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- {
- "cells": [
- {
- "cell_type": "code",
- "execution_count": 1,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "from taxcalc import *\n",
- "from functions import *\n",
- "import copy\n",
- "import pandas as pd\n",
- "import numpy as np"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 2,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "# Total benefits from cps\n",
- "cps = pd.read_csv('cps_benefit.csv')\n",
- "cps['tot_benefits'] = cps['MedicareX'] + cps['MEDICAID'] + cps['SS'] + cps['SSI'] + cps['SNAP'] + cps['VB']\n",
- "cps_rev = (cps['tot_benefits'] * cps['s006']).sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 3,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "# Total benefits from other programs\n",
- "other_programs = pd.read_csv('benefitprograms.csv')\n",
- "other_programs['Cost'] *= 1000000\n",
- "other_rev = other_programs['Cost'].sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 4,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Base calculator\n",
- "recs = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "calc = Calculator(records=recs, policy=Policy(), verbose=False)\n",
- "calc.advance_to_year(2014)\n",
- "calc.calc_all()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 5,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Calculator to measure lost revenue from SS repeal\n",
- "r_ss = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "c_ss = Calculator(records=r_ss, policy=Policy(), verbose=False)\n",
- "c_ss.records.e02400 = np.zeros(len(c_ss.records.e02400))\n",
- "c_ss.advance_to_year(2014)\n",
- "c_ss.calc_all()\n",
- "\n",
- "# Lost Revenue\n",
- "ss_lostrev = ((c_ss.records.combined - calc.records.combined) * c_ss.records.s006).sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 6,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "cps_storage = copy.deepcopy(cps)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "# UBI with original Tax Reform"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 7,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Calculator with original tax refrom\n",
- "recs_reform = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "pol_reform = Policy()\n",
- "tax_reform = {\n",
- " 2014: {\n",
- " '_ALD_StudentLoan_hc': [1.0],\n",
- " '_ALD_SelfEmploymentTax_hc': [1.0],\n",
- " '_ALD_SelfEmp_HealthIns_hc': [1.0],\n",
- " '_ALD_KEOGH_SEP_hc': [1.0],\n",
- " '_ALD_EarlyWithdraw_hc': [1.0],\n",
- " '_ALD_Alimony_hc': [1.0],\n",
- " '_ALD_Dependents_hc': [1.0],\n",
- " '_ALD_EducatorExpenses_hc': [1.0],\n",
- " '_ALD_HSADeduction_hc': [1.0],\n",
- " '_ALD_IRAContributions_hc': [1.0],\n",
- " '_ALD_DomesticProduction_hc': [1.0],\n",
- " '_ALD_Tuition_hc': [1.0],\n",
- " '_CR_RetirementSavings_hc': [1.0],\n",
- " '_CR_ForeignTax_hc': [1.0],\n",
- " '_CR_ResidentialEnergy_hc': [1.0],\n",
- " '_CR_GeneralBusiness_hc': [1.0],\n",
- " '_CR_MinimumTax_hc': [1.0],\n",
- " '_CR_AmOppRefundable_hc': [1.0],\n",
- " '_CR_AmOppNonRefundable_hc': [1.0],\n",
- " '_CR_SchR_hc': [1.0],\n",
- " '_CR_OtherCredits_hc': [1.0],\n",
- " '_CR_Education_hc': [1.0],\n",
- " '_II_em': [0.0],\n",
- " '_STD': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
- " '_STD_Aged': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
- " '_ID_Medical_hc': [1.0],\n",
- " '_ID_StateLocalTax_hc': [1.0],\n",
- " '_ID_RealEstate_hc': [1.0],\n",
- " '_ID_InterestPaid_hc': [1.0],\n",
- " '_ID_Casualty_hc': [1.0],\n",
- " '_ID_Miscellaneous_hc': [1.0],\n",
- " '_CDCC_c': [0.0],\n",
- " '_CTC_c': [0.0],\n",
- " '_EITC_c': [[0.0, 0.0, 0.0, 0.0]],\n",
- " '_LLC_Expense_c': [0.0],\n",
- " '_ETC_pe_Single': [0.0],\n",
- " '_ETC_pe_Married': [0.0]\n",
- " }\n",
- "}\n",
- "pol_reform.implement_reform(tax_reform)\n",
- "calc_reform = Calculator(records=recs_reform, policy=pol_reform, verbose=False)\n",
- "calc_reform.records.e02400 = np.zeros(len(calc_reform.records.e02400))\n",
- "calc_reform.advance_to_year(2014)\n",
- "calc_reform.calc_all()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 8,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Revenue from tax reform\n",
- "tax_rev = ((calc_reform.records.combined - calc.records.combined) * calc_reform.records.s006).sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 9,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/plain": [
- "3205995011172.418"
- ]
- },
- "execution_count": 9,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "# Total UBI Revenue\n",
- "revenue = cps_rev + other_rev + ss_lostrev + tax_rev\n",
- "revenue"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 10,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Number above and below 18\n",
- "u18 = (calc_reform.records.nu18 * calc_reform.records.s006).sum()\n",
- "abv18 = ((calc_reform.records.n1821 + calc_reform.records.n21) * calc_reform.records.s006).sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 11,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/plain": [
- "(11059.297594986943, 5529.648797493472)"
- ]
- },
- "execution_count": 11,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "# Find original UBI amounts\n",
- "ubi18, ubiu18 = ubi_amt(revenue, u18, abv18)\n",
- "ubi18, ubiu18"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 12,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/plain": [
- "(13788.339143065874, 6894.169571532937)"
- ]
- },
- "execution_count": 12,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "# Find UBI after accounting for UBI tax revenue\n",
- "diff = 9e99\n",
- "ubi_tax_rev = 0\n",
- "prev_ubi_tax_rev = 0\n",
- "while abs(diff) >= 100:\n",
- " ubi18, ubiu18 = ubi_amt(revenue + ubi_tax_rev, u18, abv18)\n",
- " diff, ubi_tax_rev = ubi_finder(ubi18, ubiu18, \n",
- " tax_reform=tax_reform, revenue=revenue,\n",
- " calc_reform=calc_reform)\n",
- " if diff > 0:\n",
- " ubi_tax_rev = prev_ubi_tax_rev * 0.5\n",
- " prev_ubi_tax_rev = ubi_tax_rev\n",
- "ubi18, ubiu18"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 13,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Calculator with UBI and tax reform\n",
- "recs_ubi1 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "pol_ubi1 = Policy()\n",
- "pol_ubi1.implement_reform(tax_reform)\n",
- "ubi_ref = {\n",
- " 2014: {\n",
- " '_UBI1': [ubiu18],\n",
- " '_UBI2': [ubi18],\n",
- " '_UBI3': [ubi18]\n",
- " }\n",
- "}\n",
- "pol_ubi1.implement_reform(ubi_ref)\n",
- "calc_ubi1 = Calculator(records=recs_ubi1, policy=pol_ubi1, verbose=False)\n",
- "calc_ubi1.records.e02400 = np.zeros(len(calc_ubi1.records.e02400))\n",
- "calc_ubi1.advance_to_year(2014)\n",
- "calc_ubi1.calc_all()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 14,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Get MTR's\n",
- "# try using baseline MTR\n",
- "mtrs = calc_ubi1.mtr()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 15,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "pd.options.display.float_format = '{:,.2f}'.format"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## For all Tax Units"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 16,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "table_data1 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, bins='income')"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 17,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>165,992.92</td>\n",
- " <td>1.93</td>\n",
- " <td>12,122</td>\n",
- " <td>14.2%</td>\n",
- " <td>14.5%</td>\n",
- " <td>28.7%</td>\n",
- " <td>4,958</td>\n",
- " <td>22,483</td>\n",
- " <td>-24,481</td>\n",
- " <td>-19,932</td>\n",
- " <td>-6,956</td>\n",
- " <td>-2,406</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>18,732.74</td>\n",
- " <td>1.64</td>\n",
- " <td>12,542</td>\n",
- " <td>14.2%</td>\n",
- " <td>15.5%</td>\n",
- " <td>29.7%</td>\n",
- " <td>6,714</td>\n",
- " <td>20,158</td>\n",
- " <td>-9,848</td>\n",
- " <td>-7,655</td>\n",
- " <td>3,596</td>\n",
- " <td>5,789</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>15,008.86</td>\n",
- " <td>1.74</td>\n",
- " <td>12,228</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.7%</td>\n",
- " <td>33.9%</td>\n",
- " <td>7,640</td>\n",
- " <td>20,968</td>\n",
- " <td>-9,195</td>\n",
- " <td>-7,148</td>\n",
- " <td>4,134</td>\n",
- " <td>6,181</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>11,543.98</td>\n",
- " <td>1.76</td>\n",
- " <td>12,583</td>\n",
- " <td>14.2%</td>\n",
- " <td>22.0%</td>\n",
- " <td>36.2%</td>\n",
- " <td>8,169</td>\n",
- " <td>21,312</td>\n",
- " <td>-7,812</td>\n",
- " <td>-6,156</td>\n",
- " <td>5,330</td>\n",
- " <td>6,986</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>8,593.91</td>\n",
- " <td>1.80</td>\n",
- " <td>12,668</td>\n",
- " <td>14.2%</td>\n",
- " <td>22.7%</td>\n",
- " <td>36.9%</td>\n",
- " <td>8,814</td>\n",
- " <td>21,918</td>\n",
- " <td>-8,502</td>\n",
- " <td>-6,672</td>\n",
- " <td>4,602</td>\n",
- " <td>6,432</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>16,214.24</td>\n",
- " <td>2.01</td>\n",
- " <td>12,684</td>\n",
- " <td>14.2%</td>\n",
- " <td>23.4%</td>\n",
- " <td>37.5%</td>\n",
- " <td>10,607</td>\n",
- " <td>24,490</td>\n",
- " <td>-7,297</td>\n",
- " <td>-5,836</td>\n",
- " <td>6,586</td>\n",
- " <td>8,047</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>8,983.86</td>\n",
- " <td>2.44</td>\n",
- " <td>12,409</td>\n",
- " <td>14.2%</td>\n",
- " <td>24.2%</td>\n",
- " <td>38.4%</td>\n",
- " <td>13,914</td>\n",
- " <td>28,970</td>\n",
- " <td>-5,679</td>\n",
- " <td>-4,712</td>\n",
- " <td>9,376</td>\n",
- " <td>10,343</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>15,662.18</td>\n",
- " <td>2.77</td>\n",
- " <td>12,184</td>\n",
- " <td>10.9%</td>\n",
- " <td>26.6%</td>\n",
- " <td>37.4%</td>\n",
- " <td>17,875</td>\n",
- " <td>32,325</td>\n",
- " <td>-5,619</td>\n",
- " <td>-4,708</td>\n",
- " <td>8,831</td>\n",
- " <td>9,742</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>5,248.36</td>\n",
- " <td>3.09</td>\n",
- " <td>11,960</td>\n",
- " <td>6.1%</td>\n",
- " <td>33.7%</td>\n",
- " <td>39.8%</td>\n",
- " <td>28,425</td>\n",
- " <td>35,307</td>\n",
- " <td>-5,368</td>\n",
- " <td>-4,589</td>\n",
- " <td>1,514</td>\n",
- " <td>2,292</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>6.62</td>\n",
- " <td>3.15</td>\n",
- " <td>12,024</td>\n",
- " <td>4.1%</td>\n",
- " <td>39.1%</td>\n",
- " <td>43.2%</td>\n",
- " <td>148,695</td>\n",
- " <td>36,026</td>\n",
- " <td>-8,281</td>\n",
- " <td>-7,625</td>\n",
- " <td>-120,951</td>\n",
- " <td>-120,295</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 165,992.92 1.93 \n",
- "1 10 18,732.74 1.64 \n",
- "2 20 15,008.86 1.74 \n",
- "3 30 11,543.98 1.76 \n",
- "4 40 8,593.91 1.80 \n",
- "5 50 16,214.24 2.01 \n",
- "6 75 8,983.86 2.44 \n",
- "7 100 15,662.18 2.77 \n",
- "8 200 5,248.36 3.09 \n",
- "9 1,001 6.62 3.15 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 12,122 14.2% 14.5% \n",
- "1 12,542 14.2% 15.5% \n",
- "2 12,228 14.2% 19.7% \n",
- "3 12,583 14.2% 22.0% \n",
- "4 12,668 14.2% 22.7% \n",
- "5 12,684 14.2% 23.4% \n",
- "6 12,409 14.2% 24.2% \n",
- "7 12,184 10.9% 26.6% \n",
- "8 11,960 6.1% 33.7% \n",
- "9 12,024 4.1% 39.1% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 28.7% 4,958 22,483 -24,481 \n",
- "1 29.7% 6,714 20,158 -9,848 \n",
- "2 33.9% 7,640 20,968 -9,195 \n",
- "3 36.2% 8,169 21,312 -7,812 \n",
- "4 36.9% 8,814 21,918 -8,502 \n",
- "5 37.5% 10,607 24,490 -7,297 \n",
- "6 38.4% 13,914 28,970 -5,679 \n",
- "7 37.4% 17,875 32,325 -5,619 \n",
- "8 39.8% 28,425 35,307 -5,368 \n",
- "9 43.2% 148,695 36,026 -8,281 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -19,932 -6,956 \n",
- "1 -7,655 3,596 \n",
- "2 -7,148 4,134 \n",
- "3 -6,156 5,330 \n",
- "4 -6,672 4,602 \n",
- "5 -5,836 6,586 \n",
- "6 -4,712 9,376 \n",
- "7 -4,708 8,831 \n",
- "8 -4,589 1,514 \n",
- "9 -7,625 -120,951 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 -2,406 \n",
- "1 5,789 \n",
- "2 6,181 \n",
- "3 6,986 \n",
- "4 6,432 \n",
- "5 8,047 \n",
- "6 10,343 \n",
- "7 9,742 \n",
- "8 2,292 \n",
- "9 -120,295 "
- ]
- },
- "execution_count": 17,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='all', bins='income')\n",
- "table(table_data1, avg_ben, avg_ben_mult)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## Tax Units w/ Someone above 65"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 18,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "table_data2 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, group='65 or over', bins='income')\n",
- "#somehow s006 has to be the first variable in table? why?!!"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 19,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>79,329.46</td>\n",
- " <td>1.92</td>\n",
- " <td>12,943</td>\n",
- " <td>14.2%</td>\n",
- " <td>16.1%</td>\n",
- " <td>30.3%</td>\n",
- " <td>4,616</td>\n",
- " <td>23,869</td>\n",
- " <td>-69,525</td>\n",
- " <td>-63,665</td>\n",
- " <td>-50,272</td>\n",
- " <td>-44,412</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>1,588.90</td>\n",
- " <td>2.32</td>\n",
- " <td>12,790</td>\n",
- " <td>14.2%</td>\n",
- " <td>18.5%</td>\n",
- " <td>32.7%</td>\n",
- " <td>7,064</td>\n",
- " <td>28,425</td>\n",
- " <td>-51,302</td>\n",
- " <td>-47,280</td>\n",
- " <td>-29,941</td>\n",
- " <td>-25,919</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>904.62</td>\n",
- " <td>2.39</td>\n",
- " <td>12,800</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.7%</td>\n",
- " <td>33.9%</td>\n",
- " <td>7,406</td>\n",
- " <td>29,145</td>\n",
- " <td>-50,190</td>\n",
- " <td>-46,628</td>\n",
- " <td>-28,451</td>\n",
- " <td>-24,889</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>656.60</td>\n",
- " <td>2.30</td>\n",
- " <td>13,045</td>\n",
- " <td>14.2%</td>\n",
- " <td>20.4%</td>\n",
- " <td>34.6%</td>\n",
- " <td>7,605</td>\n",
- " <td>28,836</td>\n",
- " <td>-39,923</td>\n",
- " <td>-36,525</td>\n",
- " <td>-18,693</td>\n",
- " <td>-15,295</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>475.11</td>\n",
- " <td>2.14</td>\n",
- " <td>13,246</td>\n",
- " <td>14.2%</td>\n",
- " <td>21.9%</td>\n",
- " <td>36.1%</td>\n",
- " <td>7,379</td>\n",
- " <td>27,562</td>\n",
- " <td>-56,744</td>\n",
- " <td>-53,425</td>\n",
- " <td>-36,562</td>\n",
- " <td>-33,243</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>802.36</td>\n",
- " <td>2.08</td>\n",
- " <td>13,446</td>\n",
- " <td>14.2%</td>\n",
- " <td>23.5%</td>\n",
- " <td>37.7%</td>\n",
- " <td>8,248</td>\n",
- " <td>27,543</td>\n",
- " <td>-40,525</td>\n",
- " <td>-37,408</td>\n",
- " <td>-21,230</td>\n",
- " <td>-18,113</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>430.25</td>\n",
- " <td>2.03</td>\n",
- " <td>13,495</td>\n",
- " <td>14.2%</td>\n",
- " <td>24.4%</td>\n",
- " <td>38.6%</td>\n",
- " <td>9,306</td>\n",
- " <td>27,018</td>\n",
- " <td>-57,608</td>\n",
- " <td>-53,741</td>\n",
- " <td>-39,896</td>\n",
- " <td>-36,029</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>565.01</td>\n",
- " <td>2.13</td>\n",
- " <td>13,440</td>\n",
- " <td>9.4%</td>\n",
- " <td>27.2%</td>\n",
- " <td>36.6%</td>\n",
- " <td>12,394</td>\n",
- " <td>28,316</td>\n",
- " <td>-49,117</td>\n",
- " <td>-46,377</td>\n",
- " <td>-33,194</td>\n",
- " <td>-30,455</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>131.96</td>\n",
- " <td>2.04</td>\n",
- " <td>13,590</td>\n",
- " <td>6.9%</td>\n",
- " <td>34.7%</td>\n",
- " <td>41.7%</td>\n",
- " <td>23,462</td>\n",
- " <td>27,404</td>\n",
- " <td>-39,966</td>\n",
- " <td>-38,203</td>\n",
- " <td>-36,024</td>\n",
- " <td>-34,262</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>0.39</td>\n",
- " <td>1.93</td>\n",
- " <td>13,746</td>\n",
- " <td>5.7%</td>\n",
- " <td>38.6%</td>\n",
- " <td>44.2%</td>\n",
- " <td>137,902</td>\n",
- " <td>26,438</td>\n",
- " <td>-27,877</td>\n",
- " <td>-26,156</td>\n",
- " <td>-139,341</td>\n",
- " <td>-137,621</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 79,329.46 1.92 \n",
- "1 10 1,588.90 2.32 \n",
- "2 20 904.62 2.39 \n",
- "3 30 656.60 2.30 \n",
- "4 40 475.11 2.14 \n",
- "5 50 802.36 2.08 \n",
- "6 75 430.25 2.03 \n",
- "7 100 565.01 2.13 \n",
- "8 200 131.96 2.04 \n",
- "9 1,001 0.39 1.93 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 12,943 14.2% 16.1% \n",
- "1 12,790 14.2% 18.5% \n",
- "2 12,800 14.2% 19.7% \n",
- "3 13,045 14.2% 20.4% \n",
- "4 13,246 14.2% 21.9% \n",
- "5 13,446 14.2% 23.5% \n",
- "6 13,495 14.2% 24.4% \n",
- "7 13,440 9.4% 27.2% \n",
- "8 13,590 6.9% 34.7% \n",
- "9 13,746 5.7% 38.6% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 30.3% 4,616 23,869 -69,525 \n",
- "1 32.7% 7,064 28,425 -51,302 \n",
- "2 33.9% 7,406 29,145 -50,190 \n",
- "3 34.6% 7,605 28,836 -39,923 \n",
- "4 36.1% 7,379 27,562 -56,744 \n",
- "5 37.7% 8,248 27,543 -40,525 \n",
- "6 38.6% 9,306 27,018 -57,608 \n",
- "7 36.6% 12,394 28,316 -49,117 \n",
- "8 41.7% 23,462 27,404 -39,966 \n",
- "9 44.2% 137,902 26,438 -27,877 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -63,665 -50,272 \n",
- "1 -47,280 -29,941 \n",
- "2 -46,628 -28,451 \n",
- "3 -36,525 -18,693 \n",
- "4 -53,425 -36,562 \n",
- "5 -37,408 -21,230 \n",
- "6 -53,741 -39,896 \n",
- "7 -46,377 -33,194 \n",
- "8 -38,203 -36,024 \n",
- "9 -26,156 -139,341 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 -44,412 \n",
- "1 -25,919 \n",
- "2 -24,889 \n",
- "3 -15,295 \n",
- "4 -33,243 \n",
- "5 -18,113 \n",
- "6 -36,029 \n",
- "7 -30,455 \n",
- "8 -34,262 \n",
- "9 -137,621 "
- ]
- },
- "execution_count": 19,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='65 or over', bins='income')\n",
- "table(table_data2, avg_ben, avg_ben_mult)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## Tax Units w/out Someone Over 65"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 20,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "table_data3 = prep_table_data(calc=calc_ubi1, calc_base=calc, mtrs=mtrs, group='under 65', bins='income')"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 21,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>86,663.47</td>\n",
- " <td>1.93</td>\n",
- " <td>11,510</td>\n",
- " <td>14.2%</td>\n",
- " <td>13.3%</td>\n",
- " <td>27.4%</td>\n",
- " <td>5,213</td>\n",
- " <td>21,451</td>\n",
- " <td>-21,478</td>\n",
- " <td>-17,156</td>\n",
- " <td>-5,239</td>\n",
- " <td>-918</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>17,143.84</td>\n",
- " <td>1.57</td>\n",
- " <td>12,516</td>\n",
- " <td>14.2%</td>\n",
- " <td>15.1%</td>\n",
- " <td>29.3%</td>\n",
- " <td>6,676</td>\n",
- " <td>19,259</td>\n",
- " <td>-8,837</td>\n",
- " <td>-6,749</td>\n",
- " <td>3,745</td>\n",
- " <td>5,833</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>14,104.24</td>\n",
- " <td>1.69</td>\n",
- " <td>12,182</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.7%</td>\n",
- " <td>33.9%</td>\n",
- " <td>7,658</td>\n",
- " <td>20,316</td>\n",
- " <td>-8,452</td>\n",
- " <td>-6,473</td>\n",
- " <td>4,205</td>\n",
- " <td>6,184</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>10,887.38</td>\n",
- " <td>1.72</td>\n",
- " <td>12,549</td>\n",
- " <td>14.2%</td>\n",
- " <td>22.1%</td>\n",
- " <td>36.3%</td>\n",
- " <td>8,211</td>\n",
- " <td>20,757</td>\n",
- " <td>-7,163</td>\n",
- " <td>-5,593</td>\n",
- " <td>5,382</td>\n",
- " <td>6,953</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>8,118.81</td>\n",
- " <td>1.78</td>\n",
- " <td>12,629</td>\n",
- " <td>14.2%</td>\n",
- " <td>22.7%</td>\n",
- " <td>36.9%</td>\n",
- " <td>8,910</td>\n",
- " <td>21,543</td>\n",
- " <td>-7,575</td>\n",
- " <td>-5,819</td>\n",
- " <td>5,059</td>\n",
- " <td>6,815</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>15,411.88</td>\n",
- " <td>2.01</td>\n",
- " <td>12,637</td>\n",
- " <td>14.2%</td>\n",
- " <td>23.4%</td>\n",
- " <td>37.5%</td>\n",
- " <td>10,752</td>\n",
- " <td>24,303</td>\n",
- " <td>-6,487</td>\n",
- " <td>-5,110</td>\n",
- " <td>7,065</td>\n",
- " <td>8,442</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>8,553.61</td>\n",
- " <td>2.46</td>\n",
- " <td>12,353</td>\n",
- " <td>14.2%</td>\n",
- " <td>24.2%</td>\n",
- " <td>38.4%</td>\n",
- " <td>14,152</td>\n",
- " <td>29,070</td>\n",
- " <td>-4,549</td>\n",
- " <td>-3,747</td>\n",
- " <td>10,370</td>\n",
- " <td>11,172</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>15,097.16</td>\n",
- " <td>2.79</td>\n",
- " <td>12,135</td>\n",
- " <td>10.9%</td>\n",
- " <td>26.5%</td>\n",
- " <td>37.5%</td>\n",
- " <td>18,090</td>\n",
- " <td>32,483</td>\n",
- " <td>-4,860</td>\n",
- " <td>-4,039</td>\n",
- " <td>9,533</td>\n",
- " <td>10,353</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>5,116.39</td>\n",
- " <td>3.14</td>\n",
- " <td>11,895</td>\n",
- " <td>6.0%</td>\n",
- " <td>33.7%</td>\n",
- " <td>39.7%</td>\n",
- " <td>28,624</td>\n",
- " <td>35,623</td>\n",
- " <td>-4,775</td>\n",
- " <td>-4,042</td>\n",
- " <td>2,224</td>\n",
- " <td>2,957</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>6.23</td>\n",
- " <td>3.24</td>\n",
- " <td>11,895</td>\n",
- " <td>4.0%</td>\n",
- " <td>39.1%</td>\n",
- " <td>43.1%</td>\n",
- " <td>149,504</td>\n",
- " <td>36,744</td>\n",
- " <td>-7,683</td>\n",
- " <td>-7,075</td>\n",
- " <td>-120,442</td>\n",
- " <td>-119,834</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 86,663.47 1.93 \n",
- "1 10 17,143.84 1.57 \n",
- "2 20 14,104.24 1.69 \n",
- "3 30 10,887.38 1.72 \n",
- "4 40 8,118.81 1.78 \n",
- "5 50 15,411.88 2.01 \n",
- "6 75 8,553.61 2.46 \n",
- "7 100 15,097.16 2.79 \n",
- "8 200 5,116.39 3.14 \n",
- "9 1,001 6.23 3.24 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 11,510 14.2% 13.3% \n",
- "1 12,516 14.2% 15.1% \n",
- "2 12,182 14.2% 19.7% \n",
- "3 12,549 14.2% 22.1% \n",
- "4 12,629 14.2% 22.7% \n",
- "5 12,637 14.2% 23.4% \n",
- "6 12,353 14.2% 24.2% \n",
- "7 12,135 10.9% 26.5% \n",
- "8 11,895 6.0% 33.7% \n",
- "9 11,895 4.0% 39.1% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 27.4% 5,213 21,451 -21,478 \n",
- "1 29.3% 6,676 19,259 -8,837 \n",
- "2 33.9% 7,658 20,316 -8,452 \n",
- "3 36.3% 8,211 20,757 -7,163 \n",
- "4 36.9% 8,910 21,543 -7,575 \n",
- "5 37.5% 10,752 24,303 -6,487 \n",
- "6 38.4% 14,152 29,070 -4,549 \n",
- "7 37.5% 18,090 32,483 -4,860 \n",
- "8 39.7% 28,624 35,623 -4,775 \n",
- "9 43.1% 149,504 36,744 -7,683 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -17,156 -5,239 \n",
- "1 -6,749 3,745 \n",
- "2 -6,473 4,205 \n",
- "3 -5,593 5,382 \n",
- "4 -5,819 5,059 \n",
- "5 -5,110 7,065 \n",
- "6 -3,747 10,370 \n",
- "7 -4,039 9,533 \n",
- "8 -4,042 2,224 \n",
- "9 -7,075 -120,442 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 -918 \n",
- "1 5,833 \n",
- "2 6,184 \n",
- "3 6,953 \n",
- "4 6,815 \n",
- "5 8,442 \n",
- "6 11,172 \n",
- "7 10,353 \n",
- "8 2,957 \n",
- "9 -119,834 "
- ]
- },
- "execution_count": 21,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='under 65', bins='income')\n",
- "table(table_data3, avg_ben, avg_ben_mult)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "# UBI + Original Tax Reform + New Provisions"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "New Provisions: No AMT, personal income and pass through rates: <$50K (single) / <$100K (joint) - 10%, >$50K (single) / >$100K (joint) - 50%"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 22,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "# Calculator with second reform policy\n",
- "recs_reform2 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "pol_reform2 = Policy()\n",
- "pol_reform2.implement_reform(tax_reform)\n",
- "tax_reform2 = {\n",
- " 2014: {\n",
- " '_ALD_StudentLoan_hc': [1.0],\n",
- " '_ALD_SelfEmploymentTax_hc': [1.0],\n",
- " '_ALD_SelfEmp_HealthIns_hc': [1.0],\n",
- " '_ALD_KEOGH_SEP_hc': [1.0],\n",
- " '_ALD_EarlyWithdraw_hc': [1.0],\n",
- " '_ALD_Alimony_hc': [1.0],\n",
- " '_ALD_Dependents_hc': [1.0],\n",
- " '_ALD_EducatorExpenses_hc': [1.0],\n",
- " '_ALD_HSADeduction_hc': [1.0],\n",
- " '_ALD_IRAContributions_hc': [1.0],\n",
- " '_ALD_DomesticProduction_hc': [1.0],\n",
- " '_ALD_Tuition_hc': [1.0],\n",
- " '_CR_RetirementSavings_hc': [1.0],\n",
- " '_CR_ForeignTax_hc': [1.0],\n",
- " '_CR_ResidentialEnergy_hc': [1.0],\n",
- " '_CR_GeneralBusiness_hc': [1.0],\n",
- " '_CR_MinimumTax_hc': [1.0],\n",
- " '_CR_AmOppRefundable_hc': [1.0],\n",
- " '_CR_AmOppNonRefundable_hc': [1.0],\n",
- " '_CR_SchR_hc': [1.0],\n",
- " '_CR_OtherCredits_hc': [1.0],\n",
- " '_CR_Education_hc': [1.0],\n",
- " '_II_em': [0.0],\n",
- " '_STD': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
- " '_STD_Aged': [[0.0, 0.0, 0.0, 0.0, 0.0]],\n",
- " '_ID_Medical_hc': [1.0],\n",
- " '_ID_StateLocalTax_hc': [1.0],\n",
- " '_ID_RealEstate_hc': [1.0],\n",
- " '_ID_InterestPaid_hc': [1.0],\n",
- " '_ID_Casualty_hc': [1.0],\n",
- " '_ID_Miscellaneous_hc': [1.0],\n",
- " '_CDCC_c': [0.0],\n",
- " '_CTC_c': [0.0],\n",
- " '_EITC_c': [[0.0, 0.0, 0.0, 0.0]],\n",
- " '_LLC_Expense_c': [0.0],\n",
- " '_ETC_pe_Single': [0.0],\n",
- " '_ETC_pe_Married': [0.0],\n",
- " '_II_rt2': [.10],\n",
- " '_II_rt3': [.10],\n",
- " '_II_rt4': [.10],\n",
- " '_II_rt5': [.10],\n",
- " '_II_rt6': [.10],\n",
- " '_II_rt7': [.50],\n",
- " '_II_brk1': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_II_brk2': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_II_brk3': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_II_brk4': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_II_brk5': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_II_brk6': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_rt2': [.10],\n",
- " '_PT_rt3': [.10],\n",
- " '_PT_rt4': [.10],\n",
- " '_PT_rt5': [.10],\n",
- " '_PT_rt6': [.10],\n",
- " '_PT_rt7': [.50],\n",
- " '_PT_brk1': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_brk2': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_brk3': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_brk4': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_brk5': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_PT_brk6': [[50000, 100000, 50000, 50000, 100000]],\n",
- " '_AMT_rt1': [0.0],\n",
- " '_AMT_rt2': [0.0]\n",
- " }\n",
- "}\n",
- "pol_reform2.implement_reform(tax_reform2)\n",
- "calc_reform2 = Calculator(records=recs_reform2, policy=pol_reform2, verbose=False)\n",
- "calc_reform2.records.e02400 = np.zeros(len(calc_reform2.records.e02400))\n",
- "calc_reform2.advance_to_year(2014)\n",
- "calc_reform2.calc_all()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 23,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "# Revenue from tax reform\n",
- "tax_rev2 = ((calc_reform2.records.combined - calc.records.combined) * calc_reform2.records.s006).sum()"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 24,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/plain": [
- "3525615655995.964"
- ]
- },
- "execution_count": 24,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "revenue2 = cps_rev + other_rev + ss_lostrev + tax_rev2\n",
- "revenue2"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 25,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/plain": [
- "(12161.850723200503, 6080.925361600252)"
- ]
- },
- "execution_count": 25,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "# Find original UBI amounts\n",
- "ubi18, ubiu18 = ubi_amt(revenue2, u18, abv18)\n",
- "ubi18, ubiu18"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 26,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "name": "stdout",
- "output_type": "stream",
- "text": [
- "-7.92004018102e+11\n",
- "-2.1808784331e+11\n",
- "-62813016455.9\n",
- "-18387484308.9\n",
- "-5413251291.1\n",
- "-1596045234.54\n",
- "-470793013.282\n",
- "-138886183.643\n",
- "-40971757.2188\n",
- "-12086919.7422\n",
- "-3565717.92773\n",
- "-1051908.74805\n",
- "-310317.999023\n",
- "-91545.4482422\n",
- "-27006.2011719\n",
- "-7966.87988281\n",
- "-2348.921875\n",
- "-692.581054688\n",
- "-204.416015625\n"
- ]
- },
- {
- "data": {
- "text/plain": [
- "(15952.820515200001, 7976.4102576000005)"
- ]
- },
- "execution_count": 26,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "# Find UBI after accounting for UBI tax revenue\n",
- "diff = 9e99\n",
- "ubi_tax_rev = 0\n",
- "prev_ubi_tax_rev = 0\n",
- "while abs(diff) >= 300:\n",
- " ubi18, ubiu18 = ubi_amt(revenue2 + ubi_tax_rev, u18, abv18)\n",
- " diff, ubi_tax_rev = ubi_finder(ubi18, ubiu18, \n",
- " tax_reform=tax_reform2, revenue=revenue2,\n",
- " calc_reform=calc_reform2)\n",
- " if diff > 0:\n",
- " ubi_tax_rev = prev_ubi_tax_rev * 0.5\n",
- " prev_ubi_tax_rev = ubi_tax_rev\n",
- " print diff\n",
- "ubi18, ubiu18"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 27,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "# Calculator with UBI and tax reform\n",
- "recs_ubi2 = Records('puf_benefits.csv', weights='puf_weights_new.csv', adjust_ratios='puf_ratios copy.csv')\n",
- "pol_ubi2 = Policy()\n",
- "pol_ubi2.implement_reform(tax_reform)\n",
- "ubi_ref2 = {\n",
- " 2014: {\n",
- " '_UBI1': [ubiu18],\n",
- " '_UBI2': [ubi18],\n",
- " '_UBI3': [ubi18]\n",
- " }\n",
- "}\n",
- "pol_ubi2.implement_reform(ubi_ref2)\n",
- "calc_ubi2 = Calculator(records=recs_ubi2, policy=pol_ubi2, verbose=False)\n",
- "calc_ubi2.records.e02400 = np.zeros(len(calc_ubi2.records.e02400))\n",
- "calc_ubi2.advance_to_year(2014)\n",
- "calc_ubi2.calc_all()\n",
- "\n",
- "# Get MTR's\n",
- "# try using baseline MTR\n",
- "mtrs2 = calc.mtr()"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## For all Tax Units"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 28,
- "metadata": {
- "collapsed": false
- },
- "outputs": [],
- "source": [
- "table_data4 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, bins='income')"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 29,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>165,992.92</td>\n",
- " <td>1.93</td>\n",
- " <td>14,025</td>\n",
- " <td>14.2%</td>\n",
- " <td>1.0%</td>\n",
- " <td>15.2%</td>\n",
- " <td>5,633</td>\n",
- " <td>26,013</td>\n",
- " <td>-24,481</td>\n",
- " <td>-19,932</td>\n",
- " <td>-4,101</td>\n",
- " <td>448</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>18,732.74</td>\n",
- " <td>1.64</td>\n",
- " <td>14,511</td>\n",
- " <td>14.2%</td>\n",
- " <td>6.0%</td>\n",
- " <td>20.2%</td>\n",
- " <td>7,277</td>\n",
- " <td>23,323</td>\n",
- " <td>-9,848</td>\n",
- " <td>-7,655</td>\n",
- " <td>6,197</td>\n",
- " <td>8,390</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>15,008.86</td>\n",
- " <td>1.74</td>\n",
- " <td>14,147</td>\n",
- " <td>14.2%</td>\n",
- " <td>15.9%</td>\n",
- " <td>30.1%</td>\n",
- " <td>8,366</td>\n",
- " <td>24,260</td>\n",
- " <td>-9,195</td>\n",
- " <td>-7,148</td>\n",
- " <td>6,700</td>\n",
- " <td>8,746</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>11,543.98</td>\n",
- " <td>1.76</td>\n",
- " <td>14,558</td>\n",
- " <td>14.2%</td>\n",
- " <td>17.9%</td>\n",
- " <td>32.1%</td>\n",
- " <td>8,960</td>\n",
- " <td>24,657</td>\n",
- " <td>-7,812</td>\n",
- " <td>-6,156</td>\n",
- " <td>7,885</td>\n",
- " <td>9,540</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>8,593.91</td>\n",
- " <td>1.80</td>\n",
- " <td>14,656</td>\n",
- " <td>14.2%</td>\n",
- " <td>17.0%</td>\n",
- " <td>31.2%</td>\n",
- " <td>9,660</td>\n",
- " <td>25,359</td>\n",
- " <td>-8,502</td>\n",
- " <td>-6,672</td>\n",
- " <td>7,197</td>\n",
- " <td>9,027</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>16,214.24</td>\n",
- " <td>2.01</td>\n",
- " <td>14,675</td>\n",
- " <td>14.2%</td>\n",
- " <td>18.4%</td>\n",
- " <td>32.6%</td>\n",
- " <td>11,579</td>\n",
- " <td>28,335</td>\n",
- " <td>-7,297</td>\n",
- " <td>-5,836</td>\n",
- " <td>9,459</td>\n",
- " <td>10,920</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>8,983.86</td>\n",
- " <td>2.44</td>\n",
- " <td>14,357</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.0%</td>\n",
- " <td>33.2%</td>\n",
- " <td>15,094</td>\n",
- " <td>33,518</td>\n",
- " <td>-5,679</td>\n",
- " <td>-4,712</td>\n",
- " <td>12,744</td>\n",
- " <td>13,711</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>15,662.18</td>\n",
- " <td>2.77</td>\n",
- " <td>14,097</td>\n",
- " <td>10.9%</td>\n",
- " <td>25.0%</td>\n",
- " <td>35.9%</td>\n",
- " <td>19,312</td>\n",
- " <td>37,400</td>\n",
- " <td>-5,619</td>\n",
- " <td>-4,708</td>\n",
- " <td>12,468</td>\n",
- " <td>13,379</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>5,248.36</td>\n",
- " <td>3.09</td>\n",
- " <td>13,838</td>\n",
- " <td>6.1%</td>\n",
- " <td>32.4%</td>\n",
- " <td>38.4%</td>\n",
- " <td>30,352</td>\n",
- " <td>40,849</td>\n",
- " <td>-5,368</td>\n",
- " <td>-4,589</td>\n",
- " <td>5,130</td>\n",
- " <td>5,908</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>6.62</td>\n",
- " <td>3.15</td>\n",
- " <td>13,912</td>\n",
- " <td>4.1%</td>\n",
- " <td>39.2%</td>\n",
- " <td>43.3%</td>\n",
- " <td>150,941</td>\n",
- " <td>41,682</td>\n",
- " <td>-8,281</td>\n",
- " <td>-7,625</td>\n",
- " <td>-117,541</td>\n",
- " <td>-116,885</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 165,992.92 1.93 \n",
- "1 10 18,732.74 1.64 \n",
- "2 20 15,008.86 1.74 \n",
- "3 30 11,543.98 1.76 \n",
- "4 40 8,593.91 1.80 \n",
- "5 50 16,214.24 2.01 \n",
- "6 75 8,983.86 2.44 \n",
- "7 100 15,662.18 2.77 \n",
- "8 200 5,248.36 3.09 \n",
- "9 1,001 6.62 3.15 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 14,025 14.2% 1.0% \n",
- "1 14,511 14.2% 6.0% \n",
- "2 14,147 14.2% 15.9% \n",
- "3 14,558 14.2% 17.9% \n",
- "4 14,656 14.2% 17.0% \n",
- "5 14,675 14.2% 18.4% \n",
- "6 14,357 14.2% 19.0% \n",
- "7 14,097 10.9% 25.0% \n",
- "8 13,838 6.1% 32.4% \n",
- "9 13,912 4.1% 39.2% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 15.2% 5,633 26,013 -24,481 \n",
- "1 20.2% 7,277 23,323 -9,848 \n",
- "2 30.1% 8,366 24,260 -9,195 \n",
- "3 32.1% 8,960 24,657 -7,812 \n",
- "4 31.2% 9,660 25,359 -8,502 \n",
- "5 32.6% 11,579 28,335 -7,297 \n",
- "6 33.2% 15,094 33,518 -5,679 \n",
- "7 35.9% 19,312 37,400 -5,619 \n",
- "8 38.4% 30,352 40,849 -5,368 \n",
- "9 43.3% 150,941 41,682 -8,281 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -19,932 -4,101 \n",
- "1 -7,655 6,197 \n",
- "2 -7,148 6,700 \n",
- "3 -6,156 7,885 \n",
- "4 -6,672 7,197 \n",
- "5 -5,836 9,459 \n",
- "6 -4,712 12,744 \n",
- "7 -4,708 12,468 \n",
- "8 -4,589 5,130 \n",
- "9 -7,625 -117,541 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 448 \n",
- "1 8,390 \n",
- "2 8,746 \n",
- "3 9,540 \n",
- "4 9,027 \n",
- "5 10,920 \n",
- "6 13,711 \n",
- "7 13,379 \n",
- "8 5,908 \n",
- "9 -116,885 "
- ]
- },
- "execution_count": 29,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='all', bins='income')\n",
- "table(table_data4, avg_ben, avg_ben_mult)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## Tax Units with Someone Over 65"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 30,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "table_data5 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, group='65 or over', bins='income')"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 31,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>79,329.46</td>\n",
- " <td>1.92</td>\n",
- " <td>14,975</td>\n",
- " <td>14.2%</td>\n",
- " <td>6.0%</td>\n",
- " <td>20.2%</td>\n",
- " <td>5,324</td>\n",
- " <td>27,616</td>\n",
- " <td>-69,525</td>\n",
- " <td>-63,665</td>\n",
- " <td>-47,234</td>\n",
- " <td>-41,373</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>1,588.90</td>\n",
- " <td>2.32</td>\n",
- " <td>14,798</td>\n",
- " <td>14.2%</td>\n",
- " <td>13.9%</td>\n",
- " <td>28.1%</td>\n",
- " <td>7,987</td>\n",
- " <td>32,887</td>\n",
- " <td>-51,302</td>\n",
- " <td>-47,280</td>\n",
- " <td>-26,403</td>\n",
- " <td>-22,381</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>904.62</td>\n",
- " <td>2.39</td>\n",
- " <td>14,809</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.2%</td>\n",
- " <td>33.5%</td>\n",
- " <td>8,407</td>\n",
- " <td>33,720</td>\n",
- " <td>-50,190</td>\n",
- " <td>-46,628</td>\n",
- " <td>-24,877</td>\n",
- " <td>-21,315</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>656.60</td>\n",
- " <td>2.30</td>\n",
- " <td>15,092</td>\n",
- " <td>14.2%</td>\n",
- " <td>21.9%</td>\n",
- " <td>36.1%</td>\n",
- " <td>8,621</td>\n",
- " <td>33,363</td>\n",
- " <td>-39,923</td>\n",
- " <td>-36,525</td>\n",
- " <td>-15,182</td>\n",
- " <td>-11,784</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>475.11</td>\n",
- " <td>2.14</td>\n",
- " <td>15,325</td>\n",
- " <td>14.2%</td>\n",
- " <td>20.7%</td>\n",
- " <td>34.9%</td>\n",
- " <td>8,424</td>\n",
- " <td>31,888</td>\n",
- " <td>-56,744</td>\n",
- " <td>-53,425</td>\n",
- " <td>-33,280</td>\n",
- " <td>-29,960</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>802.36</td>\n",
- " <td>2.08</td>\n",
- " <td>15,557</td>\n",
- " <td>14.2%</td>\n",
- " <td>19.4%</td>\n",
- " <td>33.5%</td>\n",
- " <td>9,342</td>\n",
- " <td>31,867</td>\n",
- " <td>-40,525</td>\n",
- " <td>-37,408</td>\n",
- " <td>-18,001</td>\n",
- " <td>-14,883</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>430.25</td>\n",
- " <td>2.03</td>\n",
- " <td>15,614</td>\n",
- " <td>14.2%</td>\n",
- " <td>22.4%</td>\n",
- " <td>36.6%</td>\n",
- " <td>10,419</td>\n",
- " <td>31,260</td>\n",
- " <td>-57,608</td>\n",
- " <td>-53,741</td>\n",
- " <td>-36,767</td>\n",
- " <td>-32,900</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>565.01</td>\n",
- " <td>2.13</td>\n",
- " <td>15,550</td>\n",
- " <td>9.4%</td>\n",
- " <td>26.5%</td>\n",
- " <td>35.9%</td>\n",
- " <td>13,670</td>\n",
- " <td>32,761</td>\n",
- " <td>-49,117</td>\n",
- " <td>-46,377</td>\n",
- " <td>-30,025</td>\n",
- " <td>-27,285</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>131.96</td>\n",
- " <td>2.04</td>\n",
- " <td>15,723</td>\n",
- " <td>6.9%</td>\n",
- " <td>33.7%</td>\n",
- " <td>40.6%</td>\n",
- " <td>24,998</td>\n",
- " <td>31,705</td>\n",
- " <td>-39,966</td>\n",
- " <td>-38,203</td>\n",
- " <td>-33,258</td>\n",
- " <td>-31,496</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>0.39</td>\n",
- " <td>1.93</td>\n",
- " <td>15,904</td>\n",
- " <td>5.7%</td>\n",
- " <td>39.0%</td>\n",
- " <td>44.6%</td>\n",
- " <td>139,538</td>\n",
- " <td>30,589</td>\n",
- " <td>-27,877</td>\n",
- " <td>-26,156</td>\n",
- " <td>-136,827</td>\n",
- " <td>-135,106</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 79,329.46 1.92 \n",
- "1 10 1,588.90 2.32 \n",
- "2 20 904.62 2.39 \n",
- "3 30 656.60 2.30 \n",
- "4 40 475.11 2.14 \n",
- "5 50 802.36 2.08 \n",
- "6 75 430.25 2.03 \n",
- "7 100 565.01 2.13 \n",
- "8 200 131.96 2.04 \n",
- "9 1,001 0.39 1.93 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 14,975 14.2% 6.0% \n",
- "1 14,798 14.2% 13.9% \n",
- "2 14,809 14.2% 19.2% \n",
- "3 15,092 14.2% 21.9% \n",
- "4 15,325 14.2% 20.7% \n",
- "5 15,557 14.2% 19.4% \n",
- "6 15,614 14.2% 22.4% \n",
- "7 15,550 9.4% 26.5% \n",
- "8 15,723 6.9% 33.7% \n",
- "9 15,904 5.7% 39.0% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 20.2% 5,324 27,616 -69,525 \n",
- "1 28.1% 7,987 32,887 -51,302 \n",
- "2 33.5% 8,407 33,720 -50,190 \n",
- "3 36.1% 8,621 33,363 -39,923 \n",
- "4 34.9% 8,424 31,888 -56,744 \n",
- "5 33.5% 9,342 31,867 -40,525 \n",
- "6 36.6% 10,419 31,260 -57,608 \n",
- "7 35.9% 13,670 32,761 -49,117 \n",
- "8 40.6% 24,998 31,705 -39,966 \n",
- "9 44.6% 139,538 30,589 -27,877 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -63,665 -47,234 \n",
- "1 -47,280 -26,403 \n",
- "2 -46,628 -24,877 \n",
- "3 -36,525 -15,182 \n",
- "4 -53,425 -33,280 \n",
- "5 -37,408 -18,001 \n",
- "6 -53,741 -36,767 \n",
- "7 -46,377 -30,025 \n",
- "8 -38,203 -33,258 \n",
- "9 -26,156 -136,827 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 -41,373 \n",
- "1 -22,381 \n",
- "2 -21,315 \n",
- "3 -11,784 \n",
- "4 -29,960 \n",
- "5 -14,883 \n",
- "6 -32,900 \n",
- "7 -27,285 \n",
- "8 -31,496 \n",
- "9 -135,106 "
- ]
- },
- "execution_count": 31,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='65 or over', bins='income')\n",
- "table(table_data5, avg_ben, avg_ben_mult)"
- ]
- },
- {
- "cell_type": "markdown",
- "metadata": {},
- "source": [
- "## Tax Units w/out Someone Over 65"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 32,
- "metadata": {
- "collapsed": true
- },
- "outputs": [],
- "source": [
- "table_data6 = prep_table_data(calc=calc_ubi2, calc_base=calc, mtrs=mtrs2, group='under 65', bins='income')"
- ]
- },
- {
- "cell_type": "code",
- "execution_count": 33,
- "metadata": {
- "collapsed": false
- },
- "outputs": [
- {
- "data": {
- "text/html": [
- "<div>\n",
- "<table border=\"1\" class=\"dataframe\">\n",
- " <thead>\n",
- " <tr style=\"text-align: right;\">\n",
- " <th></th>\n",
- " <th>Wage and Salary Floor (Thousands)</th>\n",
- " <th>Tax Units (m)</th>\n",
- " <th>Avg Tax Unit Size</th>\n",
- " <th>Avg UBI Per Person</th>\n",
- " <th>Avg MTR - Payroll</th>\n",
- " <th>Avg MTR - Individual Income</th>\n",
- " <th>Avg MTR - Combined</th>\n",
- " <th>Avg Tax Change</th>\n",
- " <th>Avg UBI Per Tax Unit</th>\n",
- " <th>Avg Benefits Change</th>\n",
- " <th>Avg Benefits Change - Welfare Adj</th>\n",
- " <th>Avg Combined Change</th>\n",
- " <th>Avg Combined Change - Welfare Adj</th>\n",
- " </tr>\n",
- " </thead>\n",
- " <tbody>\n",
- " <tr>\n",
- " <th>0</th>\n",
- " <td>0</td>\n",
- " <td>86,663.47</td>\n",
- " <td>1.93</td>\n",
- " <td>13,317</td>\n",
- " <td>14.2%</td>\n",
- " <td>-2.7%</td>\n",
- " <td>11.5%</td>\n",
- " <td>5,863</td>\n",
- " <td>24,819</td>\n",
- " <td>-21,478</td>\n",
- " <td>-17,156</td>\n",
- " <td>-2,522</td>\n",
- " <td>1,799</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>1</th>\n",
- " <td>10</td>\n",
- " <td>17,143.84</td>\n",
- " <td>1.57</td>\n",
- " <td>14,480</td>\n",
- " <td>14.2%</td>\n",
- " <td>5.1%</td>\n",
- " <td>19.3%</td>\n",
- " <td>7,200</td>\n",
- " <td>22,282</td>\n",
- " <td>-8,837</td>\n",
- " <td>-6,749</td>\n",
- " <td>6,245</td>\n",
- " <td>8,333</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>2</th>\n",
- " <td>20</td>\n",
- " <td>14,104.24</td>\n",
- " <td>1.69</td>\n",
- " <td>14,095</td>\n",
- " <td>14.2%</td>\n",
- " <td>15.6%</td>\n",
- " <td>29.8%</td>\n",
- " <td>8,362</td>\n",
- " <td>23,505</td>\n",
- " <td>-8,452</td>\n",
- " <td>-6,473</td>\n",
- " <td>6,690</td>\n",
- " <td>8,669</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>3</th>\n",
- " <td>30</td>\n",
- " <td>10,887.38</td>\n",
- " <td>1.72</td>\n",
- " <td>14,519</td>\n",
- " <td>14.2%</td>\n",
- " <td>17.6%</td>\n",
- " <td>31.8%</td>\n",
- " <td>8,985</td>\n",
- " <td>24,015</td>\n",
- " <td>-7,163</td>\n",
- " <td>-5,593</td>\n",
- " <td>7,866</td>\n",
- " <td>9,437</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>4</th>\n",
- " <td>40</td>\n",
- " <td>8,118.81</td>\n",
- " <td>1.78</td>\n",
- " <td>14,612</td>\n",
- " <td>14.2%</td>\n",
- " <td>16.7%</td>\n",
- " <td>30.9%</td>\n",
- " <td>9,743</td>\n",
- " <td>24,925</td>\n",
- " <td>-7,575</td>\n",
- " <td>-5,819</td>\n",
- " <td>7,608</td>\n",
- " <td>9,364</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>5</th>\n",
- " <td>50</td>\n",
- " <td>15,411.88</td>\n",
- " <td>2.01</td>\n",
- " <td>14,621</td>\n",
- " <td>14.2%</td>\n",
- " <td>18.3%</td>\n",
- " <td>32.5%</td>\n",
- " <td>11,716</td>\n",
- " <td>28,119</td>\n",
- " <td>-6,487</td>\n",
- " <td>-5,110</td>\n",
- " <td>9,915</td>\n",
- " <td>11,292</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>6</th>\n",
- " <td>75</td>\n",
- " <td>8,553.61</td>\n",
- " <td>2.46</td>\n",
- " <td>14,292</td>\n",
- " <td>14.2%</td>\n",
- " <td>18.9%</td>\n",
- " <td>33.0%</td>\n",
- " <td>15,335</td>\n",
- " <td>33,634</td>\n",
- " <td>-4,549</td>\n",
- " <td>-3,747</td>\n",
- " <td>13,750</td>\n",
- " <td>14,552</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>7</th>\n",
- " <td>100</td>\n",
- " <td>15,097.16</td>\n",
- " <td>2.79</td>\n",
- " <td>14,040</td>\n",
- " <td>10.9%</td>\n",
- " <td>25.0%</td>\n",
- " <td>35.9%</td>\n",
- " <td>19,534</td>\n",
- " <td>37,582</td>\n",
- " <td>-4,860</td>\n",
- " <td>-4,039</td>\n",
- " <td>13,189</td>\n",
- " <td>14,009</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>8</th>\n",
- " <td>200</td>\n",
- " <td>5,116.39</td>\n",
- " <td>3.14</td>\n",
- " <td>13,762</td>\n",
- " <td>6.0%</td>\n",
- " <td>32.3%</td>\n",
- " <td>38.3%</td>\n",
- " <td>30,566</td>\n",
- " <td>41,215</td>\n",
- " <td>-4,775</td>\n",
- " <td>-4,042</td>\n",
- " <td>5,874</td>\n",
- " <td>6,607</td>\n",
- " </tr>\n",
- " <tr>\n",
- " <th>9</th>\n",
- " <td>1,001</td>\n",
- " <td>6.23</td>\n",
- " <td>3.24</td>\n",
- " <td>13,762</td>\n",
- " <td>4.0%</td>\n",
- " <td>39.2%</td>\n",
- " <td>43.2%</td>\n",
- " <td>151,795</td>\n",
- " <td>42,512</td>\n",
- " <td>-7,683</td>\n",
- " <td>-7,075</td>\n",
- " <td>-116,966</td>\n",
- " <td>-116,358</td>\n",
- " </tr>\n",
- " </tbody>\n",
- "</table>\n",
- "</div>"
- ],
- "text/plain": [
- " Wage and Salary Floor (Thousands) Tax Units (m) Avg Tax Unit Size \\\n",
- "0 0 86,663.47 1.93 \n",
- "1 10 17,143.84 1.57 \n",
- "2 20 14,104.24 1.69 \n",
- "3 30 10,887.38 1.72 \n",
- "4 40 8,118.81 1.78 \n",
- "5 50 15,411.88 2.01 \n",
- "6 75 8,553.61 2.46 \n",
- "7 100 15,097.16 2.79 \n",
- "8 200 5,116.39 3.14 \n",
- "9 1,001 6.23 3.24 \n",
- "\n",
- " Avg UBI Per Person Avg MTR - Payroll Avg MTR - Individual Income \\\n",
- "0 13,317 14.2% -2.7% \n",
- "1 14,480 14.2% 5.1% \n",
- "2 14,095 14.2% 15.6% \n",
- "3 14,519 14.2% 17.6% \n",
- "4 14,612 14.2% 16.7% \n",
- "5 14,621 14.2% 18.3% \n",
- "6 14,292 14.2% 18.9% \n",
- "7 14,040 10.9% 25.0% \n",
- "8 13,762 6.0% 32.3% \n",
- "9 13,762 4.0% 39.2% \n",
- "\n",
- " Avg MTR - Combined Avg Tax Change Avg UBI Per Tax Unit Avg Benefits Change \\\n",
- "0 11.5% 5,863 24,819 -21,478 \n",
- "1 19.3% 7,200 22,282 -8,837 \n",
- "2 29.8% 8,362 23,505 -8,452 \n",
- "3 31.8% 8,985 24,015 -7,163 \n",
- "4 30.9% 9,743 24,925 -7,575 \n",
- "5 32.5% 11,716 28,119 -6,487 \n",
- "6 33.0% 15,335 33,634 -4,549 \n",
- "7 35.9% 19,534 37,582 -4,860 \n",
- "8 38.3% 30,566 41,215 -4,775 \n",
- "9 43.2% 151,795 42,512 -7,683 \n",
- "\n",
- " Avg Benefits Change - Welfare Adj Avg Combined Change \\\n",
- "0 -17,156 -2,522 \n",
- "1 -6,749 6,245 \n",
- "2 -6,473 6,690 \n",
- "3 -5,593 7,866 \n",
- "4 -5,819 7,608 \n",
- "5 -5,110 9,915 \n",
- "6 -3,747 13,750 \n",
- "7 -4,039 13,189 \n",
- "8 -4,042 5,874 \n",
- "9 -7,075 -116,966 \n",
- "\n",
- " Avg Combined Change - Welfare Adj \n",
- "0 1,799 \n",
- "1 8,333 \n",
- "2 8,669 \n",
- "3 9,437 \n",
- "4 9,364 \n",
- "5 11,292 \n",
- "6 14,552 \n",
- "7 14,009 \n",
- "8 6,607 \n",
- "9 -116,358 "
- ]
- },
- "execution_count": 33,
- "metadata": {},
- "output_type": "execute_result"
- }
- ],
- "source": [
- "avg_ben, avg_ben_mult = cps_avg_ben(cps_storage, other_programs, group='under 65', bins='income')\n",
- "table(table_data6, avg_ben, avg_ben_mult)"
- ]
- }
- ],
- "metadata": {
- "kernelspec": {
- "display_name": "Python 2",
- "language": "python",
- "name": "python2"
- },
- "language_info": {
- "codemirror_mode": {
- "name": "ipython",
- "version": 2
- },
- "file_extension": ".py",
- "mimetype": "text/x-python",
- "name": "python",
- "nbconvert_exporter": "python",
- "pygments_lexer": "ipython2",
- "version": "2.7.12"
- }
- },
- "nbformat": 4,
- "nbformat_minor": 2
- }
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