Release history

Contents

Release history#

Go here for a complete commit history.

2025-10-11 Release 6.1.0#

(last merged pull request is #2965)

This is an enhancement release.

API Changes

New Features

  • Rename two policy parameters to clarify they are addons not levels [#2965 by Martin Holmer]

  • Update dependencies in environment.yml and conda.recipe/meta.yaml files [#2964 by Martin Holmer]

Bug Fixes

2025-09-24 Release 6.0.0#

(last merged pull request is #2961)

This is a major release with changes that make Tax-Calculator incompatible with earlier releases.

API Changes

  • Remove the 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 by Martin Holmer]

New Features

Bug Fixes

2025-09-19 Release 5.3.0#

(last merged pull request is #2957)

This is an enhancement release.

API Changes

New Features

  • Update new PUF weights and ratios files. [#2925 by Bodi Yang], from the update in [[TaxData PR #452](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 by Martin Holmer]

  • Add support for Python 3.13 [#2953 by Martin Holmer]

  • Add tests for consistent quote style [#2954 by Martin Holmer]

  • Allow CLI –dumpvars DUMPVARS to be the ALL string [#2956 by Martin Holmer]

  • Add documentation on using sub-national TMD weights with CLI tool [#2957 by Martin Holmer]

Bug Fixes

2025-08-08 Release 5.2.0#

(last merged pull request is #2944)

This is an enhancement release.

API Changes

New Features

  • Make OBBBA reform be current-law policy in several PRs described in issue 2926 by Martin Holmer

  • Extend CPS and PUF aggregate tests through 2035 [#2944 by Martin Holmer]

Bug Fixes

2025-07-22 Release 5.1.0#

(last merged pull request is #2933)

This is an enhancement release.

API Changes

New Features

  • Add PT_qbid_limited policy parameter and associated logic [#2923 by Martin Holmer]

  • Refactor tax-calculation function logic to reduce model execution time [#2924 by Martin Holmer]

  • OBBBA-enhancement PRs 2927-2933 described in issue 2926 by Martin Holmer

Bug Fixes

2025-07-02 Release 5.0.0#

(last merged pull request is #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 by Martin Holmer]

  • Remove PT_rt? and PT_brk? and four associated PT_* parameters [#2919 by Martin Holmer]

  • Remove several, but not all, policy parameters that limit itemized deductions [#2920 by Martin Holmer]

New Features

Bug Fixes

2025-06-13 Release 4.6.3#

(last merged pull request is #2915)

This is a minor enhancement release.

API Changes

New Features

  • Update CLI documentation [#2907 by Martin Holmer]

  • Add deprecation warnings for planned Tax-Calculator 5.0.0 changes, add two tests, and remove one obsolete test [#2908, #2909, and #2910 by Martin Holmer]

  • Add optional --runid N CLI option that simplifies output file names [#2912 by Martin Holmer]

  • Add a default income_group definition to the CLI –dumpdb output [#2913 and #2914 by Martin Holmer]

  • Standardize CLI output file name extensions [#2915 by Martin Holmer]

Bug Fixes

2025-05-16 Release 4.6.2#

(last merged pull request is #2905)

This is a bug-fix release.

API Changes

New Features

Bug Fixes

  • Work around multiple-indexing-change limitations in parameters.py code [#2904 by Martin Holmer]

  • Require paramtools 0.20.0 that works with the current marshmallow 4.0.0 [#2905 by Martin Holmer]

2025-05-09 Release 4.6.1#

(last merged pull request is #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 by Martin Holmer]

  • Improve documentation of the parameter_indexing_CPI_offset policy parameter [#2897 by Martin Holmer]

  • Add CLI --numyears N option that allows faster multiple-year runs with tc [#2900 by Martin Holmer]

Bug Fixes

  • Remove redundant Parameters class property [#2898 by Martin Holmer]

2025-04-30 Release 4.6.0#

(last merged pull request is #2893)

This is an enhancement and bug-fix release.

API Changes

New Features

Bug Fixes

  • Update required bokeh version [#2882 by Bodi Yang]

  • Make ACTC_c parameter be inflation indexed in the TCJA-extension reform [#2883 by Martin Holmer]

  • Avoid marshmallow version 4.0.0 until paramtools is fixed [#2885 by Martin Holmer]

2025-03-11 Release 4.5.0#

(last merged pull request is #2878)

This is an enhancement release.

API Changes

New Features

  • Updates for CBO January 2025 baseline projection [#2874 by Bodi Yang]

  • Fixes to deprecation and code style warnings [PRs #2876, #2877, #2878, by Martin Holmer]

2025-02-13 Release 4.4.1#

(last merged pull request is #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 by Martin Holmer]

2024-12-19 Release 4.4.0#

(last merged pull request is #2856)

This is an enhancement release.

API Changes

New Features

  • Make a Policy object’s last budget year be flexible [#2856 by Jason DeBacker with minor assistance from Martin Holmer]

2024-12-16 Release 4.3.5#

(last merged pull request is #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 by Bodi Yang]

  • Generalize tmd_constructor in both Records and Policy classes [#2850 by Martin Holmer]

  • Add changes that should have been included in PR #2831 [#2854 by Martin Holmer]

Bug Fixes

  • Fix several broken documentation links [#2847 by Martin Holmer and #2849 by Martin Holmer]

  • Remove incorrect use of GrowFactors() in Policy and Parameters classes [#2852 by Martin Holmer]

2024-11-30 Release 4.3.4#

(last merged pull request is #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 by Jason DeBacker]

  • Fix weights precision in output file when using CLI tool with TMD input data [#2841 by Martin Holmer]

  • Fix categorization of self-employment tax and additional Medicare tax [#2844 by Martin Holmer]

2024-11-14 Release 4.3.3#

(last merged pull request is #2837)

This is a minor enhancement release.

API Changes

New Features

  • Clarify TCJA-after-2025 documentation [#2836 by Martin Holmer]

  • Add known values of 2025 policy parameters [#2837 by Martin Holmer]

2024-11-08 Release 4.3.2#

(last merged pull request is #2834)

This is a bug-fix release.

API Changes

New Features

  • Add Policy.tmd_constructor() static method for convenience when using Python API [#2834 by Martin Holmer]

Bug Fixes

  • Fix handling of tmd_growfactors.csv file [#2832 by Martin Holmer]

  • Fix tc reform documentation output [#2833 by Martin Holmer]

2024-10-28 Release 4.3.1#

(last merged pull request is #2828)

This is a minor enhancement release.

API Changes

New Features

  • Remove PT_qbid_limit_switch parameter and it’s assocated False code [#2823 by Martin Holmer]

  • Add checking of Python version to the CLI tool, tc [#2827 by Martin Holmer]

  • Add weights_scale attribute to the Records and Data classes [#2828 by Martin Holmer]

2024-10-02 Release 4.3.0#

(last merged pull request is #2819)

This is an enhancement and bug-fix release.

API Changes

New Features

  • Add known values of inflation-indexed policy parameters for 2023 [#2806 by Martin Holmer]

  • Enhance Records.tmd_constructor static method [#2809 by Martin Holmer]

  • Remove TMD data files from Tax-Calculator repository [#2810 by Martin Holmer]

  • Add known values of inflation-indexed policy parameters for 2024 [#2816 by Martin Holmer]

  • Enhance extend_tcja.py and update reforms/ext.json [#2817 by Martin Holmer]

  • Enhance ppp.py script [#2819 by Martin Holmer]

Bug Fixes

  • Fix specification of domestic production deduction under TCJA [#2807 by Martin Holmer]

  • Fix ALD_BusinessLosses_c parameter values after 2025 [#2818 by Martin Holmer]

2024-09-14 Release 4.2.2#

(last merged pull request is #2801)

This is a bug-fix release.

API Changes

New Features

  • Non-substantive, cosmetic changes to policy_current_law.json file [#2791 by Martin Holmer]

  • Update tmd_growfactors.csv and tmd_weights.csv.gz files [#2797 by Martin Holmer]

Bug Fixes

  • Add missing pre-2022 values for indexed policy parameters [#2789 by Martin Holmer]

  • Fix education tax credit phase-out parameters [#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)

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 by Jason DeBacker]

  • Fix CDCC phase-out calculations [#2779 by Martin Holmer]

  • Fix CARES charity deduction for nonitemizers [#2781 by Martin Holmer]

  • Fix four 2020 PT_rt? parameter values [#2783 by Martin Holmer]

  • Correct AMT taxable income calculation to handle QBID correctly [#2784 by Martin Holmer]

  • Fix qualified business income calculation [#2785 by Martin Holmer]

  • Add ctc_nonrefundable variable [#2786 by Martin Holmer]

2024-07-21 Release 4.2.0#

(last merged pull request is #2774)

This is an enhancement release.

API Changes

New Features

  • Add final Phase3 version of tmd input files [#2774 by Martin Holmer]

  • Update the thru74 branch to include final Phase3 tmd input files [#2755 by Martin Holmer]

2024-07-11 Release 4.1.0#

(last merged pull request is #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 and #2771 by Martin Holmer]

  • Add tmd_growfactors.csv file for use with the tmd.csv input file [#2758 by Martin Holmer]

  • Add ability to run Tax-Calculator under Python 3.12 [#2763 by Martin Holmer]

  • Add ctc_total and ctc_refundable output variables [#2765 and #2766 by Martin Holmer]

  • Add exact calculation logic to the CTC_new function [#2769 by Martin Holmer]

Bug Fixes

  • Fix 2018 and 2021 EITC phase-out start parameter values [#2768 and #2770 by Martin Holmer]

2024-06-01 Release 4.0.0#

(last merged pull request is #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 by Bodi Yang]

  • CDCC rate scale (CDCC_crt, CDCC_frt) changed from 0~1 to 0~100. [#2628 by Duncan Hobbs and #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)

This is an enhancement release.

API Changes

New Features

  • Add capabilites to handle tmd* files from the tax-microdata repository [#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)

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 by Bodi Yang]

  • Simplification of how tax parameters are indexed [#2732 by Martin Holmer]

Bug Fixes

  • Correct historical parameter values [#2730 by Martin Holmer]

2024-03-18 Release 3.5.2#

(last merged pull request is #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 by Martin Holmer]

2024-02-27 Release 3.5.1#

(last merged pull request is #2722)

This is an enhancement and bug-fix release.

API Changes

New Features

Bug Fixes

  • Includes paramtools in required packages for installation [#2721 by Jason DeBacker]

2024-02-10 Release 3.5.0#

(last merged pull request is #2715)

This is an enhancement and bug-fix release.

API Changes

New Features

  • Add baseline table output to cli command [#2714 by Martin Holmer]

  • Additional TAXSIM-35 validation tools, several PRS by Bodi Yang and Jason DeBacker

Bug Fixes

  • Avoid Pandas deprecation warnings[#2715 by Martin Holmer]

  • Correctly account for the odc variable as refundable in 2021 [#2703 by Bodi Yang]

  • Fix incorrect value for EITC_ps_MarriedJ in 2020 [#2699 by Bodi Yang]

  • Fix incorrect value for ACTC amount for 2023-2025 to reflect inflation adjustment [#2691 by Jason DeBacker]

2023-06-20 Release 3.4.1#

(last merged pull request is #2686)

This is an enhancement and bug-fix release.

API Changes

New Features

  • Update documentation of use cases [#2686 by Jason Debacker]

  • Update the last budget year to 2033 ~ also extend the projections to 2033 [#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 by Bodi Yang], with primary work in [TaxData PR #429by Bodi Yang]

  • Fix incorrect value for EITC_c in 2020 [#2684 by Matt Jensen]

2023-05-05 Release 3.4.0#

(last merged pull request is #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 by Bodi Yang], with primary work in [TaxData PR #421by Bodi Yang]

Bug Fixes

  • Replacement of the deprecated Pandas .append() method in the model [#2676 by Bodi Yang]

  • Fix calculaton of 2021 child and other dependent credit [#2677 by Matt Jensen]

  • Fix exemption of UI from AGI for EITC in certain years [#2675 by Jason Debacker]

  • Fix incorrect value for max EITC in 2022 [#2673 by Jason Debacker]

2022-12-16 Release 3.3.0#

(last merged pull request is #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 by Bodi Yang], with primary work in [TaxData PR #412by Bodi Yang]

  • Add parameters for threshold for self-employment income exempt from SECA taxes [#2659 by Jason Debacker]

  • Update calculation of child number when CTC_include17 [#2644 by Matt Jensen]

  • Add Python 3.10 to test matrix [#2646 by Jason Debacker]

  • Inflation adjustment of the year 2020, 2021, 2022, for IRS tax forms and tax law inflation adjustments documents [#2633 by Bodi Yang]

Bug Fixes

  • Fix Parameter error parsing in taxcalcio module [#2625 by Hank Doupe]

2021-08-06 Release 3.2.1#

(last merged pull request is #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 by Jason DeBacker]

2021-07-17 Release 3.2.0#

(last merged pull request is #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, #2593, #2573, #2588, #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 by Anderson Frailey]

  • Add profiling to testing [#2570, #2577, #2587 by Jacob Chuslo]

  • Allow for non-taxed UI eligibility. [#2579 by Max Ghenis]

  • Additional unit tests for calcfunctions.py. [#2572 by Angela Shoulders]

Bug Fixes

2021-03-01 Release 3.1.0#

(last merged pull request is #2566)

This is an enhancement and bug-fix release.

API Changes

New Features

  • Package for Python 3.9. [#2522 by Max Ghenis]

  • Parameters for QBI deduction phaseout. [#2508 by Peter Metz]

  • Switch for QBI deduction wage and capital limitations. [[#2497(PSLmodels/tax-calculator#2497) by Peter Metz]

  • Interaction with calcfunctions.py functions and unit tests without @jit decorator. [#2515 by Jacob Chuslo]

Bug Fixes

  • Fix default parameter value for deduction for blind and aged widowed taxpayers. [#2537 by Jacob Chuslo, reported by Jason DeBacker]

  • Include self-employment tax in calculation of partnership-specific marginal tax rates. [#2486 by Cody Kallen]

  • Fix stacking of an optional capital gains tax bracket. [#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 by Hank Doupe]

2020-08-24 Release 3.0.0#

(last merged pull request is #2474)

This is a major release with changes that make Tax-Calculator incompatible with earlier releases.

API Changes

  • Adopt the ParamTools library 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 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 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 by Peter Metz, with primary work in TaxData PR #329 by Anderson Frailey]

  • Remove the changes.md file to consolidate version reporting in this file, releases.md. [#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 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 by Hank Doupe]

  • Include UBI amounts, when introduced by user reforms, to variables that report total benefits. [#2418 by Jason DeBacker]

  • Improve documentation site with Jupyter Book [#2420 by Max Ghenis with auxiliary PRs by Jason DeBacker]

  • Add documentation for the Tax-Calculator API to the docs site. [#2441 by Jason DeBacker]

  • Add documentation for Tax-Calculator parameters to the docs site. [#2450 by Hank Doupe]

  • Port from SAS to Python the creation of the CPS tax unit file that is packaged with Tax-Calculator. [#2444 by Peter Metz, with primary work in TaxData PR #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 by Peter Metz, with primary work in TaxData PR #332 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 by Peter Metz]

2020-03-18 Release 2.9.0#

(last merged pull request is #2405)

This is an enhancement and bug-fix release.

API Changes

  • None

New Features

  • Update to January 2020 CBO economic projections [#2403 by Peter Metz]

Bug Fixes

  • Reinstate personal exemption phaseout (PEP) in 2026 [#2402 by Peter Metz and identified by Peter Metz]

2020-02-28 Release 2.8.0#

(last merged pull request is #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 by Peter Metz]

  • Update 2019 policy parameters with IRS published values [#2399 by Peter Metz]

Bug Fixes -None

2019-12-13 Release 2.7.0#

(last merged pull request is #2395)

This is an enhancement and bug-fix release.

API Changes

  • None

New Features

  • Versioning improved to facilitate pip installation [#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 by Matt Jensen as requested by Don Boyd]

Bug Fixes

  • Fix for CPI_offsets when applied in 2018 and later [#2381 by Hank Doupe, who also identified the bug]

  • Ceiling on SALT taxes no longer incorrectly indexed for inflation [#2388 by Max Ghenis with bug reported by Tyler Evilsizer]

2019-10-31 Release 2.6.0#

(last merged pull request is #2379)

This is an enhancement release.

API Changes

  • None

New Features

  • Add a version of recipe04 for Pandas users [#2373 by Max Ghenis]

Bug Fixes

  • None

2019-08-06 Release 2.5.0#

(last merged pull request is #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 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 by Anderson Frailey]

2019-06-28 Release 2.4.2#

(last merged pull request is #2352)

This is a bug-fix release.

API Changes

  • None

New Features

  • None

Bug Fixes

  • Add farm income to qualified business income [#2352 by Martin Holmer]

2019-06-26 Release 2.4.1#

(last merged pull request is #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 by Martin Holmer]

2019-06-25 Release 2.4.0#

(last merged pull request is #2345)

This is an enhancement release.

API Changes

  • None

New Features

  • Improve calculation of qualified business income deduction [#2345 by Martin Holmer]

Bug Fixes

  • None

2019-06-08 Release 2.3.0#

(last merged pull request is #2337)

This is an enhancement release.

API Changes

  • None

New Features

  • Redo validation tests using newest version of TAXSIM-27 [#2336 by Martin Holmer with assistance from Dan Feenberg]

  • Simplify Records class internal logic by adding generic Data class [#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)

This is an enhancement and bug-fix release.

API Changes

  • None

New Features

  • Add “Redefining Expanded Income” cookbook recipe [#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 by Martin Holmer responding to request by Max Ghenis]

  • Add “Analyzing a Non-Parametric Reform” cookbook recipe [#2327 by Martin Holmer]

Bug Fixes

  • Correct treatment of tuition and fees deduction in 2018 and subsequent years [#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)

This is an enhancement release.

API Changes

  • None

New Features

  • Provide option to specify simpler JSON reform files [#2312 by Martin Holmer]

  • Streamline GrowDiff.apply_to and Records._extrapolate code [#2314 by Martin Holmer]

  • Reorganize Tax-Calculator documentation [#2315 by Martin Holmer]

Bug Fixes

  • None

2019-04-17 Release 2.0.1#

(last merged pull request is #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 by Martin Holmer]

2019-04-15 Release 2.0.0#

(last merged pull request is #2297)

This is a major release with changes that make Tax-Calculator incompatible with earlier releases.

Read this document 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 by Martin Holmer]

New Features

  • Revise Tax-Calculator versus TASIM-27 validation test logic [#2278 by Martin Holmer]

  • Update Tax-Calculator versus TASIM-27 validation test results [#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 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)

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 by Duncan Hobbs]

  • Add ability to handle larger values of integer parameters in Parameter class [#2269 by Martin Holmer]

Bug Fixes

  • Fix minor bugs related to the _SS_Earnings_thd policy parameter added in #2222 [#2267 by Martin Holmer]

2019-03-17 Release 1.1.0#

(last merged pull request is #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 by Matt Jensen]

  • Use new data input files from taxdata pull request 307 that are generated using January 2019 CBO economic projection; extend budget years through 2029 [#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 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)

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 by Martin Holmer with bug reported by Erin Melly]

2019-02-22 Release 1.0.0#

(last merged pull request is #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 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 by Martin Holmer with the assistance of Cody Kallen]

  • Remove from Tax-Calculator the quantity_response function, which is now in Behavioral-Responses [#2233 by Martin Holmer]

New Features

  • Add ppp.py developer-only script and create FAQ issue #2183 to describe its use [#2181 by Martin Holmer]

  • Move read-the-docs documentation into several Tax-Calculator/*.md files [#2184 by Martin Holmer]

  • Incorporate slightly different CPS and PUF input data files [#2185 by Martin Holmer with data from Anderson Frailey], which requires new puf.csv input file (see taxdata pull request 296 for details) with this information:

    • Byte size: 56415704

    • MD5 checksum: 4aa15435c319bf5e4d3427faf52384c0

  • Add new data files generated in taxdata pull request 297 using the August-2018 CBO ten-year projection [#2196 by Martin Holmer with data from Anderson Frailey]

  • Add actual 2018 values for all policy parameters [#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 by Martin Holmer]

  • Add policy parameter that allows specification of the payroll tax aspects of the Larson “Social Security 2100 Act” [#2222 by Anderson Frailey]

Bug Fixes

  • Fix negative/zero/positive split of bottom decile in distribution and difference tables [#2192 by Martin Holmer]

  • Fix CTC+ODC logic for 2018+ [#2211 #2205 by Martin Holmer with need pointed out by Peter Metz]

2018-12-14 Release 0.24.0#

(last merged pull request is #2176)

API Changes

  • None

New Features

  • Make taxcalc packages available for Python 3.7 as well as for Python 3.6 [#2176 by Martin Holmer]

Bug Fixes

  • None

2018-12-13 Release 0.23.4#

(last merged pull request is #2170)

API Changes

  • None

New Features

Bug Fixes

  • Fix obscure bug regarding rules for determining eligibility for the child AMT exemption that was discovered during validation work [#2162 by Martin Holmer]

2018-12-05 Release 0.23.3#

(last merged pull request is #2150)

API Changes

  • None

New Features

  • Revise taxcalc/validation/taxsim logic to work with new TAXSIM version 27 [#2140 by Martin Holmer]

  • Use tc --dump in validation work, which allows removal of simtax.py and its class and tests [#2142 by Martin Holmer]

  • Add test to Makefile that detects previously undetected bugs in calcfunctions.py [#2144 by Martin Holmer]

  • Eliminate Tax-Calculator dependency on the toolz package [#2148 by Martin Holmer]

Bug Fixes

  • Change the age range for those using the special child AMT-exemption rules [#2141 by Martin Holmer]

2018-11-22 Release 0.23.2#

(last merged pull request is #2126)

API Changes

  • None

New Features

  • Refactor create_diagnostic_table utility function to work better when using the Behavioral-Repsonses behresp package [#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)

API Changes

  • None

New Features

  • None

Bug Fixes

  • Replace buggy Parameters.default_data() with Policy.metadata() method [#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 by Martin Holmer with bug reported by Anderson Frailey]

  • Revise cookbook recipe 1 to show easier way to access reform files on website [#2122 by Martin Holmer]

2018-11-13 Release 0.23.0#

(last merged pull request is #2111)

API Changes

  • Remove confusing filer variable from list of usable input variables [#2102 by Martin Holmer]

  • Remove useless start_year and num_years arguments of constructor for the Policy, Consumption, and GrowDiff classes [#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 by Martin Holmer]

  • Remove versioneer.py and taxcalc/_version.py and related code now that Package-Builder is handling version specification [#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 by Martin Holmer]

Bug Fixes

  • None

2018-10-26 Release 0.22.2#

(last merged pull request is #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 by Martin Holmer]

Bug Fixes

  • None

2018-10-25 Release 0.22.1#

(last merged pull request is #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 by Martin Holmer]

Bug Fixes

  • None

2018-10-24 Release 0.22.0#

(last merged pull request is #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 by Martin Holmer]

New Features

  • Add more detailed pull-request work-flow documentation [#2071 by Martin Holmer]

  • Add Travis-CI-build badge to README.md file [#2078 by Philipp Kats]

  • Add ability to read online JSON reform/assumption files located at URLs beginning with http [#2079 by Anderson Frailey]

  • Add Python-version and code-coverage badges to README.md file [#2080 by Martin Holmer]

Bug Fixes

  • Fix syntax error in gitpr.bat Windows batch script [#2084 by Martin Holmer]

  • Fix bug in create_difference_table utility function that affected the ubi and benefit_*_total variables [#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)

API Changes

  • Require Python 3.6 to run Tax-Calculator source code or conda package [#2058 by Martin Holmer], which requires new puf.csv input file (see taxdata pull request 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)

API Changes

  • None

New Features

  • Incorporate new PUF input data that include imputed values of itemizeable expenses for non-itemizers [#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 by Martin Holmer]

  • Incorporate new PUF input data that include imputed values of pension contributions [#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)

API Changes

  • None

New Features

  • Add Calculator.n65() method that uses new elderly_dependents input variable [#2029 by Martin Holmer at request of Max Ghenis]

  • Incorporate updated CPS and PUF input data [#2032 by Martin Holmer and Anderson Frailey]

  • Add policy parameters that allow many changes in tax treatment of charitable giving [#2037 by Derrick Choe]

  • Extrapolate CPS benefit variables in the same way as other dollar variables are extrapolated to future years [#2041 by Martin Holmer]

  • Incorporate most recent PUF input data fixing problem mentioned in #2032 [#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 by Martin Holmer and Anderson Frailey]

Bug Fixes

  • Fix incorrect aging of e00900 variable [#2027 by Martin Holmer with bug reported by Max Ghenis]

2018-05-21 Release 0.20.1#

(last merged pull request is #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 by Martin Holmer]

2018-05-18 Release 0.20.0#

(last merged pull request is #2003)

API Changes

  • Simplify table-creation Calculator methods and related utility functions [#1984 by Martin Holmer]

  • Rename Growfactors class as GrowFactors and rename Growdiff class as GrowDiff [#1996 by Martin Holmer]

  • Add quantity_response utility function and remove obsolete charity and earnings response logic from Behavior class [#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 by Martin Holmer]

New Features

  • Streamline logic that prevents disclosure of details of PUF filing units [#1979 by Martin Holmer]

  • Add option to not include benefits in a Records object that uses CPS data [#1985 and [#1988 by Martin Holmer]

  • Update CODING and TESTING documentation to reflect recommended usage of pycodestyle in place of pep8 [#1989 by Martin Holmer]

  • Add validity checking for non-behavior assumption parameters [#1992 by Martin Holmer]

  • Add Tax-Calculator cookbook recipe using Behavior class and its response method [#1993 by Martin Holmer]

  • Add Tax-Calculator cookbook recipe showing how to create a custom table [#1994 by Martin Holmer]

  • Add Tax-Calculator cookbook recipe showing how to use new quantity_response utility function [#2002 by Martin Holmer]

Bug Fixes

  • Fix mishandling of boolean policy parameters [#1982 by Hank Doupe]

2018-04-19 Release 0.19.0#

(last merged pull request is #1977)

API Changes

  • Improve data quality of several CPS age variables, which causes changes in CPS tax results [#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 by Hank Doupe]

  • Strengthen logic that prevents disclosure of details of filing units in PUF [#1972 #1973 #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 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 by Martin Holmer]

  • Fix confusing documentation of the data type of parameters [#1970 by Martin Holmer as suggested by Hank Doupe]

  • Fix bug in TCJA tax calculations for those with large business losses [#1977 by Martin Holmer based on bug report by Ernie Tedeschi]

2018-03-30 Release 0.18.0#

(last merged pull request is #1942)

API Changes

  • Remove redundant _DependentCredit_c policy parameter and fix dependent credit phase-out logic [#1937 by Martin Holmer]

New Features

  • Add memory management logic to reduce memory usage [#1942 by Martin Holmer]

Bug Fixes

  • Replace monthly housing benefits with annual housing benefits in CPS data [#1941 by Anderson Frailey]

2018-03-16 Release 0.17.0#

(last merged pull request is #1926)

API Changes

  • Make run_nth_year_tax_calc_model function return tables with all rows [#1914 by Martin Holmer]

  • Rename Calculator class param method as policy_param [#1915 by Martin Holmer]

  • Add notice of end of Python 2.7 support beginning in 2019 [#1923 by Martin Holmer]

New Features

  • Add row names to distribution and difference tables [#1913 by Martin Holmer]

  • Add row for those with zero income in distribution and difference tables [#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 by Martin Holmer]

  • Add UBI benefits statistic to distribution and difference tables [#1919 by Killian Pinkelman]

  • Add two benefits statistics to distribution and difference tables [#1925 by Anderson Frailey]

Bug Fixes

  • None

2018-03-09 Release 0.16.2#

(last merged pull request is #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 by Martin Holmer]

  • Improve handling of those with negative or zero expanded_income in tables and graphs [#1902 by Martin Holmer]

  • Add three new benefits and improve imputation of interest, dividend, and pension income in CPS data [#1911 by Anderson Frailey and Martin Holmer]

Bug Fixes

  • Correct bottom bin name in distribution/difference tables exported to TaxBrain [#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 by Martin Holmer]

  • Correct and simplify calculation of expanded_income [#1897 #1899 #1900 #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 by Martin Holmer as reported by Max Ghenis]

2018-02-16 Release 0.16.1#

(last merged pull request is #1886)

API Changes

  • None

New Features

  • Add graph of percentage change in after-tax expanded income by baseline expanded-income quintiles [#1880 by Martin Holmer]

  • Improve consistency of UBI-related head-count-by-age values in the CPS data [#1882 by Anderson Frailey]

  • Add variable to cps.csv.gz that facilitates matching CPS data to Tax-Calculator filing units [#1885 by Anderson Frailey]

Bug Fixes

  • Fix lack of calculation of benefit_cost_total variable [#1886 by Anderson Frailey]

2018-02-13 Release 0.16.0#

(last merged pull request is #1871)

API Changes

  • Improve data quality of several existing CPS variables, which causes changes in CPS tax results [#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 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 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 by Anderson Frailey]

Bug Fixes

  • Improve handling of very high marginal tax rates in the Behavior.response method [#1858 by Martin Holmer with assistance from Matt Jensen]

2018-01-30 Release 0.15.2#

(last merged pull request is #1851)

API Changes

  • None

New Features

  • Add ability to specify a compound reform in the tc --reform option [#1842 by Martin Holmer as requested by Ernie Tedeschi]

  • Add compatible-data information for each policy parameter to user guide [#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 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 by Martin Holmer]

  • Add error checking for diagnostic_table misuse in presence of behavioral responses [#1849 by Martin Holmer]

2018-01-20 Release 0.15.1#

(last merged pull request is #1838)

API Changes

  • None

New Features

  • Add cpi_inflatable field for each parameter in the four JSON parameter files [#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)

API Changes

  • Make objects embedded in a Calculator object private and provide Calculator class access methods to manipulate the embedded objects [#1791 by Martin Holmer]

  • Rename three UBI policy parameters to be more descriptive [#1813 by Martin Holmer as suggested by Max Ghenis]

New Features

  • Add validity testing of compatible_data information in current_law_policy.json [#1614 by Matt Jensen with assistance from Hank Doupe]

  • Add --outdir option to command-line tc tool [#1801 by Martin Holmer as suggested by Reuben Fischer-Baum]

  • Make TCJA policy current-law policy [#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 by Martin Holmer]

  • Add policy parameter and logic needed to represent TCJA treatment of alimony received [#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 by Cody Kallen]

  • Revise user guide and Tax-Calculator cookbook recipes to reflect TCJA as current-law policy [#1832 by Martin Holmer]

Bug Fixes

  • Fix column order in distribution table [#1834 by Martin Holmer and Hank Doupe]

2017-12-24 Release 0.14.3#

(last merged pull request is #1796)

API Changes

  • None

New Features

  • Change minimum required pandas version from 0.20.1 to 0.21.0 [#1781 by Martin Holmer]

  • Generalize validation of boolean policy parameter values in reforms [#1782 by Martin Holmer as requested by Hank Doupe]

  • Handle small numerical differences in test results generated under Python 3.6 [#1795 by Martin Holmer with need pointed out by Matt Jensen]

  • Make the _cpi_offset policy parameter work like other policy parameters [#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)

API Changes

  • None

New Features

  • Add two policy parameters that can be used to cap itemized SALT deductions as a fraction of AGI [#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 by Max Ghenis]

Bug Fixes

  • Standardize format of ValueError messages raised by Policy.implement_reform method [#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)

API Changes

  • None

New Features

  • Add policy parameter that can cap the combined state and local income/sales and real-estate deductions [#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 by Martin Holmer]

  • Add JSON reform file for TCJA conference bill [#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)

API Changes

  • Add several Calculator table methods and revise table utilities to not use Calculator object(s) [#1718 by Martin Holmer]

  • Add several Calculator graph methods and revise graph utilities to not use Calculator objects [#1722 by Martin Holmer]

  • Add Calculator ce_aftertax_income method and revise corresponding utility to not use Calculator object [#1723 by Martin Holmer]

New Features

  • Add new policy parameter for refunding the new CTC against all payroll taxes [#1716 by Matt Jensen as suggested by Ernie Tedeschi]

  • Remove calculation of AGI tables from the TaxBrain Interface, tbi [#1724 by Martin Holmer as suggested by Matt Jensen and Hank Doupe]

  • Add ability to specify partial customized CLI tc --dump output [#1735 by Martin Holmer as suggested by Sean Wang]

  • Add Cookbook of Tested Recipes for Python Programming with Tax-Calculator [#1740 by Martin Holmer]

  • Add calculation of two values on the ALL row of the difference table [#1741 by Martin Holmer]

Bug Fixes

  • Fix Behavior.response method to handle very high marginal tax rates [#1698 by Martin Holmer, reported by Richard Evans and Jason DeBacker]

  • Fix create_distribution_table to generate correct details for the top decile [#1712 by Martin Holmer]

2017-11-17 Release 0.13.2#

(last merged pull request is #1680)

API Changes

  • None

New Features

  • Add TCJA_House_Amended JSON policy reform file [#1664 by Cody Kallen and Matt Jensen]

  • Add _cpi_offset policy parameter that can be used to specify chained CPI indexing reforms [#1667 by Martin Holmer]

  • Add new policy parameter that changes the stacking order of child/dependent credits [#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 by Matt Jensen]

Bug Fixes

  • Fix _ACTC_ChildNum policy parameter documentation and logic [#1666 by Martin Holmer, reported by Ernie Tedeschi]

  • Fix documentation for mis-named n1821 input variable [#1672 by Martin Holmer, reported by Max Ghenis]

  • Fix logic of run_nth_year_gdp_elast_model function in the TaxBrainInterface [#1677 by Martin Holmer, reported by Hank Doupe]

2017-11-10 Release 0.13.1#

(last merged pull request is #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 by Anderson Frailey]

  • Improved documentation for the cps.csv.gz file that ships with taxcalc [#1648 by Martin Holmer]

  • Add parameter for the business income exclusion in the Senate TCJA Chairman’s mark [#1651 by Cody Kallen]

  • Add TCJA reform file for the Senate Chairman’s mark [#1652 by Cody Kallen]

  • Add FIPS state codes to the cps.csv.gz file that ships with taxcalc [#1653 by Anderson Frailey]

Bug Fixes

  • Fix an edge case related to new pass-through parameters that caused some extreme MTRs [#1645 by Cody Kallen, reported by Richard Evans]

2017-11-07 Release 0.13.0#

(last merged pull request is #1632)

API Changes

  • Add new statistics and top-decile detail to distribution and difference tables [#1605 by Martin Holmer]

New Features

  • Add expanded_income and aftertax_income to distribution table [#1602 by Martin Holmer]

  • Add utility functions that generate a change-in-aftertax-income-by-decile graph [#1606 by Martin Holmer]

  • Add new dependent credits for children and non-children dependents [#1615 by Cody Kallen]

  • Add new non-refundable credit for filer and spouse [#1618 by Cody Kallen]

  • Add capability to model pass-through tax rate eligiblity rules in TCJA [#1620 by Cody Kallen]

  • Make several Personal Nonrefundable Credit parameters available to external applications like TaxBrain [#1622 by Matt Jensen]

  • Extend extrapolation to 2027 and update to June 2017 CBO baseline [#1624 by Anderson Frailey]

  • Add new reform JSON file for the Tax Cuts and Jobs Act [#1625 by Cody Kallen]

Bug Fixes

  • Resolve compatibility issues with Pandas 0.21.0 [#1629 by Hank Doupe]

  • Cleaner solution to compatibility issues with Pandas 0.21.0 [#1634 by Hank Doupe]

2017-10-20 Release 0.12.0#

(last merged pull request is #1600)

API Changes

  • Rename read_json_param_files as read_json_param_objects [#1563 by Martin Holmer]

  • Remove arrays_not_lists argument from read_json_param_objects [#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 by Martin Holmer]

  • Change Calculator class constructor so that it makes a deep copy of each specified object for internal use [#1582 by Martin Holmer]

  • Rename and reorder difference table columns [#1584 by Martin Holmer]

New Features

  • Add Calculator.reform_documentation that generates plain text documentation of a reform [#1564 by Martin Holmer]

  • Enhance stats_summary.py script and its output [#1566 by Amy Xu]

  • Add reform documentation as standard output from Tax-Calculator CLI, tc [#1567 by Martin Holmer]

  • Add parameter type checking to Policy.implement_reform method [#1585 by Martin Holmer]

  • Add _CTC_new_for_all policy parameter to allow credits for those with negative AGI [#1595 by Martin Holmer]

  • Narrow range of legal values for _CDCC_c policy parameter [#1597 by Matt Jensen]

  • Make several UBI policy parameters available to external applications like TaxBrain [#1599 by Matt Jensen]

Bug Fixes

  • Relax _STD and _STD_Dep minimum value warning logic [#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 by Martin Holmer]

  • Fix bugs in automatic generation of reform documentation having to do with policy parameters that are boolean scalars [#1596 by Martin Holmer]

2017-09-21 Release 0.11.0#

(last merged pull request is #1555)

API Changes

  • Revise dropq distribution and difference tables used by TaxBrain [#1537 by Anderson Frailey and Martin Holmer]

  • Make dropq run_nth_year_tax_calc_model return a dictionary of results [#1543 by Martin Holmer]

New Features

  • Add option to cap the amount of gross itemized deductions allowed as a decimal fraction of AGI [#1542 by Matt Jensen]

  • Add dropq tables using AGI as income measure for TaxBrain use [#1544 by Martin Holmer]

  • Add JSON reform file for Brown-Khanna GAIN Act that expands the EITC [#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 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 by Martin Holmer]

2017-08-28 Release 0.10.0#

(last merged pull request is #1531)

API Changes

  • Add dropq function that returns reform warnings and errors [#1524 by Martin Holmer]

New Features

  • Add option to use policy parameter suffixes in JSON reform files [#1505 by Martin Holmer] and [#1520 by Martin Holmer]

  • Add rounding of wage-inflated or price-inflated parameter values to nearest cent [#1506 by Martin Holmer]

  • Add extensive checking of reform policy parameter names and values [#1524 by Martin Holmer]

Bug Fixes

  • None

2017-07-26 Release 0.9.2#

(last merged pull request is #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 by Martin Holmer]

  • Add ability to read and calculate taxes with new CPS input data for 2014 and subsequent years [#1484 by Martin Holmer]

  • Add tests of ability to calculate taxes with new CPS input data [#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 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 by Martin Holmer]

2017-07-06 Release 0.9.1#

(last merged pull request is #1438)

API Changes

  • None

New Features

  • Add Form 1065 Schedule K-1 self-employment earnings to calculation of self-employment payroll taxes [#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 by Hank Doupe]

Bug Fixes

  • Fix personal refundable credit bug and personal nonrefundable credit bug [#1450 by Martin Holmer]

2017-06-14 Release 0.9.0#

(last merged pull request is #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 by Martin Holmer]

New Features

  • Add nonrefundable personal credit reform options [#1427 by William Ensor]

  • Add repeal personal exemptions for dependents under age 18 reform option [#1428 by Hank Doupe]

  • Switch to use of new improved puf.csv input file that causes small changes in tax results [#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 by Martin Holmer]

2017-06-08 Release 0.8.5#

(last merged pull request is #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 by Anderson Frailey]

  • Add policy reform file for the Renacci reform [#1376, #1383 and #1385 by Hank Doupe]

  • Add separate ceiling for each itemized deduction parameter [#1385 by Hank Doupe]

Bug Fixes

  • Fix bug in add_weighted_income_bins utility function [#1387 by Martin Holmer]

2017-05-12 Release 0.8.4#

(last merged pull request is #1363)

API Changes

  • None

New Features

  • Add economic response assumption file template to documentation [#1332 by Cody Kallen]

  • Complete process of creating user guide [#1355 by Martin Holmer]

  • Add Tax-Calculator conda package for Python 3.6 [#1361 by Martin Holmer]

Bug Fixes

  • None

2017-05-01 Release 0.8.3#

(last merged pull request is #1328)

API Changes

  • None

New Features

  • Add –test installation option to Tax-Calculator CLI [#1306 by Martin Holmer]

  • Add –sqldb SQLite3 database dump output option to CLI [#1312 by Martin Holmer]

  • Add a reform preset for the April 2017 Trump tax plan [#1323 by Cody Kallen]

  • Add Other Taxes to tables and clarify documentation [#1328 by Martin Holmer]

Bug Fixes

  • None

2017-04-13 Release 0.8.2#

(last merged pull request is #1295)

API Changes

  • None

New Features

  • None

Bug Fixes

  • Minor edits to comments in Trump/Clinton policy reform files [#1295 by Matt Jensen]

2017-04-13 Release 0.8.1#

(last merged pull request is #1293)

API Changes

  • None

New Features

  • Add testing for notebooks, starting with the behavior_example and 10-minute notebooks [#1198 by Peter Steinberg]

  • Add MTR with respect to spouse earnings [#1257 by Anderson Frailey]

  • Add tax differences table to Tax-Calculator CLI –tables output [#1265 by Martin Holmer]

  • Update Jupyter Notebooks to demonstrate the latest Python API [#1277 by Matt Jensen]

  • Enable the charitable givings elasticity to vary by AGI value [#1278 by Matt Jensen]

  • Introduce records_variables.json to serve as a single source of truth for Records variables [#1179 and #1285 by Zach Risher]

Bug Fixes

  • None

2017-03-24 Release 0.8.0#

(last merged pull request is #1260)

API Changes

  • None

New Features

  • Add ability to calculate, and possibly tax, UBI benefits [#1235 by Anderson Frailey]

  • Add additional deduction and credit haircut policy parameters [#1247 by Anderson Frailey]

  • Add constant charitable giving elasticities to behavioral response [#1246 by Matt Jensen]

  • Add another credit haircut policy parameter [#1252 by Anderson Frailey]

  • Make Tax-Calculator CLI an entry point to the taxcalc package [#1253 by Martin Holmer]

  • Add –tables option to Tax-Calculator CLI [#1258 by Martin Holmer]

Bug Fixes

  • None

2017-03-08 Release 0.7.9#

(last merged pull request is #1228)

API Changes

  • Move simtax.py to taxcalc/validation/taxsim directory [#1288 by Martin Holmer]

New Features

  • Make import style more consistent [#1288 by Martin Holmer]

Bug Fixes

2017-03-01 Release 0.7.8#

(last merged pull request is #1206)

API Changes

  • Redesign Growth class to support more realistic growth responses [#1199 by Martin Holmer]

New Features

  • Add a policy reform file for key provisions of the Ryan-Brady Better Way tax plan [#1204 by Cody Kallen]

  • Add a policy reform file for select provisions of the Clinton 2016 campaign tax plan [#1206 by Cody Kallen]

Bug Fixes

  • None

2017-02-16 Release 0.7.7#

(last merged pull request is #1197)

API Changes

  • None

New Features

  • None

Bug Fixes

  • Add name of new Stage3 adjustment-ratios file to MANIFEST.in [#1197 by Anderson Frailey]

2017-02-15 Release 0.7.6#

(last merged pull request is #1192)

API Changes

  • Add Stage3 adjustment ratios to target IRS-SOI data on the distribution of interest income [#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 by Anderson Frailey]

Bug Fixes

  • Correct Policy wage growth rates to agree with CBO projection [#1171 by Martin Holmer]

2017-01-31 Release 0.7.5#

(last merged pull request is #1169)

API Changes

  • None

New Features

  • Add a Trump 2016 policy reform JSON file [#1135 by Matt Jensen]

  • Reduce size of input file by rounding weights [#1158 by Anderson Frailey]

  • Update current-law policy parameters to 2017 IRS values [#1169 by Anderson Frailey]

Bug Fixes

  • Index EITC investment income cap to inflation [#1169 by Anderson Frailey]

2017-01-24 Release 0.7.4#

(last merged pull request is #1152)

API Changes

  • Separate policy reforms and response assumptions into two separate JSON files [#1148 by Martin Holmer]

New Features

  • New JSON reform file examples and capabilities [#1123-#1131 by Martin Holmer]

Bug Fixes

  • Fix bugs in 10-minute notebook [#1152 by Matt Jensen]

2017-01-24 Release 0.7.3#

(last merged pull request is #1113)

API Changes

  • None

New Features

  • Add ability to use an expression to specify a policy parameter [#1081 by Martin Holmer]

  • Expand scope of JSON reform file to include non-policy parameters [#1083 by Martin Holmer]

  • Add ability to conduct normative expected-utility analysis [#1098 by Martin Holmer]

  • Add ability to compute MTR with respect to charitable cash contributions [#1104 by Cody Kallen]

  • Unify environment definition by removing requirements.txt [#1094 by Zach Risher]

  • Reorganize current_law_policy.json and add section headers [#1109 by Matt Jensen]

  • Add dollar limit on itemized deductions [#1084 by Cody Kallen]

  • Add testing for Windows with Appveyor [#1111 by T.J. Alumbaugh]

Bug Fixes

  • Fix capital-gains-reform bug reported by Cody Kallen [#1088 by Martin Holmer]

  • Provide Pandas 0.19.1 compatibility by fixing DataFrame.to_csv() usage [#1092 by Zach Risher]

2016-12-05 Release 0.7.2#

(last merged pull request is #1082)

API Changes

  • None

New Features

  • Add ability to simulate non-refundable dependent credit [#1069 by Cody Kallen]

  • Add ability to narrow investment income exclusion base [#1072 by Martin Holmer]

  • Replace use of two cmbtp_* variables with a single cmbtp variable [#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)

API Changes

  • Rename policy parameters for consistency [#1051 by Martin Holmer]

New Features

  • Add ability to simulate broader range of refundable CTC reforms [#1055 by Matt Jensen]

  • Add more income items into expanded_income variable [#1057 by Martin Holmer]

Bug Fixes

  • None

2016-11-09 Release 0.7.0#

(last merged pull request is #1044)

API Changes

  • Rename and refactor old add_weighted_decile_bins utility function [#1043 by Martin Holmer]

New Features

  • None

Bug Fixes

  • Remove unused argument from means_and_comparisons utility function [#1044 by Martin Holmer]

2016-11-09 Release 0.6.9#

(last merged pull request is #1039)

API Changes

  • None

New Features

  • Add calculation of MTR wrt e26270, partnership & S-corp income [#987 by Cody Kallen]

  • Add utility function that plots marginal tax rates by percentile [#948 by Sean Wang]

  • Add ability to simulate Trump-style dependent care credit [#999 by Anderson Frailey]

  • Add ability to simulate Clinton-style NIIT reform [#1012 by Martin Holmer]

  • Add ability to simulate Clinton-style CTC expansion [#1039 by Matt Jensen]

Bug Fixes

  • Fix bug in TaxGains function [#981 by Cody Kallen]

  • Fix bug in multiyear_diagnostic_table utility function [#988 by Matt Jensen]

  • Fix AMT bug that ignored value of AMT_CG_rt1 parameter [#1000 by Martin Holmer]

  • Fix several other minor AMT CG bugs [#1001 by Martin Holmer]

  • Move self-employment tax from income tax total to payroll tax total [#1021 by Martin Holmer]

  • Add half of self-employment tax to expanded income [#1032 by Martin Holmer]

2016-10-07 Release 0.6.8#

(last merged pull request is #970)

API Changes

  • None

New Features

  • Add ability to simulate reforms that limit benefit of itemized deductions [#867 by Matt Jensen]

  • Add investment income exclusion policy parameter [#972 by Cody Kallen]

  • Add ability to eliminate differential tax treatment of LTCG+QDIV income [#973 by Martin Holmer]

Bug Fixes

  • None

2016-09-29 Release 0.6.7#

(last merged pull request is #945)

API Changes

  • None

New Features

  • Add extra income tax brackets and rates [#858, Sean Wang]

  • Add ability to simulate Fair Share Tax, or Buffet Rule, reforms [#904 by Anderson Frailey]

  • Add ability to tax pass-through income at different rates [#913 by Sean Wang]

  • Add itemized-deduction surtax exemption policy parameter [#926 by Matt Jensen]

  • Add ability to simulate high-AGI surtax reforms [#939 by Sean Wang]

Bug Fixes

  • Correct Net Investment Income Tax (NIIT) calculation [#874 by Martin Holmer]

  • Correct Schedule R credit calculation [#898 by Martin Holmer]

  • Remove logic for expired First-Time Homebuyer Credit [#914 by Martin Holmer]

2016-08-13 Release 0.6.6#

(last merged pull request is #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]

  • Add comments to show one way to use Python debugger to trace Tax-Calculator code [#835]

  • Add tests that confirm zeroing-out CALCULATED_VARS at start leaves results unchanged [#837]

  • Revise logic used to estimate behavioral responses to policy reforms [#846, #854 and #857]

Bug Fixes

  • Make 2013-2016 medical deduction threshold for elderly be 7.5% of AGI (not 10%) [#839]

  • Fix typo so that two ways of limiting itemized deductions produce the same results [#842]

2016-07-12 Release 0.6.5#

(last merged pull request is #820)

API Changes

  • None

New Features

Bug Fixes

  • Fix itemized deduction logic for charity

  • Remove Numba dependency

2016-06-17 Release 0.6.4#

(last merged pull request is #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)

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

Contents