Skip to content

Commit

Permalink
Merge pull request #42 from martinholmer/update-results2
Browse files Browse the repository at this point in the history
Add examination results for Phase2 datasets
  • Loading branch information
martinholmer authored Apr 21, 2024
2 parents 9af81af + 7f74da5 commit 1605956
Show file tree
Hide file tree
Showing 5 changed files with 69 additions and 13 deletions.
2 changes: 1 addition & 1 deletion README.md
Original file line number Diff line number Diff line change
Expand Up @@ -14,5 +14,5 @@ To assess, review the data examination results that compare federal
agency tax estimates with those generated using the microdata file
created in each project phase: [phase 1
results](./tax_microdata_benchmarking/examination/results1.md) and
(the as yet only partially complete) [phase 2
[phase 2
results](./tax_microdata_benchmarking/examination/results2.md).
2 changes: 1 addition & 1 deletion tax_microdata_benchmarking/create_flat_file.py
Original file line number Diff line number Diff line change
Expand Up @@ -31,7 +31,7 @@ def formula(tax_unit, period, parameters):
"JOINT": 2,
"SEPARATE": 3,
"HEAD_OF_HOUSEHOLD": 4,
"WIDOW": 5,
"SURVIVING_SPOUSE": 5,
}
return pd.Series(filing_status).map(CODE_MAP)

Expand Down
24 changes: 13 additions & 11 deletions tax_microdata_benchmarking/examination/results2.md
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@ in subsequent phases.
For more on the source of the federal agency estimates and on how the
model-plus-dataset estimates are generated, see the [examination
methods](./methods.md) document. The model used to generate the
following Phase 2 estimates is Tax-Calculator 3.5.1 version.
following Phase 2 estimates is Tax-Calculator 3.5.3 version.

<br>

Expand All @@ -25,7 +25,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| CY23 Amount | CY26 Amount | Estimate Source |
| ---: | ---: | :--- |
| 1580.0 | 1829.9 | CBO |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 1602.9 | 1890.8 | Tax-Calculator + phase 2 dataset |
| 1489.3 | 1711.0 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -35,7 +35,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| CY23 Amount | CY26 Amount | Estimate Source |
| ---: | ---: | :--- |
| 2512.3 | 2849.4 | CBO |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 1910.2 | 2556.7 | Tax-Calculator + phase 2 dataset |
| 2247.8 | 2742.1 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -46,7 +46,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 122.1 | 57.6 | JCT |
| 108.6 | 55.7 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 135.9 | 47.3 | Tax-Calculator + phase 2 dataset |
| 126.2 | 43.1 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -57,7 +57,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 71.9 | 78.0 | JCT |
| 63.6 | 71.2 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 70.7 | 77.5 | Tax-Calculator + phase 2 dataset |
| 73.5 | 82.0 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -68,7 +68,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 45.9 | 56.4 | JCT |
| 31.4 | 38.4 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 13.4 | 22.3 | Tax-Calculator + phase 2 dataset |
| 62.7 | 89.5 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -79,7 +79,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| -56.5 | -53.8 | JCT |
| ---- | ---- | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| -54.9 | -54.5 | Tax-Calculator + phase 2 dataset |
| -55.8 | -52.1 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -90,7 +90,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 259.3 | 239.8 | JCT |
| 153.9 | 182.4 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 236.5 | 261.2 | Tax-Calculator + phase 2 dataset |
| 217.7 | 223.6 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -101,7 +101,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 56.2 | 0.0 | JCT |
| 50.4 | 0.0 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 59.9 | 0.0 | Tax-Calculator + phase 2 dataset |
| 19.3 | 0.0 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -112,7 +112,7 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
| ---: | ---: | :--- |
| 21.2 | 151.3 | JCT |
| 26.5 | 149.0 | TSY |
| ??? | ??? | Tax-Calculator + phase 2 dataset |
| 13.1 | 137.2 | Tax-Calculator + phase 2 dataset |
| 29.4 | 185.5 | Tax-Calculator + taxdata dataset |

<br>
Expand All @@ -121,4 +121,6 @@ following Phase 2 estimates is Tax-Calculator 3.5.1 version.
Comments on Phase 2 Data Results
--------------------------------

The phase 2 dataset, ...
The above results for the phase 2 dataset, plus other data-quality
issues, will be investigated in phase 3 as part of this project's
continuous-improvement procedures.
Original file line number Diff line number Diff line change
@@ -0,0 +1,27 @@
Weighted Tax Reform Totals by Baseline Expanded-Income Decile
Returns ExpInc IncTax PayTax LSTax AllTax
A 209.71 17080.4 1910.2 1602.9 0.0 3513.1

==> xb23-23-#-cgqd-#-tab.text <==
A 209.71 17080.4 236.5 0.0 0.0 236.5

==> xb23-23-#-clp-#-tab.text <==
A 209.71 17080.4 0.0 0.0 0.0 0.0

==> xb23-23-#-ctc-#-tab.text <==
A 209.71 17080.4 135.9 0.0 0.0 135.9

==> xb23-23-#-eitc-#-tab.text <==
A 209.71 17080.4 70.7 0.0 0.0 70.7

==> xb23-23-#-niit-#-tab.text <==
A 209.71 17080.4 -54.9 0.0 0.0 -54.9

==> xb23-23-#-qbid-#-tab.text <==
A 209.71 17080.4 59.9 0.0 0.0 59.9

==> xb23-23-#-salt-#-tab.text <==
A 209.71 17080.4 13.1 0.0 0.0 13.1

==> xb23-23-#-ssben-#-tab.text <==
A 209.71 17080.4 13.4 0.0 0.0 13.4
Original file line number Diff line number Diff line change
@@ -0,0 +1,27 @@
Weighted Tax Reform Totals by Baseline Expanded-Income Decile
Returns ExpInc IncTax PayTax LSTax AllTax
A 215.29 19449.8 2556.7 1890.8 0.0 4447.4

==> xb26-26-#-cgqd-#-tab.text <==
A 215.29 19449.8 261.2 0.0 0.0 261.2

==> xb26-26-#-clp-#-tab.text <==
A 215.29 19449.8 0.0 0.0 0.0 0.0

==> xb26-26-#-ctc-#-tab.text <==
A 215.29 19449.8 47.3 0.0 0.0 47.3

==> xb26-26-#-eitc-#-tab.text <==
A 215.29 19449.8 77.5 0.0 0.0 77.5

==> xb26-26-#-niit-#-tab.text <==
A 215.29 19449.8 -54.5 0.0 0.0 -54.5

==> xb26-26-#-qbid-#-tab.text <==
A 215.29 19449.8 0.0 0.0 0.0 0.0

==> xb26-26-#-salt-#-tab.text <==
A 215.29 19449.8 137.2 0.0 0.0 137.2

==> xb26-26-#-ssben-#-tab.text <==
A 215.29 19449.8 22.3 0.0 0.0 22.3

0 comments on commit 1605956

Please sign in to comment.