diff --git a/changelog_entry.yaml b/changelog_entry.yaml index f8f61c000cc..e2837f3d390 100644 --- a/changelog_entry.yaml +++ b/changelog_entry.yaml @@ -1,4 +1,4 @@ -- bump: minor +- bump: patch changes: - added: - - Add Florida Temporary Cash Assistance (TCA) program. + fixed: + - Added missing breakdown and label metadata to pseudo-breakdown parameters. diff --git a/policyengine_us/parameters/calibration/gov/census/populations/by_state.yaml b/policyengine_us/parameters/calibration/gov/census/populations/by_state.yaml index a376a484f73..5396ed2239d 100644 --- a/policyengine_us/parameters/calibration/gov/census/populations/by_state.yaml +++ b/policyengine_us/parameters/calibration/gov/census/populations/by_state.yaml @@ -1,5 +1,8 @@ description: Total population by state. metadata: + label: Total population by state + breakdown: + - state_code unit: person reference: - title: "State Population Totals and Components of Change: 2020-2021 | Census Bureau" diff --git a/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/enrollment.yaml b/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/enrollment.yaml index a9d485e8a82..f4ece39d14f 100644 --- a/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/enrollment.yaml +++ b/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/enrollment.yaml @@ -1,5 +1,8 @@ description: Total Medicaid enrollment by state. metadata: + label: Total Medicaid enrollment by state + breakdown: + - state_code unit: person period: year reference: diff --git a/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/spending.yaml b/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/spending.yaml index f9eb2173db5..de260920826 100644 --- a/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/spending.yaml +++ b/policyengine_us/parameters/calibration/gov/hhs/medicaid/totals/spending.yaml @@ -1,5 +1,8 @@ description: Total Medicaid spending by state. metadata: + label: Total Medicaid spending by state + breakdown: + - state_code unit: currency-USD period: year reference: diff --git a/policyengine_us/parameters/calibration/gov/irs/soi/returns_by_filing_status.yaml b/policyengine_us/parameters/calibration/gov/irs/soi/returns_by_filing_status.yaml index 4cc5ff310ee..1ee58ffb3dc 100644 --- a/policyengine_us/parameters/calibration/gov/irs/soi/returns_by_filing_status.yaml +++ b/policyengine_us/parameters/calibration/gov/irs/soi/returns_by_filing_status.yaml @@ -1,6 +1,8 @@ description: Number of returns by filing status and AGI band. metadata: label: Returns by filing status + breakdown: + - filing_status unit: return uprating: calibration.gov.census.populations.total propagate_metadata_to_children: true diff --git a/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/amount.yaml b/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/amount.yaml index e237c000859..8308a0d4bb8 100644 --- a/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/amount.yaml +++ b/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/amount.yaml @@ -26,6 +26,8 @@ SURVIVING_SPOUSE: label: WFTCA surviving spouse filer amount metadata: label: Bonus guaranteed deduction + breakdown: + - filing_status unit: currency-USD period: year reference: diff --git a/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/phase_out/threshold.yaml b/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/phase_out/threshold.yaml index 66da3d52754..132cd469d13 100644 --- a/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/phase_out/threshold.yaml +++ b/policyengine_us/parameters/gov/contrib/congress/wftca/bonus_guaranteed_deduction/phase_out/threshold.yaml @@ -25,9 +25,11 @@ SURVIVING_SPOUSE: metadata: label: WFTCA surviving spouse filer phase-out threshold metadata: + label: Bonus guaranteed deduction phase-out threshold + breakdown: + - filing_status unit: currency-USD period: year - label: Bonus guaranteed deduction phase-out threshold reference: - title: Ways and Means Committee press release href: https://waysandmeans.house.gov/malliotakis-steel-lead-legislation-to-provide-tax-relief-to-working-families/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/child/child.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/child/child.yaml index a338b4e1afe..c648ce59943 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/child/child.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/child/child.yaml @@ -1,7 +1,9 @@ description: Whether children can qualify for Medicaid under the 'medically needy' pathway. metadata: - unit: bool label: Medicaid medically needy pathway for children + breakdown: + - state_code + unit: bool reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/disabled.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/disabled.yaml index 2d0825a1bb5..f78bce94897 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/disabled.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/disabled.yaml @@ -1,7 +1,9 @@ description: Whether people with disabilities can qualify for Medicaid under the 'medically needy' pathway. metadata: - unit: bool label: Medicaid medically needy pathway for people with disabilities + breakdown: + - state_code + unit: bool reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/parent.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/parent.yaml index f1d42753a34..bdae4420284 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/parent.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/parent.yaml @@ -1,7 +1,9 @@ description: Whether parents can qualify for Medicaid under the 'medically needy' pathway. metadata: - unit: bool label: Medicaid medically needy pathway for parents + breakdown: + - state_code + unit: bool reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/pregnant.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/pregnant.yaml index 4d7e600aaff..e0fba6ee444 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/pregnant.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/pregnant.yaml @@ -1,7 +1,9 @@ description: Whether pregnant people can qualify for Medicaid under the 'medically needy' pathway. metadata: - unit: bool label: Medicaid medically needy pathway for pregnant people + breakdown: + - state_code + unit: bool reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/senior.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/senior.yaml index 0fdf433361e..95b66a8b8bf 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/senior.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/categories/senior.yaml @@ -1,7 +1,9 @@ description: Whether seniors can qualify for Medicaid under the 'medically needy' pathway. metadata: - unit: bool label: Medicaid medically needy pathway for seniors + breakdown: + - state_code + unit: bool reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/couple.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/couple.yaml index 692573f380a..0392a5e793a 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/couple.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/couple.yaml @@ -1,8 +1,10 @@ description: Maximum assets for a couple to qualify for Medicaid under the 'medically needy' pathway. metadata: + label: Medicaid medically needy pathway for couples asset limit + breakdown: + - state_code unit: currency-USD period: month - label: Medicaid medically needy pathway for couples asset limit reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/individual.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/individual.yaml index 1242bae58ae..88b46a7aeec 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/individual.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/assets/individual.yaml @@ -1,8 +1,10 @@ description: Maximum assets for an individual to qualify for Medicaid under the 'medically needy' pathway. metadata: + label: Medicaid medically needy pathway for individuals asset limit + breakdown: + - state_code unit: currency-USD period: month - label: Medicaid medically needy pathway for individuals asset limit reference: - title: "Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey | KFF" href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/ diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/couple.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/couple.yaml index f724d178b98..475564de93d 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/couple.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/couple.yaml @@ -1,8 +1,10 @@ description: Maximum income for a couple to qualify for Medicaid under the 'medically needy' pathway. metadata: + label: Medicaid medically needy pathway for couples income limit + breakdown: + - state_code unit: currency-USD period: month - label: Medicaid medically needy pathway for couples income limit AK: 2015-01-01: -.inf diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/individual.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/individual.yaml index 03a42669033..b53662261e0 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/individual.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/medically_needy/limit/income/individual.yaml @@ -1,8 +1,10 @@ description: Maximum income for an individual to qualify for Medicaid under the 'medically needy' pathway. metadata: + label: Medicaid medically needy pathway for individuals income limit + breakdown: + - state_code unit: currency-USD period: month - label: Medicaid medically needy pathway for individuals income limit AK: 2015-01-01: -.inf diff --git a/policyengine_us/parameters/gov/hhs/smi/amount.yaml b/policyengine_us/parameters/gov/hhs/smi/amount.yaml index e4fbb6324ce..6adc8dc3ef0 100644 --- a/policyengine_us/parameters/gov/hhs/smi/amount.yaml +++ b/policyengine_us/parameters/gov/hhs/smi/amount.yaml @@ -314,9 +314,11 @@ WY: 2025-10-01: 114_837 metadata: + label: HHS SMI 4-person household + breakdown: + - state_code unit: currency-USD period: year - label: HHS SMI 4-person household uprating: calibration.gov.cbo.income_by_source.adjusted_gross_income reference: - title: State Median Income (SMI) by household size for Mandatory Use in LIHEAP for FFY 2022 diff --git a/policyengine_us/parameters/gov/hhs/tanf/non_cash/asset_limit.yaml b/policyengine_us/parameters/gov/hhs/tanf/non_cash/asset_limit.yaml index 021e39b0698..ae3e1dacf0b 100644 --- a/policyengine_us/parameters/gov/hhs/tanf/non_cash/asset_limit.yaml +++ b/policyengine_us/parameters/gov/hhs/tanf/non_cash/asset_limit.yaml @@ -120,6 +120,7 @@ WY: 2020-07-01: -.inf # Non-BBCE. metadata: + label: SNAP BBCE asset limit unit: currency-USD reference: - title: "USDA: Broad-based Categorical Eligibility" diff --git a/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/hheod.yaml b/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/hheod.yaml index bf9e180d5a1..44947c2b1eb 100644 --- a/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/hheod.yaml +++ b/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/hheod.yaml @@ -94,6 +94,7 @@ WV: 2020-07-01: false metadata: + label: SNAP BBCE net income test for elderly/disabled households reference: - title: SNAP Screener SNAP Eligibility Parameters href: https://www.snapscreener.com/?p=table diff --git a/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/non_hheod.yaml b/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/non_hheod.yaml index 012f92eea28..55fdd936899 100644 --- a/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/non_hheod.yaml +++ b/policyengine_us/parameters/gov/hhs/tanf/non_cash/income_limit/net_applies/non_hheod.yaml @@ -92,6 +92,7 @@ WV: 2020-07-01: false metadata: + label: SNAP BBCE net income test for non-elderly/disabled households reference: - title: SNAP Screener SNAP Eligibility Parameters href: https://www.snapscreener.com/?p=table diff --git a/policyengine_us/parameters/gov/hhs/tanf/non_cash/requires_all_for_hheod.yaml b/policyengine_us/parameters/gov/hhs/tanf/non_cash/requires_all_for_hheod.yaml index b02f25277d9..87aaae83cbe 100644 --- a/policyengine_us/parameters/gov/hhs/tanf/non_cash/requires_all_for_hheod.yaml +++ b/policyengine_us/parameters/gov/hhs/tanf/non_cash/requires_all_for_hheod.yaml @@ -29,6 +29,7 @@ VI: 2020-07-01: false metadata: + label: SNAP BBCE elderly/disabled classification requirement reference: - title: SNAP Screener SNAP Eligibility Parameters href: https://www.snapscreener.com/?p=table diff --git a/policyengine_us/parameters/gov/irs/ald/loss/max.yaml b/policyengine_us/parameters/gov/irs/ald/loss/max.yaml index 0ab12468a37..b02c27d4ba8 100644 --- a/policyengine_us/parameters/gov/irs/ald/loss/max.yaml +++ b/policyengine_us/parameters/gov/irs/ald/loss/max.yaml @@ -1,8 +1,10 @@ description: Maximum amount of business losses deductible metadata: + label: Business loss limitation + breakdown: + - filing_status unit: currency-USD period: year - label: Business loss limitation reference: - title: 26 U.S. Code § 461 - General rule for taxable year of deduction (l)(3)(A)(ii)(II) href: https://www.law.cornell.edu/uscode/text/26/461#l_3_A_ii_II diff --git a/policyengine_us/parameters/gov/irs/ald/misc/max_business_losses.yaml b/policyengine_us/parameters/gov/irs/ald/misc/max_business_losses.yaml index 08dd2223ba4..8b215d8f5e2 100644 --- a/policyengine_us/parameters/gov/irs/ald/misc/max_business_losses.yaml +++ b/policyengine_us/parameters/gov/irs/ald/misc/max_business_losses.yaml @@ -1,5 +1,8 @@ description: Maximum amount of business losses deductible metadata: + label: Maximum business losses deductible + breakdown: + - filing_status unit: currency-USD HEAD_OF_HOUSEHOLD: values: diff --git a/policyengine_us/parameters/gov/irs/capital_gains/loss_limit.yaml b/policyengine_us/parameters/gov/irs/capital_gains/loss_limit.yaml index 1324ac28ede..c514553fff0 100644 --- a/policyengine_us/parameters/gov/irs/capital_gains/loss_limit.yaml +++ b/policyengine_us/parameters/gov/irs/capital_gains/loss_limit.yaml @@ -1,5 +1,8 @@ description: Capital gains loss limit metadata: + label: Capital gains loss limit + breakdown: + - filing_status unit: currency-USD reference: - title: IRS Topic No. 409, Capital Gains and Losses diff --git a/policyengine_us/parameters/gov/irs/capital_gains/thresholds.yaml b/policyengine_us/parameters/gov/irs/capital_gains/thresholds.yaml index 44d4ae1d106..2e2c3824377 100644 --- a/policyengine_us/parameters/gov/irs/capital_gains/thresholds.yaml +++ b/policyengine_us/parameters/gov/irs/capital_gains/thresholds.yaml @@ -1,8 +1,11 @@ description: The IRS applies higher capital gains rates above these income thresholds. metadata: + label: Capital gains tax rate thresholds + breakdown: + - range(1, 3) + - filing_status unit: currency-USD period: year - label: Capital gains tax rate thresholds propagate_metadata_to_children: true uprating: parameter: gov.irs.uprating diff --git a/policyengine_us/parameters/gov/irs/credits/cdcc/phase_out/amended_structure/second_increment.yaml b/policyengine_us/parameters/gov/irs/credits/cdcc/phase_out/amended_structure/second_increment.yaml index a5285a38ec1..4aac2d2f327 100644 --- a/policyengine_us/parameters/gov/irs/credits/cdcc/phase_out/amended_structure/second_increment.yaml +++ b/policyengine_us/parameters/gov/irs/credits/cdcc/phase_out/amended_structure/second_increment.yaml @@ -1,8 +1,10 @@ description: The IRS phases the Child and Dependent Care Credit rate out in increments of adjusted gross income above the second threshold, based on filing status. metadata: + label: CDCC amended phase-out second increment + breakdown: + - filing_status unit: currency-USD period: year - label: CDCC amended phase-out second increment reference: - title: H.R.1 - One Big Beautiful Bill Act href: https://www.congress.gov/bill/119th-congress/house-bill/1/text diff --git a/policyengine_us/parameters/gov/irs/credits/ctc/phase_out/arpa/threshold.yaml b/policyengine_us/parameters/gov/irs/credits/ctc/phase_out/arpa/threshold.yaml index d4a13ed3212..4570e98fc23 100644 --- a/policyengine_us/parameters/gov/irs/credits/ctc/phase_out/arpa/threshold.yaml +++ b/policyengine_us/parameters/gov/irs/credits/ctc/phase_out/arpa/threshold.yaml @@ -10,9 +10,11 @@ HEAD_OF_HOUSEHOLD: SURVIVING_SPOUSE: 0000-01-01: 150_000 metadata: + label: CTC phase-out threshold (ARPA) + breakdown: + - filing_status unit: currency-USD period: year - label: CTC phase-out threshold (ARPA) reference: - title: U.S.C 26 U.S. Code § 24(i)(4)(B) href: https://www.law.cornell.edu/uscode/text/26/24#i_4_B diff --git a/policyengine_us/parameters/gov/irs/credits/education/american_opportunity_credit/amount.yaml b/policyengine_us/parameters/gov/irs/credits/education/american_opportunity_credit/amount.yaml index 0379ccae61b..3ed7fd39b76 100644 --- a/policyengine_us/parameters/gov/irs/credits/education/american_opportunity_credit/amount.yaml +++ b/policyengine_us/parameters/gov/irs/credits/education/american_opportunity_credit/amount.yaml @@ -13,6 +13,7 @@ brackets: rate: 2009-01-01: 0 metadata: + label: American Opportunity Credit amount type: marginal_rate rate_unit: /1 threshold_unit: currency-USD diff --git a/policyengine_us/parameters/gov/irs/credits/eitc/phase_out/joint_bonus.yaml b/policyengine_us/parameters/gov/irs/credits/eitc/phase_out/joint_bonus.yaml index b646169e9af..48a267a8f01 100644 --- a/policyengine_us/parameters/gov/irs/credits/eitc/phase_out/joint_bonus.yaml +++ b/policyengine_us/parameters/gov/irs/credits/eitc/phase_out/joint_bonus.yaml @@ -1,5 +1,6 @@ description: Extra earned income credit phase-out start AGI for married filing jointly. metadata: + label: EITC phase-out joint filer bonus rate_unit: currency-USD propagate_metadata_to_children: true threshold_unit: child diff --git a/policyengine_us/parameters/gov/irs/credits/elderly_or_disabled/phase_out.yaml b/policyengine_us/parameters/gov/irs/credits/elderly_or_disabled/phase_out.yaml index e2a7b96abbc..c9a99f259cd 100644 --- a/policyengine_us/parameters/gov/irs/credits/elderly_or_disabled/phase_out.yaml +++ b/policyengine_us/parameters/gov/irs/credits/elderly_or_disabled/phase_out.yaml @@ -16,7 +16,12 @@ threshold: values: 2010-01-01: 7_500 metadata: + label: Elderly or disabled credit phase-out threshold unit: currency-USD + period: year + breakdown: + - filing_status + propagate_metadata_to_children: true reference: - title: 26 U.S. Code § 22(c)(3)(D) href: https://www.law.cornell.edu/uscode/text/26/22#c_3_D diff --git a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/eligibility.yaml b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/eligibility.yaml index b52040d5990..50abd1cb236 100644 --- a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/eligibility.yaml +++ b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/eligibility.yaml @@ -13,6 +13,7 @@ brackets: amount: 2015-01-01: false metadata: + label: Premium tax credit eligibility type: single_amount threshold_unit: /1 reference: diff --git a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/ending_rate.yaml b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/ending_rate.yaml index 0b76e438223..09ddebcff96 100644 --- a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/ending_rate.yaml +++ b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/ending_rate.yaml @@ -45,6 +45,7 @@ brackets: 2021-01-01: 0.085 2023-01-01: 0 metadata: + label: Premium tax credit phase-out ending rate type: single_amount rate_unit: /1 threshold_unit: currency-USD diff --git a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/starting_rate.yaml b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/starting_rate.yaml index 17243fcd205..87ae8967200 100644 --- a/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/starting_rate.yaml +++ b/policyengine_us/parameters/gov/irs/credits/premium_tax_credit/phase_out/starting_rate.yaml @@ -45,6 +45,7 @@ brackets: 2021-01-01: 0.085 2023-01-01: 0 metadata: + label: Premium tax credit phase-out starting rate type: single_amount rate_unit: /1 threshold_unit: currency-USD diff --git a/policyengine_us/parameters/gov/irs/deductions/itemized/salt_and_real_estate/cap.yaml b/policyengine_us/parameters/gov/irs/deductions/itemized/salt_and_real_estate/cap.yaml index 2bc9a981288..6505be6eb79 100644 --- a/policyengine_us/parameters/gov/irs/deductions/itemized/salt_and_real_estate/cap.yaml +++ b/policyengine_us/parameters/gov/irs/deductions/itemized/salt_and_real_estate/cap.yaml @@ -1,8 +1,10 @@ description: Maximum amount of state and local income, sales and real estate tax deductions allowed. metadata: + label: SALT cap + breakdown: + - filing_status unit: currency-USD period: year - label: SALT cap HEAD_OF_HOUSEHOLD: values: 2013-01-01: .inf diff --git a/policyengine_us/parameters/gov/irs/deductions/qbi/phase_out/length.yaml b/policyengine_us/parameters/gov/irs/deductions/qbi/phase_out/length.yaml index e5b7bf8aa14..944e8a16ec0 100644 --- a/policyengine_us/parameters/gov/irs/deductions/qbi/phase_out/length.yaml +++ b/policyengine_us/parameters/gov/irs/deductions/qbi/phase_out/length.yaml @@ -1,8 +1,10 @@ description: Dollar gap between upper and lower threshold of pre-QBID taxable income metadata: + label: QBID phase-out length + breakdown: + - filing_status unit: currency-USD period: year - label: QBID phase-out length reference: - title: 26 U.S. Code § 199A(b)(3)(B) - Qualified business income href: https://www.law.cornell.edu/uscode/text/26/199A#b_3_B diff --git a/policyengine_us/parameters/gov/irs/income/amt/exemption/amount.yaml b/policyengine_us/parameters/gov/irs/income/amt/exemption/amount.yaml index baf94f484fb..1e93c4e4ab9 100644 --- a/policyengine_us/parameters/gov/irs/income/amt/exemption/amount.yaml +++ b/policyengine_us/parameters/gov/irs/income/amt/exemption/amount.yaml @@ -1,5 +1,8 @@ description: AMT exemption amount metadata: + label: AMT exemption amount + breakdown: + - filing_status unit: currency-USD period: year propagate_metadata_to_children: true diff --git a/policyengine_us/parameters/gov/irs/income/amt/exemption/phase_out/start.yaml b/policyengine_us/parameters/gov/irs/income/amt/exemption/phase_out/start.yaml index 2eb196caad8..a03980cbf65 100644 --- a/policyengine_us/parameters/gov/irs/income/amt/exemption/phase_out/start.yaml +++ b/policyengine_us/parameters/gov/irs/income/amt/exemption/phase_out/start.yaml @@ -1,5 +1,8 @@ description: AMT exemption phase-out start metadata: + label: AMT exemption phase-out start + breakdown: + - filing_status unit: currency-USD period: year propagate_metadata_to_children: true diff --git a/policyengine_us/parameters/gov/irs/income/exemption/phase_out/start.yaml b/policyengine_us/parameters/gov/irs/income/exemption/phase_out/start.yaml index 1adef2b46b7..09595883859 100644 --- a/policyengine_us/parameters/gov/irs/income/exemption/phase_out/start.yaml +++ b/policyengine_us/parameters/gov/irs/income/exemption/phase_out/start.yaml @@ -1,5 +1,8 @@ description: Personal exemption phase-out starting income metadata: + label: Personal exemption phase-out start + breakdown: + - filing_status unit: currency-USD uprating: gov.irs.uprating reference: diff --git a/policyengine_us/parameters/gov/irs/income/exemption/phase_out/step_size.yaml b/policyengine_us/parameters/gov/irs/income/exemption/phase_out/step_size.yaml index 3f09d3826b0..c0239880d57 100644 --- a/policyengine_us/parameters/gov/irs/income/exemption/phase_out/step_size.yaml +++ b/policyengine_us/parameters/gov/irs/income/exemption/phase_out/step_size.yaml @@ -1,5 +1,8 @@ description: Personal exemption phase-out step size metadata: + label: Personal exemption phase-out step size + breakdown: + - filing_status unit: currency-USD reference: - title: 26 U.S. Code § 151 - Allowance of deductions for personal exemptions (d)(3)(B) diff --git a/policyengine_us/parameters/gov/irs/investment/net_investment_income_tax/threshold.yaml b/policyengine_us/parameters/gov/irs/investment/net_investment_income_tax/threshold.yaml index e89b37c0f05..b4c1a56346e 100644 --- a/policyengine_us/parameters/gov/irs/investment/net_investment_income_tax/threshold.yaml +++ b/policyengine_us/parameters/gov/irs/investment/net_investment_income_tax/threshold.yaml @@ -15,4 +15,7 @@ SURVIVING_SPOUSE: values: 2013-01-01: 250_000 metadata: + label: Net Investment Income Tax threshold + breakdown: + - filing_status unit: currency-USD diff --git a/policyengine_us/parameters/gov/irs/payroll/medicare/additional/exclusion.yaml b/policyengine_us/parameters/gov/irs/payroll/medicare/additional/exclusion.yaml index 6c27e7189e5..6b3fce281d4 100644 --- a/policyengine_us/parameters/gov/irs/payroll/medicare/additional/exclusion.yaml +++ b/policyengine_us/parameters/gov/irs/payroll/medicare/additional/exclusion.yaml @@ -10,8 +10,10 @@ HEAD_OF_HOUSEHOLD: SURVIVING_SPOUSE: 2013-01-01: 200_000 metadata: - unit: currency-USD label: Additional Medicare Tax rate exclusion + breakdown: + - filing_status + unit: currency-USD reference: # Employee: - title: 26 U.S. Code § 3101 - Rate of tax diff --git a/policyengine_us/parameters/gov/irs/unemployment_compensation/exemption/cutoff.yaml b/policyengine_us/parameters/gov/irs/unemployment_compensation/exemption/cutoff.yaml index a4c4d4730f9..f97181f1120 100644 --- a/policyengine_us/parameters/gov/irs/unemployment_compensation/exemption/cutoff.yaml +++ b/policyengine_us/parameters/gov/irs/unemployment_compensation/exemption/cutoff.yaml @@ -20,4 +20,7 @@ SURVIVING_SPOUSE: 2020-01-01: 150_000 2021-01-01: 0 metadata: + label: Unemployment compensation exemption cutoff + breakdown: + - filing_status unit: currency-USD diff --git a/policyengine_us/parameters/gov/states/ca/calepa/carb/cvrp/income_cap.yaml b/policyengine_us/parameters/gov/states/ca/calepa/carb/cvrp/income_cap.yaml index c6e491b556e..5c224c407ef 100644 --- a/policyengine_us/parameters/gov/states/ca/calepa/carb/cvrp/income_cap.yaml +++ b/policyengine_us/parameters/gov/states/ca/calepa/carb/cvrp/income_cap.yaml @@ -18,6 +18,9 @@ SEPARATE: 2022-02-24: 135_000 metadata: + label: California Clean Vehicle Rebate income cap + breakdown: + - filing_status unit: currency-USD reference: - title: CVRP Info | Eligibility & Requirements diff --git a/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_elderly.yaml b/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_elderly.yaml index 460b9c0d4d6..9ba728ab3c1 100644 --- a/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_elderly.yaml +++ b/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_elderly.yaml @@ -1,5 +1,6 @@ description: DC property tax credit offset is this AGI-specific fraction of US AGI for elderly. metadata: + label: DC property tax credit elderly offset fraction type: single_amount threshold_period: year threshold_unit: currency-USD # federal AGI diff --git a/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_nonelderly.yaml b/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_nonelderly.yaml index b21de689cc5..229b7b43045 100644 --- a/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_nonelderly.yaml +++ b/policyengine_us/parameters/gov/states/dc/tax/income/credits/ptc/fraction_nonelderly.yaml @@ -1,5 +1,6 @@ description: DC property tax credit offset is this AGI-specific fraction of US AGI for non-elderly. metadata: + label: DC property tax credit non-elderly offset fraction type: single_amount threshold_period: year threshold_unit: currency-USD # federal AGI diff --git a/policyengine_us/parameters/gov/states/dc/tax/income/rates.yaml b/policyengine_us/parameters/gov/states/dc/tax/income/rates.yaml index f2211e53791..ffca7a47e9e 100644 --- a/policyengine_us/parameters/gov/states/dc/tax/income/rates.yaml +++ b/policyengine_us/parameters/gov/states/dc/tax/income/rates.yaml @@ -1,5 +1,6 @@ description: DC uses these income tax brackets and rates for all filing units. metadata: + label: DC income tax rates type: marginal_rate threshold_period: year threshold_unit: currency-USD # non-negative DC taxable income diff --git a/policyengine_us/parameters/gov/states/il/tax/income/exemption/income_limit.yaml b/policyengine_us/parameters/gov/states/il/tax/income/exemption/income_limit.yaml index 7f45550ec5d..29566711960 100644 --- a/policyengine_us/parameters/gov/states/il/tax/income/exemption/income_limit.yaml +++ b/policyengine_us/parameters/gov/states/il/tax/income/exemption/income_limit.yaml @@ -10,9 +10,11 @@ HEAD_OF_HOUSEHOLD: SURVIVING_SPOUSE: 2021-01-01: 250_000 metadata: + label: Illinois Exemption Income Limit + breakdown: + - filing_status unit: currency-USD period: year - label: Illinois Exemption Income Limit reference: - title: Illinois Department of Revenue 2023 Form IL-1040 Instructions; Step 4 - Exemptions href: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf#page=8 diff --git a/policyengine_us/parameters/gov/states/ks/tax/income/exemptions/by_filing_status/amount.yaml b/policyengine_us/parameters/gov/states/ks/tax/income/exemptions/by_filing_status/amount.yaml index fe68684264e..36abeb5ef6e 100644 --- a/policyengine_us/parameters/gov/states/ks/tax/income/exemptions/by_filing_status/amount.yaml +++ b/policyengine_us/parameters/gov/states/ks/tax/income/exemptions/by_filing_status/amount.yaml @@ -19,9 +19,11 @@ SEPARATE: metadata: + label: Kansas personal exemption by filing status amount + breakdown: + - filing_status period: year unit: currency-USD - label: Kansas personal exemption by filing status amount reference: - title: 2023 Form K-40 instructions href: https://www.ksrevenue.gov/pdf/ip23.pdf#page=2 diff --git a/policyengine_us/parameters/gov/states/md/tanf/maximum_benefit/main.yaml b/policyengine_us/parameters/gov/states/md/tanf/maximum_benefit/main.yaml index bf7385350e1..1d3e09f72aa 100644 --- a/policyengine_us/parameters/gov/states/md/tanf/maximum_benefit/main.yaml +++ b/policyengine_us/parameters/gov/states/md/tanf/maximum_benefit/main.yaml @@ -18,6 +18,7 @@ description: Maryland TANF grant standard by number of caretakers and children. 2021-10-01: 1_372 metadata: + label: Maryland TANF grant standard unit: currency-USD period: month breakdown: diff --git a/policyengine_us/parameters/gov/states/mn/tax/income/subtractions/social_security/reduction/increment.yaml b/policyengine_us/parameters/gov/states/mn/tax/income/subtractions/social_security/reduction/increment.yaml index 6b4906055fb..3e52a389285 100644 --- a/policyengine_us/parameters/gov/states/mn/tax/income/subtractions/social_security/reduction/increment.yaml +++ b/policyengine_us/parameters/gov/states/mn/tax/income/subtractions/social_security/reduction/increment.yaml @@ -1,7 +1,9 @@ description: Minnesota reduces the social security subtraction in these increments of adjusted gross income. metadata: - unit: bool label: Minnesota social security subtraction reduction increment + breakdown: + - filing_status + unit: bool period: year reference: - title: Minnesota Statutes 290.0132 Subd. 26.Social Security benefits. (c) diff --git a/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/phase_out/start.yaml b/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/phase_out/start.yaml index 70033b8078a..f27c4385e09 100644 --- a/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/phase_out/start.yaml +++ b/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/phase_out/start.yaml @@ -50,14 +50,16 @@ HEAD_OF_HOUSEHOLD: type: nearest interval: 50 metadata: - uprating: + label: New York itemized deduction AGI phase out threshold + breakdown: + - filing_status + uprating: parameter: gov.irs.uprating rounding: type: nearest interval: 50 unit: currency-USD period: year - label: New York itemized deduction AGI phase out threshold reference: # New York continued to increase the federal applicable amount with inflation - title: 26 U.S. Code § 68 - Overall limitation on itemized deductions (b)(1) diff --git a/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/reduction/incremental/lower/income_threshold.yaml b/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/reduction/incremental/lower/income_threshold.yaml index f54e65e5bfb..ef381cd7ddf 100644 --- a/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/reduction/incremental/lower/income_threshold.yaml +++ b/policyengine_us/parameters/gov/states/ny/tax/income/deductions/itemized/reduction/incremental/lower/income_threshold.yaml @@ -16,9 +16,11 @@ HEAD_OF_HOUSEHOLD: 2021-01-01: 150_000 metadata: + label: New York itemized deduction higher incremental reduction lower income threshold + breakdown: + - filing_status unit: currency-USD period: year - label: New York itemized deduction higher incremental reduction lower income threshold reference: - title: SECTION 615 New York itemized deduction of a resident individual (f)(1) href: https://www.nysenate.gov/legislation/laws/TAX/615 diff --git a/policyengine_us/parameters/gov/states/ut/tax/income/credits/retirement/phase_out/threshold.yaml b/policyengine_us/parameters/gov/states/ut/tax/income/credits/retirement/phase_out/threshold.yaml index 3869c6405f6..0bd85a66a51 100644 --- a/policyengine_us/parameters/gov/states/ut/tax/income/credits/retirement/phase_out/threshold.yaml +++ b/policyengine_us/parameters/gov/states/ut/tax/income/credits/retirement/phase_out/threshold.yaml @@ -10,9 +10,11 @@ SURVIVING_SPOUSE: HEAD_OF_HOUSEHOLD: 2021-01-01: 32_000 metadata: + label: Retirement credit phase-out threshold + breakdown: + - filing_status unit: currency-USD period: year - label: Retirement credit phase-out threshold reference: - title: Utah Code §59-10-1019 (4) # Superseded 2021-05-05 href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1019.html?v=C59-10-S1019_2022032320220323 diff --git a/policyengine_us/parameters/gov/states/ut/tax/income/credits/ss_benefits/phase_out/threshold.yaml b/policyengine_us/parameters/gov/states/ut/tax/income/credits/ss_benefits/phase_out/threshold.yaml index 2b27ff22c4b..af6cb954a1b 100644 --- a/policyengine_us/parameters/gov/states/ut/tax/income/credits/ss_benefits/phase_out/threshold.yaml +++ b/policyengine_us/parameters/gov/states/ut/tax/income/credits/ss_benefits/phase_out/threshold.yaml @@ -25,9 +25,11 @@ HEAD_OF_HOUSEHOLD: 2023-01-01: 75_000 2025-01-01: 90_000 metadata: + label: Social Security Benefits Credit phase-out threshold + breakdown: + - filing_status unit: currency-USD period: year - label: Social Security Benefits Credit phase-out threshold reference: - title: Utah Code §59-10-1042 (4) # Effective 2021-05-05; Superseded 2022-05-04 href: https://le.utah.gov/xcode/Title59/Chapter10/59-10-S1042.html diff --git a/policyengine_us/parameters/gov/states/ut/tax/income/credits/taxpayer/phase_out/threshold.yaml b/policyengine_us/parameters/gov/states/ut/tax/income/credits/taxpayer/phase_out/threshold.yaml index ec4c0fcb1db..a14028b2421 100644 --- a/policyengine_us/parameters/gov/states/ut/tax/income/credits/taxpayer/phase_out/threshold.yaml +++ b/policyengine_us/parameters/gov/states/ut/tax/income/credits/taxpayer/phase_out/threshold.yaml @@ -30,11 +30,13 @@ SURVIVING_SPOUSE: 2024-01-01: 35_304 2025-01-01: 36_426 metadata: + label: Utah taxpayer credit phase-out threshold + breakdown: + - filing_status unit: currency-USD uprating: gov.irs.uprating propagate_metadata_to_children: true period: year - label: Utah taxpayer credit phase-out threshold reference: - title: Utah Code §59-10-1018 (4) # Effective 2018-07-21; Superseded 2021-05-05 href: https://le.utah.gov/xcode/historical.html?date=2/7/2025&oc=/xcode/Title59/Chapter10/C59-10-S1018_2018051620180721.html diff --git a/policyengine_us/parameters/gov/states/wi/tax/income/additions/capital_loss/limit.yaml b/policyengine_us/parameters/gov/states/wi/tax/income/additions/capital_loss/limit.yaml index 59706d0ebac..aed39967f46 100644 --- a/policyengine_us/parameters/gov/states/wi/tax/income/additions/capital_loss/limit.yaml +++ b/policyengine_us/parameters/gov/states/wi/tax/income/additions/capital_loss/limit.yaml @@ -1,7 +1,9 @@ description: Wisconsin limits capital losses to this amount, based on filing status. metadata: - unit: currency-USD label: Wisconsin capital loss limit + breakdown: + - filing_status + unit: currency-USD period: year reference: - title: 2021 Wisconsin Form 1 Schedule WD, Line 28 diff --git a/policyengine_us/parameters/gov/states/wi/tax/income/deductions/standard/max.yaml b/policyengine_us/parameters/gov/states/wi/tax/income/deductions/standard/max.yaml index b1d63f02766..4d2ec4ec0d6 100644 --- a/policyengine_us/parameters/gov/states/wi/tax/income/deductions/standard/max.yaml +++ b/policyengine_us/parameters/gov/states/wi/tax/income/deductions/standard/max.yaml @@ -1,5 +1,6 @@ description: Wisconsin provides this standard deduction amount before phase out. metadata: + label: Wisconsin standard deduction maximum breakdown: - filing_status period: year diff --git a/policyengine_us/parameters/gov/states/wi/tax/income/subtractions/unemployment_compensation/income_phase_out/base.yaml b/policyengine_us/parameters/gov/states/wi/tax/income/subtractions/unemployment_compensation/income_phase_out/base.yaml index bcae83b846e..8b4db1a24f4 100644 --- a/policyengine_us/parameters/gov/states/wi/tax/income/subtractions/unemployment_compensation/income_phase_out/base.yaml +++ b/policyengine_us/parameters/gov/states/wi/tax/income/subtractions/unemployment_compensation/income_phase_out/base.yaml @@ -1,5 +1,6 @@ description: Wisconsin uses this base income in phase-out of unemployment compensation subtraction. metadata: + label: Wisconsin unemployment compensation subtraction phase-out base breakdown: - filing_status period: year diff --git a/policyengine_us/parameters/gov/usda/snap/income/deductions/excess_medical_expense/standard.yaml b/policyengine_us/parameters/gov/usda/snap/income/deductions/excess_medical_expense/standard.yaml index 073f348328c..7f1f678651b 100644 --- a/policyengine_us/parameters/gov/usda/snap/income/deductions/excess_medical_expense/standard.yaml +++ b/policyengine_us/parameters/gov/usda/snap/income/deductions/excess_medical_expense/standard.yaml @@ -205,6 +205,7 @@ WY: 2021-10-01: 0 2023-01-01: 138 metadata: + label: SNAP standard medical deduction reference: - title: SNAP Screener Eligibility Parameters href: https://www.snapscreener.com/?p=table diff --git a/policyengine_us/parameters/gov/usda/snap/max_allotment.yaml b/policyengine_us/parameters/gov/usda/snap/max_allotment.yaml index e01d3877c97..a725946073e 100644 --- a/policyengine_us/parameters/gov/usda/snap/max_allotment.yaml +++ b/policyengine_us/parameters/gov/usda/snap/max_allotment.yaml @@ -477,6 +477,7 @@ main: 2025-10-01: 2_300 additional: metadata: + label: SNAP additional household member allotment breakdown: - snap_region CONTIGUOUS_US: diff --git a/policyengine_us/parameters/openfisca/completed_programs/state.yaml b/policyengine_us/parameters/openfisca/completed_programs/state.yaml index 989ba796c00..d3c03896c55 100644 --- a/policyengine_us/parameters/openfisca/completed_programs/state.yaml +++ b/policyengine_us/parameters/openfisca/completed_programs/state.yaml @@ -161,5 +161,6 @@ WY: 2021-01-01: - SNAP metadata: + label: Completed state programs breakdown: - state_code