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Use exact 2016 HHS poverty guideline tables - #10886

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codex/history-fpg-2016
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MaxGhenis wants to merge 2 commits into
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codex/history-fpg-2016

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@MaxGhenis MaxGhenis commented Nov 13, 2026 •

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Use HHS's published 2016 household-size poverty guideline tables in the shared FPG helper and the public tax_unit_fpg and spm_unit_fpg variables. The old linear formula overstated several amounts: the contiguous three-person guideline falls from $20,200 to $20,160. The 2016 HHS notice lists nonuniform rows and applies the additional-person increment above size eight.

The 2017 Form 8962 instructions, pages 6–7 use those 2016 tables. A Texas family of three earning $20,160 now reaches the 2017 ACA income floor; $20,159 remains below it. Household tests derive MAGI and adult eligibility from earnings and family facts.

The table override covers guideline year 2016. The model retains its annual January 1 convention; HHS's notice took effect January 25 unless a program selected another date. Checks preserve current-guideline outputs for 2015 and every year 2017–2026. Direct linear consumers such as SNAP remain outside this change. Existing ACA formulas and the annual first-person/additional-person parameter file stay unchanged, preserving PRs #10846, #10413 and #10860.

Validation: all 33 focused YAML cases pass in 7.44 pytest seconds (formal exit 0). The initial source checks produced five failures and ten passes. Independent checking then reproduced a scalar-size lookup error through an existing public consumer and a mixed-territory lookup error. The helper now broadcasts scalar sizes and preserves the existing territory placeholders outside the three published HHS geographies. The territory zeros are compatibility placeholders, not HHS guidelines.

The cases cover all 24 published cells, size-nine/eleven extensions, mixed geographies, tax/SPM agreement, scalar callers, invalid-size and territory fallback, and the ACA floor. A fresh primary-PDF parse independently checks all source cells and increments. Required formatting changed only layout; an exact preformat hash and executable-AST comparison bind the passing run to the formatted helper.

Focused in-session source/code checking: PASS. CI pending.

axiom: TheAxiomFoundation/rulespec-us#2210 queued

The main merge preserves all four prior fraction cases and four new upstream claimable-spouse cases. A fresh mechanical review confirms preservation of the six other FPG files and all upstream ACA interfaces. Three existing tracing checks pass after adding the table gate to their expected dependency set (1.40 seconds); all isolation assertions remain unchanged.

Required Opus Subfleet review is queued as 20261113-185629-history-fpg2016 under the updated AGENTS instructions. Earlier in-session checks are supporting evidence; merge waits for the required review.

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