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Merged
martinholmer merged 5 commits into from
Mar 22, 2026
Merged

Use 2022 TMD input data #3004

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9ff650f
Move from using 2021 TMD data to using 2022 TMD data
martinholmer Mar 20, 2026
96e4bac
Switch to using 2022 TMD input data and 2026 growfactors.csv
martinholmer Mar 21, 2026
2c48b43
Skip coverage of new input-data-specific code
martinholmer Mar 21, 2026
f54cb51
Update docs/usage/data.md instructions about 2022 TMD data
martinholmer Mar 21, 2026
1623b7b
Update TMD documentation
martinholmer Mar 22, 2026
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38 changes: 25 additions & 13 deletions docs/usage/data.md
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Original file line number Diff line number Diff line change
Expand Up @@ -63,17 +63,29 @@ repository](https://github.com/PSLmodels/tax-microdata-benchmarking)
produces an input variables file (`tmd.csv.gz`), a **national** weights
file (`tmd_weights.csv.gz`), and a variable growth factors file
(`tmd_growfactors.csv`) that can be used with the Tax-Calculator
package beginning with the 3.6.0 release. The TMD files are available
only to users who have purchased their own version of the 2015 IRS-SOI
PUF. For those users, the TMD files are available from the
package beginning with the 3.6.0 release. Beginning with Tax-Calculator
release 6.5.0, the start year for the TMD data is 2022. The TMD files
are available only to users who have purchased their own version of the
2015 IRS-SOI PUF. For those users, the TMD files are available from the
tax-microdata repository. The three TMD files can be used with
Tax-Calculator in two ways:
- with the **Python API** by instantiating a GrowFactors object that
uses TMD growth factors [`gf=GrowFactors("path/to/tmd_growfactors.csv")`]
and by using the `Records.tmd_constructor(...)` static method to
instantiate a Records object, or
- with the **CLI tool**, `tc`, when the three TMD files are all in
the same folder and the `tmd.csv.gz` file has been unzipped.
- with the **Python API**:
* instantiate a GrowFactors object that uses TMD growth factors
[`gf=GrowFactors("path/to/tmd_growfactors.csv")`] and by using
the `Records.tmd_constructor(...)` static method to instantiate
a Records object, and
* after each instantiation of a Policy object, activate the TMD
refundable credit claiming behavior by executing the
`implement_reform(TMD_CREDIT_CLAIMING)` method on the Policy
object (both for baseline and reform Policy objects), where the
`TMD_CREDIT_CLAIMING` dictionary is imported from the `taxcalcio.py`
module.
- or
- with the **CLI tool**, use `tc`, when the three TMD files are all
in the same folder and the `tmd.csv.gz` file has been unzipped.
The `tc` tool automatically activates the TMD refundable credit
claiming behavior, so there is no need to do that on the command
line when using the CLI tool, `tc`.

The [tax-microdata
repository](https://github.com/PSLmodels/tax-microdata-benchmarking)
Expand All @@ -88,25 +100,25 @@ contains the three national TMD files described above. Then, execute
this command for tabular output under 2024 current-law policy:
```
(taxcalc-dev) myruns> TMD_AREA=nm tc tmd.csv 2024 --exact --tables
Read input data for 2021; input data were extrapolated to 2024
Read input data for 2022; input data were extrapolated to 2024
Write tabular output to file tmd_nm-24-#-#-#-#.tables
Execution time is 8.2 seconds
(taxcalc-dev) myruns> awk '$1~/Ret/||$1~/A/' tmd_nm-24-#-#-#-#.tables | head -2
Returns ExpInc IncTax PayTax LSTax AllTax
A 1.17 87.0 7.2 6.9 0.0 14.1
A ---[SNIP]---
```

Or for the first Congressional district in New Mexico, put the
`nm01_tmd_weights.csv.gz` file in the folder with the other TMD
files and execute this command:
```
(taxcalc-dev) myruns> TMD_AREA=nm01 tc tmd.csv 2024 --exact --tables
Read input data for 2021; input data were extrapolated to 2024
Read input data for 2022; input data were extrapolated to 2024
Write tabular output to file tmd_nm01-24-#-#-#-#.tables
Execution time is 8.3 seconds
(taxcalc-dev) myruns> awk '$1~/Ret/||$1~/A/' tmd_nm01-24-#-#-#-#.tables | head -2
Returns ExpInc IncTax PayTax LSTax AllTax
A 0.40 31.9 2.8 2.5 0.0 5.3
A ---[SNIP]---
```


Expand Down
2 changes: 1 addition & 1 deletion taxcalc/__init__.py
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Expand Up @@ -14,6 +14,6 @@
from taxcalc.utils import *
from taxcalc.cli import *

__version__ = '6.4.1'
__version__ = '6.4.1a'
__min_python3_version__ = 11
__max_python3_version__ = 13
44 changes: 22 additions & 22 deletions taxcalc/cli/behavioral_responses_tests/run11-35.tables-expect
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@@ -1,29 +1,29 @@
Weighted Tax Reform Totals by Baseline Expanded-Income Decile for 2035
Returns ExpInc IncTax PayTax LSTax AllTax
(#m) ($b) ($b) ($b) ($b) ($b)
0 24.21 66.6 -1.4 5.0 0.0 3.6
1 24.21 584.2 -12.7 46.8 0.0 34.1
2 24.21 1073.3 -2.7 66.8 0.0 64.2
3 24.21 1429.7 14.7 78.0 0.0 92.8
4 24.21 1807.9 33.7 113.5 0.0 147.2
5 24.21 2289.4 64.1 159.8 0.0 223.9
6 24.21 2931.1 114.6 213.8 0.0 328.4
7 24.21 3853.4 206.6 305.7 0.0 512.3
8 24.21 5371.6 437.7 482.6 0.0 920.3
9 24.21 12429.6 2384.6 916.9 0.0 3301.4
A 242.13 31836.8 3239.2 2388.9 0.0 5628.2
0 24.21 64.9 -1.4 5.0 0.0 3.6
1 24.21 581.7 -13.2 46.9 0.0 33.7
2 24.21 1073.1 -4.5 68.3 0.0 63.9
3 24.21 1434.8 13.1 79.1 0.0 92.2
4 24.21 1811.4 33.8 114.6 0.0 148.4
5 24.21 2290.5 63.0 158.2 0.0 221.2
6 24.21 2931.2 113.7 211.2 0.0 324.9
7 24.21 3848.0 201.9 302.0 0.0 503.9
8 24.21 5356.4 428.3 477.9 0.0 906.2
9 24.21 12395.0 2360.8 900.7 0.0 3261.5
A 242.13 31787.0 3195.5 2363.9 0.0 5559.4

Weighted Tax Differences by Baseline Expanded-Income Decile for 2035
Returns ExpInc IncTax PayTax LSTax AllTax
(#m) ($b) ($b) ($b) ($b) ($b)
0 24.21 66.6 0.0 0.0 0.0 0.0
1 24.21 584.2 -0.7 0.0 0.0 -0.7
2 24.21 1073.3 -1.4 0.0 0.0 -1.4
3 24.21 1429.7 -1.8 0.0 0.0 -1.8
4 24.21 1807.9 -2.7 0.0 0.0 -2.7
5 24.21 2289.4 -4.3 0.0 0.0 -4.3
6 24.21 2931.1 -5.8 0.0 0.0 -5.8
7 24.21 3853.4 -7.9 0.0 0.0 -7.9
8 24.21 5371.6 -13.4 0.0 0.0 -13.4
9 24.21 12429.6 74.0 0.0 0.0 74.0
A 242.13 31836.8 36.1 0.0 0.0 36.1
0 24.21 64.9 0.0 0.0 0.0 0.0
1 24.21 581.7 -0.6 0.0 0.0 -0.6
2 24.21 1073.1 -1.4 0.0 0.0 -1.4
3 24.21 1434.8 -1.8 0.0 0.0 -1.8
4 24.21 1811.4 -2.7 0.0 0.0 -2.7
5 24.21 2290.5 -4.3 0.0 0.0 -4.3
6 24.21 2931.2 -5.8 0.0 0.0 -5.8
7 24.21 3848.0 -7.7 0.0 0.0 -7.7
8 24.21 5356.4 -13.3 0.0 0.0 -13.3
9 24.21 12395.0 72.5 0.0 0.0 72.5
A 242.13 31787.0 35.0 0.0 0.0 35.0
44 changes: 22 additions & 22 deletions taxcalc/cli/behavioral_responses_tests/run30-35.tables-expect
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@@ -1,29 +1,29 @@
Weighted Tax Reform Totals by Baseline Expanded-Income Decile for 2035
Returns ExpInc IncTax PayTax LSTax AllTax
(#m) ($b) ($b) ($b) ($b) ($b)
0 24.21 66.6 -1.4 5.0 0.0 3.6
1 24.21 584.2 -12.7 46.8 0.0 34.1
2 24.21 1073.3 -2.6 66.9 0.0 64.2
3 24.21 1429.7 14.8 78.1 0.0 92.8
4 24.21 1807.9 33.8 113.5 0.0 147.3
5 24.21 2289.4 64.3 160.0 0.0 224.3
6 24.21 2931.1 114.8 213.9 0.0 328.7
7 24.21 3853.4 207.0 306.1 0.0 513.1
8 24.21 5371.6 438.1 482.8 0.0 920.9
9 24.21 12429.6 2353.3 913.9 0.0 3267.2
A 242.13 31836.8 3209.3 2386.9 0.0 5596.2
0 24.21 64.9 -1.4 5.0 0.0 3.6
1 24.21 581.7 -13.2 46.9 0.0 33.7
2 24.21 1073.1 -4.4 68.4 0.0 63.9
3 24.21 1434.8 13.2 79.1 0.0 92.3
4 24.21 1811.4 33.8 114.6 0.0 148.5
5 24.21 2290.5 63.2 158.4 0.0 221.6
6 24.21 2931.2 114.0 211.3 0.0 325.2
7 24.21 3848.0 202.3 302.3 0.0 504.6
8 24.21 5356.4 428.8 478.2 0.0 907.0
9 24.21 12395.0 2329.8 897.8 0.0 3227.7
A 242.13 31787.0 3166.1 2362.0 0.0 5528.1

Weighted Tax Differences by Baseline Expanded-Income Decile for 2035
Returns ExpInc IncTax PayTax LSTax AllTax
(#m) ($b) ($b) ($b) ($b) ($b)
0 24.21 66.6 0.0 0.0 0.0 0.0
1 24.21 584.2 -0.7 0.0 0.0 -0.7
2 24.21 1073.3 -1.3 0.0 0.0 -1.3
3 24.21 1429.7 -1.7 0.0 0.0 -1.7
4 24.21 1807.9 -2.6 0.0 0.0 -2.6
5 24.21 2289.4 -4.1 0.2 0.0 -4.0
6 24.21 2931.1 -5.6 0.1 0.0 -5.5
7 24.21 3853.4 -7.4 0.3 0.0 -7.1
8 24.21 5371.6 -13.0 0.3 0.0 -12.8
9 24.21 12429.6 42.7 -3.0 0.0 39.8
A 242.13 31836.8 6.2 -2.1 0.0 4.2
0 24.21 64.9 0.0 0.0 0.0 0.0
1 24.21 581.7 -0.6 0.0 0.0 -0.6
2 24.21 1073.1 -1.3 0.0 0.0 -1.3
3 24.21 1434.8 -1.7 0.0 0.0 -1.7
4 24.21 1811.4 -2.6 0.0 0.0 -2.6
5 24.21 2290.5 -4.1 0.2 0.0 -3.9
6 24.21 2931.2 -5.5 0.1 0.0 -5.4
7 24.21 3848.0 -7.3 0.3 0.0 -7.0
8 24.21 5356.4 -12.8 0.3 0.0 -12.5
9 24.21 12395.0 41.5 -2.9 0.0 38.6
A 242.13 31787.0 5.5 -1.9 0.0 3.6
58 changes: 29 additions & 29 deletions taxcalc/cli/input_data_tests/cps-35-params.baseline
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Expand Up @@ -3,7 +3,7 @@
2035 actc_claim_thd 0.0
2035 FICA_ss_trt_employer 0.062
2035 FICA_ss_trt_employee 0.062
2035 SS_Earnings_c 248886.59
2035 SS_Earnings_c 246849.08
2035 SECA_Earnings_thd 400.0
2035 SS_Earnings_thd 9e+99
2035 FICA_mc_trt_employer 0.0145
Expand Down Expand Up @@ -32,15 +32,15 @@
2035 ALD_Dependents_Child_c 0.0
2035 ALD_Dependents_Elder_c 0.0
2035 ALD_Dependents_thd [0. 0. 0. 0. 0.]
2035 ALD_BusinessLosses_c [313370.78 626741.59 313370.78 313370.78 626741.59]
2035 ALD_BusinessLosses_c [316380.76 632761.53 316380.76 316380.76 632761.53]
2035 II_em 0.0
2035 II_em_ps [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 II_em_po_step_size [2500. 2500. 1250. 2500. 2500.]
2035 II_em_prt 0.02
2035 II_no_em_nu18 False
2035 STD [19708.09 39416.18 19708.09 29562.12 39416.18]
2035 STD_Dep 1652.54
2035 STD_Aged [2509.44 2019.78 2019.78 2509.44 2019.78]
2035 STD [19897.38 39794.77 19897.38 29846.08 39794.77]
2035 STD_Dep 1668.41
2035 STD_Aged [2533.5 2039.19 2039.19 2533.5 2039.19]
2035 STD_allow_charity_ded_nonitemizers True
2035 STD_charity_ded_nonitemizers_max [1000. 2000. 1000. 1000. 1000.]
2035 II_credit [0. 0. 0. 0. 0.]
Expand Down Expand Up @@ -91,59 +91,59 @@
2035 ID_c [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 Capital_loss_limitation [3000. 3000. 1500. 3000. 3000.]
2035 CG_rt1 0.0
2035 CG_brk1 [ 60531.98 121063.96 60531.98 81035.73 121063.96]
2035 CG_brk1 [ 61113.39 122226.8 61113.39 81814.09 122226.8 ]
2035 CG_rt2 0.15
2035 CG_brk2 [667749.1 751233.03 375616.53 709491.04 751233.03]
2035 CG_brk2 [674162.91 758448.74 379224.34 716305.83 758448.74]
2035 CG_rt3 0.2
2035 CG_brk3 [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 CG_rt4 1.0
2035 AMT_CG_rt1 0.0
2035 AMT_CG_brk1 [ 60531.98 121063.96 60531.98 81035.73 121063.96]
2035 AMT_CG_brk1 [ 61113.39 122226.8 61113.39 81814.09 122226.8 ]
2035 AMT_CG_rt2 0.15
2035 AMT_CG_brk2 [667749.1 751233.03 375616.53 709491.04 751233.03]
2035 AMT_CG_brk2 [674162.91 758448.74 379224.34 716305.83 758448.74]
2035 AMT_CG_rt3 0.2
2035 AMT_CG_brk3 [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 AMT_CG_rt4 1.0
2035 CG_nodiff False
2035 CG_ec 0.0
2035 CG_reinvest_ec_rt 0.0
2035 II_rt1 0.1
2035 II_brk1 [15178.9 30357.79 15178.9 21666.66 30357.79]
2035 II_brk1 [15324.69 30649.39 15324.69 21874.76 30649.39]
2035 II_rt2 0.12
2035 II_brk2 [ 61694.87 123389.75 61694.87 82565.88 123389.75]
2035 II_brk2 [ 62287.47 124574.91 62287.47 83358.92 124574.91]
2035 II_rt3 0.22
2035 II_brk3 [129387.85 258775.73 129387.85 129387.85 258775.73]
2035 II_brk3 [130630.65 261261.31 130630.65 130630.65 261261.31]
2035 II_rt4 0.24
2035 II_brk4 [246993.7 493987.43 246993.7 246963.11 493987.43]
2035 II_brk4 [249366.13 498732.27 249366.13 249335.25 498732.27]
2035 II_rt5 0.32
2035 II_brk5 [313646.21 627292.45 313646.21 313615.61 627292.45]
2035 II_brk5 [316658.84 633317.65 316658.84 316627.93 633317.65]
2035 II_rt6 0.35
2035 II_brk6 [784161.45 940969.23 470484.64 784161.45 940969.23]
2035 II_brk6 [791693.43 950007.38 475003.69 791693.43 950007.38]
2035 II_rt7 0.37
2035 II_brk7 [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 II_rt8 1.0
2035 PT_qbid_rt 0.2
2035 PT_qbid_limited True
2035 PT_qbid_taxinc_thd [246963.11 493926.22 246993.7 246963.11 246963.11]
2035 PT_qbid_taxinc_thd [249335.25 498670.46 249366.13 249335.25 249335.25]
2035 PT_qbid_taxinc_gap [ 75000. 150000. 75000. 75000. 150000.]
2035 PT_qbid_w2_wages_rt 0.5
2035 PT_qbid_alt_w2_wages_rt 0.25
2035 PT_qbid_alt_property_rt 0.025
2035 PT_qbid_ps [9.e+99 9.e+99 9.e+99 9.e+99 9.e+99]
2035 PT_qbid_prt 0.0
2035 PT_qbid_min_ded 489.63
2035 PT_qbid_min_qbi 1224.09
2035 PT_qbid_min_ded 494.36
2035 PT_qbid_min_qbi 1235.85
2035 UI_em 0.0
2035 UI_thd [0. 0. 0. 0. 0.]
2035 AMT_em [110291.84 171619.47 85809.74 110291.84 171619.47]
2035 AMT_em [111351.19 173267.91 86633.95 111351.19 173267.91]
2035 AMT_prt 0.5
2035 AMT_em_ps [ 612052.31 1224104.66 612052.31 612052.31 1224104.66]
2035 AMT_child_em 11935.03
2035 AMT_em_ps [ 617931.19 1235862.36 617931.19 617931.19 1235862.36]
2035 AMT_child_em 12049.67
2035 AMT_child_em_c_age 18
2035 AMT_rt1 0.26
2035 AMT_brk1 [299293.6 299293.6 149646.79 299293.6 299293.6 ]
2035 AMT_brk1 [302168.34 302168.34 151084.19 302168.34 302168.34]
2035 AMT_rt2_addon 0.02
2035 AMT_em_pe 782447.7
2035 AMT_em_pe 789963.22
2035 CDCC_c 3000.0
2035 CDCC_ps1 15000.0
2035 CDCC_ps2 [ 75000. 150000. 75000. 75000. 75000.]
Expand All @@ -154,27 +154,27 @@
2035 CDCC_po2_step_size [2000. 4000. 2000. 2000. 2000.]
2035 CDCC_po_rate_per_step 0.01
2035 CDCC_refundable False
2035 CTC_c 2693.02
2035 CTC_c 2718.89
2035 CTC_c_under6_bonus 0.0
2035 CTC_include17 False
2035 CTC_is_refundable False
2035 ODC_is_refundable False
2035 CTC_ps [200000. 400000. 200000. 200000. 400000.]
2035 CTC_prt 0.05
2035 ACTC_c 2080.97
2035 ACTC_c 2100.96
2035 ODC_c 500.0
2035 NIIT_thd [200000. 250000. 125000. 200000. 250000.]
2035 NIIT_PT_taxed False
2035 NIIT_rt 0.038
2035 EITC_c [ 812.82 5419.12 8955.55 10075.6 ]
2035 EITC_c [ 820.63 5471.17 9041.57 10172.4 ]
2035 EITC_rt [0.0765 0.34 0.4 0.45 ]
2035 EITC_basic_frac 0.0
2035 EITC_prt [0.0765 0.1598 0.2106 0.2106]
2035 EITC_ps [13293.79 29243.87 29243.87 29243.87]
2035 EITC_ps_addon_MarriedJ [8911.48 8899.24 8899.24 8899.24]
2035 EITC_ps [13421.48 29524.76 29524.76 29524.76]
2035 EITC_ps_addon_MarriedJ [8997.08 8984.73 8984.73 8984.73]
2035 EITC_MinEligAge 25
2035 EITC_MaxEligAge 64
2035 EITC_InvestIncome_c 14934.08
2035 EITC_InvestIncome_c 15077.52
2035 EITC_excess_InvestIncome_rt 9e+99
2035 EITC_indiv False
2035 EITC_sep_filers_elig True
Expand Down
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