Split taxation of benefits for Social Security and Medicare #6747
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daphnehanse11
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Codecov Report✅ All modified and coverable lines are covered by tests. Additional details and impacted files@@ Coverage Diff @@
## master #6747 +/- ##
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Coverage 100.00% 100.00%
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Files 1 8 +7
Lines 22 111 +89
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+ Hits 22 111 +89
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| person, | ||
| period, | ||
| ["employee_medicare_tax", "employer_medicare_tax"], | ||
| ) + person.tax_unit("additional_medicare_tax", period) |
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Are we adding the same additional Medicare tax value to each person in the unit? If so, wouldn't we double the tax amount for a 2 people household ?
MaxGhenis
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Oct 30, 2025
Implements proper tier separation for trust fund revenue allocation: - tob_revenue_oasdi: Tier 1 (0-50%) → OASDI trust funds - tob_revenue_medicare_hi: Tier 2 (50-85%) → Medicare HI trust fund - Uses allocation approach (proportion of taxable SS in each tier) Results (2026): Baseline: - OASDI (tier 1): $17.24B - Medicare HI (tier 2): $68.09B - Total: $85.33B Option 2 (85% taxation) + LSR: - OASDI (tier 1): $0.00B (all SS in tier 2 with thresholds at 0) - Medicare HI (tier 2): $109.85B - Total: $109.86B Tier variables from PR PolicyEngine#6747 (daphnehanse11/issue6745). Allocation approach avoids circular dependency issues. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <[email protected]>
MaxGhenis
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Oct 30, 2025
Adds OASDI and Medicare HI specific trust fund revenue variables: - tob_revenue_oasdi: Tier 1 (0-50%) revenue - tob_revenue_medicare_hi: Tier 2 (50-85%) revenue Uses proportional allocation of total TOB revenue. Includes tier 1 and tier 2 taxable SS variables from PR PolicyEngine#6747. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <[email protected]>
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fixes #6745