Merge pull request #519 from PSLmodels/pin-to-taxcalc660

Pin `taxcalc` version to 6.6.0 in `setup.py`

Author: martinholmer

README.md

@@ -8,8 +8,23 @@ For Tax-Calculator results generated when using these TMD input files,
 see [this
 folder](https://github.com/PSLmodels/Tax-Calculator/tree/master/taxcalc/cli/input_data_tests).
 
-The **current TMD version is 2.0.0**, which was released on March 29, 2026,
-and includes the following significant improvements:
+The **current TMD version is 2.1.0**, which was released on May 22,
+2026, and is the same as TMD version 2.0.0 except that Tax-Calculator
+version 6.6.0 (instead of 6.5.3) is used to generate the TMD files.
+
+The current TMD 2.1.0 version differs from the 2.0.0 version only
+slightly in the national weights (all the `WT*` columns in the
+`tmd_weights.csv.gz` file and just the `s006` variable in the
+`tmd.csv.gz` file); the non-weights input variables in the
+`tmd.csv.gz` file and the contents of `tmd_growfactors.csv` file are
+unchanged.  When using version 2.1.0 to generate **sub-national
+weights**, there will be (presumably small) differences from the
+sub-national weights generated using version 2.0.0; however, the
+sub-national weights fingerprints have not been updated in this pull
+request.
+
+The prior TMD 2.0.0 version included the following significant
+improvements:
 
 - generate national, state, and Congressional district, input files
 for **2022**:

setup.py

@@ -2,11 +2,11 @@
 
 setup(
     name="tmd",
-    version="2.0.0",
+    version="2.1.0",
     packages=find_packages(),
     python_requires=">=3.11,<3.14",
     install_requires=[
-        "taxcalc==6.5.3",
+        "taxcalc==6.6.0",
         "numpy",
         "pandas>=3.0.2",
         "clarabel",

tests/expected_tax_exp_2022_data

@@ -1,9 +1,9 @@
 YR,KIND,EST= 2023 paytax 1429.5
-YR,KIND,EST= 2023 iitax 2331.3
+YR,KIND,EST= 2023 iitax 2332.1
 YR,KIND,EST= 2023 ctc 118.6
 YR,KIND,EST= 2023 eitc 72.0
 YR,KIND,EST= 2023 social_security_partial_taxability 46.8
 YR,KIND,EST= 2023 niit -47.4
-YR,KIND,EST= 2023 cgqd_tax_preference 179.6
-YR,KIND,EST= 2023 qbid 55.9
+YR,KIND,EST= 2023 cgqd_tax_preference 179.8
+YR,KIND,EST= 2023 qbid 55.0
 YR,KIND,EST= 2023 salt 23.8

tests/test_imputed_variables.py

@@ -55,7 +55,7 @@ def actual_results(rdf, bdf):
             # https://taxpolicycenter.org/taxvox/
             #         budget-laws-tax-cuts-overtime-and-
             #         tips-are-popular-few-will-benefit
-            "exp_totben_2022": 23.68,
+            "exp_totben_2022": 23.71,
             "exp_affpct_2022": 8.56,
             "exp_affben_2022": 1413,
         },
@@ -72,9 +72,9 @@ def actual_results(rdf, bdf):
             # https://taxpolicycenter.org/taxvox/
             #         budget-laws-tax-cuts-overtime-and-
             #         tips-are-popular-few-will-benefit
-            "exp_totben_2022": 7.08,
+            "exp_totben_2022": 7.11,
             "exp_affpct_2022": 2.59,
-            "exp_affben_2022": 1397,
+            "exp_affben_2022": 1401,
         },
         "ALI": {  # new OBBBA auto loan interest deduction
             "reform_dict": {"AutoLoanInterestDed_c": {simyear: 0}},
@@ -107,7 +107,7 @@ def actual_results(rdf, bdf):
             # https://taxpolicycenter.org/model-estimates/T25-0257
             # Note that the $1081 TPC estimate is derived by dividing
             # the all-unit average of $320 by the 0.296 affpct.
-            "exp_totben_2022": 58.92,
+            "exp_totben_2022": 58.97,
             "exp_affpct_2022": 28.24,
             "exp_affben_2022": 1065,
         },

tests/test_weights.py

@@ -50,8 +50,8 @@ def test_weights(tmd_variables):
             "sdev": 1092.99,
             "min": 0.10804,
             "p25": 21.8191,
-            "p50": 398.084,
-            "p75": 1437.77,
+            "p50": 398.097,
+            "p75": 1437.785,
             "max": 16580.3,
             "sum_sq": 424545077258.6,
         },