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TAX-CALCULATOR RELEASE HISTORY

Go here for a complete commit history.

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

  • Add growdiff.json to MANIFEST.in [#1217 and #1219 by Peter Steinberg]

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

  • Add --exact option to simtax.py and inctax.py scripts
  • Add calculation of Schedule R credit
  • Remove _cmp variable from functions.py code

Bug Fixes

  • Fix itemized deduction logic for charity
  • Remove Numba dependency

2016-06-17 Release 0.6.4

(last merged pull request is #794)

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

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