PolicyEngine / PolicyEngine/policyengine-taxsim
PA elderly joint 2023 37Kintrec 201Kpensions 52Kgssi
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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/1165
TA allows 100% of pensions and gssi excluded from AGI. See page 8 of
https://taxsim.nber.org/historical_state_tax_forms/PA/2023/2023_pa-40in.pdf
for justification. Since both taxpayers are >60 and with no wages, I think TA is right.
Contributor guide
First steps
- Read the whole issue, then the project's contributing guide.
- Comment on the issue to say you are picking it up — it saves two people doing the same work.
- Fork the repository and make your change on a branch.
- Open a pull request that references the issue number.
Research direction
Start by reproducing the Pennsylvania 2023 joint-return case from the issue title and the linked TAXSIM output. Read page 8 of the linked PA-40 form to verify the treatment of pensions and GSSI for taxpayers over 60 with no wages, then trace the calculator behavior; done means the result matches the documented exclusion treatment.
Written by the indexing model from the issue text.
Assessment
- Tech stack
- python
- Domain
- fintech-quant
- Issue type
- Bug
- Difficulty
- 3/5
- Estimated time
- 1-2 days
- Activity status
- Active
- Clarity
- Mostly clear
- Newbie friendliness
- 55/100