From 30fbfc84622ea932e16744bdea86199be4d8c59a Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Sat, 20 Apr 2024 17:07:23 -0400 Subject: [PATCH 1/5] Add xb2?-2?.res-expect files for 2023 and 2026 --- .../taxcalculator/xb23-23.res-expect | 27 +++++++++++++++++++ .../taxcalculator/xb26-26.res-expect | 27 +++++++++++++++++++ 2 files changed, 54 insertions(+) create mode 100644 tax_microdata_benchmarking/examination/taxcalculator/xb23-23.res-expect create mode 100644 tax_microdata_benchmarking/examination/taxcalculator/xb26-26.res-expect diff --git a/tax_microdata_benchmarking/examination/taxcalculator/xb23-23.res-expect b/tax_microdata_benchmarking/examination/taxcalculator/xb23-23.res-expect new file mode 100644 index 00000000..cdd9a75a --- /dev/null +++ b/tax_microdata_benchmarking/examination/taxcalculator/xb23-23.res-expect @@ -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 diff --git a/tax_microdata_benchmarking/examination/taxcalculator/xb26-26.res-expect b/tax_microdata_benchmarking/examination/taxcalculator/xb26-26.res-expect new file mode 100644 index 00000000..3f0aae02 --- /dev/null +++ b/tax_microdata_benchmarking/examination/taxcalculator/xb26-26.res-expect @@ -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 From ddd11ca5095330d0f0ad244eb4467e52c00c221f Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Sat, 20 Apr 2024 17:19:24 -0400 Subject: [PATCH 2/5] Update examination/results2.md document with results for Phase2 dataset --- .../examination/results2.md | 20 +++++++++---------- 1 file changed, 10 insertions(+), 10 deletions(-) diff --git a/tax_microdata_benchmarking/examination/results2.md b/tax_microdata_benchmarking/examination/results2.md index 9bda52c5..3a56b430 100644 --- a/tax_microdata_benchmarking/examination/results2.md +++ b/tax_microdata_benchmarking/examination/results2.md @@ -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.
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
@@ -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 |
From 01d1f3737f22c1831eaf95eb65fad826debe5ff4 Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Sat, 20 Apr 2024 17:21:21 -0400 Subject: [PATCH 3/5] Update top-level README.md document --- README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/README.md b/README.md index 21a03ea6..f816d289 100644 --- a/README.md +++ b/README.md @@ -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). From e0527082eb79ed08754757edea51ad1cbd60a263 Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Sun, 21 Apr 2024 10:47:47 -0400 Subject: [PATCH 4/5] Fix filing_status CODE_MAP in create_flat_file.py --- tax_microdata_benchmarking/create_flat_file.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/tax_microdata_benchmarking/create_flat_file.py b/tax_microdata_benchmarking/create_flat_file.py index b3382fda..f4ee2c73 100644 --- a/tax_microdata_benchmarking/create_flat_file.py +++ b/tax_microdata_benchmarking/create_flat_file.py @@ -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) From 7f74da50d052ce7495b9fd5a3c21e00a8d14e3d4 Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Sun, 21 Apr 2024 11:09:40 -0400 Subject: [PATCH 5/5] Add comment text to examination/results2.md --- tax_microdata_benchmarking/examination/results2.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/tax_microdata_benchmarking/examination/results2.md b/tax_microdata_benchmarking/examination/results2.md index 3a56b430..a7e953bf 100644 --- a/tax_microdata_benchmarking/examination/results2.md +++ b/tax_microdata_benchmarking/examination/results2.md @@ -121,4 +121,6 @@ following Phase 2 estimates is Tax-Calculator 3.5.3 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.