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Summary

  • Adds a reusable Jupyter notebook for running PolicyEngine tax-benefit microsimulations on user-provided CSV datasets
  • Supports three input formats: tax_unit (one row per filing unit), person (one row per person), and household (multiple tax units per household)
  • Auto-detects variable entities using PolicyEngine's tax-benefit system to correctly route variables to person, tax_unit, or household level
  • Provides a clean run_microsim() API as the main entry point

Test plan

  • Test with tax_unit format CSV containing employment income
  • Test with person format CSV containing split income between spouses
  • Test output variable calculation for income_tax, state_income_tax, eitc, ctc
  • Verify state FIPS codes are correctly mapped

🤖 Generated with Claude Code

Adds a reusable notebook for running PolicyEngine tax-benefit microsimulations
on user-provided CSV datasets. Supports three input formats (tax_unit, person,
household) and auto-detects variable entities.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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2 participants