Use exact 2016 HHS poverty guideline tables

changelog.d/fix-2016-hhs-poverty-guidelines.fixed.md

@@ -0,0 +1 @@
+Use the published 2016 HHS household-size poverty guideline tables, including the guidelines used for 2017 ACA income eligibility.

policyengine_us/parameters/gov/hhs/fpg_table.yaml

@@ -0,0 +1,98 @@
+description: HHS publishes these nonuniform annual poverty guidelines for 2016.
+metadata:
+  propagate_metadata_to_children: true
+  reference:
+    - title: 'Annual Update of the HHS Poverty Guidelines, 81 FR 4036-4037 #page 1-2'
+      href: https://www.govinfo.gov/content/pkg/FR-2016-01-25/pdf/2016-01450.pdf#page=1
+in_effect:
+  description: The model uses the literal HHS household-size table for this guideline year.
+  # The annual model identifies each guideline year from January 1. The
+  # notice took effect January 25, 2016, unless a program chose another date.
+  # These bounds select the table override, not legal adoption or repeal.
+  values:
+    0000-01-01: false
+    2016-01-01: true
+    2017-01-01: false
+  metadata:
+    unit: bool
+    period: year
+    label: HHS literal poverty guideline table in effect
+min_household_size:
+  description: HHS starts its published poverty guideline table at this household size.
+  values:
+    2016-01-01: 1
+  metadata:
+    unit: person
+    period: year
+    label: HHS poverty guideline minimum listed household size
+max_household_size:
+  description: HHS lists poverty guidelines through this household size before applying its additional-person amount.
+  values:
+    2016-01-01: 8
+  metadata:
+    unit: person
+    period: year
+    label: HHS poverty guideline maximum listed household size
+amount:
+  description: HHS sets the annual poverty guideline at this amount for each geography and listed household size.
+  metadata:
+    unit: currency-USD
+    period: year
+    label: HHS literal annual poverty guideline
+    breakdown:
+      - [CONTIGUOUS_US, AK, HI]
+      - range(1, 9)
+    breakdown_label:
+      - Guideline geography
+      - Household size
+  CONTIGUOUS_US:
+    1:
+      2016-01-01: 11_880
+    2:
+      2016-01-01: 16_020
+    3:
+      2016-01-01: 20_160
+    4:
+      2016-01-01: 24_300
+    5:
+      2016-01-01: 28_440
+    6:
+      2016-01-01: 32_580
+    7:
+      2016-01-01: 36_730
+    8:
+      2016-01-01: 40_890
+  AK:
+    1:
+      2016-01-01: 14_840
+    2:
+      2016-01-01: 20_020
+    3:
+      2016-01-01: 25_200
+    4:
+      2016-01-01: 30_380
+    5:
+      2016-01-01: 35_560
+    6:
+      2016-01-01: 40_740
+    7:
+      2016-01-01: 45_920
+    8:
+      2016-01-01: 51_120
+  HI:
+    1:
+      2016-01-01: 13_670
+    2:
+      2016-01-01: 18_430
+    3:
+      2016-01-01: 23_190
+    4:
+      2016-01-01: 27_950
+    5:
+      2016-01-01: 32_710
+    6:
+      2016-01-01: 37_470
+    7:
+      2016-01-01: 42_230
+    8:
+      2016-01-01: 47_010

policyengine_us/tests/core/test_spm_simulation_isolation.py

@@ -255,6 +255,7 @@ def test_traced_simulations_record_their_own_parameter_accesses(period):
         "gov.abolitions.spm_unit_size",
         "gov.hhs.fpg.additional_person",
         "gov.hhs.fpg.first_person",
+        "gov.hhs.fpg_table.in_effect",
     }
     assert set(first_accesses) == expected
     assert set(parameter_accesses(second.tracer)) == expected

policyengine_us/tests/policy/baseline/gov/aca/eligibility/aca_magi_fraction.yaml

@@ -41,6 +41,185 @@
   output:
     aca_magi_fraction: 2.54
 
+# IRS 2017 Form 8962 instructions, line 4 and Tables 1-1 to 1-3 use 2016.
+# https://www.irs.gov/pub/irs-prior/i8962--2017.pdf#page=6
+# Stable memberships and residence isolate the guideline table from PRs 10413/10860.
+# Real wages supply MAGI. No eligibility or income-fraction inputs are supplied.
+- name: A stable Texas family of three at the 2016 guideline has the correct 2017 ACA income
+    floor.
+  period: 2017
+  input:
+    people:
+      parent:
+        age:
+          2016: 40
+          2017: 41
+        employment_income:
+          2016: 20160
+          2017: 20160
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+        has_tin:
+          2016: true
+          2017: true
+      spouse:
+        age:
+          2016: 39
+          2017: 40
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+        has_tin:
+          2016: true
+          2017: true
+      child:
+        age:
+          2016: 9
+          2017: 10
+        is_tax_unit_dependent:
+          2016: true
+          2017: true
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+    tax_units:
+      tax_unit:
+        members:
+        - parent
+        - spouse
+        - child
+    marital_units:
+      couple:
+        members:
+        - parent
+        - spouse
+      child:
+        members:
+        - child
+    spm_units:
+      spm_unit:
+        members:
+        - parent
+        - spouse
+        - child
+    households:
+      household:
+        members:
+        - parent
+        - spouse
+        - child
+        state_code:
+          2016: TX
+          2017: TX
+  output:
+    tax_unit_size:
+      2016: 3
+      2017: 3
+    tax_unit_fpg:
+      2016: 20160
+      2017: 20420
+    aca_magi: 20160
+    aca_magi_fraction: 1
+    people:
+      parent:
+        is_medicaid_eligible: false
+        medicaid_enrolled: false
+        pays_aca_premium: true
+        is_aca_ptc_eligible: true
+      spouse:
+        is_medicaid_eligible: false
+        medicaid_enrolled: false
+        pays_aca_premium: true
+        is_aca_ptc_eligible: true
+- name: A stable Texas family of three one dollar below the 2016 guideline has the correct
+    2017 ACA income floor.
+  period: 2017
+  input:
+    people:
+      parent:
+        age:
+          2016: 40
+          2017: 41
+        employment_income:
+          2016: 20159
+          2017: 20159
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+        has_tin:
+          2016: true
+          2017: true
+      spouse:
+        age:
+          2016: 39
+          2017: 40
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+        has_tin:
+          2016: true
+          2017: true
+      child:
+        age:
+          2016: 9
+          2017: 10
+        is_tax_unit_dependent:
+          2016: true
+          2017: true
+        immigration_status:
+          2016: CITIZEN
+          2017: CITIZEN
+    tax_units:
+      tax_unit:
+        members:
+        - parent
+        - spouse
+        - child
+    marital_units:
+      couple:
+        members:
+        - parent
+        - spouse
+      child:
+        members:
+        - child
+    spm_units:
+      spm_unit:
+        members:
+        - parent
+        - spouse
+        - child
+    households:
+      household:
+        members:
+        - parent
+        - spouse
+        - child
+        state_code:
+          2016: TX
+          2017: TX
+  output:
+    tax_unit_size:
+      2016: 3
+      2017: 3
+    tax_unit_fpg:
+      2016: 20160
+      2017: 20420
+    aca_magi: 20159
+    aca_magi_fraction: 0.99
+    people:
+      parent:
+        is_medicaid_eligible: false
+        medicaid_enrolled: false
+        pays_aca_premium: false
+        is_aca_ptc_eligible: false
+      spouse:
+        is_medicaid_eligible: false
+        medicaid_enrolled: false
+        pays_aca_premium: false
+        is_aca_ptc_eligible: false
+
 - name: 2025 joint return with one claimable spouse measures income against the one-person line (the claimable spouse is the head)
   period: 2025
   input: