| |
MODULE
| STATUS
| WEBDESCIPTION
| DATE CREATED
|
|---|
| 1 | StateTax_0_0 | (0) Inactive | Template version | 2005-01-27 11:44:17 |
| 2 | StateTax_0_1 | (0) Inactive | Template version | 2005-01-27 11:48:38 |
| 3 | StateTax_0_2 | (0) Inactive | Add program rules FedTax (var list),
WhoMustFile (state), and FilingIncomeThreshold
(state array). Add output variables Test1 through
Test4. Add summary tables S1 and S2. | 2005-02-15 14:04:00 |
| 4 | StateTax_0_3 | (0) Inactive | Add all program rules and output variables. | 2005-02-21 11:42:36 |
| 5 | StateTax_0_4 | (0) Inactive | Add all program rules and output variables. | 2005-02-21 13:14:10 |
| 6 | StateTax_0_5 | (0) Inactive | Add all program rules and output variables. | 2005-02-21 13:20:10 |
| 7 | StateTax_0_6 | (0) Inactive | try to figure out problem with creating results
table | 2005-02-21 13:34:38 |
| 8 | StateTax_0_7 | (0) Inactive | Change name of ImputedStateLocalTax to
StateLocalTaxDeduction. Add var list rule
IsDependentOfFedTaxUnit. | 2005-02-22 15:40:36 |
| 9 | StateTax_0_8 | (0) Inactive | Change name of ImputedStateLocalTax to
StateLocalTaxDeduction. Add var list rule
IsDependentOfFedTaxUnit. | 2005-02-22 15:42:26 |
| 10 | StateTax_0_9 | (0) Inactive | All rules, results variables, and code are in. Now
to test it. | 2005-03-03 11:44:46 |
| 11 | StateTax_0_10 | (0) Inactive | All rules, results variables, and code are in. Now
to test it. | 2005-03-10 15:17:56 |
| 12 | StateTax_0_11 | (0) Inactive | Added last few results variables and grouped
array rules. | 2005-03-17 09:59:30 |
| 13 | StateTax_0_12 | (0) Inactive | Get rid of test for unit head in
CalcPotentialStateTaxFilers() | 2005-03-17 10:35:07 |
| 14 | StateTax_0_13 | (0) Inactive | Get rid of program rule StateAllowsStdDeduc | 2005-03-29 10:29:49 |
| 15 | StateTax_0_14 | (0) Inactive | add dependent test to CalcFedTaxFilers(). set
Test3 = AgeIdx, Test4 = FedFilingRequirement | 2005-03-29 10:39:37 |
| 16 | StateTax_0_15 | (0) Inactive | set Test1 = WhoMusFile, Test2 =
IsPotentialStateTaxFiler | 2005-03-29 11:22:37 |
| 17 | StateTax_0_16 | (0) Inactive | set Test1 = WhoMusFile, Test2 =
IsPotentialStateTaxFiler, Test3 =
FilingIncomeThreshold, Test4 = FedTotalIncome | 2005-03-29 11:31:23 |
| 18 | StateTax_0_17 | (0) Inactive | Elaine's latest round of changes. Test1 is still
equal to FilingStatus, all other test vars are
cleared. | 2005-04-04 14:46:52 |
| 19 | StateTax_0_18 | (0) Inactive | Throws exception if ExemptionType = 3 and
ElderlyHeadSpouseExemptionAmt > 0. | 2005-04-04 16:00:03 |
| 20 | StateTax_0_19 | (0) Inactive | Do test in code for ExemptionType != 3 before
calculating ElderlyHEadSpouseExemptionAmt
anyway. | 2005-04-04 16:03:46 |
| 21 | StateTax_0_20 | (0) Inactive | Add variable list rule NumDependentKids,
change test to look at NumDependentKids not
NumDependents for ExemptionType = 2 | 2005-04-04 16:35:40 |
| 22 | StateTax_0_21 | (0) Inactive | Correct silly bug, set StateTaxableIncome =
StateAGI - StateDeduction | 2005-04-05 11:17:23 |
| 23 | StateTax_0_22 | (0) Inactive | Add new ExemptionType options to
CalcCombinedSeparateIncome() | 2005-04-05 12:14:10 |
| 24 | StateTax_0_23 | (0) Inactive | fix same bug for head and spouse combined
separate income, set taxableincome = agi -
deduction | 2005-04-05 12:42:12 |
| 25 | StateTax_0_24 | (0) Inactive | rewrite CalcTaxWithoutCredits() for readability,
substute references to AGI with TaxableIncome | 2005-04-05 14:45:01 |
| 26 | StateTax_0_25 | (0) Inactive | make tax bracket output variables 1-based | 2005-04-05 16:22:13 |
| 27 | StateTax_0_26 | (0) Inactive | correct bug using head's taxable income instead
of spouses when calculating spouses combined
separate tax liability | 2005-04-05 16:36:19 |
| 28 | StateTax_0_27 | (0) Inactive | address cases where taxable income > 0, but
head and spouse both have zero earnings | 2005-04-07 12:48:21 |
| 29 | StateTax_0_28 | (0) Inactive | floor when doing comparison between tax if joint
vs. tax if combined separate | 2005-04-07 13:27:37 |
| 30 | StateTax_0_29 | (0) Inactive | don't allocate taxable income for single units (in
cases where headearnings <= 0 and
spouseearnings <= 0) | 2005-04-07 14:57:52 |
| 31 | StateTax_0_30 | (0) Inactive | Add EITC program rules, coding, and output var | 2005-04-08 10:42:56 |
| 32 | StateTax_0_31 | (0) Inactive | Alphabetize var list rules | 2005-04-08 14:44:48 |
| 33 | StateTax_0_32 | (0) Inactive | Get rid of UseFedItemizedDeduc,
FedDeductions, StateLocalTaxDeduction | 2005-04-11 11:20:18 |
| 34 | StateTax_0_33 | (0) Inactive | Add program rules MustItemize,
FedDeductionType,
ItemizedDeductionComponents_state,
AdjustmentsToItemizedDeduc_state | 2005-04-11 15:15:25 |
| 35 | StateTax_0_34 | (0) Inactive | Add code for simulating itemized deductions | 2005-04-11 16:15:49 |
| 36 | StateTax_0_35 | (0) Inactive | fix StateDeductionType when MustItemize = 2 | 2005-04-12 09:45:40 |
| 37 | StateTax_0_36 | (0) Inactive | allow N/A for EITCIsRefundable; change
spelling of ChildcareExpense to
ChildCareExpense (for consistency everywhere
else) | 2005-06-03 12:43:20 |
| 38 | StateTax_0_37 | (0) Inactive | implement childcare credit | 2005-06-03 15:19:31 |
| 39 | StateTax_0_38 | (0) Inactive | write rate as test1 | 2005-06-03 15:21:35 |
| 40 | StateTax_1_0 | (0) Inactive | Functional StateTax simulation with basic EITC
and childcare credit rules. | 2005-06-03 16:19:44 |
| 41 | StateTax_1_1 | (0) Inactive | | 2005-06-07 15:35:17 |
| 42 | StateTax_1_2 | (0) Inactive | create 9 instead of 5 AGI groups for
ChildCareCreditRates and
ChildCareCreditBrackets | 2005-06-07 15:35:33 |
| 43 | StateTax_2_0 | (0) Inactive | Begin state-specific enhancements | 2005-07-28 11:34:06 |
| 44 | StateTax_2_1 | (0) Inactive | Refactor | 2005-07-28 12:19:38 |
| 45 | StateTax_2_2 | (0) Inactive | MD EITC | 2005-07-28 12:59:09 |
| 46 | StateTax_2_3 | (0) Inactive | MD EITC | 2005-07-28 13:20:53 |
| 47 | StateTax_2_4 | (0) Inactive | MD EITC | 2005-07-28 13:27:09 |
| 48 | StateTax_2_5 | (0) Inactive | MD EITC | 2005-07-28 13:42:16 |
| 49 | StateTax_2_6 | (0) Inactive | MD EITC | 2005-07-28 13:56:47 |
| 50 | StateTax_2_7 | (0) Inactive | Implement EITCType option 2. | 2005-07-28 14:23:09 |
| 51 | StateTax_2_8 | (0) Inactive | Don't test whether unused variable list rules are
empty. | 2005-08-16 13:24:16 |
| 52 | StateTax_2_9 | (0) Inactive | Unfinished code implementing DC Low Income
Credit. | 2005-09-01 14:41:45 |
| 53 | StateTax_3_0 | (0) Inactive |
Started with 2_8 (not 2_9!) and replaced
"HEAD" with "HEAD_OF_HOUSEHOLD" in
"ListStateBracketInst"
(HEAD was defined outside of StateTax, so its
use did not raise an error, but it was set to 7, not
2)
| 2005-09-09 11:09:25 |
| 54 | StateTax_3_1 | (0) Inactive |
Add result variables HeadGross and
SpouseGross.
Modify computation of MustFileFedTaxReturn
and IsPotentialStateTaxFiler (for case #3 of
WhoMustFile)
to look at the sum of HeadGross and
SpouseGross rather than just
pFedTotalIncome->SumOfVar. The old
method was only getting the gross income of the
head since the FederalTax result specified for
FedTotalIncome is a person-level rather than
unit-level value.
| 2005-09-13 12:50:08 |
| 55 | StateTax_3_2 | (0) Inactive |
Calculate state tax for everyone (i.e. get rid
of checks of IsPotentialStateTaxFiler and
MustFileStateTaxReturn).
Rename function CalcPotentialStateTaxFilers
as CalcStateTaxFilers, move it to after the
calculation of StateTax, and include
WhoMustFile #5 processing (remove from
function CalcTaxableIncome).
| 2005-09-13 15:13:09 |
| 56 | StateTax_3_3 | (0) Inactive |
Get rid of class variable
IsPotentialStateTaxFiler, and calculate
MustFileStateTaxReturn directly.
| 2005-09-14 09:02:24 |
| 57 | StateTax_3_4 | (0) Inactive |
Add result variable PotentialStateTax.
Rename functions CalcStateTaxMD and
CalcStateTaxNoOptions as
CalcPotentialStateTaxMD and
CalcPotentialStateTaxNoOptions, and replace
calculation of StateTax variable with
PotentialStateTax
variable.
Set StateTax equal to PotentialStateTax only
if unit must file or would receive a refund.
| 2005-09-14 11:07:42 |
| 58 | StateTax_3_5 | (0) Inactive |
Include in the summary tables all units with a
non-zero tax as well as those with
a zero tax but who must file.
| 2005-09-14 11:36:27 |
| 59 | StateTax_3_6 | (0) Inactive |
Shell for Thuy
| 2005-10-17 12:12:38 |
| 60 | StateTax_3_7 | (0) Inactive | | 2005-10-20 15:01:29 |
| 61 | StateTax_3_8 | (0) Inactive |
Adding result variables:
StateNumExemptions,
IfSep_Hd_NumExemptions, and
IfSep_Sp_NumExemptions
| 2005-10-21 15:10:10 |
| 62 | StateTax_3_9 | (0) Inactive |
Adding Kentucky Low income credit
| 2005-10-24 11:55:35 |
| 63 | StateTax_3_10 | (0) Inactive |
Correctly using LowIncomeCreditType to
determine when to call
CalcStateLowIncomeCredit_GA() or
CalcStateLowIncomeCredit_KY()
Added enumerated type for
LowIncomeCreditType and (for future use)
OtherStateOptionType, and
OtherTaxCreditType.
| 2005-10-24 13:42:19 |
| 64 | StateTax_3_11 | (0) Inactive |
Adding Hawaii low income credit
| 2005-10-26 14:52:40 |
| 65 | StateTax_3_12 | (0) Inactive |
Adding DC low income credit
| 2005-10-27 10:24:49 |
| 66 | StateTax_3_13 | (0) Inactive |
Technical change
| 2005-10-27 13:36:55 |
| 67 | StateTax_3_14 | (0) Inactive |
Adding the treatment of dependents for
combined-separate filing
| 2005-10-28 11:59:44 |
| 68 | StateTax_3_15 | (0) Inactive |
Adding the AZ extra exemption for married
families
Adding the enum change for
ExemptionType
Adding the scenario to use those adding
function for AZ
| 2005-11-01 13:00:59 |
| 69 | StateTax_3_16 | (0) Inactive |
Adding the AR Pension Deduction
| 2005-11-03 08:41:41 |
| 70 | StateTax_3_17 | (0) Inactive |
Adding the Michigan treatment od dividents
and interest for elderly
| 2005-11-04 08:38:23 |
| 71 | StateTax_3_18 | (0) Inactive |
Adding the South Carolina Married
Addition
| 2005-11-04 09:04:02 |
| 72 | StateTax_3_19 | (0) Inactive |
Adding Maine No Tax Floor from
State-Specific Option
| 2005-11-04 13:30:40 |
| 73 | StateTax_3_20 | (0) Inactive |
Adding Refundability status for low income
states
| 2005-11-04 15:02:04 |
| 74 | StateTax_3_21 | (0) Inactive |
Adding Arizona Family Income Tax
Credit
| 2005-11-08 13:32:56 |
| 75 | StateTax_3_22 | (0) Inactive |
Adding Some fixing to DC lowincome such
as: warning message, using
FedNumExemption
| 2005-11-09 10:31:38 |
| 76 | StateTax_3_23 | (0) Inactive |
Same as 3.22, just testing CVS
| 2005-11-09 12:19:37 |
| 77 | StateTax_3_24 | (0) Inactive |
Fixing the AZ family income tax bug array
index
| 2005-11-10 09:03:04 |
| 78 | StateTax_3_25 | (0) Inactive |
Adding check for refundability status to
arizona family tax credit instead of hard-coding
that it is nr, use array
OtherStateTaxCreditsRefundable
| 2005-11-10 10:25:17 |
| 79 | StateTax_3_26 | (0) Inactive |
changing the number of dependents for the
combined separate case for the arizona family
credit. it needs to match the number we use in
the exemption calculation.
| 2005-11-10 11:55:27 |
| 80 | StateTax_3_27 | (0) Inactive |
Adding California Exemption Credit/LI>
| 2005-11-10 14:38:56 |
| 81 | StateTax_3_28 | (0) Inactive |
Adding Idaho Grocery Credit/LI>
| 2005-11-10 14:48:39 |
| 82 | StateTax_3_29 | (0) Inactive |
Adding Indiana Elderly
| 2005-11-11 11:10:08 |
| 83 | StateTax_3_30 | (0) Inactive |
Replacing
CalcHeadSpouseVarsSTATEOPTIONS with
CalcAGI
| 2005-11-11 11:30:36 |
| 84 | StateTax_3_31 | (0) Inactive |
Adding Kansas Food Sales Credit
| 2005-11-11 15:00:24 |
| 85 | StateTax_3_32 | (0) Inactive |
Adding New York Household Credit
| 2005-11-14 12:57:27 |
| 86 | StateTax_3_33 | (0) Inactive |
Adding Massachusetts Limited Income
Credit
| 2005-11-14 11:07:46 |
| 87 | StateTax_3_34 | (0) Inactive |
Adding Minnesota Marriage Credit
| 2005-11-16 10:50:40 |
| 88 | StateTax_3_35 | (0) Inactive |
Adding North Carolina Child Credit
| 2005-11-17 14:04:11 |
| 89 | StateTax_3_36 | (0) Inactive |
Change MA limited income credit to use
StateAGI instead of
TaxableIncomeComponents.
| 2005-11-17 11:02:31 |
| 90 | StateTax_3_37 | (0) Inactive |
Hawaii Child Care Credit.
| 2005-11-18 09:21:17 |
| 91 | StateTax_3_38 | (0) Inactive |
Add MA no tax status and modify MA limited
income credit to only apply to persons above a
certain threshold (those below get the no tax
status).
Shorted variable name for
IfJoint_AsSingle_TaxWithoutCredits to
IfJoint_AsSingle_TaxWOCredits
| 2005-11-18 09:26:32 |
| 92 | StateTax_3_39 | (0) Inactive |
Add Louisiana Refundable Child Care
Credit
| 2005-11-18 14:22:38 |
| 93 | StateTax_3_40 | (0) Inactive |
Revise MD EITC to be more in line with other
tax credits. Added a separate EITC function and
new results variables for potential refundable and
non-refundable EITC credits.
| 2005-11-18 14:26:10 |
| 94 | StateTax_3_41 | (0) Inactive |
Add MN Refundable Child Care Credit
| 2005-11-21 13:13:03 |
| 95 | StateTax_3_42 | (0) Inactive |
Add MN Special EIC processing.
| 2005-11-22 13:59:31 |
| 96 | StateTax_3_43 | (0) Inactive |
Add MN Child Care Credit
| 2005-11-22 14:43:24 |
| 97 | StateTax_3_44 | (0) Inactive |
Add SC Child Care Credit
| 2005-11-23 11:46:00 |
| 98 | StateTax_3_45 | (0) Inactive |
Add NC Child Care Credit
| 2005-11-29 09:33:01 |
| 99 | StateTax_3_46 | (0) Inactive |
Add OR Child Care Credit
| 2005-11-29 11:34:28 |
| 100 | StateTax_3_47 | (0) Inactive |
MN childcare credit changes to base income
per Linda G 18Nov2005 email
| 2005-11-29 14:52:52 |
| 101 | StateTax_3_48 | (0) Inactive |
Additonal MN childcare credit changes to
base income to add educational benefits
Modify income used in MA No Tax Status
and MA Limited income credit per Linda G
16Noc2005 email
| 2005-11-30 12:06:06 |
| 102 | StateTax_3_49 | (0) Inactive |
Add NE Child Care credit
| 2005-12-01 13:06:30 |
| 103 | StateTax_3_50 | (0) Inactive |
Add VT Child Care credit
| 2005-12-02 12:03:05 |
| 104 | StateTax_3_51 | (0) Inactive |
Cleanup to comments blocks before
functions to make style consistent.
Revise PreformDataValidation for bracket
amounts and missing checks.
| 2005-12-02 12:04:04 |
| 105 | StateTax_3_98 | (0) Inactive | testing preformdatavalidation changes | 2005-12-02 10:00:55 |
| 106 | StateTax_3_99 | (0) Inactive |
Add VT Child Care credit
| 2005-12-01 14:47:00 |
| 107 | StateTax_4_0 | (0) Inactive |
Same as 3.51, just public release. First since
3.5
| 2005-12-02 12:58:44 |
| 108 | StateTax_4_1 | (0) Inactive |
Correction to AZ Family Credit: Add two to
numDep for JOINT returns and 1 for COMB. SEP
returns. Cap brackets at appropriate number of
dependents.
Correction to AZ Family Credit: Only use
StateAGI in comparison with threshold.
Correction to MN Marriage Credit:
parenthesis in original spec misplaced.
Correction to MN Marriage Credit: limits on
minEarn, totalIncome and max Credit.
Correction to StateTaxWithoutCredits: We
need to calculate the tax differently, we apply the
rate for income up to the bracket amount and
add it to the next bracket and so on instead of
simply multiplying rate*taxableincome.
| 2005-12-09 13:36:59 |
| 109 | StateTax_4_2 | (0) Inactive |
Correction to KS Food Sales Credit:
Correction to number of exemptions used
Correction to IN Elderly Credit: second set of
rules should only be used if exactly 2 elderly
persons in unit.
Correction to ID grocery credit: unless 62+ or
disabled, can only get the credit if required to file
a tax return.
Correction to NM child care credit: correcting
calculation of credit.
Corrections for credits when income = 0
| 2005-12-22 13:29:01 |
| 110 | StateTax_4_3 | (0) Inactive |
Correction to KS Food Sales Credit: Eligible
for credit if disabled. Using SSI receipt as proxy.
Correction to NM Child Care Credit: Ineligible
if receive TANF while claiming child care
exepenses. Using AnnualBenefits as proxy
| 2005-12-28 10:53:50 |
| 111 | StateTax_4_4 | (0) Inactive |
Adding new summary tables S3-S5
Correction to MN EITC: Add spouse income
(if any) to earnedIncome amount.
Correction to NC Child Credit: credit is $75
PER child, previously just $75
| 2006-01-06 11:15:18 |
| 112 | StateTax_5_0 | (0) Inactive |
Add CT_SPECIAL_EXEMPTION as other
state option. New array rule,
ExemptionBase_CT[FilingStatus]
Add CT_PERSONAL_CREDIT as other tax
credit. New array rules
PersonalExemptionBrackets[] and
PersonalExemptionRates[]
Zero tax after credits and negative tax after
credits when tax before credits = 0 columns were
switched.
| 2006-01-11 12:04:02 |
| 113 | StateTax_5_1 | (0) Inactive |
Split childcare credit option,
CHILDCARE_PERCENT_CDCTC into two
options:
CHILDCARE_PERCENT_CDCTC_STATE_AGI
and _FED_AGI. This lets the user choose which
AGI to use for childcare credit bracket
purposes
Change to 11 childcare credit brackets to
accomodate Maryland brackets.
| 2006-01-13 13:14:47 |
| 114 | StateTax_6_1 | (0) Inactive |
Add option WI_SPECIAL_STD_DEDUC and
function to calculate standard deduction for
WI.
| 2006-01-26 13:37:27 |
| 115 | StateTax_6_2 | (0) Inactive |
Add options, WI_MARRIAGE_CREDIT,
OH_EXEMPT_CREDIT and
OH_MARRIAGE_CREDIT and functions to
calculate these other tax credits
| 2006-01-30 14:08:28 |
| 116 | StateTax_6_3 | (0) Inactive |
Add OtherStateOptionType =
LA_TAX_CALC to preform special calculation of
tax for Lousiana in the first tax bracket
CT Personal Exemption now using
FilingStatus and not StateFilingStatus because
the results variable hasn't been set yet
SC Marriage Addition. Amount given in rule
is
for entire unit, so only apply add-back for heads
of the unit.
| 2006-02-06 12:20:03 |
| 117 | StateTax_6_4 | (0) Inactive |
Remove double-counting of
ElderlyHeadSpouseExemptionAmt in combined
separate case
| 2006-02-17 10:23:00 |
| 118 | StateTax_6_5 | (0) Inactive |
Corrected OR non-refundable child care
credit to use ChildCareExpense as basis for
credit
instead of FedTaxableIncome.
| 2006-03-27 11:54:03 |
| 119 | StateTax_7_0 | (0) Inactive |
.NET version
| 2006-10-16 12:17:38 |
| 120 | StateTax_8_0 | (0) Inactive |
Correction to LA tax calculation: Do not
subtract deduction from StateTaxableIncome,
only subtract in first bracket in tax liability
function.
Add West Virginia No Tax Floor: New rule
NoTaxFloor_WV and new OtherStateOption
"West Virginia No Tax Floor"
| 2006-10-23 08:32:45 |
| 121 | StateTax_8_1 | (0) Inactive |
WV No Tax Floor: Do not allow earned
income to fall below zero; earned income is total
for head and spouse.
MN EIC: Do not allow earned income to fall
below zero
| 2006-10-30 11:35:02 |
| 122 | StateTax_9_0 | (0) Inactive |
Add non-refundable credit, South Carolina
two wage-earner credit. New OtherStateOption
"South Carolina two wage-earner credit". New
rules TwoWageCreditRate_SC and
TwoWageCreditMaxCredit_SC.
| 2006-10-31 14:44:15 |
| 123 | StateTax_9_1 | (0) Inactive | | 2007-01-09 14:22:58 |
| 124 | StateTax_9_2 | (0) Inactive | | 2006-11-15 13:20:51 |
| 125 | StateTax_9_3 | (0) Inactive |
Final correction to WV no tax floor.
| 2007-01-09 14:23:37 |
| 126 | StateTax_9_4 | (0) Inactive |
Add new alignment summary tables: total
state tax liability (same variable as is used in
current table 1) and tax liability before credits, by
Adjusted Gross Income for California, Michigan,
New Jersey, New York, Ohio, and Virginia
| 2007-01-16 09:18:14 |
| 127 | StateTax_9_99 | (0) Inactive | testing new version of release | 2007-01-16 09:42:20 |
| 128 | StateTax_10_0 | (0) Inactive |
Same as version 9.4 except compiled with
latest frame.
| 2007-07-05 11:46:41 |
| 129 | StateTax_11_0 | (0) Inactive | Add non-refundable, Maryland Low Income Credit
| 2007-08-24 09:52:43 |
| 130 | StateTax_11_1 | (0) Inactive | MD Low Income Credit: add spouse earned income for comparison.
Add New Mexico Low Income Credit
| 2007-08-24 13:07:10 |
| 131 | StateTax_11_2 | (0) Inactive | MD Low Income Credit: Correction to using Number of Exemptions - 1 * increment.
NM Low Income Credit: switch to StateAGI
Add Virigina Low Income Credit
| 2007-08-24 16:49:06 |
| 132 | StateTax_11_3 | (0) Inactive |
Add Pennsylvania Low Income Credit
| 2007-09-17 13:27:19 |
| 133 | StateTax_11_4 | (0) Inactive |
MD Low Income Credit: Correction to
earnedIncome
| 2007-09-17 14:22:57 |
| 134 | StateTax_12_0 | (0) Inactive |
Same as 11_4, but compatible with new
frame.
| 2007-10-25 12:41:27 |
| 135 | StateTax_13_0 | (0) Inactive |
Version 12.0 re-compiled for most recent
frame
change (2007 ASEC conversion).
| 2007-12-18 12:38:20 |
| 136 | StateTax_14_0 | (0) Inactive |
Update NY child care credit calculation,
adding two new array program rules,
PhaseDownIncrement_NY and
PhaseDownRate_NY.
| 2009-08-28 16:08:18 |
| 137 | StateTax_14_1 | (0) Inactive |
Update NY child care credit calculation,
adding two new array program rules,
PhaseDownIncrement_NY and
PhaseDownRate_NY.
| 2009-09-02 11:20:18 |
| 138 | StateTax_14_2 | (0) Inactive |
Update NY child care credit calculation,
adding two new array program rules,
PhaseDownIncrement_NY and
PhaseDownRate_NY.
| 2009-09-03 10:09:06 |
| 139 | StateTax_14_3 | (0) Inactive |
Update NY child care credit calculation,
adding two new array program rules,
PhaseDownIncrement_NY and
PhaseDownRate_NY.
Add new rule for LA child care credit calculation,
MaxChildCareCreditLA_HighIncome25
Add a seventh bracket for the OR working family
child care credit computation.
| 2009-09-04 09:51:52 |
| 140 | StateTax_14_4 | (0) Inactive |
Add a check for maximum value in the
ChildCareCreditBrackets program rule for
LA.
| 2009-09-04 14:17:29 |
| 141 | StateTax_15_0 | (0) Inactive |
Added new program rules for simulating the
NY Child Tax Credit.
These rules include the national program rules
QualifChildMinAge_NY,
PercentOfFedCTC_NY, ChildTaxCreditMin_NY
and the array rule PhaseOutPointCTC_NY.
Also added the new output variable
NYChildTaxCreditQualifyingKids
| 2009-10-14 13:22:56 |
| 142 | StateTax_15_1 | (0) Inactive |
Modified the function
CStateTaxSim::CalcStateOtherTaxCredits_NY()
to calculate
NY's Child Tax Credit and added access to the
variable list program rule
AdditionalChildTaxCredit. | 2009-10-20 14:27:46 |
| 143 | StateTax_15_2 | (0) Inactive |
Modified the function
CStateTaxSim::CalcStateOtherTaxCredits_NY()--
simplified the logic. | 2009-10-20 16:05:04 |
| 144 | StateTax_15_3 | (0) Inactive |
Created a separate function
CalcStateChildCreditQualifyingKids_NY()
for calculating the number of eligible children for
the NY Child Tax
Credit and refined the logic used in
CStateTaxSim::CalcStateOtherTaxCredits_NY()<
/DESCRIPTION> | 2009-10-22 11:32:46 |
| 145 | StateTax_15_4 | (0) Inactive |
Added new program rules
ElderlyExemptionCannotExceedIndivIncome and
UseElderlyExemptionAmtAsCredit, results
variables StateElderlyExemptions and
StateNumElderlyExemptions
and the function CalcElderlyExemptions for
implementing these controls on the additional
standard deduction for the elderly. This version
separates out the elderly deduction
from other deductions and stores it in a new set
of annual debug output variables
StateElderlyExemptions and
StateNumElderlyExemtions (it used to be
included in:
StateExemptions and
StateNumExemptions). | 2009-11-05 16:31:50 |
| 146 | StateTax_16_0 | (0) Inactive |
Adds new program rule,
FedEITCEligibility for use with calculation of
MN EITC.
| 2009-12-16 16:37:19 |
| 147 | StateTax_17_0 | (0) Inactive |
Made direct reference to Input schema
variable Adult->UnemploymentCompensation a
variable
list program rule.
| 2010-03-08 15:26:16 |
| 148 | StateTax_18_0 | (0) Inactive |
Add array rules
GroceryCreditIncomeLimit_ID and
GroceryCreditPerPerson_ID
to permit update of Idaho grocery credit.
Discontinue use of former rule
GroceryCreditAmtPerPerson_ID.
| 2010-07-15 08:09:17 |
| 149 | StateTax_19_0 | (0) Inactive |
Add state rule
DependentCareDeductionType national
rules
ChildCareDedMaxExpensePerChild_MA and
DependentDedPerDep_MA, and
variable list rule SimulatedDisabilityStatus to
help model
MA child and dependent deduction.
Add national rules
ChildCareDedMaxExpense1Child_MT,
ChildCareDedMaxExpense2Children_MT,
ChildCareDedMaxExpense3Children_MT,
and ChildCareDedMaxAGIBeforeLimit_MT to
model MT child care deduction.
| 2010-10-13 18:28:29 |
| 150 | StateTax_19_1 | (1) Active |
Modify the calculation of the state EITC for
MN so
that tax units
with high federal AGI do not qualify. Implement
by
calculating state
EITC two ways--once using earned income,
again
using federal AGI. The
state EITC is the minimum of the two
calculations.
Add data validation checks for MA and MT
child
and dependent
care deduction rules.
| 2017-06-05 09:36:33 |
| 151 | StateTax_20_0 | (0) Inactive |
Version created to modify how UC is treated
in WI. This version
had problems with creating a new debug output
variable.
| 2010-11-02 13:19:42 |
| 152 | StateTax_20_1 | (0) Inactive |
Version created to modify how UC is treated
in WI. Implements
new national array program rule
UCBaseSubtraction_WI.
| 2010-11-02 18:16:14 |
| 153 | StateTax_21_0 | (0) Inactive |
Reorganizing WI credit options
Adding WI Itemized Deduction Credit
Adding WI Working Families (Low Income)
Credit
Adding WI Property tax credits, School
Property Tax, Homestead Tax and Farm
Property Tax Relief credits
Added IsACSData() function to control
behavior specific to ACS data
Modified table S5 to add Property Tax Credit
columns
Adding table S6 for column that was once in
S5 since hit column limit of 10
| 2010-12-20 15:38:59 |
| 154 | StateTax_21_1 | (0) Inactive |
Removing
ItemizedDeducCreditComponents_WI
and using standard
ItemizedDeductionComponents_WI
in its place
| 2010-12-21 09:36:52 |
| 155 | StateTax_21_2 | (0) Inactive |
Adding
HomesteadCreditHhldIncome2_WI
variable list rule to hold person-level income
variables so can properly
add household income for Wisconsin
Homestead Credit
Fixing minor bug in WI Low Income Credit
| 2011-01-04 11:15:47 |
| 156 | StateTax_21_3 | (0) Inactive |
Adding screen to WI Itemized Deduction
Credit so only those who itemize on federal
return are eligibile
Updating calls to WI credits so that they can
(Property Tax Credits included) be called outside
of CalcPotentialStateTaxWI under certain
conditions
PropertyTaxes variable should now specify
variable from FedTaxImp, so conversion of ACS
variable is not necessary.
Only adding Rent when person is
Householder
Fixes an error in logic in table S6
Ensuring each WI credit is stored separately
(had the chance of adding several together
previously).
| 2011-01-26 16:45:39 |
| 157 | StateTax_21_4 | (0) Inactive |
Made correction to WI property tax credits:
Converted monthly rent to annualized figure for
WI property tax calculations, used by both the
School Property Tax and
Homestead Credits. Also, fixed small bug in that
the Homestead Credit was not picking up the
calculated property tax from rent.
Added annual debug variables for
Homestead Credit property tax and income.
| 2011-01-31 11:18:06 |
| 158 | StateTax_22_0 | (0) Inactive |
Adding alignment rule
HomesteadCreditPartRate_WI
| 2011-02-10 17:27:25 |
| 159 | StateTax_23_0 | (0) Inactive |
Adding SimulationMode and
StateIncomeTaxType and making
WhoMustFile and related rules
optional.
Adding
GroceryCreditThreshold_ID to use
when not using WhoMustFile in
calculating who is eligible for the Idaho
Grocery Credit
Modifying table S1 to show number of returns
and tax liability for positive, zero and negative
tax in order to be consistent
with FedTax tables
| 2011-04-28 14:38:28 |
| 160 | StateTax_24_0 | (0) Inactive |
Adding OR Childcare (Working Families)
Credit rules
ChildCareCreditWFEarnedIncLimit_OR and
ChildCareCreditWFInvestIncLimit_OR (limits previously hardcoded).
| 2011-04-28 14:41:27 |
| 161 | StateTax_24_1 | (0) Inactive | ===================================
Replaced hard coded earnings variables with
EarnedIncome variable List rule.
| 2011-05-03 13:47:51 |
| 162 | StateTax_25_0 | (2) Developers only | | 2011-05-09 12:51:11 |
| 163 | StateTax_25_1 | (2) Developers only |
Implemented the MD two-earner deduction.
| 2011-05-16 10:05:54 |
| 164 | StateTax_26_0 | (0) Inactive |
Adds low income credit for West Virginia.
New program rules:
LowIncomeCreditBaseBracket_WV,
LowIncomeCreditIncrement_WV,
LowIncomeCreditRate_WV.
Adds family size credit for Kentucky which
replaces the Kentucky low income credit.
New program rules:
FamilySizeCreditRate_KY,
FamilySize1CreditIncome_KY,
FamilySize2CreditIncome_KY,
FamilySize3CreditIncome_KY,
FamilySize4CreditIncome_KY
| 2011-10-04 15:18:32 |
| 165 | StateTax_27_0 | (0) Inactive |
Adds new dependent exemption and option
for Alabama. Triggered by new value of
StateOtherOptions,
and new program rules
DepExemptBracket_AL and
DepExemptAmt_AL.
Low income brackets expanded for
Hawaii
No Tax Floor for New Jersey and Utah,
triggered by StateOtherOptions.
Adds new rules TaxFloor_NJ,
TaxFloorSingle_UT, TaxFloorJoint_UT,
TaxFloorHead_UT,
TaxFloorPerPerson_UT and
TaxFloor_NJ
Massachusetts FICA deduction, triggered by
StateOtherOptions. Adds rules
MaximumFICADeduction and
WorkerOASDHI.
| 2011-12-30 13:38:19 |
| 166 | StateTax_28_0 | (0) Inactive |
Adds Arkansas Low Income tax tables and
rules LowIncomeTableBracket1_AR,
LowIncomeTableBracket2_AR,
LowIncomeTableRate_AR.
Adds Iowa Alternate Tax Calculation and
rules AltIncomeAdjustElderly_IA,
AltIncomeAdjustNoElderly_IA,
AltIncomeTaxRate_IA.
Adds North Dakota Marriage Credit and rules
MarriageCreditMax_ND and
MarriageCreditDeduction_ND.
Adds Rhode Island EITC and the rule
EITCNonRefAddOn_RI.
Adds Special NC Adjustment to the Standard
Deduction and FedItemizedDeduction.
Update to North Carolina Child Tax Credit,
adding rule ChildCreditAmount_NC.
Adding Oklahoma Child Tax Credit and rules
MaxCTCIncome_OK and
PctOfFederalCTC_OK.
Adding Oklahoma Sales Tax Relief Credit
and rules SalesTaxCreditAmt_OK,
MaxIncomeSaleTaxCreditKids_OK and
MaxIncomeSalesTaxCreditNoKids_OK.
| 2012-01-12 21:23:37 |
| 167 | StateTax_28_1 | (0) Inactive |
Correction to HEAD_OF_HOUSEHOLD for
NJ Tax Floor
| 2012-01-26 10:54:57 |
| 168 | StateTax_29_0 | (0) Inactive |
Adding UT option to use Deduction as a
Non-Refundable Credit and rules
DeductionCreditRate_UT.
| 2012-02-16 14:52:20 |
| 169 | StateTax_30_0 | (0) Inactive | | 2012-02-28 13:32:50 |
| 170 | StateTax_31_0 | (0) Inactive |
Adding non-refundable Utah Taxable Income
Credit and rules
TaxableIncomeThreshSingle_UT,
TaxableIncomeThreshHead_UT,
TaxableIncomeThreshJoint_UT, and
TaxableIncomeCreditRate_UT. Triggered by
OtherTaxCreditType
| 2012-02-29 08:50:32 |
| 171 | StateTax_32_0 | (0) Inactive |
Adding Alabama Standard Deduction and
rules StdDeducPhaseOutBegin_AL and
StdDeducPhaseOutEnd_AL. Triggered by
OtherStateOptionType
| 2012-02-29 13:20:34 |
| 172 | StateTax_32_1 | (0) Inactive | | 2012-03-01 11:45:11 |
| 173 | StateTax_33_0 | (0) Inactive |
Adding South Carolina Special
Exemption
Update to WV low income credit to remove
an unneccesary call
| 2012-03-05 14:19:25 |
| 174 | StateTax_34_0 | (0) Inactive |
Adding New Mexico Special Exemption.
Correcting
CalcStateOtherTaxCredits_NC.
| 2012-03-15 10:02:17 |
| 175 | StateTax_35_0 | (0) Inactive |
Correction to CalcAGI to correctly check
over options
Correction to UT Taxable Income
Credit/Adjustment and adding results variable
TaxableIncomeAdjustment_UT
| 2012-03-15 19:40:00 |
| 176 | StateTax_36_0 | (0) Inactive |
Adding enumerator for
DependentCareDeductionType and correcting
MA calls in AGI Calculation
Correction to UT
| 2012-03-20 14:55:39 |
| 177 | StateTax_37_0 | (1) Active |
Refines ID Grocery Credit so it is only
received in months with no Food Stamp benefit.
Adds rules
ProrateGroceryCredForMonthsElig_ID and
SNAPMonthsOfParticipation
Correction to WV Low Income Credit to use
StateNumExemptions when calculating the
bracket amount, and
not number of dependents.
| 2012-04-05 15:19:13 |
| 178 | StateTax_38_0 | (0) Inactive |
Adding options to
ChildCareCreditType to use allowed
federal credit with option to use either
State or Federal AGI in calculating brackets.
Added variable list rule
FedAllowedChildCareCredit to hold
value of
ChildAndDependentCareCredit
from FedTax simulation for use in the new
option
| 2012-10-25 10:08:11 |
| 179 | StateTax_39_0 | (0) Inactive |
Adds new state array rule
ElderlyHeadSpouseDeductionAmount to
specify the
additional standard deduction amount for
elderly.
| 2013-10-07 11:56:57 |
| 180 | StateTax_40_0 | (0) Inactive |
Adds North Carolina special low income
exemption.
Adds program rules
LowIncomeExtraExemption_NC and
LowIncomeExtraExemThold_NC.
| 2013-10-08 08:40:20 |
| 181 | StateTax_40_1 | (0) Inactive |
Fixes data validation error involving program
rule WhoMustFile.
| 2013-10-08 09:07:01 |
| 182 | StateTax_40_2 | (1) Active |
Fixes problem with invalid array access in
CStateTaxSim::PerformDataValidation().
| 2013-10-18 13:56:46 |
| 183 | StateTax_41_0 | (1) Active |
Same as version 40_2, but updates source
code to be compatible with VS10 compiler.
Recompiled to be compatible with latest
TRIM executable.
| 2013-10-29 10:59:16 |
| 184 | StateTax_42_0 | (0) Inactive |
Adds Vermont Limit on State and Local
Deduction. New program rule:
MaxStateAndLocalDeduc_VT.
| 2013-11-01 11:26:49 |
| 185 | StateTax_43_0 | (0) Inactive |
Adds Oklahoma additional elderly exemption
threshold. New program rule:
AdditionalElderlyExemptionThold_OK.
Adds Oklahoma sales tax relief credit: Applies
threshold specified in
MaxIncomeSalesTaxCreditKids_OK to tax units
with at least one person age 65+.
Indiana EITC: Adds variablelist rules
FedEITCModifiedAGI and
FedEarnedIncome, as well as state
array rules EITCMaxIncome_IN,
EITCPhaseDownPoint_IN,
EITCPhaseOutRate_IN,
EITCRate_IN.
Adds new Indiana option to rule
EITCType.
| 2014-01-16 09:00:57 |
| 186 | StateTax_43_1 | (0) Inactive |
Fixes bug in Louisiana state tax
calculation.
Subtracts the excess federal itemized
deduction amount
from taxable income.
| 2014-01-16 11:11:04 |
| 187 | StateTax_44_0 | (0) Inactive |
Adds Wisconsin Child Care Deduction.
Adds national rules
MaxNumberCCareDedChildren_WI and
MaxPerChildCCareDedAmt_WI.
Adds new option "Wisconsin Above the Line
CCare Deduction" to rule
DependentCareDeductionType.
| 2014-01-16 14:12:49 |
| 188 | StateTax_44_1 | (0) Inactive |
Adds filing status 'head, 2 or more kids' to the
rule group
'State-specific Options / Other / AR Low Income
Option'.
| 2014-01-23 07:54:27 |
| 189 | StateTax_45_0 | (0) Inactive |
Adds new rules
FederalExemptionsAdjust_UT and
PrimaryCreditRate_UT
to accurately capture the Utah taxable income
credit.
| 2014-01-23 12:01:41 |
| 190 | StateTax_45_1 | (1) Active |
Corrects computation of Utah taxable income
credit.
| 2014-01-29 10:21:22 |
| 191 | StateTax_45_2 | (0) Inactive |
Corrects how tax units in DC choose
between the nonrefundable low income tax
credit (LIC) and the refundable EITC. In previous
versions it was not taken into account
that LIC is nonrefundable whereas EITC is
refundable.
| 2014-04-03 07:53:16 |
| 192 | StateTax_46_0 | (0) Inactive |
Changes the DC LIC calculation for married
couples that file separately on
a combined return.
Discontinues the program rules
LowIncomeCreditCombinedSep65andOver
_DC
and
LowCreditCombinedSepUnder65_DC.
For combined separate returns, unit eligibility
for LIC in DC is determined by using
the combined taxable income of head and
spouse. Before eligibility was determined
for head and spouse separately.
| 2014-04-04 12:58:51 |
| 193 | StateTax_46_1 | (1) Active |
In cases where filing status is combined
separate and marital status is
"married, spouse absent". All income and
exemptions are retained with the head
of the tax unit (the present spouse).
| 2014-04-14 09:59:29 |
| 194 | StateTax_47_0 | (0) Inactive |
Adds state rules
ItemizedDedThold and
ItemizedDedLimRate
to implement the new limit on itemized
deductions in DC.
Adds variablelist rules
CasualtyAndTheftLosses and
MedicalExpenseDeduction.
Adds new option "Itemized Deduction Limit"
to rule
OtherStateOptionType.
| 2014-05-02 14:25:30 |
| 195 | StateTax_48_0 | (0) Inactive |
Adds new option "NY option: Pct. of federal,
reduced by min (tax-before-credits,
NY Household Credit)" to rule
EITCType.
| 2014-05-15 07:44:29 |
| 196 | StateTax_49_0 | (0) Inactive |
Adds option to calculate NY property
taxes.
| 2014-06-04 13:48:44 |
| 197 | StateTax_49_1 | (1) Active |
Adds checks on variablelist rules that are
required to specify values if
the NY Property Tax Credit is selected.
| 2014-06-05 07:30:02 |
| 198 | StateTax_50_0 | (0) Inactive |
Incorporates "blindness" into module.
Adds state rules
BlindHeadSpouseExemptionAmt,
UseBlindExemptionAmtAsCredit,
AdditionalBlindExemption.
Adds national array rule
AdditionalBlindExemptionThold_OK.
Adds state array rule
BlindHeadSpouseDeductionAmount
.
Adds national rule
AgeLimitBlindExemption_MI.
Adds variable list rule
BlindForTaxPurposes.
Corrects error in implementation of program
rule ElderlyHeadSpouseDeductionAmount.
Added OtherStateOptionType "Oklahoma
additional blind exemption threshold." and
"Michigan age limit on blind exemptions.".
| 2014-09-27 20:46:16 |
| 199 | StateTax_50_1 | (0) Inactive |
Correction to version 50.0.
| 2014-09-29 14:50:56 |
| 200 | StateTax_50_2 | (1) Active |
Eliminates all eligibility requirements for the
Idaho grocery credit when
GroceryCreditThreshold_ID is set to -1 --
i.e., all households are eligible
for the credit.
Modifies CalcStateOtherTaxCredits_ID
function for more certain identification of
spouse.
| 2014-11-07 17:14:05 |
| 201 | StateTax_51_0 | (0) Inactive |
Eliminates all eligibility requirements for the
Idaho grocery credit when
GroceryCreditThreshold_ID is set to -1 --
i.e., all households are eligible
for the credit.
Modifies CalcStateOtherTaxCredits_ID
function for more certain identification of
spouse.
| 2014-12-03 18:18:06 |
| 202 | StateTax_51_1 | (1) Active |
Bug Fix, Correct Indexing of AutomaticTaxRefundAmount_IN
| 2014-12-04 13:35:12 |
| 203 | StateTax_52_0 | (0) Inactive |
Add Missouri Federal Tax Exemption prior to
calculating state taxable income
| 2014-12-09 16:21:09 |
| 204 | StateTax_52_1 | (0) Inactive |
Correct calculation of Federal Taxable
Income when Married filing seperately option is
used in Missouri
| 2014-12-15 15:02:02 |
| 205 | StateTax_52_2 | (1) Active |
Correction to Rhode Island EITC
Correction to
FedTaxAboveTheLineDeductionMax_MO for
combined separate filers
| 2014-12-16 08:48:40 |
| 206 | StateTax_52_3 | (1) Active |
Replaces direct reference to input schema
variable, PropertyTaxes, with the
PropertyTaxes variable list program rule for the
calculation of the NY property
tax credit (CalcStatePropertyTaxCredit_NY
function).
| 2014-12-16 10:16:20 |
| 207 | StateTax_52_4 | (1) Active |
Correction to IN Auto Tax Refund to exclude
those with 0 tax liability
| 2014-12-19 14:30:50 |
| 208 | StateTax_52_5 | (2) Developers only |
Correction to OK Sales Tax Relief Credit.
Those with TANF benefits are ineligible
| 2014-12-22 08:48:56 |
| 209 | StateTax_53_0 | (2) Developers only |
Adding switch
LowIncomeCreditRefundable_GA to
control for refundability to Georgia Low Income
Credit.
It has changed from refundable to non-
refundable
| 2014-12-22 09:17:48 |
| 210 | StateTax_54_0 | (2) Developers only | | 2014-12-22 12:51:04 |
| 211 | StateTax_55_0 | (2) Developers only |
Add Arizona Excise Credit and rules
ExciseCreditBase_AZ,
ExciseCreditPerPersonAmt_AZ and
ExciseCreditPerHouseholdAmt_AZ.<
/li>
| 2015-01-05 13:05:44 |
| 212 | StateTax_56_0 | (2) Developers only | | 2015-01-05 14:30:28 |
| 213 | StateTax_56_1 | (2) Developers only |
Correction to Maine No Tax Floor to use
State Taxable Income instead of AGI for
eligibility testing.
| 2015-01-06 12:34:10 |
| 214 | StateTax_56_2 | (2) Developers only |
Correction to NE Child Care Credit to use
FedAllowedChildCareCredit.
| 2015-01-07 09:20:53 |
| 215 | StateTax_56_3 | (2) Developers only |
Correction to NY Child Credit so that those
with FedCTC+FedACTC=0 get the minimum
credit.
| 2015-01-07 11:14:23 |
| 216 | StateTax_57_0 | (1) Active |
Adding Oregon Federal Tax Deduction
Option and rules:
FedTaxAfterNRCredits,
FedTaxDedBracketSingle_OR,
FedTaxDedBracketJointHoh_OR,
FedTaxDedMaxSingle_OR, and
FedTaxDedMaxJointHoh_OR.
| 2015-01-12 12:20:26 |
| 217 | StateTax_57_1 | (2) Developers only |
Correction to NE Child Care credit.
Refundable portion uses
FedChildCareCredit (Non-refundable
still using
FedAllowedChildCareCredit)
Simplified decision between refundable and
non-refundable NE Child Care Credit
| 2015-02-11 14:32:29 |
| 218 | StateTax_57_2 | (1) Active |
Update to Louisiana Refundable Child Care
Credit to use
FedAllowedChildCareCredit.
Correction to Nebraska decision between
Non-refundable and refundable credits.
| 2015-03-19 11:08:55 |
| 219 | StateTax_57_3 | (1) Active |
Correction to MD EITC choice between
refundable and non-refundable credits.
| 2015-03-24 13:01:49 |
| 220 | StateTax_58_0 | (1) Active |
Adds array program rule
ExemptionIncomeLimit_OR to limit the personal
exemption in
Oregon to persons with a Federal AGI below the
specified limit for their filing status.
Adds national program rule
ExemptionCreditIncLimit_OH to impose a limit on
state taxable
income for the receipt of the Ohio exemption
credit.
Adds national program rule
EldHeadSpouseExemIncLimit_OH to impose a
limit on the
elderly credit in Ohio. To get the credit in Ohio,
StateAGI minus StateExemptions must
be >= EldHeadSpouseExemIncLimit_OH. Only
one credit allowed per tax unit, implemented
by specifying Ohio option in
OtherStateOptionType.
Simulation year must be 2013 or earlier for
heads of households to qualify for an
extra exemption for the Kansas food sales tax
credit.
Adds the Ohio EITCType option, along with
national program rule EICTaxBase_OH, which
specifies the taxable income limit for Ohio
residents to be eligible for the maximum
credit.
| 2017-04-18 10:29:34 |
| 221 | StateTax_59_0 | (0) Inactive |
Personal exemption in Ohio is limited by AGI.
Implemented with new option for
OtherStateOptionType and new
array rules PersExemptBracket_OH
and PersExempt_OH.
Implements the NY Family Relief Tax Credit
triggered by a new OtherTaxCreditType
option and controlled by new program rules
FamilyTaxCreditAgeLim_NY,
FamilyTaxCreditAmt_NY and
FamilyTaxCreditBracket_NY.
| 2017-04-20 09:23:23 |
| 222 | StateTax_59_1 | (1) Active |
Personal exemption in Ohio is limited by AGI. Implemented with new option for
OtherStateOptionType and new array rules PersExemptBracket_OH
and PersExempt_OH.
Implements the NY Family Relief Tax Credit triggered by a new OtherTaxCreditType
option and controlled by new program rules FamilyTaxCreditAgeLim_NY,
FamilyTaxCreditAmt_NY and FamilyTaxCreditBracket_NY.
| 2017-04-21 12:35:32 |
| 223 | StateTax_60_0 | (1) Active |
Implements the CO Child Care Credit
triggered by a new ChildCareCreditType
option and controlled by new national program
rule LowIncomeCCCreditRate_CO
and array rule
LowIncomeMaxCCCredit_CO.
| 2017-04-26 09:17:51 |
| 224 | StateTax_61_0 | (1) Active |
Implements the NC Child Credit with two
different credit amounts; families' federal AGI
determines
for which credit amount they qualify. The two
sets of AGI thresholds are held in
FedAGIEligibleforChildCredit_NC
and FedAGIEligibleforChildCredit2_NC,
and the corresponding credit amounts are held
in ChildCreditAmounts_NC.
The latter two rules were added as a part of this
implementation.
| 2017-06-01 13:23:20 |
| 225 | StateTax_62_0 | (1) Active |
Adds rules
PersonalExemptionPhaseOutBegin_DC
and
PersonalExemptionPhaseOutRate_DC
to implement the DC phase out of personal
exemption for high-income earners.
| 2017-06-02 10:55:46 |
| 226 | StateTax_63_0 | (1) Active |
Adds new variable list rule
NE_SS_AddBack to hold income to be
subtracted from State AGI
if federal AGI is less than amount specified in
new program rule
SocialSecurityExemptThold_NE.
| 2017-06-06 17:03:27 |
| 227 | StateTax_64_0 | (1) Active |
Implements the Ohio Pension Credit that is
phased in with the size of the taxpayer's
pension.
New rules PensionCreditAmt_OH,
PensionIncomeBracket, and
PensionCreditIncLim_OH
respectively hold the size of the credit amounts,
the corresponding pension income limits,
and an upper limit on (State AGI - exemptions)
that restricts who qualifies for the credit.
| 2017-06-14 17:31:50 |
| 228 | StateTax_64_1 | (1) Active |
Checks refundability status of NY Family Tax
Relief Credit prior to saving
to either the total refundable credit amount or
the non-refundable credit amount.
Currently has no impact on results.
| 2017-06-15 12:01:08 |
| 229 | StateTax_64_2 | (1) Active |
Alters the CalcStateOtherTaxCredits function
so that credits offered by one state
can be simulated by all other states (subject to
the maximum number of other state
tax credits users can select).
Corrects an error that allowed OK residents
to claim both a child care credit
and a child tax credit. Oklahoma offers the
larger of the two, but not both. The
impact of the correction is shown by Table 5,
column 9--in a reduced number of
"other" state credits in Oklahoma.
| 2017-06-23 13:33:36 |
| 230 | StateTax_65_0 | (1) Active |
Implements the California EITC that is similar
to the federal EITC but doesn’t allow
self-employment income to make the credit
bigger, and has lower income limits than the
federal credit.
Adds array program rules
EITCMaxIncome_CA, EITCRate_CA,
EITCPhaseOutRate_CA, and
EITCPhaseDownPoint_CA.
Adds variable list rule
FedWageAndSalaryIncome.
| 2017-10-26 14:40:55 |
| 231 | StateTax_65_1 | (1) Active |
Corrects the calculation of the California
EITC to incorporate the wage and salary income
(FedWageAndSalaryIncome)
of both the head and the head's spouse (if
present).
Previously, only the head's wage and salary
income was used.
| 2017-12-01 16:08:31 |
| 232 | StateTax_66_0 | (1) Active |
Adds variable list rule
FedEITCQualifyingChildren.
Corrects the calculation of the California
State EITC to look at EITC Qualifying children
only, rather than the total number of
dependents.
| 2017-12-04 13:41:40 |
| 233 | StateTax_66_1 | (1) Active |
Corrects the calculation of all State EITCs to
look at EITC Qualifying children only, rather than
the number of dependents.
| 2018-01-10 18:20:22 |
| 234 | StateTax_69_0 | (1) Active |
Adds new national array rule
SubtractionAmount_AR and new option
"Arkansas rate 2016+ option" to rule
OtherStateOptionType.
New Arkansas tax calculation is triggered
when selecting "Arkansas 2016+ option" from
OtherStateOptionType.
| 2018-09-12 12:31:03 |
| 235 | StateTax_70_0 | (1) Active |
Adds new array rule--
FSCreditRefundability_KS--to allow users to specify
whether
the Kansas food sales credit is refundable.
| 2019-01-24 14:39:18 |
| 236 | StateTax_71_0 | (1) Active |
Adds 1 new variable list rule
(FedEITC_QualifyingChild)
and 4 new national rules to implement the new DC
EITC option:
EITCMaxIncome0Kid_DC,
EITCPhaseDownPoint0Kid_DC,
EITCPhaseOutRate0Kid_DC,
EITCRate0Kid_DC.
| 2019-01-28 10:32:09 |
| 237 | StateTax_72_0 | (1) Active |
Adds 3 new state rules for EITC for the
childless
(ChildlessEITCAgeRestriction,
ChildlessEITCMaxAge,
ChildlessEITCMinAge)
| 2019-03-22 16:47:00 |
| 238 | StateTax_73_0 | (1) Active |
Adds new array rule for New Jersey child tax
credit
MaximumCDCTC_NJ
| 2019-06-26 16:31:07 |
| 239 | StateTax_74_0 | (1) Active |
Adding new program rule
MI_IntDivExclusionMax to cap the
amount
of dividends and interest that can be excluded
from taxable income
by the elderly.
| 2020-01-15 13:19:55 |
| 240 | StateTax_74_1 | (1) Active |
Adding new option to program rule EITCType to add self-employment
earnings to earned income in California
| 2020-02-20 14:02:54 |
| 241 | StateTax_80_0 | (1) Active |
Adds a new national array rule called
"EITCPhaseOutRate2_CA",
which is a second rate at which the California
EITC phases out, by number of EITC-qualifying
children.
Adds a new national array rule called and
"EITCPhaseDownPoint2_CA",
which represents an income level at which the
second phase-out rate begins for the California
EITC,
by number of EITC-qualifying children.
| 2022-03-07 07:31:59 |
| 242 | StateTax_99_0 | (0) Inactive |
Debuggin server executable.
| 2013-10-18 13:50:18 |
| 243 | StateTax_99_98 | (0) Inactive | | 2006-02-07 12:00:20 |
| 244 | StateTax_99_99 | (0) Inactive | jak testing | 2012-03-15 11:56:39 |
| 245 | StateTax_100_0 | (1) Active |
This is a non-standard version that begins with
version 66.0 and that bypasses
an error message in the function that computes the
low income credit for DC
residents when number of exemptions is zero for a
single head of a tax unit.
This error should not occur and does so for only a
single household in one
setup using CY 2015 ASEC data due to inputs from
the FederalTax module.
| 2018-05-14 12:53:53 |
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