diff --git a/README.md b/README.md index 8f507d25..c6d8ebe7 100644 --- a/README.md +++ b/README.md @@ -1,20 +1,25 @@ # tax-microdata -This repository contains all working files for a project to develop a -general-purpose validated microdata file for use in -[PolicyEngine-US](https://github.com/PolicyEngine/policyengine-us) and -[Tax-Calculator](https://github.com/PSLmodels/Tax-Calculator). The -development will proceed in several phases. +This repository contains all working files for a project to develop +validated input files for use in +[Tax-Calculator](https://github.com/PSLmodels/Tax-Calculator). -The **current version is 1.2.0**, which was released March 1, 2026, +The **current version is 2.0.0**, which was released on March 29, 2026, and includes the following significant improvements: -- impute values for three variables used in new OBBBA deductions: -[#397](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/397) -- fix long-standing bug in IRS PUF data handling: -[#408](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/408) + +- generate national, state, and Congressional district, input files +for **2022**: +[#470](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/470) +[#471](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/471) +[#472](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/472) +[#473](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/473) +[#474](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/474) +- improve the selection of CPS tax units to represent nonfilers: +[#438](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/438) - vastly improve the reweighting algorithm: [#416](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/416) - +- impute values for three variables used in new OBBBA deductions: +[#397](https://github.com/PSLmodels/tax-microdata-benchmarking/pull/397) ## Usage instructions @@ -31,25 +36,10 @@ To generate the TMD files from the PUF files, do this: 4. Run `make clean` in the repository's top-level folder 5. Run `make data` in the repository's top-level folder -The `make data` command creates and tests the three `tmd*csv*` data -files, which are located in the `tmd/storage/output` folder. Read -[this +The `make data` command creates and tests the three national +`tmd*csv*` data files, which are located in the `tmd/storage/output` +folder. Read [this documentation](https://taxcalc.pslmodels.org/usage/data.html#irs-public-use-data-tmd-csv) on how to use these three files with Tax-Calculator. Also, you can look at the tests in this repository to see Python code that uses the TMD files with Tax-Calculator. - -## Examination results - -To assess, review the data examination results that compare federal -agency tax microsimulation estimates for 2023 and 2026 with those -generated using the national microdata files created in each project -phase: -* [phase 1 results](./tmd/examination/results1.md) -* [phase 2 results](./tmd/examination/results2.md) -* [phase 3 results](./tmd/examination/results3.md) -* [phase 4+ results](./tmd/examination/results4.md) - -2022 TMD estimates have also been compared with IRS/SOI data on actual -income tax returns for 2022 in [this -document](./tmd/examination/2022/results.md). diff --git a/setup.py b/setup.py index 9812f62a..50085c7e 100644 --- a/setup.py +++ b/setup.py @@ -2,11 +2,11 @@ setup( name="tmd", - version="1.2.0", + version="2.0.0", packages=find_packages(), python_requires=">=3.11,<3.14", install_requires=[ - "taxcalc>=6.4.1", + "taxcalc>=6.5.0", "clarabel", "scikit-learn", "scipy",