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Refresh local SOI state targets used by local calibration #664

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Refresh local SOI state targets used by local calibration #664

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8d1f57c
Refresh local SOI state targets for local calibration
MaxGhenis Mar 30, 2026
f5b36c5
Preserve state AGI top-tail split
MaxGhenis Apr 9, 2026
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1 change: 1 addition & 0 deletions changelog.d/local-soi-refresh.changed.md
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Added an explicit refresh path and regression coverage for the legacy `agi_state.csv` SOI targets used by local calibration.
7 changes: 7 additions & 0 deletions policyengine_us_data/storage/README.md
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• Location: https://www.cms.gov/files/document/effectuated-enrollment-early-snapshot-2025-and-full-year-2024-average.pdf
• Notes: `enrollment` is APTC enrollment by state; `spending` is monthly APTC enrollment multiplied by average monthly APTC for APTC recipients

- **agi_state.csv**
• Source: IRS SOI state data file used by legacy local calibration
• Date: tax year 2022
• Created by: `policyengine_us_data/storage/calibration_targets/refresh_local_agi_state_targets.py`
• Location: https://www.irs.gov/pub/irs-soi/22in55cmcsv.csv
• Notes: This file intentionally keeps the legacy `utils/loss.py` schema (`AL`, `DC`, etc.) instead of the newer `state_AL` geography naming used in `soi.csv`/database overlays. It is separate from `soi_targets.csv`, and it currently lags the national SOI refresh because IRS geographic state SOI files are only published through TY2022.

- **medicaid_enrollment_2024.csv**
• Source: MACPAC Enrollment Tables, FFY 2024
• Date: 2024
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