Skip to content

Fix MT staxbc/v40 display, add MN homestead refund to v37, refresh taxsimtest binaries - #1150

Merged
PavelMakarchuk merged 2 commits into
mainfrom
fix/mt-staxbc-v40-display
Aug 24, 2026
Merged

Fix MT staxbc/v40 display, add MN homestead refund to v37, refresh taxsimtest binaries#1150
PavelMakarchuk merged 2 commits into
mainfrom
fix/mt-staxbc-v40-display

Conversation

@PavelMakarchuk

Copy link
Copy Markdown
Collaborator

Fixes the two display artifacts that produced taxsim #1122, implements the emulator side of #968, and refreshes the bundled taxsimtest binaries.

MT staxbc (#1122)

MT mapped staxbc to mt_income_tax_before_refundable_credits_unit, which is after non-refundable credits — the 2021 income tax rebate netted it to 0.00, which is what suggested "PE allows the full $1,250" in #1122. PE-US has no unit-level before-non-refundable variable, so a new component adapter (adapter:mt_income_tax_before_non_refundable_credits) recombines the _indiv/_joint before-credit variables using the filing mode PE actually chose (argmin of the after-credit amounts when MFS-on-same-return is allowed).

v40 Total Credits (general, not MT-specific)

v40 summed the raw state credit lists, so one-time rebates appeared at their uncapped list values ($1,250 for MT) while srebate carried the capped netted amount. TAXSIM keeps one-time rebates out of v40 entirely. v40 is now recomputed on the existing rebate-free twin simulation whenever it exists, so rebates appear only in srebate at their netted value. This also future-proofs CT 2021 once PolicyEngine/policyengine-us#9274 (2021 CT child tax rebate re-booking) lands.

MN v37 (#968)

Adds MN: mn_homestead_credit_refund to the v37 map so the Form M1PR Homestead Credit Refund is visible in the property-tax-credit channel (previously it appeared nowhere in emulator output).

Binary refresh

resources/taxsimtest binaries (osx/linux/windows) updated from NBER build 2026-05-21 to 2026-08-18; stale -new/-bak osx copies removed. The new build includes the MN renter's-credit fix and now reports MT staxbc 17.30 on the #1122 record.

Validation (taxsim #1122 record, idtl 5)

Column Before After taxsimtest 2026-08-18
staxbc 0.00 17.30 17.30
srebate 17.30 17.30
v40 2,291.45 1,041.45 (rebate excluded, per TAXSIM convention)
MN homeowner v37 0.00 3,388 3,410

Tests: 89 passing across the affected + binary-dependent files (test_state_output_adapters, test_net_of_rebates, test_mappers, test_e2e, test_cli_idtl5, test_stitched_runner, test_taxsim_options). The output/ sample CSVs were regenerated (they predated the srebate column).

Closes #1122-adjacent display issues; emulator side of #968.

🤖 Generated with Claude Code

@vercel

vercel Bot commented Aug 23, 2026

Copy link
Copy Markdown

The latest updates on your projects. Learn more about Vercel for GitHub.

Project Deployment Actions Updated (UTC)
policyengine-taxsim Ready Ready Preview Aug 23, 2026 10:45pm

Request Review

…xsimtest binaries (#1122, #968)

- MT staxbc: new adapter recombines the before-non-refundable-credit
  indiv/joint variables per PE's filing-mode choice; the previous mapping
  (mt_income_tax_before_refundable_credits_unit) is after non-refundable
  credits and printed 0.00, which misled taxsim #1122.
- v40: recompute credit totals on the rebate-free twin so one-time
  rebates appear at their netted (capped) value in srebate only, not at
  their uncapped list value in Total Credits (2,291.45 -> 1,041.45 on
  the #1122 record, matching TAXSIM).
- v37: add MN mn_homestead_credit_refund so the Form M1PR refund is
  visible in the property-tax-credit channel (taxsim #968).
- Refresh resources/taxsimtest binaries: osx/linux from out2psl
  (cd2026081819; the stata-page osx is a stale 2025 build), windows from
  the canonical taxsimtest.exe URL (cd2026081318, PE32+ — out2psl/windows
  serves a stale 32-bit June build). Drop stale -new/-bak osx copies;
  README updated with the source guidance. VA 2021 opt(30) probe passes
  on osx (siitax 2068.05, srebate 500); CI's test_taxsim_opt30 verifies
  linux/windows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…f now formats markdown)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@PavelMakarchuk
PavelMakarchuk merged commit 29da68f into main Aug 24, 2026
12 checks passed
@PavelMakarchuk
PavelMakarchuk deleted the fix/mt-staxbc-v40-display branch August 24, 2026 11:37
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

MT single 2021 elderly 13Kpwages 3Kgssi

1 participant