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Merge branch 'v4_development' into v4_conflicts
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jdebacker authored Feb 27, 2024
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373 changes: 185 additions & 188 deletions docs/guide/policy_params.md
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### Medicare FICA

#### `FICA_mc_trt`
_Description:_ Medicare FICA rate, including both employer and employee.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.029
2014: 0.029
2015: 0.029
2016: 0.029
2017: 0.029
2018: 0.029
2019: 0.029
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


### Social Security FICA

#### `FICA_ss_trt`
_Description:_ Social Security FICA rate, including both employer and employee.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.124
2014: 0.124
2015: 0.124
2016: 0.124
2017: 0.124
2018: 0.124
2019: 0.124
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `SS_Earnings_c`
_Description:_ Individual earnings below this amount are subjected to Social Security (OASDI) payroll tax.
_Notes:_ This parameter is indexed by the rate of growth in average wages, not by the price inflation rate.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ True
_Value Type:_ float
_Known Values:_
2013: 113700.0
2014: 117000.0
2015: 118500.0
2016: 118500.0
2017: 127200.0
2018: 128400.0
2019: 132900.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `SS_Earnings_thd`
_Description:_ Individual earnings above this threshold are subjected to Social Security (OASDI) payroll tax, in addition to earnings below the maximum taxable earnings threshold.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 9e+99
2014: 9e+99
2015: 9e+99
2016: 9e+99
2017: 9e+99
2018: 9e+99
2019: 9e+99
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error
#### `FICA_ss_trt_employer`
_Description:_ Employer side Social Security FICA rate.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.062
2014: 0.062
2015: 0.062
2016: 0.062
2017: 0.062
2018: 0.062
2019: 0.062
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error

#### `FICA_ss_trt_employee`
_Description:_ Employee side Social Security FICA rate.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.062
2014: 0.062
2015: 0.062
2016: 0.062
2017: 0.062
2018: 0.062
2019: 0.062
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `SS_Earnings_c`
_Description:_ Individual earnings below this amount are subjected to Social Security (OASDI) payroll tax.
_Notes:_ This parameter is indexed by the rate of growth in average wages, not by the price inflation rate.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ True
_Value Type:_ float
_Known Values:_
2013: 113700.0
2014: 117000.0
2015: 118500.0
2016: 118500.0
2017: 127200.0
2018: 128400.0
2019: 132900.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `SS_Earnings_thd`
_Description:_ Individual earnings above this threshold are subjected to Social Security (OASDI) payroll tax, in addition to earnings below the maximum taxable earnings threshold.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 9e+99
2014: 9e+99
2015: 9e+99
2016: 9e+99
2017: 9e+99
2018: 9e+99
2019: 9e+99
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


## Social Security Taxability
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### Child And Dependent Care

#### `CDCC_c`
_Description:_ The maximum amount of expenses allowed for each qualifying dependent.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 3000.0
2014: 3000.0
2015: 3000.0
2016: 3000.0
2017: 3000.0
2018: 3000.0
2019: 3000.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_ps`
_Description:_ For taxpayers with AGI over this amount, the rate of the credit is reduced by one percentage point each $2,000 of AGI over this amount.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 15000.0
2014: 15000.0
2015: 15000.0
2016: 15000.0
2017: 15000.0
2018: 15000.0
2019: 15000.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_ps2`
_Description:_ For taxpayers with AGI over this amount, the rate of the credit is reduced by one percentage point each $2,000 of AGI over this amount.
_Notes:_ For 2021, the American Rescue Plan Act set this to $400,000. In other years, this phase-out does not apply.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 9e+99
2014: 9e+99
2015: 9e+99
2016: 9e+99
2017: 9e+99
2018: 9e+99
2019: 9e+99
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_crt`
_Description:_ The maximum percentage rate for the CDCC; this percentage rate decreases as AGI rises above the CDCC_ps level.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 35.0
2014: 35.0
2015: 35.0
2016: 35.0
2017: 35.0
2018: 35.0
2019: 35.0
_Valid Range:_ min = 0 and max = 100
_Out-of-Range Action:_ error


#### `CDCC_frt`
_Description:_ The minimum percentage rate for the first AGI phaseout of the CDCC.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 20.0
2014: 20.0
2015: 20.0
2016: 20.0
2017: 20.0
2018: 20.0
2019: 20.0
_Valid Range:_ min = 0 and max = 100
_Out-of-Range Action:_ error


#### `CDCC_prt`
_Description:_ The CDCC credit rate is reduced by this many percentage points for each dollary of AGI over the phase-out thresholds.
_Notes:_ In the law, the credit rate is reduced by 1 percentage point for every $2,000 of AGI over the limit.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.0005
2014: 0.0005
2015: 0.0005
2016: 0.0005
2017: 0.0005
2018: 0.0005
2019: 0.0005
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `CDCC_refundable`
_Description:_ If true, the CDCC is fully refundable.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ bool
_Known Values:_
2013: False
2014: False
2015: False
2016: False
2017: False
2018: False
2019: False
_Valid Range:_ min = False and max = True
_Out-of-Range Action:_ error
#### `CDCC_c`
_Description:_ The maximum amount of expenses allowed for each qualifying dependent.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 3000.0
2014: 3000.0
2015: 3000.0
2016: 3000.0
2017: 3000.0
2018: 3000.0
2019: 3000.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_ps`
_Description:_ For taxpayers with AGI over this amount, the rate of the credit is reduced by one percentage point each $2,000 of AGI over this amount.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 15000.0
2014: 15000.0
2015: 15000.0
2016: 15000.0
2017: 15000.0
2018: 15000.0
2019: 15000.0
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_ps2`
_Description:_ For taxpayers with AGI over this amount, the rate of the credit is reduced by one percentage point each $2,000 of AGI over this amount.
_Notes:_ For 2021, the American Rescue Plan Act set this to $400,000. In other years, this phase-out does not apply.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ True _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 9e+99
2014: 9e+99
2015: 9e+99
2016: 9e+99
2017: 9e+99
2018: 9e+99
2019: 9e+99
_Valid Range:_ min = 0 and max = 9e+99
_Out-of-Range Action:_ error


#### `CDCC_crt`
_Description:_ The maximum rate for the CDCC; this rate decreases as AGI rises above the CDCC_ps level.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.35
2014: 0.35
2015: 0.35
2016: 0.35
2017: 0.35
2018: 0.35
2019: 0.35
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `CDCC_frt`
_Description:_ The minimum rate for the first AGI phaseout of the CDCC.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.20
2014: 0.20
2015: 0.20
2016: 0.20
2017: 0.20
2018: 0.20
2019: 0.20
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `CDCC_prt`
_Description:_ The CDCC credit rate is reduced by this many percentage points for each dollar of AGI over the phase-out thresholds.
_Notes:_ In the law, the credit rate is reduced by 1 percentage point for every $2,000 of AGI over the limit.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ float
_Known Values:_
2013: 0.0005
2014: 0.0005
2015: 0.0005
2016: 0.0005
2017: 0.0005
2018: 0.0005
2019: 0.0005
_Valid Range:_ min = 0 and max = 1
_Out-of-Range Action:_ error


#### `CDCC_refundable`
_Description:_ If true, the CDCC is fully refundable.
_Has An Effect When Using:_ _PUF data:_ True _CPS data:_ True
_Can Be Inflation Indexed:_ False _Is Inflation Indexed:_ False
_Value Type:_ bool
_Known Values:_
2013: False
2014: False
2015: False
2016: False
2017: False
2018: False
2019: False
_Valid Range:_ min = False and max = True
_Out-of-Range Action:_ error


### Misc. Credit Limits
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