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Update generated TMD data using new *_claim_prob_min params added in taxcalc 6.7.1 #530

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Merged
martinholmer merged 3 commits into from
Jul 1, 2026
Merged

Update generated TMD data using new *_claim_prob_min params added in taxcalc 6.7.1 #530

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98aa5bb
Update generated TMD data using new taxcalc _claim_prob_min params
martinholmer Jun 30, 2026
a1355b9
Specify version 2.1.3 that requires taxcalc 6.7.1+
martinholmer Jul 1, 2026
0ff9089
Fix README.md release date
martinholmer Jul 1, 2026
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15 changes: 8 additions & 7 deletions README.md
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Original file line number Diff line number Diff line change
Expand Up @@ -8,18 +8,19 @@ For Tax-Calculator results generated when using these TMD input files,
see [this
folder](https://github.com/PSLmodels/Tax-Calculator/tree/master/taxcalc/cli/input_data_tests).

The **current TMD version is 2.1.2**, which was released on May 29,
2026, and is the same as TMD version 2.1.1 except that Tax-Calculator
version 6.7.0 (instead of 6.6.1 or 6.6.2) is used to generate the TMD
files. This new Tax-Calculator version uses a more refined refundable
The **current TMD version is 2.1.3**, which was released on July 1,
2026, and is the same as TMD version 2.1.2 except that at least Tax-Calculator
version 6.7.1 (instead of 6.7.0) is required to generate the TMD files.
This new Tax-Calculator version uses a more refined refundable
credit claiming logic, which causes minor changes in the TMD input
data files generated by this repo (even after some recalibration of
the TMD data generation logic). [Tax-Calculator pull request
3085](https://github.com/PSLmodels/Tax-Calculator/pull/3085) shows the
3087](https://github.com/PSLmodels/Tax-Calculator/pull/3087) shows the
small differences in baseline policy results when using the new TMD
2.1.2 input data files.
2.1.3 input data files (instead of the old 2.1.2 input data files
generated using Tax-Calculator version 6.7.0).

When using version 2.1.2 to generate **sub-national weights**, there
When using version 2.1.3 to generate **sub-national weights**, there
will be (presumably small) differences from the sub-national weights
generated using earlier versions; however, the sub-national weights
fingerprints have not yet been updated.
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4 changes: 2 additions & 2 deletions setup.py
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Expand Up @@ -2,11 +2,11 @@

setup(
name="tmd",
version="2.1.2",
version="2.1.3",
packages=find_packages(),
python_requires=">=3.11,<3.14",
install_requires=[
"taxcalc>=6.7.0",
"taxcalc>=6.7.1",
"numpy",
"pandas>=3.0.2",
"clarabel",
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2 changes: 1 addition & 1 deletion tests/expected_tax_exp_2022_data
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@@ -1,7 +1,7 @@
YR,KIND,EST= 2023 paytax 1428.8
YR,KIND,EST= 2023 iitax 2332.1
YR,KIND,EST= 2023 ctc 129.6
YR,KIND,EST= 2023 eitc 66.4
YR,KIND,EST= 2023 eitc 66.9
YR,KIND,EST= 2023 social_security_partial_taxability 47.3
YR,KIND,EST= 2023 niit -47.4
YR,KIND,EST= 2023 cgqd_tax_preference 179.8
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