PolicyEngine / PolicyEngine/policyengine-taxsim

IA 2021 sep/combined 66Kintrec 84Kpensions 39Kgssi

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Dominant language
Python
Stars
17
Forks
10
Avg merge
15h 55m
Merged PRs (30d)
1

Description

See http://taxsim.nber.org/out2psl/1111

PE allows 12,000 for each taxpayer in this separate combined return, while TA divides a single 12,000 exclusion between the two.

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start with the linked TAXSIM output for this Iowa 2021 separate/combined-return case and trace the corresponding PolicyEngine state-tax calculation. Compare how the 12,000 exclusion is applied for PE and TA, then verify that the emulator matches the reference behavior for this case.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
fintech-quant
Issue type
Bug
Difficulty
4/5
Estimated time
3-5 days
Activity status
Quiet
Clarity
Mostly clear
Newbie friendliness
45/100

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