Merge pull request #138 from PSLmodels/salt-tracing

Add SALT itemized deduction tracing
PSLmodels · Jul 11, 2024 · 8eed273 · 8eed273
2 parents 9a58034 + 59ce177
commit 8eed273
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Showing 2 changed files with 10 additions and 6 deletions.
diff --git a/tax_microdata_benchmarking/storage/output/tax_expenditures b/tax_microdata_benchmarking/storage/output/tax_expenditures
@@ -1,8 +1,8 @@
-YEAR,KIND,ESTIMATE= 2023 iitax 2306.3
+YEAR,KIND,ESTIMATE= 2023 iitax 2306.4
 YEAR,KIND,ESTIMATE= 2023 ctc 96.6
 YEAR,KIND,ESTIMATE= 2023 eitc 77.4
-YEAR,KIND,ESTIMATE= 2023 social_security_partial_taxability 53.3
+YEAR,KIND,ESTIMATE= 2023 social_security_partial_taxability 53.2
 YEAR,KIND,ESTIMATE= 2023 niit -56.7
 YEAR,KIND,ESTIMATE= 2023 cgqd_tax_preference 223.2
-YEAR,KIND,ESTIMATE= 2023 qbid 56.5
+YEAR,KIND,ESTIMATE= 2023 qbid 56.4
 YEAR,KIND,ESTIMATE= 2023 salt 11.4
diff --git a/tax_microdata_benchmarking/utils/trace.py b/tax_microdata_benchmarking/utils/trace.py
@@ -36,14 +36,18 @@ def trace1(loc: str, vdf: pd.DataFrame) -> None:
     # CTC tabulations
     if "ctc_total" in vdf:
         ctc = vdf.ctc_total * filer
-        ctc_wtot = (wght * ctc).sum() * 1e-9
+        ctc_amt = (wght * ctc).sum() * 1e-9
         ctc_num = (wght * (ctc > 0)).sum() * 1e-6
-        print(f">{loc} weighted puf CTC ($B)= {ctc_wtot:.3f} [124.6]")
+        print(f">{loc} weighted puf CTC ($B)= {ctc_amt:.3f} [124.6]")
         print(f">{loc} weighted puf CTC (#M)= {ctc_num:.3f} [36.5...47.4]")
     else:
         print(f">{loc} CTC not in DataFrame")
     # SALT tabulations
-    # TODO: add code here
+    salt = (vdf.e18400 + vdf.e18500) * filer
+    salt_amt = (wght * salt).sum() * 1e-9
+    salt_num = (wght * (salt > 0)).sum() * 1e-6
+    print(f">{loc} weighted puf SALT ($B)= {salt_amt:.3f} [?]")
+    print(f">{loc} weighted puf SALT (#M)= {salt_num:.3f} [14.3...27.1]")
     # PT_binc_w2_wages tabulations
     w2wages = vdf.PT_binc_w2_wages * filer
     wages_min = w2wages.min()