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  1. {
  2. "cells": [
  3. {
  4. "cell_type": "code",
  5. "execution_count": 1,
  6. "metadata": {
  7. "collapsed": false
  8. },
  9. "outputs": [],
  10. "source": [
  11. "from taxcalc import *\n",
  12. "from functions import *\n",
  13. "import copy\n",
  14. "import pandas as pd\n",
  15. "import numpy as np"
  16. ]
  17. },
  18. {
  19. "cell_type": "code",
  20. "execution_count": 2,
  21. "metadata": {
  22. "collapsed": true
  23. },
  24. "outputs": [],
  25. "source": [
  26. "# Total benefits from cps\n",
  27. "cps = pd.read_csv('cps_benefit.csv')\n",
  28. "cps['tot_benefits'] = cps['MedicareX'] + cps['MEDICAID'] + cps['SS'] + cps['SSI'] + cps['SNAP'] + cps['VB']\n",
  29. "cps_rev = (cps['tot_benefits'] * cps['s006']).sum()"
  30. ]
  31. },
  32. {
  33. "cell_type": "code",
  34. "execution_count": 3,
  35. "metadata": {
  36. "collapsed": true
  37. },
  38. "outputs": [],
  39. "source": [
  40. "# Total benefits from other programs\n",
  41. "other_programs = pd.read_csv('benefitprograms.csv')\n",
  42. "other_programs['Cost'] *= 1000000\n",
  43. "other_rev = other_programs['Cost'].sum()"
  44. ]
  45. },
  46. {
  47. "cell_type": "code",
  48. "execution_count": 4,
  49. "metadata": {
  50. "collapsed": false
  51. },
  52. "outputs": [],
  53. "source": [
  54. "# Base calculator\n",
  55. "recs = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  56. "calc = Calculator(records=recs, policy=Policy(), verbose=False)\n",
  57. "calc.advance_to_year(2014)\n",
  58. "calc.calc_all()"
  59. ]
  60. },
  61. {
  62. "cell_type": "code",
  63. "execution_count": 5,
  64. "metadata": {
  65. "collapsed": false
  66. },
  67. "outputs": [],
  68. "source": [
  69. "# Calculator to measure lost revenue from SS repeal\n",
  70. "r_ss = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  71. "c_ss = Calculator(records=r_ss, policy=Policy(), verbose=False)\n",
  72. "c_ss.records.e02400 = np.zeros(len(c_ss.records.e02400))\n",
  73. "c_ss.advance_to_year(2014)\n",
  74. "c_ss.calc_all()\n",
  75. "\n",
  76. "# Lost Revenue\n",
  77. "ss_lostrev = ((c_ss.records.combined - calc.records.combined) * c_ss.records.s006).sum()"
  78. ]
  79. },
  80. {
  81. "cell_type": "code",
  82. "execution_count": 6,
  83. "metadata": {
  84. "collapsed": false
  85. },
  86. "outputs": [],
  87. "source": [
  88. "cps_storage = copy.deepcopy(cps)"
  89. ]
  90. },
  91. {
  92. "cell_type": "markdown",
  93. "metadata": {},
  94. "source": [
  95. "# UBI with original Tax Reform"
  96. ]
  97. },
  98. {
  99. "cell_type": "code",
  100. "execution_count": 7,
  101. "metadata": {
  102. "collapsed": false
  103. },
  104. "outputs": [],
  105. "source": [
  106. "# Calculator with original tax refrom\n",
  107. "recs_reform = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  108. "pol_reform = Policy()\n",
  109. "tax_reform = {\n",
  110. " 2014: {\n",
  111. " '_ALD_StudentLoan_hc': [1.0],\n",
  112. " '_ALD_SelfEmploymentTax_hc': [1.0],\n",
  113. " '_ALD_SelfEmp_HealthIns_hc': [1.0],\n",
  114. " '_ALD_KEOGH_SEP_hc': [1.0],\n",
  115. " '_ALD_EarlyWithdraw_hc': [1.0],\n",
  116. " '_ALD_Alimony_hc': [1.0],\n",
  117. " '_ALD_Dependents_hc': [1.0],\n",
  118. " '_ALD_EducatorExpenses_hc': [1.0],\n",
  119. " '_ALD_HSADeduction_hc': [1.0],\n",
  120. " '_ALD_IRAContributions_hc': [1.0],\n",
  121. " '_ALD_DomesticProduction_hc': [1.0],\n",
  122. " '_ALD_Tuition_hc': [1.0],\n",
  123. " '_CR_RetirementSavings_hc': [1.0],\n",
  124. " '_CR_ForeignTax_hc': [1.0],\n",
  125. " '_CR_ResidentialEnergy_hc': [1.0],\n",
  126. " '_CR_GeneralBusiness_hc': [1.0],\n",
  127. " '_CR_MinimumTax_hc': [1.0],\n",
  128. " '_CR_AmOppRefundable_hc': [1.0],\n",
  129. " '_CR_AmOppNonRefundable_hc': [1.0],\n",
  130. " '_CR_SchR_hc': [1.0],\n",
  131. " '_CR_OtherCredits_hc': [1.0],\n",
  132. " '_CR_Education_hc': [1.0],\n",
  133. " '_II_em': [0.0],\n",
  134. " '_STD': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
  135. " '_STD_Aged': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
  136. " '_ID_Medical_hc': [1.0],\n",
  137. " '_ID_StateLocalTax_hc': [1.0],\n",
  138. " '_ID_RealEstate_hc': [1.0],\n",
  139. " '_ID_InterestPaid_hc': [1.0],\n",
  140. " '_ID_Casualty_hc': [1.0],\n",
  141. " '_ID_Miscellaneous_hc': [1.0],\n",
  142. " '_CDCC_c': [0.0],\n",
  143. " '_CTC_c': [0.0],\n",
  144. " '_EITC_c': [[0.0, 0.0, 0.0, 0.0]],\n",
  145. " '_LLC_Expense_c': [0.0],\n",
  146. " '_ETC_pe_Single': [0.0],\n",
  147. " '_ETC_pe_Married': [0.0]\n",
  148. " }\n",
  149. "}\n",
  150. "pol_reform.implement_reform(tax_reform)\n",
  151. "calc_reform = Calculator(records=recs_reform, policy=pol_reform, verbose=False)\n",
  152. "calc_reform.records.e02400 = np.zeros(len(calc_reform.records.e02400))\n",
  153. "calc_reform.advance_to_year(2014)\n",
  154. "calc_reform.calc_all()"
  155. ]
  156. },
  157. {
  158. "cell_type": "code",
  159. "execution_count": 8,
  160. "metadata": {
  161. "collapsed": false
  162. },
  163. "outputs": [],
  164. "source": [
  165. "# Revenue from tax reform\n",
  166. "tax_rev = ((calc_reform.records.combined - calc.records.combined) * calc_reform.records.s006).sum()"
  167. ]
  168. },
  169. {
  170. "cell_type": "code",
  171. "execution_count": 9,
  172. "metadata": {
  173. "collapsed": false
  174. },
  175. "outputs": [
  176. {
  177. "data": {
  178. "text/plain": [
  179. "3205995011172.418"
  180. ]
  181. },
  182. "execution_count": 9,
  183. "metadata": {},
  184. "output_type": "execute_result"
  185. }
  186. ],
  187. "source": [
  188. "# Total UBI Revenue\n",
  189. "revenue = cps_rev + other_rev + ss_lostrev + tax_rev\n",
  190. "revenue"
  191. ]
  192. },
  193. {
  194. "cell_type": "code",
  195. "execution_count": 10,
  196. "metadata": {
  197. "collapsed": false
  198. },
  199. "outputs": [],
  200. "source": [
  201. "# Number above and below 18\n",
  202. "u18 = (calc_reform.records.nu18 * calc_reform.records.s006).sum()\n",
  203. "abv18 = ((calc_reform.records.n1821 + calc_reform.records.n21) * calc_reform.records.s006).sum()"
  204. ]
  205. },
  206. {
  207. "cell_type": "code",
  208. "execution_count": 11,
  209. "metadata": {
  210. "collapsed": false
  211. },
  212. "outputs": [
  213. {
  214. "data": {
  215. "text/plain": [
  216. "(11059.297594986943, 5529.648797493472)"
  217. ]
  218. },
  219. "execution_count": 11,
  220. "metadata": {},
  221. "output_type": "execute_result"
  222. }
  223. ],
  224. "source": [
  225. "# Find original UBI amounts\n",
  226. "ubi18, ubiu18 = ubi_amt(revenue, u18, abv18)\n",
  227. "ubi18, ubiu18"
  228. ]
  229. },
  230. {
  231. "cell_type": "code",
  232. "execution_count": 12,
  233. "metadata": {
  234. "collapsed": false
  235. },
  236. "outputs": [
  237. {
  238. "data": {
  239. "text/plain": [
  240. "(13788.339143065874, 6894.169571532937)"
  241. ]
  242. },
  243. "execution_count": 12,
  244. "metadata": {},
  245. "output_type": "execute_result"
  246. }
  247. ],
  248. "source": [
  249. "# Find UBI after accounting for UBI tax revenue\n",
  250. "diff = 9e99\n",
  251. "ubi_tax_rev = 0\n",
  252. "prev_ubi_tax_rev = 0\n",
  253. "while abs(diff) >= 100:\n",
  254. " ubi18, ubiu18 = ubi_amt(revenue + ubi_tax_rev, u18, abv18)\n",
  255. " diff, ubi_tax_rev = ubi_finder(ubi18, ubiu18, \n",
  256. " tax_reform=tax_reform, revenue=revenue,\n",
  257. " calc_reform=calc_reform)\n",
  258. " if diff > 0:\n",
  259. " ubi_tax_rev = prev_ubi_tax_rev * 0.5\n",
  260. " prev_ubi_tax_rev = ubi_tax_rev\n",
  261. "ubi18, ubiu18"
  262. ]
  263. },
  264. {
  265. "cell_type": "code",
  266. "execution_count": 13,
  267. "metadata": {
  268. "collapsed": false
  269. },
  270. "outputs": [],
  271. "source": [
  272. "# Calculator with UBI and tax reform\n",
  273. "recs_ubi1 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  274. "pol_ubi1 = Policy()\n",
  275. "pol_ubi1.implement_reform(tax_reform)\n",
  276. "ubi_ref = {\n",
  277. " 2014: {\n",
  278. " '_UBI1': [ubiu18],\n",
  279. " '_UBI2': [ubi18],\n",
  280. " '_UBI3': [ubi18]\n",
  281. " }\n",
  282. "}\n",
  283. "pol_ubi1.implement_reform(ubi_ref)\n",
  284. "calc_ubi1 = Calculator(records=recs_ubi1, policy=pol_ubi1, verbose=False)\n",
  285. "calc_ubi1.records.e02400 = np.zeros(len(calc_ubi1.records.e02400))\n",
  286. "calc_ubi1.advance_to_year(2014)\n",
  287. "calc_ubi1.calc_all()"
  288. ]
  289. },
  290. {
  291. "cell_type": "code",
  292. "execution_count": 77,
  293. "metadata": {
  294. "collapsed": false
  295. },
  296. "outputs": [],
  297. "source": [
  298. "# Get MTR's\n",
  299. "# try using baseline MTR\n",
  300. "mtrs = calc_ubi1.mtr()"
  301. ]
  302. },
  303. {
  304. "cell_type": "code",
  305. "execution_count": 15,
  306. "metadata": {
  307. "collapsed": true
  308. },
  309. "outputs": [],
  310. "source": [
  311. "pd.options.display.float_format = '{:,.2f}'.format"
  312. ]
  313. },
  314. {
  315. "cell_type": "markdown",
  316. "metadata": {},
  317. "source": [
  318. "## For all Tax Units"
  319. ]
  320. },
  321. {
  322. "cell_type": "code",
  323. "execution_count": 93,
  324. "metadata": {
  325. "collapsed": false
  326. },
  327. "outputs": [],
  328. "source": [
  329. "table_data1 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, bins='income')"
  330. ]
  331. },
  332. {
  333. "cell_type": "code",
  334. "execution_count": 94,
  335. "metadata": {
  336. "collapsed": false
  337. },
  338. "outputs": [
  339. {
  340. "data": {
  341. "text/html": [
  342. "<div>\n",
  343. "<table border=\"1\" class=\"dataframe\">\n",
  344. " <thead>\n",
  345. " <tr style=\"text-align: right;\">\n",
  346. " <th></th>\n",
  347. " <th>Wage and Salary Floor (Thousands)</th>\n",
  348. " <th>Tax Units (m)</th>\n",
  349. " <th>Avg Tax Unit Size</th>\n",
  350. " <th>Avg UBI Per Person</th>\n",
  351. " <th>Avg MTR - Payroll</th>\n",
  352. " <th>Avg MTR - Individual Income</th>\n",
  353. " <th>Avg MTR - Combined</th>\n",
  354. " <th>Avg Tax Change</th>\n",
  355. " <th>Avg UBI Per Tax Unit</th>\n",
  356. " <th>Avg Benefits Change</th>\n",
  357. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  358. " <th>Avg Combined Change</th>\n",
  359. " <th>Avg Combined Change - Welfare Adj</th>\n",
  360. " </tr>\n",
  361. " </thead>\n",
  362. " <tbody>\n",
  363. " <tr>\n",
  364. " <th>0</th>\n",
  365. " <td>0</td>\n",
  366. " <td>165,992.92</td>\n",
  367. " <td>1.93</td>\n",
  368. " <td>12,122</td>\n",
  369. " <td>14.2%</td>\n",
  370. " <td>14.5%</td>\n",
  371. " <td>28.7%</td>\n",
  372. " <td>4,958</td>\n",
  373. " <td>22,483</td>\n",
  374. " <td>-24481</td>\n",
  375. " <td>-19,932</td>\n",
  376. " <td>-6,956</td>\n",
  377. " <td>-2,406</td>\n",
  378. " </tr>\n",
  379. " <tr>\n",
  380. " <th>1</th>\n",
  381. " <td>10</td>\n",
  382. " <td>18,732.74</td>\n",
  383. " <td>1.64</td>\n",
  384. " <td>12,542</td>\n",
  385. " <td>14.2%</td>\n",
  386. " <td>15.5%</td>\n",
  387. " <td>29.7%</td>\n",
  388. " <td>6,714</td>\n",
  389. " <td>20,158</td>\n",
  390. " <td>-9848</td>\n",
  391. " <td>-7,655</td>\n",
  392. " <td>3,596</td>\n",
  393. " <td>5,789</td>\n",
  394. " </tr>\n",
  395. " <tr>\n",
  396. " <th>2</th>\n",
  397. " <td>20</td>\n",
  398. " <td>15,008.86</td>\n",
  399. " <td>1.74</td>\n",
  400. " <td>12,228</td>\n",
  401. " <td>14.2%</td>\n",
  402. " <td>19.7%</td>\n",
  403. " <td>33.9%</td>\n",
  404. " <td>7,640</td>\n",
  405. " <td>20,968</td>\n",
  406. " <td>-9195</td>\n",
  407. " <td>-7,148</td>\n",
  408. " <td>4,134</td>\n",
  409. " <td>6,181</td>\n",
  410. " </tr>\n",
  411. " <tr>\n",
  412. " <th>3</th>\n",
  413. " <td>30</td>\n",
  414. " <td>11,543.98</td>\n",
  415. " <td>1.76</td>\n",
  416. " <td>12,583</td>\n",
  417. " <td>14.2%</td>\n",
  418. " <td>22.0%</td>\n",
  419. " <td>36.2%</td>\n",
  420. " <td>8,169</td>\n",
  421. " <td>21,312</td>\n",
  422. " <td>-7812</td>\n",
  423. " <td>-6,156</td>\n",
  424. " <td>5,330</td>\n",
  425. " <td>6,986</td>\n",
  426. " </tr>\n",
  427. " <tr>\n",
  428. " <th>4</th>\n",
  429. " <td>40</td>\n",
  430. " <td>8,593.91</td>\n",
  431. " <td>1.80</td>\n",
  432. " <td>12,668</td>\n",
  433. " <td>14.2%</td>\n",
  434. " <td>22.7%</td>\n",
  435. " <td>36.9%</td>\n",
  436. " <td>8,814</td>\n",
  437. " <td>21,918</td>\n",
  438. " <td>-8502</td>\n",
  439. " <td>-6,672</td>\n",
  440. " <td>4,602</td>\n",
  441. " <td>6,432</td>\n",
  442. " </tr>\n",
  443. " <tr>\n",
  444. " <th>5</th>\n",
  445. " <td>50</td>\n",
  446. " <td>16,214.24</td>\n",
  447. " <td>2.01</td>\n",
  448. " <td>12,684</td>\n",
  449. " <td>14.2%</td>\n",
  450. " <td>23.4%</td>\n",
  451. " <td>37.5%</td>\n",
  452. " <td>10,607</td>\n",
  453. " <td>24,490</td>\n",
  454. " <td>-7297</td>\n",
  455. " <td>-5,836</td>\n",
  456. " <td>6,586</td>\n",
  457. " <td>8,047</td>\n",
  458. " </tr>\n",
  459. " <tr>\n",
  460. " <th>6</th>\n",
  461. " <td>75</td>\n",
  462. " <td>8,983.86</td>\n",
  463. " <td>2.44</td>\n",
  464. " <td>12,409</td>\n",
  465. " <td>14.2%</td>\n",
  466. " <td>24.2%</td>\n",
  467. " <td>38.4%</td>\n",
  468. " <td>13,914</td>\n",
  469. " <td>28,970</td>\n",
  470. " <td>-5679</td>\n",
  471. " <td>-4,712</td>\n",
  472. " <td>9,376</td>\n",
  473. " <td>10,343</td>\n",
  474. " </tr>\n",
  475. " <tr>\n",
  476. " <th>7</th>\n",
  477. " <td>100</td>\n",
  478. " <td>15,662.18</td>\n",
  479. " <td>2.77</td>\n",
  480. " <td>12,184</td>\n",
  481. " <td>10.9%</td>\n",
  482. " <td>26.6%</td>\n",
  483. " <td>37.4%</td>\n",
  484. " <td>17,875</td>\n",
  485. " <td>32,325</td>\n",
  486. " <td>-5619</td>\n",
  487. " <td>-4,708</td>\n",
  488. " <td>8,831</td>\n",
  489. " <td>9,742</td>\n",
  490. " </tr>\n",
  491. " <tr>\n",
  492. " <th>8</th>\n",
  493. " <td>200</td>\n",
  494. " <td>5,248.36</td>\n",
  495. " <td>3.09</td>\n",
  496. " <td>11,960</td>\n",
  497. " <td>6.1%</td>\n",
  498. " <td>33.7%</td>\n",
  499. " <td>39.8%</td>\n",
  500. " <td>28,425</td>\n",
  501. " <td>35,307</td>\n",
  502. " <td>-5368</td>\n",
  503. " <td>-4,589</td>\n",
  504. " <td>1,514</td>\n",
  505. " <td>2,292</td>\n",
  506. " </tr>\n",
  507. " <tr>\n",
  508. " <th>9</th>\n",
  509. " <td>1,001</td>\n",
  510. " <td>6.62</td>\n",
  511. " <td>3.15</td>\n",
  512. " <td>12,024</td>\n",
  513. " <td>4.1%</td>\n",
  514. " <td>39.1%</td>\n",
  515. " <td>43.2%</td>\n",
  516. " <td>148,695</td>\n",
  517. " <td>36,026</td>\n",
  518. " <td>-8281</td>\n",
  519. " <td>-7,625</td>\n",
  520. " <td>-120,951</td>\n",
  521. " <td>-120,295</td>\n",
  522. " </tr>\n",
  523. " </tbody>\n",
  524. "</table>\n",
  525. "</div>"
  526. ],
  527. "text/plain": [
  528. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  529. "0 0 165,992.92 1.93 \n",
  530. "1 10 18,732.74 1.64 \n",
  531. "2 20 15,008.86 1.74 \n",
  532. "3 30 11,543.98 1.76 \n",
  533. "4 40 8,593.91 1.80 \n",
  534. "5 50 16,214.24 2.01 \n",
  535. "6 75 8,983.86 2.44 \n",
  536. "7 100 15,662.18 2.77 \n",
  537. "8 200 5,248.36 3.09 \n",
  538. "9 1,001 6.62 3.15 \n",
  539. "\n",
  540. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  541. "0 12,122 14.2% 14.5% \n",
  542. "1 12,542 14.2% 15.5% \n",
  543. "2 12,228 14.2% 19.7% \n",
  544. "3 12,583 14.2% 22.0% \n",
  545. "4 12,668 14.2% 22.7% \n",
  546. "5 12,684 14.2% 23.4% \n",
  547. "6 12,409 14.2% 24.2% \n",
  548. "7 12,184 10.9% 26.6% \n",
  549. "8 11,960 6.1% 33.7% \n",
  550. "9 12,024 4.1% 39.1% \n",
  551. "\n",
  552. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  553. "0 28.7% 4,958 22,483 -24481 \n",
  554. "1 29.7% 6,714 20,158 -9848 \n",
  555. "2 33.9% 7,640 20,968 -9195 \n",
  556. "3 36.2% 8,169 21,312 -7812 \n",
  557. "4 36.9% 8,814 21,918 -8502 \n",
  558. "5 37.5% 10,607 24,490 -7297 \n",
  559. "6 38.4% 13,914 28,970 -5679 \n",
  560. "7 37.4% 17,875 32,325 -5619 \n",
  561. "8 39.8% 28,425 35,307 -5368 \n",
  562. "9 43.2% 148,695 36,026 -8281 \n",
  563. "\n",
  564. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  565. "0 -19,932 -6,956 \n",
  566. "1 -7,655 3,596 \n",
  567. "2 -7,148 4,134 \n",
  568. "3 -6,156 5,330 \n",
  569. "4 -6,672 4,602 \n",
  570. "5 -5,836 6,586 \n",
  571. "6 -4,712 9,376 \n",
  572. "7 -4,708 8,831 \n",
  573. "8 -4,589 1,514 \n",
  574. "9 -7,625 -120,951 \n",
  575. "\n",
  576. " Avg Combined Change - Welfare Adj \n",
  577. "0 -2,406 \n",
  578. "1 5,789 \n",
  579. "2 6,181 \n",
  580. "3 6,986 \n",
  581. "4 6,432 \n",
  582. "5 8,047 \n",
  583. "6 10,343 \n",
  584. "7 9,742 \n",
  585. "8 2,292 \n",
  586. "9 -120,295 "
  587. ]
  588. },
  589. "execution_count": 94,
  590. "metadata": {},
  591. "output_type": "execute_result"
  592. }
  593. ],
  594. "source": [
  595. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='all', bins='income')\n",
  596. "table(table_data1, avg_ben, avg_ben_mult)"
  597. ]
  598. },
  599. {
  600. "cell_type": "markdown",
  601. "metadata": {},
  602. "source": [
  603. "## Tax Units w/ Someone above 65"
  604. ]
  605. },
  606. {
  607. "cell_type": "code",
  608. "execution_count": 95,
  609. "metadata": {
  610. "collapsed": false
  611. },
  612. "outputs": [],
  613. "source": [
  614. "table_data2 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, group='65 or over', bins='income')\n",
  615. "#somehow s006 has to be the first variable in table? why?!!"
  616. ]
  617. },
  618. {
  619. "cell_type": "code",
  620. "execution_count": 96,
  621. "metadata": {
  622. "collapsed": false
  623. },
  624. "outputs": [
  625. {
  626. "data": {
  627. "text/html": [
  628. "<div>\n",
  629. "<table border=\"1\" class=\"dataframe\">\n",
  630. " <thead>\n",
  631. " <tr style=\"text-align: right;\">\n",
  632. " <th></th>\n",
  633. " <th>Wage and Salary Floor (Thousands)</th>\n",
  634. " <th>Tax Units (m)</th>\n",
  635. " <th>Avg Tax Unit Size</th>\n",
  636. " <th>Avg UBI Per Person</th>\n",
  637. " <th>Avg MTR - Payroll</th>\n",
  638. " <th>Avg MTR - Individual Income</th>\n",
  639. " <th>Avg MTR - Combined</th>\n",
  640. " <th>Avg Tax Change</th>\n",
  641. " <th>Avg UBI Per Tax Unit</th>\n",
  642. " <th>Avg Benefits Change</th>\n",
  643. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  644. " <th>Avg Combined Change</th>\n",
  645. " <th>Avg Combined Change - Welfare Adj</th>\n",
  646. " </tr>\n",
  647. " </thead>\n",
  648. " <tbody>\n",
  649. " <tr>\n",
  650. " <th>0</th>\n",
  651. " <td>0</td>\n",
  652. " <td>79,329.46</td>\n",
  653. " <td>1.92</td>\n",
  654. " <td>12,943</td>\n",
  655. " <td>14.2%</td>\n",
  656. " <td>16.1%</td>\n",
  657. " <td>30.3%</td>\n",
  658. " <td>4,616</td>\n",
  659. " <td>23,869</td>\n",
  660. " <td>-69525</td>\n",
  661. " <td>-63,665</td>\n",
  662. " <td>-50,272</td>\n",
  663. " <td>-44,412</td>\n",
  664. " </tr>\n",
  665. " <tr>\n",
  666. " <th>1</th>\n",
  667. " <td>10</td>\n",
  668. " <td>1,588.90</td>\n",
  669. " <td>2.32</td>\n",
  670. " <td>12,790</td>\n",
  671. " <td>14.2%</td>\n",
  672. " <td>18.5%</td>\n",
  673. " <td>32.7%</td>\n",
  674. " <td>7,064</td>\n",
  675. " <td>28,425</td>\n",
  676. " <td>-51302</td>\n",
  677. " <td>-47,280</td>\n",
  678. " <td>-29,941</td>\n",
  679. " <td>-25,919</td>\n",
  680. " </tr>\n",
  681. " <tr>\n",
  682. " <th>2</th>\n",
  683. " <td>20</td>\n",
  684. " <td>904.62</td>\n",
  685. " <td>2.39</td>\n",
  686. " <td>12,800</td>\n",
  687. " <td>14.2%</td>\n",
  688. " <td>19.7%</td>\n",
  689. " <td>33.9%</td>\n",
  690. " <td>7,406</td>\n",
  691. " <td>29,145</td>\n",
  692. " <td>-50190</td>\n",
  693. " <td>-46,628</td>\n",
  694. " <td>-28,451</td>\n",
  695. " <td>-24,889</td>\n",
  696. " </tr>\n",
  697. " <tr>\n",
  698. " <th>3</th>\n",
  699. " <td>30</td>\n",
  700. " <td>656.60</td>\n",
  701. " <td>2.30</td>\n",
  702. " <td>13,045</td>\n",
  703. " <td>14.2%</td>\n",
  704. " <td>20.4%</td>\n",
  705. " <td>34.6%</td>\n",
  706. " <td>7,605</td>\n",
  707. " <td>28,836</td>\n",
  708. " <td>-39923</td>\n",
  709. " <td>-36,525</td>\n",
  710. " <td>-18,693</td>\n",
  711. " <td>-15,295</td>\n",
  712. " </tr>\n",
  713. " <tr>\n",
  714. " <th>4</th>\n",
  715. " <td>40</td>\n",
  716. " <td>475.11</td>\n",
  717. " <td>2.14</td>\n",
  718. " <td>13,246</td>\n",
  719. " <td>14.2%</td>\n",
  720. " <td>21.9%</td>\n",
  721. " <td>36.1%</td>\n",
  722. " <td>7,379</td>\n",
  723. " <td>27,562</td>\n",
  724. " <td>-56744</td>\n",
  725. " <td>-53,425</td>\n",
  726. " <td>-36,562</td>\n",
  727. " <td>-33,243</td>\n",
  728. " </tr>\n",
  729. " <tr>\n",
  730. " <th>5</th>\n",
  731. " <td>50</td>\n",
  732. " <td>802.36</td>\n",
  733. " <td>2.08</td>\n",
  734. " <td>13,446</td>\n",
  735. " <td>14.2%</td>\n",
  736. " <td>23.5%</td>\n",
  737. " <td>37.7%</td>\n",
  738. " <td>8,248</td>\n",
  739. " <td>27,543</td>\n",
  740. " <td>-40525</td>\n",
  741. " <td>-37,408</td>\n",
  742. " <td>-21,230</td>\n",
  743. " <td>-18,113</td>\n",
  744. " </tr>\n",
  745. " <tr>\n",
  746. " <th>6</th>\n",
  747. " <td>75</td>\n",
  748. " <td>430.25</td>\n",
  749. " <td>2.03</td>\n",
  750. " <td>13,495</td>\n",
  751. " <td>14.2%</td>\n",
  752. " <td>24.4%</td>\n",
  753. " <td>38.6%</td>\n",
  754. " <td>9,306</td>\n",
  755. " <td>27,018</td>\n",
  756. " <td>-57608</td>\n",
  757. " <td>-53,741</td>\n",
  758. " <td>-39,896</td>\n",
  759. " <td>-36,029</td>\n",
  760. " </tr>\n",
  761. " <tr>\n",
  762. " <th>7</th>\n",
  763. " <td>100</td>\n",
  764. " <td>565.01</td>\n",
  765. " <td>2.13</td>\n",
  766. " <td>13,440</td>\n",
  767. " <td>9.4%</td>\n",
  768. " <td>27.2%</td>\n",
  769. " <td>36.6%</td>\n",
  770. " <td>12,394</td>\n",
  771. " <td>28,316</td>\n",
  772. " <td>-49117</td>\n",
  773. " <td>-46,377</td>\n",
  774. " <td>-33,194</td>\n",
  775. " <td>-30,455</td>\n",
  776. " </tr>\n",
  777. " <tr>\n",
  778. " <th>8</th>\n",
  779. " <td>200</td>\n",
  780. " <td>131.96</td>\n",
  781. " <td>2.04</td>\n",
  782. " <td>13,590</td>\n",
  783. " <td>6.9%</td>\n",
  784. " <td>34.7%</td>\n",
  785. " <td>41.7%</td>\n",
  786. " <td>23,462</td>\n",
  787. " <td>27,404</td>\n",
  788. " <td>-39966</td>\n",
  789. " <td>-38,203</td>\n",
  790. " <td>-36,024</td>\n",
  791. " <td>-34,262</td>\n",
  792. " </tr>\n",
  793. " <tr>\n",
  794. " <th>9</th>\n",
  795. " <td>1,001</td>\n",
  796. " <td>0.39</td>\n",
  797. " <td>1.93</td>\n",
  798. " <td>13,746</td>\n",
  799. " <td>5.7%</td>\n",
  800. " <td>38.6%</td>\n",
  801. " <td>44.2%</td>\n",
  802. " <td>137,902</td>\n",
  803. " <td>26,438</td>\n",
  804. " <td>-27877</td>\n",
  805. " <td>-26,156</td>\n",
  806. " <td>-139,341</td>\n",
  807. " <td>-137,621</td>\n",
  808. " </tr>\n",
  809. " </tbody>\n",
  810. "</table>\n",
  811. "</div>"
  812. ],
  813. "text/plain": [
  814. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  815. "0 0 79,329.46 1.92 \n",
  816. "1 10 1,588.90 2.32 \n",
  817. "2 20 904.62 2.39 \n",
  818. "3 30 656.60 2.30 \n",
  819. "4 40 475.11 2.14 \n",
  820. "5 50 802.36 2.08 \n",
  821. "6 75 430.25 2.03 \n",
  822. "7 100 565.01 2.13 \n",
  823. "8 200 131.96 2.04 \n",
  824. "9 1,001 0.39 1.93 \n",
  825. "\n",
  826. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  827. "0 12,943 14.2% 16.1% \n",
  828. "1 12,790 14.2% 18.5% \n",
  829. "2 12,800 14.2% 19.7% \n",
  830. "3 13,045 14.2% 20.4% \n",
  831. "4 13,246 14.2% 21.9% \n",
  832. "5 13,446 14.2% 23.5% \n",
  833. "6 13,495 14.2% 24.4% \n",
  834. "7 13,440 9.4% 27.2% \n",
  835. "8 13,590 6.9% 34.7% \n",
  836. "9 13,746 5.7% 38.6% \n",
  837. "\n",
  838. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  839. "0 30.3% 4,616 23,869 -69525 \n",
  840. "1 32.7% 7,064 28,425 -51302 \n",
  841. "2 33.9% 7,406 29,145 -50190 \n",
  842. "3 34.6% 7,605 28,836 -39923 \n",
  843. "4 36.1% 7,379 27,562 -56744 \n",
  844. "5 37.7% 8,248 27,543 -40525 \n",
  845. "6 38.6% 9,306 27,018 -57608 \n",
  846. "7 36.6% 12,394 28,316 -49117 \n",
  847. "8 41.7% 23,462 27,404 -39966 \n",
  848. "9 44.2% 137,902 26,438 -27877 \n",
  849. "\n",
  850. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  851. "0 -63,665 -50,272 \n",
  852. "1 -47,280 -29,941 \n",
  853. "2 -46,628 -28,451 \n",
  854. "3 -36,525 -18,693 \n",
  855. "4 -53,425 -36,562 \n",
  856. "5 -37,408 -21,230 \n",
  857. "6 -53,741 -39,896 \n",
  858. "7 -46,377 -33,194 \n",
  859. "8 -38,203 -36,024 \n",
  860. "9 -26,156 -139,341 \n",
  861. "\n",
  862. " Avg Combined Change - Welfare Adj \n",
  863. "0 -44,412 \n",
  864. "1 -25,919 \n",
  865. "2 -24,889 \n",
  866. "3 -15,295 \n",
  867. "4 -33,243 \n",
  868. "5 -18,113 \n",
  869. "6 -36,029 \n",
  870. "7 -30,455 \n",
  871. "8 -34,262 \n",
  872. "9 -137,621 "
  873. ]
  874. },
  875. "execution_count": 96,
  876. "metadata": {},
  877. "output_type": "execute_result"
  878. }
  879. ],
  880. "source": [
  881. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='65 or over', bins='income')\n",
  882. "table(table_data2, avg_ben, avg_ben_mult)"
  883. ]
  884. },
  885. {
  886. "cell_type": "markdown",
  887. "metadata": {},
  888. "source": [
  889. "## Tax Units w/out Someone Over 65"
  890. ]
  891. },
  892. {
  893. "cell_type": "code",
  894. "execution_count": 97,
  895. "metadata": {
  896. "collapsed": true
  897. },
  898. "outputs": [],
  899. "source": [
  900. "table_data3 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, group='under 65', bins='income')"
  901. ]
  902. },
  903. {
  904. "cell_type": "code",
  905. "execution_count": 98,
  906. "metadata": {
  907. "collapsed": false
  908. },
  909. "outputs": [
  910. {
  911. "data": {
  912. "text/html": [
  913. "<div>\n",
  914. "<table border=\"1\" class=\"dataframe\">\n",
  915. " <thead>\n",
  916. " <tr style=\"text-align: right;\">\n",
  917. " <th></th>\n",
  918. " <th>Wage and Salary Floor (Thousands)</th>\n",
  919. " <th>Tax Units (m)</th>\n",
  920. " <th>Avg Tax Unit Size</th>\n",
  921. " <th>Avg UBI Per Person</th>\n",
  922. " <th>Avg MTR - Payroll</th>\n",
  923. " <th>Avg MTR - Individual Income</th>\n",
  924. " <th>Avg MTR - Combined</th>\n",
  925. " <th>Avg Tax Change</th>\n",
  926. " <th>Avg UBI Per Tax Unit</th>\n",
  927. " <th>Avg Benefits Change</th>\n",
  928. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  929. " <th>Avg Combined Change</th>\n",
  930. " <th>Avg Combined Change - Welfare Adj</th>\n",
  931. " </tr>\n",
  932. " </thead>\n",
  933. " <tbody>\n",
  934. " <tr>\n",
  935. " <th>0</th>\n",
  936. " <td>0</td>\n",
  937. " <td>86,663.47</td>\n",
  938. " <td>1.93</td>\n",
  939. " <td>11,510</td>\n",
  940. " <td>14.2%</td>\n",
  941. " <td>13.3%</td>\n",
  942. " <td>27.4%</td>\n",
  943. " <td>5,213</td>\n",
  944. " <td>21,451</td>\n",
  945. " <td>-21478</td>\n",
  946. " <td>-17,156</td>\n",
  947. " <td>-5,239</td>\n",
  948. " <td>-918</td>\n",
  949. " </tr>\n",
  950. " <tr>\n",
  951. " <th>1</th>\n",
  952. " <td>10</td>\n",
  953. " <td>17,143.84</td>\n",
  954. " <td>1.57</td>\n",
  955. " <td>12,516</td>\n",
  956. " <td>14.2%</td>\n",
  957. " <td>15.1%</td>\n",
  958. " <td>29.3%</td>\n",
  959. " <td>6,676</td>\n",
  960. " <td>19,259</td>\n",
  961. " <td>-8837</td>\n",
  962. " <td>-6,749</td>\n",
  963. " <td>3,745</td>\n",
  964. " <td>5,833</td>\n",
  965. " </tr>\n",
  966. " <tr>\n",
  967. " <th>2</th>\n",
  968. " <td>20</td>\n",
  969. " <td>14,104.24</td>\n",
  970. " <td>1.69</td>\n",
  971. " <td>12,182</td>\n",
  972. " <td>14.2%</td>\n",
  973. " <td>19.7%</td>\n",
  974. " <td>33.9%</td>\n",
  975. " <td>7,658</td>\n",
  976. " <td>20,316</td>\n",
  977. " <td>-8452</td>\n",
  978. " <td>-6,473</td>\n",
  979. " <td>4,205</td>\n",
  980. " <td>6,184</td>\n",
  981. " </tr>\n",
  982. " <tr>\n",
  983. " <th>3</th>\n",
  984. " <td>30</td>\n",
  985. " <td>10,887.38</td>\n",
  986. " <td>1.72</td>\n",
  987. " <td>12,549</td>\n",
  988. " <td>14.2%</td>\n",
  989. " <td>22.1%</td>\n",
  990. " <td>36.3%</td>\n",
  991. " <td>8,211</td>\n",
  992. " <td>20,757</td>\n",
  993. " <td>-7163</td>\n",
  994. " <td>-5,593</td>\n",
  995. " <td>5,382</td>\n",
  996. " <td>6,953</td>\n",
  997. " </tr>\n",
  998. " <tr>\n",
  999. " <th>4</th>\n",
  1000. " <td>40</td>\n",
  1001. " <td>8,118.81</td>\n",
  1002. " <td>1.78</td>\n",
  1003. " <td>12,629</td>\n",
  1004. " <td>14.2%</td>\n",
  1005. " <td>22.7%</td>\n",
  1006. " <td>36.9%</td>\n",
  1007. " <td>8,910</td>\n",
  1008. " <td>21,543</td>\n",
  1009. " <td>-7575</td>\n",
  1010. " <td>-5,819</td>\n",
  1011. " <td>5,059</td>\n",
  1012. " <td>6,815</td>\n",
  1013. " </tr>\n",
  1014. " <tr>\n",
  1015. " <th>5</th>\n",
  1016. " <td>50</td>\n",
  1017. " <td>15,411.88</td>\n",
  1018. " <td>2.01</td>\n",
  1019. " <td>12,637</td>\n",
  1020. " <td>14.2%</td>\n",
  1021. " <td>23.4%</td>\n",
  1022. " <td>37.5%</td>\n",
  1023. " <td>10,752</td>\n",
  1024. " <td>24,303</td>\n",
  1025. " <td>-6487</td>\n",
  1026. " <td>-5,110</td>\n",
  1027. " <td>7,065</td>\n",
  1028. " <td>8,442</td>\n",
  1029. " </tr>\n",
  1030. " <tr>\n",
  1031. " <th>6</th>\n",
  1032. " <td>75</td>\n",
  1033. " <td>8,553.61</td>\n",
  1034. " <td>2.46</td>\n",
  1035. " <td>12,353</td>\n",
  1036. " <td>14.2%</td>\n",
  1037. " <td>24.2%</td>\n",
  1038. " <td>38.4%</td>\n",
  1039. " <td>14,152</td>\n",
  1040. " <td>29,070</td>\n",
  1041. " <td>-4549</td>\n",
  1042. " <td>-3,747</td>\n",
  1043. " <td>10,370</td>\n",
  1044. " <td>11,172</td>\n",
  1045. " </tr>\n",
  1046. " <tr>\n",
  1047. " <th>7</th>\n",
  1048. " <td>100</td>\n",
  1049. " <td>15,097.16</td>\n",
  1050. " <td>2.79</td>\n",
  1051. " <td>12,135</td>\n",
  1052. " <td>10.9%</td>\n",
  1053. " <td>26.5%</td>\n",
  1054. " <td>37.5%</td>\n",
  1055. " <td>18,090</td>\n",
  1056. " <td>32,483</td>\n",
  1057. " <td>-4860</td>\n",
  1058. " <td>-4,039</td>\n",
  1059. " <td>9,533</td>\n",
  1060. " <td>10,353</td>\n",
  1061. " </tr>\n",
  1062. " <tr>\n",
  1063. " <th>8</th>\n",
  1064. " <td>200</td>\n",
  1065. " <td>5,116.39</td>\n",
  1066. " <td>3.14</td>\n",
  1067. " <td>11,895</td>\n",
  1068. " <td>6.0%</td>\n",
  1069. " <td>33.7%</td>\n",
  1070. " <td>39.7%</td>\n",
  1071. " <td>28,624</td>\n",
  1072. " <td>35,623</td>\n",
  1073. " <td>-4775</td>\n",
  1074. " <td>-4,042</td>\n",
  1075. " <td>2,224</td>\n",
  1076. " <td>2,957</td>\n",
  1077. " </tr>\n",
  1078. " <tr>\n",
  1079. " <th>9</th>\n",
  1080. " <td>1,001</td>\n",
  1081. " <td>6.23</td>\n",
  1082. " <td>3.24</td>\n",
  1083. " <td>11,895</td>\n",
  1084. " <td>4.0%</td>\n",
  1085. " <td>39.1%</td>\n",
  1086. " <td>43.1%</td>\n",
  1087. " <td>149,504</td>\n",
  1088. " <td>36,744</td>\n",
  1089. " <td>-7683</td>\n",
  1090. " <td>-7,075</td>\n",
  1091. " <td>-120,442</td>\n",
  1092. " <td>-119,834</td>\n",
  1093. " </tr>\n",
  1094. " </tbody>\n",
  1095. "</table>\n",
  1096. "</div>"
  1097. ],
  1098. "text/plain": [
  1099. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  1100. "0 0 86,663.47 1.93 \n",
  1101. "1 10 17,143.84 1.57 \n",
  1102. "2 20 14,104.24 1.69 \n",
  1103. "3 30 10,887.38 1.72 \n",
  1104. "4 40 8,118.81 1.78 \n",
  1105. "5 50 15,411.88 2.01 \n",
  1106. "6 75 8,553.61 2.46 \n",
  1107. "7 100 15,097.16 2.79 \n",
  1108. "8 200 5,116.39 3.14 \n",
  1109. "9 1,001 6.23 3.24 \n",
  1110. "\n",
  1111. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  1112. "0 11,510 14.2% 13.3% \n",
  1113. "1 12,516 14.2% 15.1% \n",
  1114. "2 12,182 14.2% 19.7% \n",
  1115. "3 12,549 14.2% 22.1% \n",
  1116. "4 12,629 14.2% 22.7% \n",
  1117. "5 12,637 14.2% 23.4% \n",
  1118. "6 12,353 14.2% 24.2% \n",
  1119. "7 12,135 10.9% 26.5% \n",
  1120. "8 11,895 6.0% 33.7% \n",
  1121. "9 11,895 4.0% 39.1% \n",
  1122. "\n",
  1123. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  1124. "0 27.4% 5,213 21,451 -21478 \n",
  1125. "1 29.3% 6,676 19,259 -8837 \n",
  1126. "2 33.9% 7,658 20,316 -8452 \n",
  1127. "3 36.3% 8,211 20,757 -7163 \n",
  1128. "4 36.9% 8,910 21,543 -7575 \n",
  1129. "5 37.5% 10,752 24,303 -6487 \n",
  1130. "6 38.4% 14,152 29,070 -4549 \n",
  1131. "7 37.5% 18,090 32,483 -4860 \n",
  1132. "8 39.7% 28,624 35,623 -4775 \n",
  1133. "9 43.1% 149,504 36,744 -7683 \n",
  1134. "\n",
  1135. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  1136. "0 -17,156 -5,239 \n",
  1137. "1 -6,749 3,745 \n",
  1138. "2 -6,473 4,205 \n",
  1139. "3 -5,593 5,382 \n",
  1140. "4 -5,819 5,059 \n",
  1141. "5 -5,110 7,065 \n",
  1142. "6 -3,747 10,370 \n",
  1143. "7 -4,039 9,533 \n",
  1144. "8 -4,042 2,224 \n",
  1145. "9 -7,075 -120,442 \n",
  1146. "\n",
  1147. " Avg Combined Change - Welfare Adj \n",
  1148. "0 -918 \n",
  1149. "1 5,833 \n",
  1150. "2 6,184 \n",
  1151. "3 6,953 \n",
  1152. "4 6,815 \n",
  1153. "5 8,442 \n",
  1154. "6 11,172 \n",
  1155. "7 10,353 \n",
  1156. "8 2,957 \n",
  1157. "9 -119,834 "
  1158. ]
  1159. },
  1160. "execution_count": 98,
  1161. "metadata": {},
  1162. "output_type": "execute_result"
  1163. }
  1164. ],
  1165. "source": [
  1166. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='under 65', bins='income')\n",
  1167. "table(table_data3, avg_ben, avg_ben_mult)"
  1168. ]
  1169. },
  1170. {
  1171. "cell_type": "markdown",
  1172. "metadata": {},
  1173. "source": [
  1174. "# UBI + Original Tax Reform + New Provisions"
  1175. ]
  1176. },
  1177. {
  1178. "cell_type": "markdown",
  1179. "metadata": {},
  1180. "source": [
  1181. "New Provisions: No AMT, personal income and pass through rates: <$50K (single) / <$100K (joint) - 10%, >$50K (single) / >$100K (joint) - 50%"
  1182. ]
  1183. },
  1184. {
  1185. "cell_type": "code",
  1186. "execution_count": 44,
  1187. "metadata": {
  1188. "collapsed": false
  1189. },
  1190. "outputs": [],
  1191. "source": [
  1192. "# Calculator with second reform policy\n",
  1193. "recs_reform2 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  1194. "pol_reform2 = Policy()\n",
  1195. "pol_reform2.implement_reform(tax_reform)\n",
  1196. "tax_reform2 = {\n",
  1197. " 2014: {\n",
  1198. " '_ALD_StudentLoan_hc': [1.0],\n",
  1199. " '_ALD_SelfEmploymentTax_hc': [1.0],\n",
  1200. " '_ALD_SelfEmp_HealthIns_hc': [1.0],\n",
  1201. " '_ALD_KEOGH_SEP_hc': [1.0],\n",
  1202. " '_ALD_EarlyWithdraw_hc': [1.0],\n",
  1203. " '_ALD_Alimony_hc': [1.0],\n",
  1204. " '_ALD_Dependents_hc': [1.0],\n",
  1205. " '_ALD_EducatorExpenses_hc': [1.0],\n",
  1206. " '_ALD_HSADeduction_hc': [1.0],\n",
  1207. " '_ALD_IRAContributions_hc': [1.0],\n",
  1208. " '_ALD_DomesticProduction_hc': [1.0],\n",
  1209. " '_ALD_Tuition_hc': [1.0],\n",
  1210. " '_CR_RetirementSavings_hc': [1.0],\n",
  1211. " '_CR_ForeignTax_hc': [1.0],\n",
  1212. " '_CR_ResidentialEnergy_hc': [1.0],\n",
  1213. " '_CR_GeneralBusiness_hc': [1.0],\n",
  1214. " '_CR_MinimumTax_hc': [1.0],\n",
  1215. " '_CR_AmOppRefundable_hc': [1.0],\n",
  1216. " '_CR_AmOppNonRefundable_hc': [1.0],\n",
  1217. " '_CR_SchR_hc': [1.0],\n",
  1218. " '_CR_OtherCredits_hc': [1.0],\n",
  1219. " '_CR_Education_hc': [1.0],\n",
  1220. " '_II_em': [0.0],\n",
  1221. " '_STD': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
  1222. " '_STD_Aged': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
  1223. " '_ID_Medical_hc': [1.0],\n",
  1224. " '_ID_StateLocalTax_hc': [1.0],\n",
  1225. " '_ID_RealEstate_hc': [1.0],\n",
  1226. " '_ID_InterestPaid_hc': [1.0],\n",
  1227. " '_ID_Casualty_hc': [1.0],\n",
  1228. " '_ID_Miscellaneous_hc': [1.0],\n",
  1229. " '_CDCC_c': [0.0],\n",
  1230. " '_CTC_c': [0.0],\n",
  1231. " '_EITC_c': [[0.0, 0.0, 0.0, 0.0]],\n",
  1232. " '_LLC_Expense_c': [0.0],\n",
  1233. " '_ETC_pe_Single': [0.0],\n",
  1234. " '_ETC_pe_Married': [0.0],\n",
  1235. " '_II_rt2': [.10],\n",
  1236. " '_II_rt3': [.10],\n",
  1237. " '_II_rt4': [.10],\n",
  1238. " '_II_rt5': [.10],\n",
  1239. " '_II_rt6': [.10],\n",
  1240. " '_II_rt7': [.50],\n",
  1241. " '_II_brk1': [[50000, 100000, 50000, 50000, 100000]],\n",
  1242. " '_II_brk2': [[50000, 100000, 50000, 50000, 100000]],\n",
  1243. " '_II_brk3': [[50000, 100000, 50000, 50000, 100000]],\n",
  1244. " '_II_brk4': [[50000, 100000, 50000, 50000, 100000]],\n",
  1245. " '_II_brk5': [[50000, 100000, 50000, 50000, 100000]],\n",
  1246. " '_II_brk6': [[50000, 100000, 50000, 50000, 100000]],\n",
  1247. " '_PT_rt2': [.10],\n",
  1248. " '_PT_rt3': [.10],\n",
  1249. " '_PT_rt4': [.10],\n",
  1250. " '_PT_rt5': [.10],\n",
  1251. " '_PT_rt6': [.10],\n",
  1252. " '_PT_rt7': [.50],\n",
  1253. " '_PT_brk1': [[50000, 100000, 50000, 50000, 100000]],\n",
  1254. " '_PT_brk2': [[50000, 100000, 50000, 50000, 100000]],\n",
  1255. " '_PT_brk3': [[50000, 100000, 50000, 50000, 100000]],\n",
  1256. " '_PT_brk4': [[50000, 100000, 50000, 50000, 100000]],\n",
  1257. " '_PT_brk5': [[50000, 100000, 50000, 50000, 100000]],\n",
  1258. " '_PT_brk6': [[50000, 100000, 50000, 50000, 100000]],\n",
  1259. " '_AMT_rt1': [0.0],\n",
  1260. " '_AMT_rt2': [0.0]\n",
  1261. " }\n",
  1262. "}\n",
  1263. "pol_reform2.implement_reform(tax_reform2)\n",
  1264. "calc_reform2 = Calculator(records=recs_reform2, policy=pol_reform2, verbose=False)\n",
  1265. "calc_reform2.records.e02400 = np.zeros(len(calc_reform2.records.e02400))\n",
  1266. "calc_reform2.advance_to_year(2014)\n",
  1267. "calc_reform2.calc_all()"
  1268. ]
  1269. },
  1270. {
  1271. "cell_type": "code",
  1272. "execution_count": 45,
  1273. "metadata": {
  1274. "collapsed": true
  1275. },
  1276. "outputs": [],
  1277. "source": [
  1278. "# Revenue from tax reform\n",
  1279. "tax_rev2 = ((calc_reform2.records.combined - calc.records.combined) * calc_reform2.records.s006).sum()"
  1280. ]
  1281. },
  1282. {
  1283. "cell_type": "code",
  1284. "execution_count": 46,
  1285. "metadata": {
  1286. "collapsed": false
  1287. },
  1288. "outputs": [
  1289. {
  1290. "data": {
  1291. "text/plain": [
  1292. "3525615655995.964"
  1293. ]
  1294. },
  1295. "execution_count": 46,
  1296. "metadata": {},
  1297. "output_type": "execute_result"
  1298. }
  1299. ],
  1300. "source": [
  1301. "revenue2 = cps_rev + other_rev + ss_lostrev + tax_rev2\n",
  1302. "revenue2"
  1303. ]
  1304. },
  1305. {
  1306. "cell_type": "code",
  1307. "execution_count": 48,
  1308. "metadata": {
  1309. "collapsed": false
  1310. },
  1311. "outputs": [
  1312. {
  1313. "data": {
  1314. "text/plain": [
  1315. "(12161.850723200503, 6080.925361600252)"
  1316. ]
  1317. },
  1318. "execution_count": 48,
  1319. "metadata": {},
  1320. "output_type": "execute_result"
  1321. }
  1322. ],
  1323. "source": [
  1324. "# Find original UBI amounts\n",
  1325. "ubi18, ubiu18 = ubi_amt(revenue2, u18, abv18)\n",
  1326. "ubi18, ubiu18"
  1327. ]
  1328. },
  1329. {
  1330. "cell_type": "code",
  1331. "execution_count": 49,
  1332. "metadata": {
  1333. "collapsed": false
  1334. },
  1335. "outputs": [
  1336. {
  1337. "name": "stdout",
  1338. "output_type": "stream",
  1339. "text": [
  1340. "-7.92004018102e+11\n",
  1341. "-2.1808784331e+11\n",
  1342. "-62813016455.9\n",
  1343. "-18387484308.9\n",
  1344. "-5413251291.1\n",
  1345. "-1596045234.54\n",
  1346. "-470793013.282\n",
  1347. "-138886183.643\n",
  1348. "-40971757.2188\n",
  1349. "-12086919.7422\n",
  1350. "-3565717.92773\n",
  1351. "-1051908.74805\n",
  1352. "-310317.999023\n",
  1353. "-91545.4482422\n",
  1354. "-27006.2011719\n",
  1355. "-7966.87988281\n",
  1356. "-2348.921875\n",
  1357. "-692.581054688\n",
  1358. "-204.416015625\n"
  1359. ]
  1360. },
  1361. {
  1362. "data": {
  1363. "text/plain": [
  1364. "(15952.820515200001, 7976.4102576000005)"
  1365. ]
  1366. },
  1367. "execution_count": 49,
  1368. "metadata": {},
  1369. "output_type": "execute_result"
  1370. }
  1371. ],
  1372. "source": [
  1373. "# Find UBI after accounting for UBI tax revenue\n",
  1374. "diff = 9e99\n",
  1375. "ubi_tax_rev = 0\n",
  1376. "prev_ubi_tax_rev = 0\n",
  1377. "while abs(diff) >= 300:\n",
  1378. " ubi18, ubiu18 = ubi_amt(revenue2 + ubi_tax_rev, u18, abv18)\n",
  1379. " diff, ubi_tax_rev = ubi_finder(ubi18, ubiu18, \n",
  1380. " tax_reform=tax_reform2, revenue=revenue2,\n",
  1381. " calc_reform=calc_reform2)\n",
  1382. " if diff > 0:\n",
  1383. " ubi_tax_rev = prev_ubi_tax_rev * 0.5\n",
  1384. " prev_ubi_tax_rev = ubi_tax_rev\n",
  1385. " print diff\n",
  1386. "ubi18, ubiu18"
  1387. ]
  1388. },
  1389. {
  1390. "cell_type": "code",
  1391. "execution_count": 50,
  1392. "metadata": {
  1393. "collapsed": true
  1394. },
  1395. "outputs": [],
  1396. "source": [
  1397. "# Calculator with UBI and tax reform\n",
  1398. "recs_ubi2 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
  1399. "pol_ubi2 = Policy()\n",
  1400. "pol_ubi2.implement_reform(tax_reform)\n",
  1401. "ubi_ref2 = {\n",
  1402. " 2014: {\n",
  1403. " '_UBI1': [ubiu18],\n",
  1404. " '_UBI2': [ubi18],\n",
  1405. " '_UBI3': [ubi18]\n",
  1406. " }\n",
  1407. "}\n",
  1408. "pol_ubi2.implement_reform(ubi_ref2)\n",
  1409. "calc_ubi2 = Calculator(records=recs_ubi2, policy=pol_ubi2, verbose=False)\n",
  1410. "calc_ubi2.records.e02400 = np.zeros(len(calc_ubi2.records.e02400))\n",
  1411. "calc_ubi2.advance_to_year(2014)\n",
  1412. "calc_ubi2.calc_all()\n",
  1413. "\n",
  1414. "# Get MTR's\n",
  1415. "# try using baseline MTR\n",
  1416. "mtrs2 = calc.mtr()"
  1417. ]
  1418. },
  1419. {
  1420. "cell_type": "markdown",
  1421. "metadata": {},
  1422. "source": [
  1423. "## For all Tax Units"
  1424. ]
  1425. },
  1426. {
  1427. "cell_type": "code",
  1428. "execution_count": 99,
  1429. "metadata": {
  1430. "collapsed": false
  1431. },
  1432. "outputs": [],
  1433. "source": [
  1434. "table_data4 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, bins='income')"
  1435. ]
  1436. },
  1437. {
  1438. "cell_type": "code",
  1439. "execution_count": 100,
  1440. "metadata": {
  1441. "collapsed": false
  1442. },
  1443. "outputs": [
  1444. {
  1445. "data": {
  1446. "text/html": [
  1447. "<div>\n",
  1448. "<table border=\"1\" class=\"dataframe\">\n",
  1449. " <thead>\n",
  1450. " <tr style=\"text-align: right;\">\n",
  1451. " <th></th>\n",
  1452. " <th>Wage and Salary Floor (Thousands)</th>\n",
  1453. " <th>Tax Units (m)</th>\n",
  1454. " <th>Avg Tax Unit Size</th>\n",
  1455. " <th>Avg UBI Per Person</th>\n",
  1456. " <th>Avg MTR - Payroll</th>\n",
  1457. " <th>Avg MTR - Individual Income</th>\n",
  1458. " <th>Avg MTR - Combined</th>\n",
  1459. " <th>Avg Tax Change</th>\n",
  1460. " <th>Avg UBI Per Tax Unit</th>\n",
  1461. " <th>Avg Benefits Change</th>\n",
  1462. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  1463. " <th>Avg Combined Change</th>\n",
  1464. " <th>Avg Combined Change - Welfare Adj</th>\n",
  1465. " </tr>\n",
  1466. " </thead>\n",
  1467. " <tbody>\n",
  1468. " <tr>\n",
  1469. " <th>0</th>\n",
  1470. " <td>0</td>\n",
  1471. " <td>165,992.92</td>\n",
  1472. " <td>1.93</td>\n",
  1473. " <td>14,025</td>\n",
  1474. " <td>14.2%</td>\n",
  1475. " <td>1.0%</td>\n",
  1476. " <td>15.2%</td>\n",
  1477. " <td>5,633</td>\n",
  1478. " <td>26,013</td>\n",
  1479. " <td>-24481</td>\n",
  1480. " <td>-19,932</td>\n",
  1481. " <td>-4,101</td>\n",
  1482. " <td>448</td>\n",
  1483. " </tr>\n",
  1484. " <tr>\n",
  1485. " <th>1</th>\n",
  1486. " <td>10</td>\n",
  1487. " <td>18,732.74</td>\n",
  1488. " <td>1.64</td>\n",
  1489. " <td>14,511</td>\n",
  1490. " <td>14.2%</td>\n",
  1491. " <td>6.0%</td>\n",
  1492. " <td>20.2%</td>\n",
  1493. " <td>7,277</td>\n",
  1494. " <td>23,323</td>\n",
  1495. " <td>-9848</td>\n",
  1496. " <td>-7,655</td>\n",
  1497. " <td>6,197</td>\n",
  1498. " <td>8,390</td>\n",
  1499. " </tr>\n",
  1500. " <tr>\n",
  1501. " <th>2</th>\n",
  1502. " <td>20</td>\n",
  1503. " <td>15,008.86</td>\n",
  1504. " <td>1.74</td>\n",
  1505. " <td>14,147</td>\n",
  1506. " <td>14.2%</td>\n",
  1507. " <td>15.9%</td>\n",
  1508. " <td>30.1%</td>\n",
  1509. " <td>8,366</td>\n",
  1510. " <td>24,260</td>\n",
  1511. " <td>-9195</td>\n",
  1512. " <td>-7,148</td>\n",
  1513. " <td>6,700</td>\n",
  1514. " <td>8,746</td>\n",
  1515. " </tr>\n",
  1516. " <tr>\n",
  1517. " <th>3</th>\n",
  1518. " <td>30</td>\n",
  1519. " <td>11,543.98</td>\n",
  1520. " <td>1.76</td>\n",
  1521. " <td>14,558</td>\n",
  1522. " <td>14.2%</td>\n",
  1523. " <td>17.9%</td>\n",
  1524. " <td>32.1%</td>\n",
  1525. " <td>8,960</td>\n",
  1526. " <td>24,657</td>\n",
  1527. " <td>-7812</td>\n",
  1528. " <td>-6,156</td>\n",
  1529. " <td>7,885</td>\n",
  1530. " <td>9,540</td>\n",
  1531. " </tr>\n",
  1532. " <tr>\n",
  1533. " <th>4</th>\n",
  1534. " <td>40</td>\n",
  1535. " <td>8,593.91</td>\n",
  1536. " <td>1.80</td>\n",
  1537. " <td>14,656</td>\n",
  1538. " <td>14.2%</td>\n",
  1539. " <td>17.0%</td>\n",
  1540. " <td>31.2%</td>\n",
  1541. " <td>9,660</td>\n",
  1542. " <td>25,359</td>\n",
  1543. " <td>-8502</td>\n",
  1544. " <td>-6,672</td>\n",
  1545. " <td>7,197</td>\n",
  1546. " <td>9,027</td>\n",
  1547. " </tr>\n",
  1548. " <tr>\n",
  1549. " <th>5</th>\n",
  1550. " <td>50</td>\n",
  1551. " <td>16,214.24</td>\n",
  1552. " <td>2.01</td>\n",
  1553. " <td>14,675</td>\n",
  1554. " <td>14.2%</td>\n",
  1555. " <td>18.4%</td>\n",
  1556. " <td>32.6%</td>\n",
  1557. " <td>11,579</td>\n",
  1558. " <td>28,335</td>\n",
  1559. " <td>-7297</td>\n",
  1560. " <td>-5,836</td>\n",
  1561. " <td>9,459</td>\n",
  1562. " <td>10,920</td>\n",
  1563. " </tr>\n",
  1564. " <tr>\n",
  1565. " <th>6</th>\n",
  1566. " <td>75</td>\n",
  1567. " <td>8,983.86</td>\n",
  1568. " <td>2.44</td>\n",
  1569. " <td>14,357</td>\n",
  1570. " <td>14.2%</td>\n",
  1571. " <td>19.0%</td>\n",
  1572. " <td>33.2%</td>\n",
  1573. " <td>15,094</td>\n",
  1574. " <td>33,518</td>\n",
  1575. " <td>-5679</td>\n",
  1576. " <td>-4,712</td>\n",
  1577. " <td>12,744</td>\n",
  1578. " <td>13,711</td>\n",
  1579. " </tr>\n",
  1580. " <tr>\n",
  1581. " <th>7</th>\n",
  1582. " <td>100</td>\n",
  1583. " <td>15,662.18</td>\n",
  1584. " <td>2.77</td>\n",
  1585. " <td>14,097</td>\n",
  1586. " <td>10.9%</td>\n",
  1587. " <td>25.0%</td>\n",
  1588. " <td>35.9%</td>\n",
  1589. " <td>19,312</td>\n",
  1590. " <td>37,400</td>\n",
  1591. " <td>-5619</td>\n",
  1592. " <td>-4,708</td>\n",
  1593. " <td>12,468</td>\n",
  1594. " <td>13,379</td>\n",
  1595. " </tr>\n",
  1596. " <tr>\n",
  1597. " <th>8</th>\n",
  1598. " <td>200</td>\n",
  1599. " <td>5,248.36</td>\n",
  1600. " <td>3.09</td>\n",
  1601. " <td>13,838</td>\n",
  1602. " <td>6.1%</td>\n",
  1603. " <td>32.4%</td>\n",
  1604. " <td>38.4%</td>\n",
  1605. " <td>30,352</td>\n",
  1606. " <td>40,849</td>\n",
  1607. " <td>-5368</td>\n",
  1608. " <td>-4,589</td>\n",
  1609. " <td>5,130</td>\n",
  1610. " <td>5,908</td>\n",
  1611. " </tr>\n",
  1612. " <tr>\n",
  1613. " <th>9</th>\n",
  1614. " <td>1,001</td>\n",
  1615. " <td>6.62</td>\n",
  1616. " <td>3.15</td>\n",
  1617. " <td>13,912</td>\n",
  1618. " <td>4.1%</td>\n",
  1619. " <td>39.2%</td>\n",
  1620. " <td>43.3%</td>\n",
  1621. " <td>150,941</td>\n",
  1622. " <td>41,682</td>\n",
  1623. " <td>-8281</td>\n",
  1624. " <td>-7,625</td>\n",
  1625. " <td>-117,541</td>\n",
  1626. " <td>-116,885</td>\n",
  1627. " </tr>\n",
  1628. " </tbody>\n",
  1629. "</table>\n",
  1630. "</div>"
  1631. ],
  1632. "text/plain": [
  1633. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  1634. "0 0 165,992.92 1.93 \n",
  1635. "1 10 18,732.74 1.64 \n",
  1636. "2 20 15,008.86 1.74 \n",
  1637. "3 30 11,543.98 1.76 \n",
  1638. "4 40 8,593.91 1.80 \n",
  1639. "5 50 16,214.24 2.01 \n",
  1640. "6 75 8,983.86 2.44 \n",
  1641. "7 100 15,662.18 2.77 \n",
  1642. "8 200 5,248.36 3.09 \n",
  1643. "9 1,001 6.62 3.15 \n",
  1644. "\n",
  1645. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  1646. "0 14,025 14.2% 1.0% \n",
  1647. "1 14,511 14.2% 6.0% \n",
  1648. "2 14,147 14.2% 15.9% \n",
  1649. "3 14,558 14.2% 17.9% \n",
  1650. "4 14,656 14.2% 17.0% \n",
  1651. "5 14,675 14.2% 18.4% \n",
  1652. "6 14,357 14.2% 19.0% \n",
  1653. "7 14,097 10.9% 25.0% \n",
  1654. "8 13,838 6.1% 32.4% \n",
  1655. "9 13,912 4.1% 39.2% \n",
  1656. "\n",
  1657. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  1658. "0 15.2% 5,633 26,013 -24481 \n",
  1659. "1 20.2% 7,277 23,323 -9848 \n",
  1660. "2 30.1% 8,366 24,260 -9195 \n",
  1661. "3 32.1% 8,960 24,657 -7812 \n",
  1662. "4 31.2% 9,660 25,359 -8502 \n",
  1663. "5 32.6% 11,579 28,335 -7297 \n",
  1664. "6 33.2% 15,094 33,518 -5679 \n",
  1665. "7 35.9% 19,312 37,400 -5619 \n",
  1666. "8 38.4% 30,352 40,849 -5368 \n",
  1667. "9 43.3% 150,941 41,682 -8281 \n",
  1668. "\n",
  1669. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  1670. "0 -19,932 -4,101 \n",
  1671. "1 -7,655 6,197 \n",
  1672. "2 -7,148 6,700 \n",
  1673. "3 -6,156 7,885 \n",
  1674. "4 -6,672 7,197 \n",
  1675. "5 -5,836 9,459 \n",
  1676. "6 -4,712 12,744 \n",
  1677. "7 -4,708 12,468 \n",
  1678. "8 -4,589 5,130 \n",
  1679. "9 -7,625 -117,541 \n",
  1680. "\n",
  1681. " Avg Combined Change - Welfare Adj \n",
  1682. "0 448 \n",
  1683. "1 8,390 \n",
  1684. "2 8,746 \n",
  1685. "3 9,540 \n",
  1686. "4 9,027 \n",
  1687. "5 10,920 \n",
  1688. "6 13,711 \n",
  1689. "7 13,379 \n",
  1690. "8 5,908 \n",
  1691. "9 -116,885 "
  1692. ]
  1693. },
  1694. "execution_count": 100,
  1695. "metadata": {},
  1696. "output_type": "execute_result"
  1697. }
  1698. ],
  1699. "source": [
  1700. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='all', bins='income')\n",
  1701. "table(table_data4, avg_ben, avg_ben_mult)"
  1702. ]
  1703. },
  1704. {
  1705. "cell_type": "markdown",
  1706. "metadata": {},
  1707. "source": [
  1708. "## Tax Units with Someone Over 65"
  1709. ]
  1710. },
  1711. {
  1712. "cell_type": "code",
  1713. "execution_count": 101,
  1714. "metadata": {
  1715. "collapsed": true
  1716. },
  1717. "outputs": [],
  1718. "source": [
  1719. "table_data5 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, group='65 or over', bins='income')"
  1720. ]
  1721. },
  1722. {
  1723. "cell_type": "code",
  1724. "execution_count": 102,
  1725. "metadata": {
  1726. "collapsed": false
  1727. },
  1728. "outputs": [
  1729. {
  1730. "data": {
  1731. "text/html": [
  1732. "<div>\n",
  1733. "<table border=\"1\" class=\"dataframe\">\n",
  1734. " <thead>\n",
  1735. " <tr style=\"text-align: right;\">\n",
  1736. " <th></th>\n",
  1737. " <th>Wage and Salary Floor (Thousands)</th>\n",
  1738. " <th>Tax Units (m)</th>\n",
  1739. " <th>Avg Tax Unit Size</th>\n",
  1740. " <th>Avg UBI Per Person</th>\n",
  1741. " <th>Avg MTR - Payroll</th>\n",
  1742. " <th>Avg MTR - Individual Income</th>\n",
  1743. " <th>Avg MTR - Combined</th>\n",
  1744. " <th>Avg Tax Change</th>\n",
  1745. " <th>Avg UBI Per Tax Unit</th>\n",
  1746. " <th>Avg Benefits Change</th>\n",
  1747. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  1748. " <th>Avg Combined Change</th>\n",
  1749. " <th>Avg Combined Change - Welfare Adj</th>\n",
  1750. " </tr>\n",
  1751. " </thead>\n",
  1752. " <tbody>\n",
  1753. " <tr>\n",
  1754. " <th>0</th>\n",
  1755. " <td>0</td>\n",
  1756. " <td>79,329.46</td>\n",
  1757. " <td>1.92</td>\n",
  1758. " <td>14,975</td>\n",
  1759. " <td>14.2%</td>\n",
  1760. " <td>6.0%</td>\n",
  1761. " <td>20.2%</td>\n",
  1762. " <td>5,324</td>\n",
  1763. " <td>27,616</td>\n",
  1764. " <td>-69525</td>\n",
  1765. " <td>-63,665</td>\n",
  1766. " <td>-47,234</td>\n",
  1767. " <td>-41,373</td>\n",
  1768. " </tr>\n",
  1769. " <tr>\n",
  1770. " <th>1</th>\n",
  1771. " <td>10</td>\n",
  1772. " <td>1,588.90</td>\n",
  1773. " <td>2.32</td>\n",
  1774. " <td>14,798</td>\n",
  1775. " <td>14.2%</td>\n",
  1776. " <td>13.9%</td>\n",
  1777. " <td>28.1%</td>\n",
  1778. " <td>7,987</td>\n",
  1779. " <td>32,887</td>\n",
  1780. " <td>-51302</td>\n",
  1781. " <td>-47,280</td>\n",
  1782. " <td>-26,403</td>\n",
  1783. " <td>-22,381</td>\n",
  1784. " </tr>\n",
  1785. " <tr>\n",
  1786. " <th>2</th>\n",
  1787. " <td>20</td>\n",
  1788. " <td>904.62</td>\n",
  1789. " <td>2.39</td>\n",
  1790. " <td>14,809</td>\n",
  1791. " <td>14.2%</td>\n",
  1792. " <td>19.2%</td>\n",
  1793. " <td>33.5%</td>\n",
  1794. " <td>8,407</td>\n",
  1795. " <td>33,720</td>\n",
  1796. " <td>-50190</td>\n",
  1797. " <td>-46,628</td>\n",
  1798. " <td>-24,877</td>\n",
  1799. " <td>-21,315</td>\n",
  1800. " </tr>\n",
  1801. " <tr>\n",
  1802. " <th>3</th>\n",
  1803. " <td>30</td>\n",
  1804. " <td>656.60</td>\n",
  1805. " <td>2.30</td>\n",
  1806. " <td>15,092</td>\n",
  1807. " <td>14.2%</td>\n",
  1808. " <td>21.9%</td>\n",
  1809. " <td>36.1%</td>\n",
  1810. " <td>8,621</td>\n",
  1811. " <td>33,363</td>\n",
  1812. " <td>-39923</td>\n",
  1813. " <td>-36,525</td>\n",
  1814. " <td>-15,182</td>\n",
  1815. " <td>-11,784</td>\n",
  1816. " </tr>\n",
  1817. " <tr>\n",
  1818. " <th>4</th>\n",
  1819. " <td>40</td>\n",
  1820. " <td>475.11</td>\n",
  1821. " <td>2.14</td>\n",
  1822. " <td>15,325</td>\n",
  1823. " <td>14.2%</td>\n",
  1824. " <td>20.7%</td>\n",
  1825. " <td>34.9%</td>\n",
  1826. " <td>8,424</td>\n",
  1827. " <td>31,888</td>\n",
  1828. " <td>-56744</td>\n",
  1829. " <td>-53,425</td>\n",
  1830. " <td>-33,280</td>\n",
  1831. " <td>-29,960</td>\n",
  1832. " </tr>\n",
  1833. " <tr>\n",
  1834. " <th>5</th>\n",
  1835. " <td>50</td>\n",
  1836. " <td>802.36</td>\n",
  1837. " <td>2.08</td>\n",
  1838. " <td>15,557</td>\n",
  1839. " <td>14.2%</td>\n",
  1840. " <td>19.4%</td>\n",
  1841. " <td>33.5%</td>\n",
  1842. " <td>9,342</td>\n",
  1843. " <td>31,867</td>\n",
  1844. " <td>-40525</td>\n",
  1845. " <td>-37,408</td>\n",
  1846. " <td>-18,001</td>\n",
  1847. " <td>-14,883</td>\n",
  1848. " </tr>\n",
  1849. " <tr>\n",
  1850. " <th>6</th>\n",
  1851. " <td>75</td>\n",
  1852. " <td>430.25</td>\n",
  1853. " <td>2.03</td>\n",
  1854. " <td>15,614</td>\n",
  1855. " <td>14.2%</td>\n",
  1856. " <td>22.4%</td>\n",
  1857. " <td>36.6%</td>\n",
  1858. " <td>10,419</td>\n",
  1859. " <td>31,260</td>\n",
  1860. " <td>-57608</td>\n",
  1861. " <td>-53,741</td>\n",
  1862. " <td>-36,767</td>\n",
  1863. " <td>-32,900</td>\n",
  1864. " </tr>\n",
  1865. " <tr>\n",
  1866. " <th>7</th>\n",
  1867. " <td>100</td>\n",
  1868. " <td>565.01</td>\n",
  1869. " <td>2.13</td>\n",
  1870. " <td>15,550</td>\n",
  1871. " <td>9.4%</td>\n",
  1872. " <td>26.5%</td>\n",
  1873. " <td>35.9%</td>\n",
  1874. " <td>13,670</td>\n",
  1875. " <td>32,761</td>\n",
  1876. " <td>-49117</td>\n",
  1877. " <td>-46,377</td>\n",
  1878. " <td>-30,025</td>\n",
  1879. " <td>-27,285</td>\n",
  1880. " </tr>\n",
  1881. " <tr>\n",
  1882. " <th>8</th>\n",
  1883. " <td>200</td>\n",
  1884. " <td>131.96</td>\n",
  1885. " <td>2.04</td>\n",
  1886. " <td>15,723</td>\n",
  1887. " <td>6.9%</td>\n",
  1888. " <td>33.7%</td>\n",
  1889. " <td>40.6%</td>\n",
  1890. " <td>24,998</td>\n",
  1891. " <td>31,705</td>\n",
  1892. " <td>-39966</td>\n",
  1893. " <td>-38,203</td>\n",
  1894. " <td>-33,258</td>\n",
  1895. " <td>-31,496</td>\n",
  1896. " </tr>\n",
  1897. " <tr>\n",
  1898. " <th>9</th>\n",
  1899. " <td>1,001</td>\n",
  1900. " <td>0.39</td>\n",
  1901. " <td>1.93</td>\n",
  1902. " <td>15,904</td>\n",
  1903. " <td>5.7%</td>\n",
  1904. " <td>39.0%</td>\n",
  1905. " <td>44.6%</td>\n",
  1906. " <td>139,538</td>\n",
  1907. " <td>30,589</td>\n",
  1908. " <td>-27877</td>\n",
  1909. " <td>-26,156</td>\n",
  1910. " <td>-136,827</td>\n",
  1911. " <td>-135,106</td>\n",
  1912. " </tr>\n",
  1913. " </tbody>\n",
  1914. "</table>\n",
  1915. "</div>"
  1916. ],
  1917. "text/plain": [
  1918. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  1919. "0 0 79,329.46 1.92 \n",
  1920. "1 10 1,588.90 2.32 \n",
  1921. "2 20 904.62 2.39 \n",
  1922. "3 30 656.60 2.30 \n",
  1923. "4 40 475.11 2.14 \n",
  1924. "5 50 802.36 2.08 \n",
  1925. "6 75 430.25 2.03 \n",
  1926. "7 100 565.01 2.13 \n",
  1927. "8 200 131.96 2.04 \n",
  1928. "9 1,001 0.39 1.93 \n",
  1929. "\n",
  1930. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  1931. "0 14,975 14.2% 6.0% \n",
  1932. "1 14,798 14.2% 13.9% \n",
  1933. "2 14,809 14.2% 19.2% \n",
  1934. "3 15,092 14.2% 21.9% \n",
  1935. "4 15,325 14.2% 20.7% \n",
  1936. "5 15,557 14.2% 19.4% \n",
  1937. "6 15,614 14.2% 22.4% \n",
  1938. "7 15,550 9.4% 26.5% \n",
  1939. "8 15,723 6.9% 33.7% \n",
  1940. "9 15,904 5.7% 39.0% \n",
  1941. "\n",
  1942. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  1943. "0 20.2% 5,324 27,616 -69525 \n",
  1944. "1 28.1% 7,987 32,887 -51302 \n",
  1945. "2 33.5% 8,407 33,720 -50190 \n",
  1946. "3 36.1% 8,621 33,363 -39923 \n",
  1947. "4 34.9% 8,424 31,888 -56744 \n",
  1948. "5 33.5% 9,342 31,867 -40525 \n",
  1949. "6 36.6% 10,419 31,260 -57608 \n",
  1950. "7 35.9% 13,670 32,761 -49117 \n",
  1951. "8 40.6% 24,998 31,705 -39966 \n",
  1952. "9 44.6% 139,538 30,589 -27877 \n",
  1953. "\n",
  1954. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  1955. "0 -63,665 -47,234 \n",
  1956. "1 -47,280 -26,403 \n",
  1957. "2 -46,628 -24,877 \n",
  1958. "3 -36,525 -15,182 \n",
  1959. "4 -53,425 -33,280 \n",
  1960. "5 -37,408 -18,001 \n",
  1961. "6 -53,741 -36,767 \n",
  1962. "7 -46,377 -30,025 \n",
  1963. "8 -38,203 -33,258 \n",
  1964. "9 -26,156 -136,827 \n",
  1965. "\n",
  1966. " Avg Combined Change - Welfare Adj \n",
  1967. "0 -41,373 \n",
  1968. "1 -22,381 \n",
  1969. "2 -21,315 \n",
  1970. "3 -11,784 \n",
  1971. "4 -29,960 \n",
  1972. "5 -14,883 \n",
  1973. "6 -32,900 \n",
  1974. "7 -27,285 \n",
  1975. "8 -31,496 \n",
  1976. "9 -135,106 "
  1977. ]
  1978. },
  1979. "execution_count": 102,
  1980. "metadata": {},
  1981. "output_type": "execute_result"
  1982. }
  1983. ],
  1984. "source": [
  1985. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='65 or over', bins='income')\n",
  1986. "table(table_data5, avg_ben, avg_ben_mult)"
  1987. ]
  1988. },
  1989. {
  1990. "cell_type": "markdown",
  1991. "metadata": {},
  1992. "source": [
  1993. "## Tax Units w/out Someone Over 65"
  1994. ]
  1995. },
  1996. {
  1997. "cell_type": "code",
  1998. "execution_count": 103,
  1999. "metadata": {
  2000. "collapsed": true
  2001. },
  2002. "outputs": [],
  2003. "source": [
  2004. "table_data6 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, group='under 65', bins='income')"
  2005. ]
  2006. },
  2007. {
  2008. "cell_type": "code",
  2009. "execution_count": 104,
  2010. "metadata": {
  2011. "collapsed": false
  2012. },
  2013. "outputs": [
  2014. {
  2015. "data": {
  2016. "text/html": [
  2017. "<div>\n",
  2018. "<table border=\"1\" class=\"dataframe\">\n",
  2019. " <thead>\n",
  2020. " <tr style=\"text-align: right;\">\n",
  2021. " <th></th>\n",
  2022. " <th>Wage and Salary Floor (Thousands)</th>\n",
  2023. " <th>Tax Units (m)</th>\n",
  2024. " <th>Avg Tax Unit Size</th>\n",
  2025. " <th>Avg UBI Per Person</th>\n",
  2026. " <th>Avg MTR - Payroll</th>\n",
  2027. " <th>Avg MTR - Individual Income</th>\n",
  2028. " <th>Avg MTR - Combined</th>\n",
  2029. " <th>Avg Tax Change</th>\n",
  2030. " <th>Avg UBI Per Tax Unit</th>\n",
  2031. " <th>Avg Benefits Change</th>\n",
  2032. " <th>Avg Benefits Change - Welfare Adj</th>\n",
  2033. " <th>Avg Combined Change</th>\n",
  2034. " <th>Avg Combined Change - Welfare Adj</th>\n",
  2035. " </tr>\n",
  2036. " </thead>\n",
  2037. " <tbody>\n",
  2038. " <tr>\n",
  2039. " <th>0</th>\n",
  2040. " <td>0</td>\n",
  2041. " <td>86,663.47</td>\n",
  2042. " <td>1.93</td>\n",
  2043. " <td>13,317</td>\n",
  2044. " <td>14.2%</td>\n",
  2045. " <td>-2.7%</td>\n",
  2046. " <td>11.5%</td>\n",
  2047. " <td>5,863</td>\n",
  2048. " <td>24,819</td>\n",
  2049. " <td>-21478</td>\n",
  2050. " <td>-17,156</td>\n",
  2051. " <td>-2,522</td>\n",
  2052. " <td>1,799</td>\n",
  2053. " </tr>\n",
  2054. " <tr>\n",
  2055. " <th>1</th>\n",
  2056. " <td>10</td>\n",
  2057. " <td>17,143.84</td>\n",
  2058. " <td>1.57</td>\n",
  2059. " <td>14,480</td>\n",
  2060. " <td>14.2%</td>\n",
  2061. " <td>5.1%</td>\n",
  2062. " <td>19.3%</td>\n",
  2063. " <td>7,200</td>\n",
  2064. " <td>22,282</td>\n",
  2065. " <td>-8837</td>\n",
  2066. " <td>-6,749</td>\n",
  2067. " <td>6,245</td>\n",
  2068. " <td>8,333</td>\n",
  2069. " </tr>\n",
  2070. " <tr>\n",
  2071. " <th>2</th>\n",
  2072. " <td>20</td>\n",
  2073. " <td>14,104.24</td>\n",
  2074. " <td>1.69</td>\n",
  2075. " <td>14,095</td>\n",
  2076. " <td>14.2%</td>\n",
  2077. " <td>15.6%</td>\n",
  2078. " <td>29.8%</td>\n",
  2079. " <td>8,362</td>\n",
  2080. " <td>23,505</td>\n",
  2081. " <td>-8452</td>\n",
  2082. " <td>-6,473</td>\n",
  2083. " <td>6,690</td>\n",
  2084. " <td>8,669</td>\n",
  2085. " </tr>\n",
  2086. " <tr>\n",
  2087. " <th>3</th>\n",
  2088. " <td>30</td>\n",
  2089. " <td>10,887.38</td>\n",
  2090. " <td>1.72</td>\n",
  2091. " <td>14,519</td>\n",
  2092. " <td>14.2%</td>\n",
  2093. " <td>17.6%</td>\n",
  2094. " <td>31.8%</td>\n",
  2095. " <td>8,985</td>\n",
  2096. " <td>24,015</td>\n",
  2097. " <td>-7163</td>\n",
  2098. " <td>-5,593</td>\n",
  2099. " <td>7,866</td>\n",
  2100. " <td>9,437</td>\n",
  2101. " </tr>\n",
  2102. " <tr>\n",
  2103. " <th>4</th>\n",
  2104. " <td>40</td>\n",
  2105. " <td>8,118.81</td>\n",
  2106. " <td>1.78</td>\n",
  2107. " <td>14,612</td>\n",
  2108. " <td>14.2%</td>\n",
  2109. " <td>16.7%</td>\n",
  2110. " <td>30.9%</td>\n",
  2111. " <td>9,743</td>\n",
  2112. " <td>24,925</td>\n",
  2113. " <td>-7575</td>\n",
  2114. " <td>-5,819</td>\n",
  2115. " <td>7,608</td>\n",
  2116. " <td>9,364</td>\n",
  2117. " </tr>\n",
  2118. " <tr>\n",
  2119. " <th>5</th>\n",
  2120. " <td>50</td>\n",
  2121. " <td>15,411.88</td>\n",
  2122. " <td>2.01</td>\n",
  2123. " <td>14,621</td>\n",
  2124. " <td>14.2%</td>\n",
  2125. " <td>18.3%</td>\n",
  2126. " <td>32.5%</td>\n",
  2127. " <td>11,716</td>\n",
  2128. " <td>28,119</td>\n",
  2129. " <td>-6487</td>\n",
  2130. " <td>-5,110</td>\n",
  2131. " <td>9,915</td>\n",
  2132. " <td>11,292</td>\n",
  2133. " </tr>\n",
  2134. " <tr>\n",
  2135. " <th>6</th>\n",
  2136. " <td>75</td>\n",
  2137. " <td>8,553.61</td>\n",
  2138. " <td>2.46</td>\n",
  2139. " <td>14,292</td>\n",
  2140. " <td>14.2%</td>\n",
  2141. " <td>18.9%</td>\n",
  2142. " <td>33.0%</td>\n",
  2143. " <td>15,335</td>\n",
  2144. " <td>33,634</td>\n",
  2145. " <td>-4549</td>\n",
  2146. " <td>-3,747</td>\n",
  2147. " <td>13,750</td>\n",
  2148. " <td>14,552</td>\n",
  2149. " </tr>\n",
  2150. " <tr>\n",
  2151. " <th>7</th>\n",
  2152. " <td>100</td>\n",
  2153. " <td>15,097.16</td>\n",
  2154. " <td>2.79</td>\n",
  2155. " <td>14,040</td>\n",
  2156. " <td>10.9%</td>\n",
  2157. " <td>25.0%</td>\n",
  2158. " <td>35.9%</td>\n",
  2159. " <td>19,534</td>\n",
  2160. " <td>37,582</td>\n",
  2161. " <td>-4860</td>\n",
  2162. " <td>-4,039</td>\n",
  2163. " <td>13,189</td>\n",
  2164. " <td>14,009</td>\n",
  2165. " </tr>\n",
  2166. " <tr>\n",
  2167. " <th>8</th>\n",
  2168. " <td>200</td>\n",
  2169. " <td>5,116.39</td>\n",
  2170. " <td>3.14</td>\n",
  2171. " <td>13,762</td>\n",
  2172. " <td>6.0%</td>\n",
  2173. " <td>32.3%</td>\n",
  2174. " <td>38.3%</td>\n",
  2175. " <td>30,566</td>\n",
  2176. " <td>41,215</td>\n",
  2177. " <td>-4775</td>\n",
  2178. " <td>-4,042</td>\n",
  2179. " <td>5,874</td>\n",
  2180. " <td>6,607</td>\n",
  2181. " </tr>\n",
  2182. " <tr>\n",
  2183. " <th>9</th>\n",
  2184. " <td>1,001</td>\n",
  2185. " <td>6.23</td>\n",
  2186. " <td>3.24</td>\n",
  2187. " <td>13,762</td>\n",
  2188. " <td>4.0%</td>\n",
  2189. " <td>39.2%</td>\n",
  2190. " <td>43.2%</td>\n",
  2191. " <td>151,795</td>\n",
  2192. " <td>42,512</td>\n",
  2193. " <td>-7683</td>\n",
  2194. " <td>-7,075</td>\n",
  2195. " <td>-116,966</td>\n",
  2196. " <td>-116,358</td>\n",
  2197. " </tr>\n",
  2198. " </tbody>\n",
  2199. "</table>\n",
  2200. "</div>"
  2201. ],
  2202. "text/plain": [
  2203. " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
  2204. "0 0 86,663.47 1.93 \n",
  2205. "1 10 17,143.84 1.57 \n",
  2206. "2 20 14,104.24 1.69 \n",
  2207. "3 30 10,887.38 1.72 \n",
  2208. "4 40 8,118.81 1.78 \n",
  2209. "5 50 15,411.88 2.01 \n",
  2210. "6 75 8,553.61 2.46 \n",
  2211. "7 100 15,097.16 2.79 \n",
  2212. "8 200 5,116.39 3.14 \n",
  2213. "9 1,001 6.23 3.24 \n",
  2214. "\n",
  2215. " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
  2216. "0 13,317 14.2% -2.7% \n",
  2217. "1 14,480 14.2% 5.1% \n",
  2218. "2 14,095 14.2% 15.6% \n",
  2219. "3 14,519 14.2% 17.6% \n",
  2220. "4 14,612 14.2% 16.7% \n",
  2221. "5 14,621 14.2% 18.3% \n",
  2222. "6 14,292 14.2% 18.9% \n",
  2223. "7 14,040 10.9% 25.0% \n",
  2224. "8 13,762 6.0% 32.3% \n",
  2225. "9 13,762 4.0% 39.2% \n",
  2226. "\n",
  2227. " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
  2228. "0 11.5% 5,863 24,819 -21478 \n",
  2229. "1 19.3% 7,200 22,282 -8837 \n",
  2230. "2 29.8% 8,362 23,505 -8452 \n",
  2231. "3 31.8% 8,985 24,015 -7163 \n",
  2232. "4 30.9% 9,743 24,925 -7575 \n",
  2233. "5 32.5% 11,716 28,119 -6487 \n",
  2234. "6 33.0% 15,335 33,634 -4549 \n",
  2235. "7 35.9% 19,534 37,582 -4860 \n",
  2236. "8 38.3% 30,566 41,215 -4775 \n",
  2237. "9 43.2% 151,795 42,512 -7683 \n",
  2238. "\n",
  2239. " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
  2240. "0 -17,156 -2,522 \n",
  2241. "1 -6,749 6,245 \n",
  2242. "2 -6,473 6,690 \n",
  2243. "3 -5,593 7,866 \n",
  2244. "4 -5,819 7,608 \n",
  2245. "5 -5,110 9,915 \n",
  2246. "6 -3,747 13,750 \n",
  2247. "7 -4,039 13,189 \n",
  2248. "8 -4,042 5,874 \n",
  2249. "9 -7,075 -116,966 \n",
  2250. "\n",
  2251. " Avg Combined Change - Welfare Adj \n",
  2252. "0 1,799 \n",
  2253. "1 8,333 \n",
  2254. "2 8,669 \n",
  2255. "3 9,437 \n",
  2256. "4 9,364 \n",
  2257. "5 11,292 \n",
  2258. "6 14,552 \n",
  2259. "7 14,009 \n",
  2260. "8 6,607 \n",
  2261. "9 -116,358 "
  2262. ]
  2263. },
  2264. "execution_count": 104,
  2265. "metadata": {},
  2266. "output_type": "execute_result"
  2267. }
  2268. ],
  2269. "source": [
  2270. "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='under 65', bins='income')\n",
  2271. "table(table_data6, avg_ben, avg_ben_mult)"
  2272. ]
  2273. },
  2274. {
  2275. "cell_type": "code",
  2276. "execution_count": null,
  2277. "metadata": {
  2278. "collapsed": true
  2279. },
  2280. "outputs": [],
  2281. "source": []
  2282. }
  2283. ],
  2284. "metadata": {
  2285. "kernelspec": {
  2286. "display_name": "Python 2",
  2287. "language": "python",
  2288. "name": "python2"
  2289. },
  2290. "language_info": {
  2291. "codemirror_mode": {
  2292. "name": "ipython",
  2293. "version": 2
  2294. },
  2295. "file_extension": ".py",
  2296. "mimetype": "text/x-python",
  2297. "name": "python",
  2298. "nbconvert_exporter": "python",
  2299. "pygments_lexer": "ipython2",
  2300. "version": "2.7.12"
  2301. }
  2302. },
  2303. "nbformat": 4,
  2304. "nbformat_minor": 2
  2305. }
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