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Weekly policyengine-us update#1457

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Weekly policyengine-us update#1457
policyengine[bot] wants to merge 1 commit intomainfrom
bot/weekly-us-update

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@policyengine policyengine bot commented Apr 8, 2026

Summary

Automated weekly update of policyengine-us.

Related to #1178

Version Updates

Package Old Version New Version
policyengine_us 1.626.1 1.633.1

What Changed (policyengine_us 1.626.1 → 1.633.1)

Added

  • Move SC H4216 income tax reform from contributed reform to baseline, effective for tax years 2026 and later. This implements new tax rates (1.99%/5.21%), the SCIAD deduction with phaseout, and the 00 EITC cap.
  • Add Working Parents Tax Relief Act of 2026 EITC enhancement.
  • Update West Virginia income tax rates for 2026 per SB 392, §11-21-4j.
  • Add extend_single_year_dataset for fast dataset year projection via multiplicative uprating, with entity-level HDFStore format detection and dual-path loading in Microsimulation.
  • Add Pennsylvania Child Care Works (CCW) child care subsidy program.
  • Add Vermont Child Care Financial Assistance Program (CCFAP).
  • Add person_receives_aca and assigned_aca_ptc variables, and keep aca_ptc as the pre-takeup ACA premium tax credit amount.
  • Added reported current health coverage inputs and ACA/Medicaid coverage reconciliation helpers.
  • Added NJ StayNJ and ANCHOR budget housing reforms as separately toggleable contributed reforms. (, )
  • Add weeks_unemployed input variable sourced from CPS ASEC LKWEEKS.
  • Add Delaware Purchase of Care (POC) child care subsidy.
  • Added ACA selected-plan marketplace proxy variables for benchmark ratio inputs and used versus unused premium tax credit analysis.
  • Added Idaho S1450: Extends state child tax credit indefinitely.

Changed

  • Updated programs.yaml to reflect current modeled program coverage and pending in-progress program implementations across TANF, CCDF, LIHEAP, SSI state supplements, and Colorado OmniSalud.
  • Fix VT capital gains exclusion for financial instruments.
  • Update 2026 federal tax parameters from CBO forecasts to official IRS Rev. Proc. 2025-32 values for EITC phase-out thresholds, joint filing bonus, investment income limit, and AMT parameters.

Fixed

  • Fix DC standard deduction to use DC-specific amounts for 2025 per D-40 booklet.
  • Fix Iowa standard deduction to include elderly/blind additional per IA 1040 line 1d.
  • Include CA AMT and mental health services tax in state_income_tax.
  • Fixed Working Parents Tax Relief Act reform to be idempotent when applied multiple times.
  • Fix NM modified gross income to disallow business losses, capital losses, and rental losses per NM Admin Code 3.3.1.10.
  • Restricted the federal tip income deduction to Treasury-listed tipped occupations via a TTOC input, with SSTB exclusion support.
  • Include Wisconsin retirement income exclusion in state_income_tax aggregation, fixing overstated tax for retirees.
  • Treat the Arizona Families Tax Rebate subtraction as a reported received amount instead of recomputing it from current dependents.
  • Improved legacy state credit umbrella compatibility for TAXSIM by splitting Oklahoma and Minnesota combined credits into explicit component variables and adding regression coverage.
  • Fix NY EITC 2021 IRC decoupling (ARPA non-conformity).
  • Add historical Maine CCAP county rates for January 2024 and keep the annual microsim path working with the pre-July-2024 schedule.
  • Make never_eligible_for_social_security_benefits an explicit input instead of inferring it heuristically.
  • Fix AMT 28% bracket multiplier for MFS and surviving spouse filing statuses.

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