] - Update Jupyter Notebooks to demonstrate the latest Python API [[#1277](https://github.com/PSLmodels/Tax-Calculator/pull/1277) by Matt Jensen] - Enable the charitable givings elasticity to vary by AGI value [[#1278](https://github.com/PSLmodels/Tax-Calculator/pull/1278) by Matt Jensen] - Introduce records_variables.json to serve as a single source of truth for Records variables [[#1179](https://github.com/PSLmodels/Tax-Calculator/pull/1179) and [#1285](https://github.com/PSLmodels/Tax-Calculator/pull/1285) by Zach Risher] **Bug Fixes** - None 2017-03-24 Release 0.8.0 ------------------------ (last merged pull request is [#1260](https://github.com/PSLmodels/Tax-Calculator/pull/1260)) **API Changes** - None **New Features** - Add ability to calculate, and possibly tax, UBI benefits [[#1235](https://github.com/PSLmodels/Tax-Calculator/pull/1235) by Anderson Frailey] - Add additional deduction and credit haircut policy parameters [[#1247](https://github.com/PSLmodels/Tax-Calculator/pull/1247) by Anderson Frailey] - Add constant charitable giving elasticities to behavioral response [[#1246](https://github.com/PSLmodels/Tax-Calculator/pull/1246) by Matt Jensen] - Add another credit haircut policy parameter [[#1252](https://github.com/PSLmodels/Tax-Calculator/pull/1252) by Anderson Frailey] - Make Tax-Calculator CLI an entry point to the taxcalc package [[#1253](https://github.com/PSLmodels/Tax-Calculator/pull/1253) by Martin Holmer] - Add --tables option to Tax-Calculator CLI [[#1258](https://github.com/PSLmodels/Tax-Calculator/pull/1258) by Martin Holmer] **Bug Fixes** - None 2017-03-08 Release 0.7.9 ------------------------ (last merged pull request is [#1228](https://github.com/PSLmodels/Tax-Calculator/pull/1228)) **API Changes** - Move simtax.py to taxcalc/validation/taxsim directory [[#1288](https://github.com/PSLmodels/Tax-Calculator/pull/1288) by Martin Holmer] **New Features** - Make import style more consistent [[#1288](https://github.com/PSLmodels/Tax-Calculator/pull/1288) by Martin Holmer] **Bug Fixes** - Add growdiff.json to MANIFEST.in [[#1217](https://github.com/PSLmodels/Tax-Calculator/pull/1217) and [#1219](https://github.com/PSLmodels/Tax-Calculator/pull/1219) by Peter Steinberg] 2017-03-01 Release 0.7.8 ------------------------ (last merged pull request is [#1206](https://github.com/PSLmodels/Tax-Calculator/pull/1206)) **API Changes** - Redesign Growth class to support more realistic growth responses [[#1199](https://github.com/PSLmodels/Tax-Calculator/pull/1199) by Martin Holmer] **New Features** - Add a policy reform file for key provisions of the Ryan-Brady Better Way tax plan [[#1204](https://github.com/PSLmodels/Tax-Calculator/pull/1204) by Cody Kallen] - Add a policy reform file for select provisions of the Clinton 2016 campaign tax plan [[#1206](https://github.com/PSLmodels/Tax-Calculator/pull/1206) by Cody Kallen] **Bug Fixes** - None 2017-02-16 Release 0.7.7 ------------------------ (last merged pull request is [#1197](https://github.com/PSLmodels/Tax-Calculator/pull/1197)) **API Changes** - None **New Features** - None **Bug Fixes** - Add name of new Stage3 adjustment-ratios file to MANIFEST.in [[#1197](https://github.com/PSLmodels/Tax-Calculator/pull/1197) by Anderson Frailey] 2017-02-15 Release 0.7.6 ------------------------ (last merged pull request is [#1192](https://github.com/PSLmodels/Tax-Calculator/pull/1192)) **API Changes** - Add Stage3 adjustment ratios to target IRS-SOI data on the distribution of interest income [[#1193](https://github.com/PSLmodels/Tax-Calculator/pull/1193) by Anderson Frailey], which requires new `puf.csv` input file with this information: * Byte size: 51470450 * MD5 checksum: 3a02e9909399ba85d0a7cf5e98149b90 **New Features** - Add to diagnostic table the number of tax units with non-positive income and combined tax liability [[#1170](https://github.com/PSLmodels/Tax-Calculator/pull/1170) by Anderson Frailey] **Bug Fixes** - Correct Policy wage growth rates to agree with CBO projection [[#1171](https://github.com/PSLmodels/Tax-Calculator/pull/1171) by Martin Holmer] 2017-01-31 Release 0.7.5 ------------------------ (last merged pull request is [#1169](https://github.com/PSLmodels/Tax-Calculator/pull/1169)) **API Changes** - None **New Features** - Add a Trump 2016 policy reform JSON file [[#1135](https://github.com/PSLmodels/Tax-Calculator/pull/1135) by Matt Jensen] - Reduce size of input file by rounding weights [[#1158](https://github.com/PSLmodels/Tax-Calculator/pull/1158) by Anderson Frailey] - Update current-law policy parameters to 2017 IRS values [[#1169](https://github.com/PSLmodels/Tax-Calculator/pull/1169) by Anderson Frailey] **Bug Fixes** - Index EITC investment income cap to inflation [[#1169](https://github.com/PSLmodels/Tax-Calculator/pull/1169) by Anderson Frailey] 2017-01-24 Release 0.7.4 ------------------------ (last merged pull request is [#1152](https://github.com/PSLmodels/Tax-Calculator/pull/1152)) **API Changes** - Separate policy reforms and response assumptions into two separate JSON files [[#1148](https://github.com/PSLmodels/Tax-Calculator/pull/1148) by Martin Holmer] **New Features** - New JSON reform file examples and capabilities [[#1123](https://github.com/PSLmodels/Tax-Calculator/pull/1123)-[#1131](https://github.com/PSLmodels/Tax-Calculator/pull/1131) by Martin Holmer] **Bug Fixes** - Fix bugs in 10-minute notebook [[#1152](https://github.com/PSLmodels/Tax-Calculator/pull/1152) by Matt Jensen] 2017-01-24 Release 0.7.3 ------------------------ (last merged pull request is [#1113](https://github.com/PSLmodels/Tax-Calculator/pull/1113)) **API Changes** - None **New Features** - Add ability to use an expression to specify a policy parameter [[#1081](https://github.com/PSLmodels/Tax-Calculator/pull/1081) by Martin Holmer] - Expand scope of JSON reform file to include non-policy parameters [[#1083](https://github.com/PSLmodels/Tax-Calculator/pull/1083) by Martin Holmer] - Add ability to conduct normative expected-utility analysis [[#1098](https://github.com/PSLmodels/Tax-Calculator/pull/1098) by Martin Holmer] - Add ability to compute MTR with respect to charitable cash contributions [[#1104](https://github.com/PSLmodels/Tax-Calculator/pull/1104) by Cody Kallen] - Unify environment definition by removing requirements.txt [[#1094](https://github.com/PSLmodels/Tax-Calculator/pull/1094) by Zach Risher] - Reorganize current_law_policy.json and add section headers [[#1109](https://github.com/PSLmodels/Tax-Calculator/pull/1109) by Matt Jensen] - Add dollar limit on itemized deductions [[#1084](https://github.com/PSLmodels/Tax-Calculator/pull/1084) by Cody Kallen] - Add testing for Windows with Appveyor [[#1111](https://github.com/PSLmodels/Tax-Calculator/pull/1111) by T.J. Alumbaugh] **Bug Fixes** - Fix capital-gains-reform bug reported by Cody Kallen [[#1088](https://github.com/PSLmodels/Tax-Calculator/pull/1088) by Martin Holmer] - Provide Pandas 0.19.1 compatibility by fixing DataFrame.to_csv() usage [[#1092](https://github.com/PSLmodels/Tax-Calculator/pull/1092) by Zach Risher] 2016-12-05 Release 0.7.2 ------------------------ (last merged pull request is [#1082](https://github.com/PSLmodels/Tax-Calculator/pull/1082)) **API Changes** - None **New Features** - Add ability to simulate non-refundable dependent credit [[#1069](https://github.com/PSLmodels/Tax-Calculator/pull/1069) by Cody Kallen] - Add ability to narrow investment income exclusion base [[#1072](https://github.com/PSLmodels/Tax-Calculator/pull/1072) by Martin Holmer] - Replace use of two cmbtp_* variables with a single cmbtp variable [[#1077](https://github.com/PSLmodels/Tax-Calculator/pull/1077) by Martin Holmer], which requires new `puf.csv` input file with this information: * Byte size: 50953138 * MD5 checksum: acbf905c8b7d29fd4b06b13e1cc8a60c **Bug Fixes** - None 2016-11-15 Release 0.7.1 ------------------------ (last merged pull request is [#1060](https://github.com/PSLmodels/Tax-Calculator/pull/1060)) **API Changes** - Rename policy parameters for consistency [[#1051](https://github.com/PSLmodels/Tax-Calculator/pull/1051) by Martin Holmer] **New Features** - Add ability to simulate broader range of refundable CTC reforms [[#1055](https://github.com/PSLmodels/Tax-Calculator/pull/1055) by Matt Jensen] - Add more income items into expanded_income variable [[#1057](https://github.com/PSLmodels/Tax-Calculator/pull/1057) by Martin Holmer] **Bug Fixes** - None 2016-11-09 Release 0.7.0 ------------------------ (last merged pull request is [#1044](https://github.com/PSLmodels/Tax-Calculator/pull/1044)) **API Changes** - Rename and refactor old add_weighted_decile_bins utility function [[#1043](https://github.com/PSLmodels/Tax-Calculator/pull/1043) by Martin Holmer] **New Features** - None **Bug Fixes** - Remove unused argument from means_and_comparisons utility function [[#1044](https://github.com/PSLmodels/Tax-Calculator/pull/1044) by Martin Holmer] 2016-11-09 Release 0.6.9 ------------------------ (last merged pull request is [#1039](https://github.com/PSLmodels/Tax-Calculator/pull/1039)) **API Changes** - None **New Features** - Add calculation of MTR wrt e26270, partnership & S-corp income [[#987](https://github.com/PSLmodels/Tax-Calculator/pull/987) by Cody Kallen] - Add utility function that plots marginal tax rates by percentile [[#948](https://github.com/PSLmodels/Tax-Calculator/pull/948) by Sean Wang] - Add ability to simulate Trump-style dependent care credit [[#999](https://github.com/PSLmodels/Tax-Calculator/pull/999) by Anderson Frailey] - Add ability to simulate Clinton-style NIIT reform [[#1012](https://github.com/PSLmodels/Tax-Calculator/pull/1012) by Martin Holmer] - Add ability to simulate Clinton-style CTC expansion [[#1039](https://github.com/PSLmodels/Tax-Calculator/pull/1039) by Matt Jensen] **Bug Fixes** - Fix bug in TaxGains function [[#981](https://github.com/PSLmodels/Tax-Calculator/pull/981) by Cody Kallen] - Fix bug in multiyear_diagnostic_table utility function [[#988](https://github.com/PSLmodels/Tax-Calculator/pull/988) by Matt Jensen] - Fix AMT bug that ignored value of AMT_CG_rt1 parameter [[#1000](https://github.com/PSLmodels/Tax-Calculator/pull/1000) by Martin Holmer] - Fix several other minor AMT CG bugs [[#1001](https://github.com/PSLmodels/Tax-Calculator/pull/1001) by Martin Holmer] - Move self-employment tax from income tax total to payroll tax total [[#1021](https://github.com/PSLmodels/Tax-Calculator/pull/1021) by Martin Holmer] - Add half of self-employment tax to expanded income [[#1032](https://github.com/PSLmodels/Tax-Calculator/pull/1032) by Martin Holmer] 2016-10-07 Release 0.6.8 ------------------------ (last merged pull request is [#970](https://github.com/PSLmodels/Tax-Calculator/pull/970)) **API Changes** - None **New Features** - Add ability to simulate reforms that limit benefit of itemized deductions [[#867](https://github.com/PSLmodels/Tax-Calculator/pull/867) by Matt Jensen] - Add investment income exclusion policy parameter [[#972](https://github.com/PSLmodels/Tax-Calculator/pull/972) by Cody Kallen] - Add ability to eliminate differential tax treatment of LTCG+QDIV income [[#973](https://github.com/PSLmodels/Tax-Calculator/pull/973) by Martin Holmer] **Bug Fixes** - None 2016-09-29 Release 0.6.7 ------------------------ (last merged pull request is [#945](https://github.com/PSLmodels/Tax-Calculator/pull/945)) **API Changes** - None **New Features** - Add extra income tax brackets and rates [[#858](https://github.com/PSLmodels/Tax-Calculator/pull/858), Sean Wang] - Add ability to simulate Fair Share Tax, or Buffet Rule, reforms [[#904](https://github.com/PSLmodels/Tax-Calculator/pull/904) by Anderson Frailey] - Add ability to tax pass-through income at different rates [[#913](https://github.com/PSLmodels/Tax-Calculator/pull/913) by Sean Wang] - Add itemized-deduction surtax exemption policy parameter [[#926](https://github.com/PSLmodels/Tax-Calculator/pull/926) by Matt Jensen] - Add ability to simulate high-AGI surtax reforms [[#939](https://github.com/PSLmodels/Tax-Calculator/pull/939) by Sean Wang] **Bug Fixes** - Correct Net Investment Income Tax (NIIT) calculation [[#874](https://github.com/PSLmodels/Tax-Calculator/pull/874) by Martin Holmer] - Correct Schedule R credit calculation [[#898](https://github.com/PSLmodels/Tax-Calculator/pull/898) by Martin Holmer] - Remove logic for expired First-Time Homebuyer Credit [[#914](https://github.com/PSLmodels/Tax-Calculator/pull/914) by Martin Holmer] 2016-08-13 Release 0.6.6 ------------------------ (last merged pull request is [#844](https://github.com/PSLmodels/Tax-Calculator/pull/844)) **API Changes** - None **New Features** - 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](https://github.com/PSLmodels/Tax-Calculator/pull/833)] - Add comments to show one way to use Python debugger to trace Tax-Calculator code [[#835](https://github.com/PSLmodels/Tax-Calculator/pull/835)] - Add tests that confirm zeroing-out CALCULATED_VARS at start leaves results unchanged [[#837](https://github.com/PSLmodels/Tax-Calculator/pull/837)] - Revise logic used to estimate behavioral responses to policy reforms [[#846](https://github.com/PSLmodels/Tax-Calculator/pull/846), [#854](https://github.com/PSLmodels/Tax-Calculator/pull/854) and [#857](https://github.com/PSLmodels/Tax-Calculator/pull/857)] **Bug Fixes** - Make 2013-2016 medical deduction threshold for elderly be 7.5% of AGI (not 10%) [[#839](https://github.com/PSLmodels/Tax-Calculator/pull/839)] - Fix typo so that two ways of limiting itemized deductions produce the same results [[#842](https://github.com/PSLmodels/Tax-Calculator/pull/842)] 2016-07-12 Release 0.6.5 ------------------------ (last merged pull request is [#820](https://github.com/PSLmodels/Tax-Calculator/pull/820)) **API Changes** - None **New Features** - Add --exact option to simtax.py and inctax.py scripts - Add calculation of Schedule R credit - Remove _cmp variable from functions.py code **Bug Fixes** - Fix itemized deduction logic for charity - Remove Numba dependency 2016-06-17 Release 0.6.4 ------------------------ (last merged pull request is [#794](https://github.com/PSLmodels/Tax-Calculator/pull/794)) **API Changes** - Create Consumption class used to compute "effective" marginal tax rates **New Features** - Revise Behavior class logic - Add unit tests to increase code coverage to 98 percent - Add scripts to version and release **Bug Fixes** - Test TaxBrain handling of delayed reforms - Move cmbtp calculation and earnings splitting logic from Records class to `puf.csv` file preparation - Update Numpy and Pandas dependencies to latest versions to avoid a bug in the Windows conda package for Pandas 0.16.2 2016-05-09 Release 0.6.3 ------------------------ (last merged pull request is [#727](https://github.com/PSLmodels/Tax-Calculator/pull/727)) **API Changes** - None **New Features** - Add --records option to simtax.py - Add --csvdump option to inctax.py - Add three "d" samples to Tax-Calculator versus Internet-TAXSIM comparisons - Add first set of Tax-Calculator versus TaxBrain comparisons - Add data and logic to implement EITC age-eligibility rules - Update and fix 10_minutes_to_Tax-Calculator.ipynb - Update files in taxcalc/comparison **Bug Fixes** - Fix Child Care Expense logic - Exclude dependents from EITC eligibility Before Release 0.6.2 -------------------- See commit history for pull requests before [#650](https://github.com/PSLmodels/Tax-Calculator/pull/650)