PolicyEngine / PolicyEngine/policyengine-taxsim
OH joint 100Kpwages 19Kintrec 19Kpensions
Nobody has claimed this yet.
- Dominant language
- Python
- Stars
- 17
- Forks
- 10
- Avg merge
- 15h 55m
- Merged PRs (30d)
- 1
Description
See http://taxsim.nber.org/out2psl/1168
PE and TA agree on tax before credits, but PE allows an unspecified credit of $138. I think this may be the retirement income credit, which TA disallows because taxable income is greater than $100,000. See page 27 of
https://taxsim.nber.org/historical_state_tax_forms/OH/2023/it1040-sd100-instructionbooklet.pdf
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 case 1168 at http://taxsim.nber.org/out2psl/1168 and compare PolicyEngine with TAXSIM for Ohio joint filers. Read page 27 of the 2023 Ohio IT 1040 instruction booklet to verify whether the $138 credit is the retirement income credit and its $100,000 taxable-income threshold. Done means the credit treatment agrees with the documented Ohio rules.
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
- 65/100