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updated logic for files separately - special cases #155

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@noman404 noman404 commented Dec 16, 2024

updated logic for 'submission/files separately' special cases for

Mississippi
Arkansas
Montana
Delaware
Iowa
Kentucky

Fixes #131

@noman404 noman404 changed the title updated logic for files separately special cases updated logic for files separately - special cases Dec 16, 2024
@PavelMakarchuk PavelMakarchuk marked this pull request as draft December 17, 2024 21:41
state_itemized_deductions
state_taxable_income
state_income_tax_before_non_refundable_credits

added special case for states which failed
@noman404 noman404 marked this pull request as ready for review December 20, 2024 04:29
@MaxGhenis
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Al - could you resolve outstanding conversations if ready for review?

- ms:
implemented: false
variable: na_pe
- de:
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we need:
de_income_tax_before_non_refundable_credits_indv
de_income_tax_before_non_refundable_credits_joint

ms_income_tax_before_credits_indiv
ms_income_tax_before_credits_joint

special_cases:
- ms:
implemented: false
variable: na_pe
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Why would we have special case code here?

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@noman404 noman404 Dec 24, 2024

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it gives exception when call ms_eitc variable

Comment on lines +504 to +506
- tx:
implemented: false
variable: na_pe
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Suggested change
- tx:
implemented: false
variable: na_pe

Texas does not have state income tax

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right, so the implementation need to avoid extra variable call. This how if this states exists, the code will not execute for those states.

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Can you elaborate? Do we need to this for every state without income tax?

variables:
- ms_itemized_deductions_indiv
- ms_itemized_deductions_joint
- ar:
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we need:
de_itemized_deductions_indv
de_itemized_deductions_joint

implemented: true
pre_variable: de_files_separately
variables:
- de_standard_deduction_indiv
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Suggested change
- de_standard_deduction_indiv
- de_standard_deduction_indv

special_cases:
- ms:
implemented: false
variable: na_pe
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same question as above

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@noman404 noman404 Dec 24, 2024

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v40: state total credits. Need multiple variable ms_non_refundable_credit + ms_refundable_credits, ms_non_refundable_credit does not exists, for this case, do we also need to use ms_files_separately? i did not see any ms_non_refundable_credit_indiv/indv though

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the variable name is ms_non_refundable_credits - this does not depend on the filing separately structure

In general all of the Mississippi state related variables are in the variables/gov/states/ms folder

The same goes for the other states

variables:
- ky_taxable_income_indiv
- ky_taxable_income_joint
special_cases:
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de_taxable_income_indv
de_taxable_income_joint

@@ -488,6 +611,12 @@ policyengine_to_taxsim:
- mn:
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Separate question but is the full group text here not accurate?
full_text_group: "State Tax Calculation" - this is property tax credit right?

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Add married filing separately logic
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