From 7ae7a93ff672264770dd08cad1873da8a046a605 Mon Sep 17 00:00:00 2001 From: martinholmer Date: Mon, 28 Sep 2026 18:05:14 -0400 Subject: [PATCH] Prepare TMD release 2.2.1 --- README.md | 23 +- setup.py | 4 +- tests/expect_tmd_revenues | 30 +- tests/expected_tax_exp_2022_data | 2 +- .../fingerprints/cds_119_fingerprint.json | 4 +- .../fingerprints/states_fingerprint.json | 338 +++++++++--------- 6 files changed, 199 insertions(+), 202 deletions(-) diff --git a/README.md b/README.md index d18b98f0..3c253620 100644 --- a/README.md +++ b/README.md @@ -8,19 +8,16 @@ 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 2.2.0**, which was released on September -10, 2026, and is the same as the prior TMD version 2.1.4 except that -post-2022 weights are extrapolated using a CBO returns projection -(rather than using a CBO population projection as in prior versions). -See [PR -546](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/546) -for details. - -When using version 2.2.0 to generate national or sub-national weights, -the 2022 weights (and hence, the fingerprints) are the same as for the -prior version. However, all the post-2022 weights are larger. Note -that the 118th Congressional district weight fingerprints have not -been updated. +The **current TMD version is 2.2.1**, which was released on September +28, 2026, and is the same as the prior TMD version 2.2.0 except for +minor changes in the generated `tmd.csv.gz` and `tmd_weights.csv.gz` +files caused by the bug fixes in [Tax-Calculator PR +3149](https://github.com/PSLmodels/Tax-Calculator/pull/3149). +See PR #550 for details on the minor changes in TMD test results. + +Note that the state fingerprints have been updated, but the +Congressional district fingerprints have not been updated since +TMD version 2.2.0 was released. ## Usage instructions diff --git a/setup.py b/setup.py index 44d7547f..5830d554 100644 --- a/setup.py +++ b/setup.py @@ -2,11 +2,11 @@ setup( name="tmd", - version="2.2.0", + version="2.2.1", packages=find_packages(), python_requires=">=3.12,<3.15", install_requires=[ - "taxcalc>=6.8.1", + "taxcalc>=6.8.4", "numpy", "pandas>=3.0.2", "clarabel", diff --git a/tests/expect_tmd_revenues b/tests/expect_tmd_revenues index 73cd3a1c..0a00b235 100644 --- a/tests/expect_tmd_revenues +++ b/tests/expect_tmd_revenues @@ -2,19 +2,19 @@ TMD vs CBO aggregate individual income tax revenue (revenue in billions of calendar-year dollars) YEAR ACTUAL EXPECT PCTDIFF -2022 2149.4 2149.6 -0.01 -2023 2241.8 2171.9 +3.22 -2024 2441.3 2408.4 +1.36 -2025 2520.3 2493.7 +1.07 -2026 2685.1 2665.0 +0.75 -2027 2760.4 2776.8 -0.59 -2028 2835.8 2860.0 -0.85 -2029 2991.6 3039.1 -1.56 -2030 3158.0 3196.7 -1.21 -2031 3302.8 3310.2 -0.22 -2032 3451.1 3452.3 -0.03 -2033 3604.9 3599.4 +0.15 -2034 3765.1 3760.4 +0.12 -2035 3932.5 3929.3 +0.08 +2022 2150.1 2149.6 +0.02 +2023 2242.6 2171.9 +3.25 +2024 2442.2 2408.4 +1.40 +2025 2521.3 2493.7 +1.11 +2026 2686.3 2665.0 +0.80 +2027 2761.7 2776.8 -0.54 +2028 2837.2 2860.0 -0.80 +2029 2993.1 3039.1 -1.51 +2030 3159.7 3196.7 -1.16 +2031 3304.7 3310.2 -0.17 +2032 3453.2 3452.3 +0.03 +2033 3607.1 3599.4 +0.21 +2034 3767.5 3760.4 +0.19 +2035 3935.0 3929.3 +0.15 -sum over 2022-2035 of squared PCTDIFF: iitax = 19.00 +sum over 2022-2035 of squared PCTDIFF: iitax = 19.11 diff --git a/tests/expected_tax_exp_2022_data b/tests/expected_tax_exp_2022_data index d4a019c5..b9db513b 100644 --- a/tests/expected_tax_exp_2022_data +++ b/tests/expected_tax_exp_2022_data @@ -1,5 +1,5 @@ YR,KIND,EST= 2023 paytax 1446.3 -YR,KIND,EST= 2023 iitax 2357.2 +YR,KIND,EST= 2023 iitax 2358.0 YR,KIND,EST= 2023 ctc 130.9 YR,KIND,EST= 2023 eitc 67.7 YR,KIND,EST= 2023 social_security_partial_taxability 47.8 diff --git a/tmd/areas/fingerprints/cds_119_fingerprint.json b/tmd/areas/fingerprints/cds_119_fingerprint.json index 3c29b565..410fc4ee 100644 --- a/tmd/areas/fingerprints/cds_119_fingerprint.json +++ b/tmd/areas/fingerprints/cds_119_fingerprint.json @@ -3054,10 +3054,10 @@ } }, "metadata": { - "generated": "2026-08-20", + "generated": "2026-09-28", "n_areas": 436, "scope": "cds_119", - "taxcalc_version": "6.8.0b", + "taxcalc_version": "6.8.3a", "taxyear": 2022 } } \ No newline at end of file diff --git a/tmd/areas/fingerprints/states_fingerprint.json b/tmd/areas/fingerprints/states_fingerprint.json index 35c12c26..4a955b53 100644 --- a/tmd/areas/fingerprints/states_fingerprint.json +++ b/tmd/areas/fingerprints/states_fingerprint.json @@ -1,368 +1,368 @@ { "areas": { "AK": { - "max_weight": 372.14814, - "n_positive": 121565, + "max_weight": 372.14813, + "n_positive": 121564, "n_records": 215406, - "weight_std": 5.103898171374471, - "weight_sum": 415139.21562000003 + "weight_std": 5.103906994491113, + "weight_sum": 415139.10954999994 }, "AL": { - "max_weight": 1171.26733, - "n_positive": 192454, + "max_weight": 1171.25375, + "n_positive": 192453, "n_records": 215406, - "weight_std": 22.49138284578024, - "weight_sum": 2762318.98919 + "weight_std": 22.491495813885145, + "weight_sum": 2762322.78981 }, "AR": { - 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