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6 changes: 3 additions & 3 deletions changelog_entry.yaml
Original file line number Diff line number Diff line change
@@ -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.
Original file line number Diff line number Diff line change
@@ -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"
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Original file line number Diff line number Diff line change
@@ -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:
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Original file line number Diff line number Diff line change
@@ -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:
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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:
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Original file line number Diff line number Diff line change
Expand Up @@ -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/
Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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/
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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4 changes: 3 additions & 1 deletion policyengine_us/parameters/gov/hhs/smi/amount.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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"
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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4 changes: 3 additions & 1 deletion policyengine_us/parameters/gov/irs/ald/loss/max.yaml
Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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:
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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
Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -13,6 +13,7 @@ brackets:
amount:
2015-01-01: false
metadata:
label: Premium tax credit eligibility
type: single_amount
threshold_unit: /1
reference:
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
Expand Up @@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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
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Original file line number Diff line number Diff line change
@@ -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:
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Original file line number Diff line number Diff line change
@@ -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)
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