From b5b14d5713223b538d0e92c0a4e27178801e4fc4 Mon Sep 17 00:00:00 2001 From: PavelMakarchuk Date: Thu, 8 Oct 2026 09:57:18 -0400 Subject: [PATCH 1/2] BLS deck: disability-based state credits on slide 21 The "Additional state tax credits" card now shows two credits that TAXSIM does not model at all, because they need a disability input: id_aged_or_disabled_credit (TAXSIM's Idaho routine has no such credit) and ar_personal_credit_disabled_dependent ($500 per dependent with a disability; TAXSIM's Arkansas personal credit has no disability input). The speaker notes list the other state credits that need inputs TAXSIM lacks, and explain the Maryland child tax credit, which TAXSIM models only in part. Co-Authored-By: Claude Opus 5.5 --- slideshows/bls-taxsim-2026/SPEAKER-NOTES.md | 4 ++-- slideshows/bls-taxsim-2026/content.ts | 8 ++++---- 2 files changed, 6 insertions(+), 6 deletions(-) diff --git a/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md b/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md index 6e2cb06..8427aff 100644 --- a/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md +++ b/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md @@ -268,12 +268,12 @@ Show which CE fields could feed PolicyEngine inputs that TAXSIM’s format canno |---|---|---| | Benefit programs | Set to zero in the emulator, because some state taxes count cash assistance as income. | `snap`, `ssi`, `tanf`, `wic` | | Health coverage | Separate from income tax, and not reported by the emulator. | `medicaid`, `chip`, `aca_ptc` | -| Additional state tax credits | Zero without inputs TAXSIM lacks, such as tuition or care work. Renters’ credits use rentpaid. | `ny_college_tuition_credit`, `co_care_worker_credit` | +| Additional state tax credits | Zero without inputs TAXSIM lacks, such as disability status. Renters’ credits use rentpaid. | `id_aged_or_disabled_credit`, `ar_personal_credit_disabled_dependent` | | Federal provisions | Zero without inputs TAXSIM lacks, such as tips, overtime or tuition. | `tip_income_deduction`, `american_opportunity_credit` | **Why it matters:** The emulator leaves these out to match TAXSIM. Additional outputs are available in the PolicyEngine web app, Python package and API. -Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: credits that need an input TAXSIM does not have are zero in emulator runs, because the input defaults to zero or false. Examples: the New York college tuition credit and the Minnesota K-12 education credit (tuition and fees), the Colorado care worker credit (an eligible care worker), the Connecticut and Nebraska stillborn child credits, and the Louisiana and Nebraska school readiness credits (the quality rating of the child care facility or worker). Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps TAXSIM’s rentpaid to rent; parts that depend on disability status are not. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026. +Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the two on the slide are missing from TAXSIM entirely. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. Other state credits that need inputs TAXSIM does not have: the New York college tuition and Minnesota K-12 education credits (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Colorado care worker credit, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps rentpaid to rent; parts that depend on disability status are not. Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026. ## 22. Imputing a distribution of missing inputs (46–49 min) diff --git a/slideshows/bls-taxsim-2026/content.ts b/slideshows/bls-taxsim-2026/content.ts index 68e371c..1c50a87 100644 --- a/slideshows/bls-taxsim-2026/content.ts +++ b/slideshows/bls-taxsim-2026/content.ts @@ -760,7 +760,7 @@ export const blsSlides: BlsSlideContent[] = [ "title": "What PolicyEngine calculates beyond TAXSIM", "body": [], "minutes": 1, - "notes": "Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: credits that need an input TAXSIM does not have are zero in emulator runs, because the input defaults to zero or false. Examples: the New York college tuition credit and the Minnesota K-12 education credit (tuition and fees), the Colorado care worker credit (an eligible care worker), the Connecticut and Nebraska stillborn child credits, and the Louisiana and Nebraska school readiness credits (the quality rating of the child care facility or worker). Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps TAXSIM’s rentpaid to rent; parts that depend on disability status are not. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026.", + "notes": "Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the two on the slide are missing from TAXSIM entirely. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. Other state credits that need inputs TAXSIM does not have: the New York college tuition and Minnesota K-12 education credits (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Colorado care worker credit, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps rentpaid to rent; parts that depend on disability status are not. Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026.", "mapping": { "direction": "output", "addLabel": "PolicyEngine calculates", @@ -795,10 +795,10 @@ export const blsSlides: BlsSlideContent[] = [ "icon": "receipt", "taxsim": [], "pe": [], - "note": "Zero without inputs TAXSIM lacks, such as tuition or care work. Renters’ credits use rentpaid.", + "note": "Zero without inputs TAXSIM lacks, such as disability status. Renters’ credits use rentpaid.", "add": [ - "ny_college_tuition_credit", - "co_care_worker_credit" + "id_aged_or_disabled_credit", + "ar_personal_credit_disabled_dependent" ] }, { From f94158d01a0b4b243400ffa14ec56ee1b91a8683 Mon Sep 17 00:00:00 2001 From: PavelMakarchuk Date: Thu, 8 Oct 2026 10:08:34 -0400 Subject: [PATCH 2/2] BLS deck: four state credits and the overtime deduction on slide 21 - Additional state tax credits: keep the New York college tuition and Colorado care worker credits next to the Idaho and Arkansas disability-based credits; the note names disability status, tuition and care work. - Federal provisions: add overtime_income_deduction next to the tips deduction. - Notes: renters' credits are modeled by TAXSIM from rentpaid in many states; PolicyEngine adds the parts that need other inputs. - The output slide scales down a little on mid-height screens so the taller cards fit; slide 19 is unchanged. Co-Authored-By: Claude Opus 5.5 --- slideshows/bls-taxsim-2026/SPEAKER-NOTES.md | 6 +++--- slideshows/bls-taxsim-2026/content.ts | 9 ++++++--- slideshows/bls-taxsim-2026/slides/InputMapping.tsx | 8 +++++--- 3 files changed, 14 insertions(+), 9 deletions(-) diff --git a/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md b/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md index 8427aff..86dc563 100644 --- a/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md +++ b/slideshows/bls-taxsim-2026/SPEAKER-NOTES.md @@ -268,12 +268,12 @@ Show which CE fields could feed PolicyEngine inputs that TAXSIM’s format canno |---|---|---| | Benefit programs | Set to zero in the emulator, because some state taxes count cash assistance as income. | `snap`, `ssi`, `tanf`, `wic` | | Health coverage | Separate from income tax, and not reported by the emulator. | `medicaid`, `chip`, `aca_ptc` | -| Additional state tax credits | Zero without inputs TAXSIM lacks, such as disability status. Renters’ credits use rentpaid. | `id_aged_or_disabled_credit`, `ar_personal_credit_disabled_dependent` | -| Federal provisions | Zero without inputs TAXSIM lacks, such as tips, overtime or tuition. | `tip_income_deduction`, `american_opportunity_credit` | +| Additional state tax credits | Zero without inputs TAXSIM lacks, such as disability status, tuition or care work. Renters’ credits use rentpaid. | `id_aged_or_disabled_credit`, `ar_personal_credit_disabled_dependent`, `ny_college_tuition_credit`, `co_care_worker_credit` | +| Federal provisions | Zero without inputs TAXSIM lacks, such as tips, overtime or tuition. | `tip_income_deduction`, `overtime_income_deduction`, `american_opportunity_credit` | **Why it matters:** The emulator leaves these out to match TAXSIM. Additional outputs are available in the PolicyEngine web app, Python package and API. -Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the two on the slide are missing from TAXSIM entirely. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. Other state credits that need inputs TAXSIM does not have: the New York college tuition and Minnesota K-12 education credits (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Colorado care worker credit, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps rentpaid to rent; parts that depend on disability status are not. Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026. +Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the four on the slide need inputs TAXSIM lacks, and TAXSIM does not model the first two at all. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. The New York college tuition credit needs tuition paid, and the Colorado care worker credit needs care worker status. Other state credits that need inputs TAXSIM does not have: the Minnesota K-12 education credit (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits: TAXSIM models most renters’ and property tax credits from rentpaid (for example California, Minnesota and Vermont, and the homestead or property tax credits in Arizona, Michigan, Wisconsin, Missouri, New Jersey, Maine, New York and DC), so they appear in both engines and in the comparison. PolicyEngine adds detail that needs other inputs, such as disability status in Minnesota’s renter’s credit, county income limits and shared rent in Vermont’s renter credit, and heat included in rent for Michigan’s home heating credit. Sources for the TAXSIM side: the state routines in the TAXSIM source (for example 05ca.for, 24mn.for and 46vt.for). Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026. ## 22. Imputing a distribution of missing inputs (46–49 min) diff --git a/slideshows/bls-taxsim-2026/content.ts b/slideshows/bls-taxsim-2026/content.ts index 1c50a87..9fbeeae 100644 --- a/slideshows/bls-taxsim-2026/content.ts +++ b/slideshows/bls-taxsim-2026/content.ts @@ -760,7 +760,7 @@ export const blsSlides: BlsSlideContent[] = [ "title": "What PolicyEngine calculates beyond TAXSIM", "body": [], "minutes": 1, - "notes": "Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the two on the slide are missing from TAXSIM entirely. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. Other state credits that need inputs TAXSIM does not have: the New York college tuition and Minnesota K-12 education credits (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Colorado care worker credit, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits, such as Minnesota’s and California’s, are calculated, because the emulator maps rentpaid to rent; parts that depend on disability status are not. Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026.", + "notes": "Show what PolicyEngine calculates that TAXSIM’s output does not carry, and how the emulator handles each item so that its results stay comparable with TAXSIM. Benefit programs: PolicyEngine calculates SNAP, SSI, TANF, WIC and the state SSI supplements; the emulator sets them to zero, because TAXSIM has no inputs for them and some state taxes count cash assistance as income (for example, the base of the Massachusetts senior circuit breaker credit; policyengine-taxsim issue #1031). Health coverage: Medicaid, CHIP and the ACA premium tax credit are separate PolicyEngine variables; the premium tax credit is not part of PolicyEngine’s income tax, and the emulator does not report any of them. Additional state tax credits: the four on the slide need inputs TAXSIM lacks, and TAXSIM does not model the first two at all. The Idaho aged or disabled credit is for a filer who supports a family member aged 65 or older or a person with a disability; TAXSIM’s Idaho routine has the child tax, grocery, investment and political contribution credits, but not this one. The Arkansas credit gives $500 for each dependent with a disability (Form AR1000F); TAXSIM’s Arkansas personal credit counts filers, dependents and people aged 65 or older, with no disability input. The New York college tuition credit needs tuition paid, and the Colorado care worker credit needs care worker status. Other state credits that need inputs TAXSIM does not have: the Minnesota K-12 education credit (tuition), the 529 plan credits in Indiana, Oregon, Utah and Vermont, the Louisiana and Nebraska school readiness credits, the Connecticut and Nebraska stillborn credits and the Vermont veteran tax credit. If asked about Maryland: TAXSIM models the Maryland child tax credit from 2023 for children under 6, but not its extension to children with a disability up to age 16, and not the 2021 and 2022 credit, which was only for children with a disability. Renters’ credits: TAXSIM models most renters’ and property tax credits from rentpaid (for example California, Minnesota and Vermont, and the homestead or property tax credits in Arizona, Michigan, Wisconsin, Missouri, New Jersey, Maine, New York and DC), so they appear in both engines and in the comparison. PolicyEngine adds detail that needs other inputs, such as disability status in Minnesota’s renter’s credit, county income limits and shared rent in Vermont’s renter credit, and heat included in rent for Michigan’s home heating credit. Sources for the TAXSIM side: the state routines in the TAXSIM source (for example 05ca.for, 24mn.for and 46vt.for). Sources: TAXSIM source 13id.for, 04ar.for and 21md.for; PolicyEngine US source, October 8, 2026. Federal provisions: the deductions for tips, overtime and car-loan interest, the American Opportunity and Lifetime Learning credits (tuition) and the saver’s credit (retirement contributions) need inputs that TAXSIM does not have, so they are zero in emulator runs; PolicyEngine calculates them when a data source supplies the inputs. Conventions kept from TAXSIM, if asked: fiitax includes the net investment income tax but not the Additional Medicare Tax, which is reported with payroll taxes; fica includes both the employee and employer shares; one-time state rebates are in siitax and also reported as srebate; frate and srate come from a second run with $100 more wages. Sources: policyengine-taxsim 3.0.1 runners/policyengine_runner.py, core/state_output_resolver.py and config/variable_mappings.yaml; PolicyEngine US source, October 7, 2026.", "mapping": { "direction": "output", "addLabel": "PolicyEngine calculates", @@ -795,10 +795,12 @@ export const blsSlides: BlsSlideContent[] = [ "icon": "receipt", "taxsim": [], "pe": [], - "note": "Zero without inputs TAXSIM lacks, such as disability status. Renters’ credits use rentpaid.", + "note": "Zero without inputs TAXSIM lacks, such as disability status, tuition or care work. Renters’ credits use rentpaid.", "add": [ "id_aged_or_disabled_credit", - "ar_personal_credit_disabled_dependent" + "ar_personal_credit_disabled_dependent", + "ny_college_tuition_credit", + "co_care_worker_credit" ] }, { @@ -809,6 +811,7 @@ export const blsSlides: BlsSlideContent[] = [ "note": "Zero without inputs TAXSIM lacks, such as tips, overtime or tuition.", "add": [ "tip_income_deduction", + "overtime_income_deduction", "american_opportunity_credit" ] } diff --git a/slideshows/bls-taxsim-2026/slides/InputMapping.tsx b/slideshows/bls-taxsim-2026/slides/InputMapping.tsx index 263781f..ec1b18c 100644 --- a/slideshows/bls-taxsim-2026/slides/InputMapping.tsx +++ b/slideshows/bls-taxsim-2026/slides/InputMapping.tsx @@ -109,9 +109,11 @@ export default function InputMapping({ mapping }: { mapping: Mapping }) { return (
{mapping.rows.map((row) =>