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Add IRS SOI Historic Table 2 TY2023 national, state broad and state EITC facts #295

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Add IRS SOI Historic Table 2 TY2023 national, state broad and state EITC facts #295

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Add IRS SOI Historic Table 2 TY2023 national, state broad and state E…
MaxGhenis Sep 27, 2026
73cb3b9
Read the QBI deduction, not the SE health insurance deduction, in TY2…
MaxGhenis Sep 27, 2026
f55ae34
Require the documented-variable table to match the packaged measures …
MaxGhenis Sep 27, 2026
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7 changes: 7 additions & 0 deletions chronicle/source_package.py
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Original file line number Diff line number Diff line change
Expand Up @@ -361,6 +361,7 @@
"soi-county-2022": Path("irs_soi/county_2022"),
"soi-congressional-district-2022": Path("irs_soi/congressional_district_2022"),
"soi-historic-table-2": Path("irs_soi/historic_table_2"),
"soi-historic-table-2-2023": Path("irs_soi/historic_table_2_2023"),
"soi-historic-table-2-state-agi-2022": Path(
"irs_soi/historic_table_2_state_agi_2022"
),
Expand All @@ -370,9 +371,15 @@
"soi-historic-table-2-state-broad-2022": Path(
"irs_soi/historic_table_2_state_broad_2022"
),
"soi-historic-table-2-state-broad-2023": Path(
"irs_soi/historic_table_2_state_broad_2023"
),
"soi-historic-table-2-state-eitc-2022": Path(
"irs_soi/historic_table_2_state_eitc_2022"
),
"soi-historic-table-2-state-eitc-2023": Path(
"irs_soi/historic_table_2_state_eitc_2023"
),
"soi-w2-statistics-2020": Path("irs_soi/w2_statistics_2020"),
"soi-ira-traditional-contributions-2022": Path(
"irs_soi/ira_traditional_contributions_2022"
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3 changes: 3 additions & 0 deletions chronicle/targets/us_poverty.py
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Expand Up @@ -86,10 +86,13 @@ def has_chronicle_package(self) -> bool:
"soi-table-4-3",
"soi-state-2022",
"soi-historic-table-2",
"soi-historic-table-2-2023",
"soi-historic-table-2-state-agi-2022",
"soi-historic-table-2-state-agi-2023",
"soi-historic-table-2-state-broad-2022",
"soi-historic-table-2-state-broad-2023",
"soi-historic-table-2-state-eitc-2022",
"soi-historic-table-2-state-eitc-2023",
"soi-w2-statistics-2020",
),
notes=(
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2 changes: 1 addition & 1 deletion docs/pe-calibration-targets.md
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Expand Up @@ -36,7 +36,7 @@ them to model variables.
|---|---|---|
| Population by age, sex, state, and congressional district | Census PEP and ACS demographics | `census-pep-2024-national-age-sex`, `census-pep-2024-state-age-sex`, `census-acs-s0101-national-age-2024`, `census-acs-s0101-state-age-2024`, `census-acs-s0101-congressional-district-age-2024` |
| NIPA personal income, transfers, taxes, and pensions | BEA NIPA full-population aggregates | `bea-nipa-total-wages-salaries`, `bea-nipa-personal-income-components`, `bea-nipa-personal-income-disposition`, `bea-nipa-pension-contributions` |
| SOI filer income, taxes, deductions, and credits | IRS SOI administrative totals | `soi-table-1-1`, `soi-table-1-2`, `soi-table-1-4`, `soi-table-2-1`, `soi-table-2-5`, `soi-table-2-5-eitc-agi-children-2023`, `soi-table-4-3`, `soi-state-2022`, `soi-historic-table-2`, `soi-historic-table-2-state-agi-2022`, `soi-historic-table-2-state-agi-2023`, `soi-historic-table-2-state-broad-2022`, `soi-historic-table-2-state-eitc-2022`, `soi-w2-statistics-2020` |
| SOI filer income, taxes, deductions, and credits | IRS SOI administrative totals | `soi-table-1-1`, `soi-table-1-2`, `soi-table-1-4`, `soi-table-2-1`, `soi-table-2-5`, `soi-table-2-5-eitc-agi-children-2023`, `soi-table-4-3`, `soi-state-2022`, `soi-historic-table-2`, `soi-historic-table-2-2023`, `soi-historic-table-2-state-agi-2022`, `soi-historic-table-2-state-agi-2023`, `soi-historic-table-2-state-broad-2022`, `soi-historic-table-2-state-broad-2023`, `soi-historic-table-2-state-eitc-2022`, `soi-historic-table-2-state-eitc-2023`, `soi-w2-statistics-2020` |
| Social Security and SSI | SSA administrative totals | `ssa-annual-statistical-supplement-2025`, `ssa-ssi-table-7b1-2024` |
| SNAP | USDA FNS administrative totals | `usda-snap-fy69-to-current` |
| TANF | HHS ACF caseload and financial totals | `hhs-acf-tanf-caseload-2024`, `hhs-acf-tanf-financial-2024` |
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