diff --git a/changelog.d/fix-benefit-income-list-references.fixed.md b/changelog.d/fix-benefit-income-list-references.fixed.md new file mode 100644 index 00000000000..a0e5384d253 --- /dev/null +++ b/changelog.d/fix-benefit-income-list-references.fixed.md @@ -0,0 +1 @@ +Update stale comments and references in ten state benefit income source lists: renumbered rules for Ohio PFCC (OAC 5180:6-1-03), Colorado CCAP (8 CCR 1403-1 3.111(I)), New Mexico CCAP (8.9.3 NMAC) and Rhode Island CCAP (definition 29), page ranges for Pennsylvania, West Virginia, Maine and DC, and the Maryland CCS and Arkansas SRA notes on annuities. diff --git a/policyengine_us/parameters/gov/states/ar/ade/oec/sra/income/sources.yaml b/policyengine_us/parameters/gov/states/ar/ade/oec/sra/income/sources.yaml index b35de3f9722..c2180e44853 100644 --- a/policyengine_us/parameters/gov/states/ar/ade/oec/sra/income/sources.yaml +++ b/policyengine_us/parameters/gov/states/ar/ade/oec/sra/income/sources.yaml @@ -22,7 +22,9 @@ values: # - regular bonuses, commissions # - armed forces pay (other than retirement) # - piece-rate, in-kind, contractual income - # - annuities, regular contributions + # - regular contributions + # Section 4.3.2 annuities are modeled through pension_income, and military + # Survivor Benefit Plan annuities through military_retirement_income. # Children's SSI and Social Security are excluded; the formula filters # contributions by age before summing. diff --git a/policyengine_us/parameters/gov/states/co/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/co/ccap/income/countable_income/sources.yaml index acbcacdd717..a8fa26f227f 100644 --- a/policyengine_us/parameters/gov/states/co/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/co/ccap/income/countable_income/sources.yaml @@ -28,5 +28,7 @@ metadata: period: year label: Colorado CCAP countable income sources reference: - - title: 8 CCR 1403-1 Section 7.105 + - title: "8 CCR 1403-1 Section 3.105.1(I) Income Inclusions (effective 2023-08-14) #page 22-26" href: https://www.sos.state.co.us/CCR/GenerateRulePdf.do?ruleVersionId=11042&fileName=8%20CCR%201403-1#page=22 + - title: "8 CCR 1403-1 Section 3.111(I) Income Inclusions (effective 2026-08-14) #page 46-51" + href: https://www.sos.state.co.us/CCR/GenerateRulePdf.do?ruleVersionId=12658&fileName=8%20CCR%201403-1#page=46 diff --git a/policyengine_us/parameters/gov/states/dc/dhs/ccsp/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/dc/dhs/ccsp/income/countable_income/sources.yaml index 303c2e87de5..a8b09a66f28 100644 --- a/policyengine_us/parameters/gov/states/dc/dhs/ccsp/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/dc/dhs/ccsp/income/countable_income/sources.yaml @@ -26,5 +26,5 @@ metadata: period: year label: DC CCSP countable income sources reference: - - title: DC Child Care Subsidy Program Policy Manual + - title: "DC Child Care Subsidy Program Policy Manual, Sections 2.5.2-2.5.3 #page 12-14" href: https://osse.dc.gov/sites/default/files/dc/sites/osse/publication/attachments/DC%20Child%20Care%20Subsidy%20Program%20Policy%20Manual.pdf#page=12 diff --git a/policyengine_us/parameters/gov/states/md/msde/ccs/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/md/msde/ccs/income/countable_income/sources.yaml index ee653d4964d..f6da5365f41 100644 --- a/policyengine_us/parameters/gov/states/md/msde/ccs/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/md/msde/ccs/income/countable_income/sources.yaml @@ -18,8 +18,12 @@ values: - capital_gains - farm_income - military_retirement_income + # COMAR .02B(28)(b)(v) pensions and annuities are modeled through + # pension_income, and military retired pay and Survivor Benefit Plan + # annuities through military_retirement_income. # COMAR-listed sources we don't model at the moment: commissions, tips, - # bonuses, annuities, estate income, military entitlements. + # bonuses, estate income, and the military bonuses and allowances in + # .02B(28)(b)(vii). # COMAR .02B(28)(c) exclusions we don't model at the moment: child support # paid for a child outside the household, and $2,500 of child support tax # intercepts and arrearages. diff --git a/policyengine_us/parameters/gov/states/me/dhhs/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/me/dhhs/ccap/income/countable_income/sources.yaml index 1157ebba5e7..29dcb229d3f 100644 --- a/policyengine_us/parameters/gov/states/me/dhhs/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/me/dhhs/ccap/income/countable_income/sources.yaml @@ -30,5 +30,5 @@ metadata: period: year label: Maine CCAP countable income sources reference: - - title: 10-148 C.M.R. Chapter 6 §2.C.3-4 + - title: "10-148 C.M.R. Chapter 6 §2.C.3-4 #page 13-16" href: https://www.maine.gov/dhhs/sites/maine.gov.dhhs/files/inline-files/CCAP%20Full%20Rule%208.18.2025_1.pdf#page=13 diff --git a/policyengine_us/parameters/gov/states/nm/ececd/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/nm/ececd/ccap/income/countable_income/sources.yaml index be8527e71d2..303829ddf40 100644 --- a/policyengine_us/parameters/gov/states/nm/ececd/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/nm/ececd/ccap/income/countable_income/sources.yaml @@ -1,34 +1,40 @@ description: New Mexico counts these income sources under the Child Care Assistance Program. values: 2016-10-01: + # Rule numbers: 8.9.3 NMAC (ECECD, effective 2022-11-01) replaced 8.15.2 + # NMAC (CYFD). Subsection 8.9.3.11.C keeps the paragraph numbers of + # 8.15.2.11.C, and paragraphs (3) and (5) count the same income. The + # current (6) also exempts Tribal per capita payments, which have no + # PolicyEngine variable. The comments in this file cite 8.9.3.11; read + # 8.15.2.11 before 2022-11-01. - employment_income - self_employment_income # PolicyEngine records farm income separately from self-employment, so - # include it under the 8.15.2.11.C(5) self-employment category. + # include it under the 8.9.3.11.C(5) self-employment category. - farm_operations_income - alimony_income - # VA payments are counted except those exempted under 8.15.2.11.C(6). + # VA payments are counted except those exempted under 8.9.3.11.C(6). - veterans_benefits - workers_compensation - railroad_benefits - pension_income # PolicyEngine records military retirement separately from pension_income, - # so include it under the 8.15.2.11.C(5) pensions category. + # so include it under the 8.9.3.11.C(5) pensions category. - military_retirement_income - rental_income # Social Security retirement, survivors, and dependents benefits are - # counted; SSDI is exempt (8.15.2.11.C(6)), so the aggregate social_security + # counted; SSDI is exempt (8.9.3.11.C(6)), so the aggregate social_security # variable is split into its non-disability components here. (Social # Security received by household children is also exempt, but that is # handled by the caretaker filter below, not by omission.) - social_security_retirement - social_security_survivors - social_security_dependents - # Overtime is counted only if CYFD finds it is paid regularly - # (8.15.2.11.C(5)); the regularity condition is captured within - # employment_income and not separately modeled. + # Overtime is counted only if the department (CYFD, now ECECD) finds it + # is paid regularly (8.9.3.11.C(5)); the regularity condition is captured + # within employment_income and not separately modeled. # - # Whose income counts: 8.15.2.11.C(3) excludes the earned and unearned + # Whose income counts: 8.9.3.11.C(3) excludes the earned and unearned # income of legal dependents and of grandparents who are not legal # guardians. nm_ccap_countable_income applies this by counting only the # income of caretakers (tax unit head/spouse), so household children's @@ -37,8 +43,8 @@ values: # excluded at the moment. # # Provisions we don't model at the moment: - # - Royalties (8.15.2.11.C(5)) — no corresponding PolicyEngine variable. - # The other ~30 exempt categories in 8.15.2.11.C(6) (SNAP, TANF, SSI, + # - Royalties (8.9.3.11.C(5)) — no corresponding PolicyEngine variable. + # The other ~30 exempt categories in 8.9.3.11.C(6) (SNAP, TANF, SSI, # unemployment, child support, energy assistance, foster care payments, # etc.) are excluded by omission from this positive list. Omitting TANF # also avoids a CCAP <-> TANF circular dependency; the is_tanf_enrolled @@ -50,5 +56,7 @@ metadata: period: year label: New Mexico CCAP countable income sources reference: - - title: 8.15.2.11.C(3) and (5) NMAC + - title: 8.15.2.11.C(3) and (5) NMAC (before 2022-11-01) href: https://www.srca.nm.gov/parts/title08/08.015.0002.html + - title: 8.9.3.11.C(3), (5) and (6) NMAC (from 2022-11-01) + href: https://www.srca.nm.gov/parts/title08/08.009.0003.html diff --git a/policyengine_us/parameters/gov/states/oh/dcy/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/oh/dcy/ccap/income/countable_income/sources.yaml index 8d04978f336..f1981fa09ba 100644 --- a/policyengine_us/parameters/gov/states/oh/dcy/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/oh/dcy/ccap/income/countable_income/sources.yaml @@ -6,7 +6,7 @@ values: - farm_operations_income - rental_income # social_security already includes SSA disability, retirement, and - # survivor's benefits per 5180:2-16-03(H)(3)(b), so the component + # survivor's benefits per 5180:6-1-03(H)(3)(b), so the component # variables are not listed separately to avoid double-counting. - social_security - child_support_received @@ -15,25 +15,31 @@ values: - total_unemployment_compensation - pension_income # PolicyEngine records military retirement separately from pension_income; - # it is countable under the 5180:2-16-03(H)(1)-(2) gross-unearned-income + # it is countable under the 5180:6-1-03(H)(1)-(2) gross-unearned-income # catch-all. - military_retirement_income - dividend_income - interest_income - veterans_benefits - # 5180:2-16-03(H)(3)(c): railroad disability, retirement, or survivor's + # 5180:6-1-03(H)(3)(c): railroad disability, retirement, or survivor's # benefits are countable unearned income. - railroad_benefits - oh_ccap_owf_basic_assistance # - # Excluded sources (5180:2-16-03(F), (I)) — so simply not listed: + # Rule numbers: OAC 5180:6-1-03 (effective 2026-08-01) replaced OAC + # 5180:2-16-03 (effective 2022-02-27). Paragraphs (F) and (H) keep their + # numbers. In (I), the 2026 rule adds item (5), federal and state kinship + # care payments, so 2022 items (I)(5)-(25) are (I)(6)-(26) in the 2026 + # rule. The comments in this file cite the 2026 numbers. + # + # Excluded sources (5180:6-1-03(F), (I)) — so simply not listed: # - ssi (excluded per (I)(1)); the earned income of SSI recipients is # also excluded per (F)(8), modeled person-level in # oh_ccap_countable_income (cannot be expressed by a list omission). # - foster care maintenance and adoption assistance (I)(2),(3) — no # PolicyEngine income variable. - # - SNAP allotments (I)(22), income tax refunds (I)(13), EITC (I)(15), - # home energy assistance (I)(12), non-recurring lump sums (I)(23) — none + # - SNAP allotments (I)(23), income tax refunds (I)(14), EITC (I)(16), + # home energy assistance (I)(13), non-recurring lump sums (I)(24) — none # are in the PolicyEngine income-source list, so nothing to exclude. # metadata: @@ -41,5 +47,7 @@ metadata: period: year label: Ohio PFCC countable income sources reference: - - title: OAC 5180:2-16-03 — Income eligibility requirements for publicly funded child care benefits + - title: OAC 5180:2-16-03 — Income eligibility requirements for publicly funded child care benefits (effective 2022-02-27) href: https://codes.ohio.gov/assets/laws/administrative-code/authenticated/5180/2/16/5180$2-16-03_20220227.pdf + - title: OAC 5180:6-1-03 — Income eligibility requirements for publicly funded child care benefits (effective 2026-08-01) + href: https://codes.ohio.gov/assets/laws/administrative-code/authenticated/5180/6/1/5180$6-1-03_20260801.pdf diff --git a/policyengine_us/parameters/gov/states/pa/dhs/ccw/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/pa/dhs/ccw/income/countable_income/sources.yaml index e58d78e3ce1..57b404c4d76 100644 --- a/policyengine_us/parameters/gov/states/pa/dhs/ccw/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/pa/dhs/ccw/income/countable_income/sources.yaml @@ -27,5 +27,5 @@ metadata: period: year label: Pennsylvania CCW countable income sources reference: - - title: 55 Pa. Code Chapter 3042 Appendix A Part I + - title: "55 Pa. Code Chapter 3042 Appendix A Part I #page 59-60" href: https://www.pacodeandbulletin.gov/secure/pacode/data/055/chapter3042/055_3042.pdf#page=59 diff --git a/policyengine_us/parameters/gov/states/ri/dhs/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/ri/dhs/ccap/income/countable_income/sources.yaml index 771f8a1b1d3..c35e4f9c44d 100644 --- a/policyengine_us/parameters/gov/states/ri/dhs/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/ri/dhs/ccap/income/countable_income/sources.yaml @@ -19,7 +19,7 @@ values: - alimony_income - child_support_received # The following are counted per 218-RICR-20-00-4, Section 4.2, - # Definition 30 (Income) but have no matching variables: + # Definition 29 (Income) but have no matching variables: # - adoption_subsidy # - strike_benefits # - royalties @@ -37,5 +37,5 @@ metadata: period: year label: Rhode Island CCAP countable income sources reference: - - title: 218-RICR-20-00-4, Section 4.2, Definition 30 (Income) + - title: 218-RICR-20-00-4, Section 4.2, Definition 29 (Income) href: https://rules.sos.ri.gov/regulations/part/218-20-00-4#4.2 diff --git a/policyengine_us/parameters/gov/states/wv/dhhr/ccap/income/countable_income/sources.yaml b/policyengine_us/parameters/gov/states/wv/dhhr/ccap/income/countable_income/sources.yaml index 0947d8f561e..9ad7ebeaa7f 100644 --- a/policyengine_us/parameters/gov/states/wv/dhhr/ccap/income/countable_income/sources.yaml +++ b/policyengine_us/parameters/gov/states/wv/dhhr/ccap/income/countable_income/sources.yaml @@ -45,5 +45,5 @@ metadata: period: year label: West Virginia CCAP countable income sources reference: - - title: WV Child Care Subsidy Policy & Procedures Manual, Chapter 5, Sections 5.2.1-5.2.4 — Countable Income + - title: "WV Child Care Subsidy Policy & Procedures Manual, Chapter 5, Sections 5.2.1-5.2.4 — Countable Income #page 51-55" href: https://bfa.wv.gov/media/6766/download?inline#page=51