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Update national examiniation results to incorporate T-C 4.3.1 results
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martinholmer committed Oct 28, 2024
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Phase 4+ National Data Examination Results
==========================================

**RESULTS AS OF 2024-10-04**
**RESULTS AS OF 2024-10-28**

This project is developing a new dataset for use by income and payroll
tax microsimulation models. The project is progressing in several
Expand All @@ -18,8 +18,8 @@ phases.
For more on the source of the federal agency estimates and on how the
model-plus-dataset estimates are generated, see the [examination
methods](./methods.md) document. The model used to generate the
following Phase 4 estimates is [Tax-Calculator
4.3.0](https://github.com/PSLmodels/Tax-Calculator/blob/master/docs/about/releases.md)).
following Phase 5 estimates is [Tax-Calculator
4.3.1](https://github.com/PSLmodels/Tax-Calculator/blob/master/docs/about/releases.md)).

<br>

Expand All @@ -28,7 +28,7 @@ following Phase 4 estimates is [Tax-Calculator
| CY23 Amount | CY26 Amount | Estimate Source |
| ---: | ---: | :--- |
| 1580.0 | 1829.9 | CBO |
| 1595.0 | 1851.4 | Tax-Calculator + phase 4 dataset |
| 1595.0 | 1851.4 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -37,7 +37,7 @@ following Phase 4 estimates is [Tax-Calculator
| CY23 Amount | CY26 Amount | Estimate Source |
| ---: | ---: | :--- |
| 2512.3 | 2849.4 | CBO |
| 2507.0 | 3161.2 | Tax-Calculator + phase 4 dataset |
| 2507.0 | 3160.9 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -47,7 +47,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 122.1 | 57.6 | JCT (assumes less than 100% participation) |
| 108.6 | 55.7 | TSY (probably assumes less than 100% participation) |
| 130.2 | 44.7 | Tax-Calculator + phase 4 dataset (100% participation) |
| 130.2 | 44.7 | Tax-Calculator + phase 5 dataset (100% participation) |

<br>

Expand All @@ -57,7 +57,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 71.9 | 78.0 | JCT (assumes less than 100% participation) |
| 63.6 | 71.2 | TSY (probably assumes less than 100% participation) |
| 69.6 | 77.8 | Tax-Calculator + phase 4 dataset (100% participation) |
| 69.6 | 77.8 | Tax-Calculator + phase 5 dataset (100% participation) |

<br>

Expand All @@ -67,7 +67,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 45.9 | 56.4 | JCT |
| 31.4 | 38.4 | TSY |
| 35.9 | 47.7 | Tax-Calculator + phase 4 dataset |
| 35.9 | 47.7 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -77,7 +77,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| -56.5 | -53.8 | JCT |
| ---- | ---- | TSY |
| -54.0 | -53.8 | Tax-Calculator + phase 4 dataset |
| -54.0 | -53.8 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -87,7 +87,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 259.3 | 239.8 | JCT |
| 153.9 | 182.4 | TSY |
| 220.9 | 224.7 | Tax-Calculator + phase 4 dataset |
| 220.9 | 224.7 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -97,7 +97,7 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 56.2 | 0.0 | JCT |
| 50.4 | 0.0 | TSY |
| 58.0 | 0.0 | Tax-Calculator + phase 4 dataset |
| 58.0 | 0.0 | Tax-Calculator + phase 5 dataset |

<br>

Expand All @@ -107,4 +107,4 @@ following Phase 4 estimates is [Tax-Calculator
| ---: | ---: | :--- |
| 21.2 | 151.3 | JCT |
| 26.5 | 149.0 | TSY |
| 21.2 | 165.4 | Tax-Calculator + phase 4 dataset |
| 21.2 | 165.4 | Tax-Calculator + phase 5 dataset |

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