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Add Oregon kicker credit analysis notebook#130

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DTrim99 wants to merge 4 commits intoPolicyEngine:mainfrom
DTrim99:or-kicker-credit-analysis-129
Open

Add Oregon kicker credit analysis notebook#130
DTrim99 wants to merge 4 commits intoPolicyEngine:mainfrom
DTrim99:or-kicker-credit-analysis-129

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@DTrim99 DTrim99 commented Mar 30, 2026

Summary

  • Adds notebook to analyze Oregon's kicker credit impact for 2025
  • Compares baseline (no kicker) vs current law (9.86% kicker rate)
  • Injects current-year tax as proxy for or_tax_before_credits_in_prior_year input variable
  • Shows fiscal impact, distributional analysis by income decile, and poverty impact

Test plan

  • Run notebook cells to verify kicker credit calculations
  • Verify revenue figures are reasonable for Oregon (~$10-15B total state revenue)
  • Check distributional charts render correctly

Closes #129

🤖 Generated with Claude Code

DTrim99 and others added 2 commits March 19, 2026 17:08
@DTrim99 @claude
Add Searchlight Institute tax reform analysis notebooks
3c960e3 
Three reform variants analyzing CTC and EITC changes:
- Reform 1: CTC $3,600-$4,440 (2026-2035)
- Reform 2: CTC $3,000-$3,600 (2026-2035)
- Reform 3: CTC $2,700-$3,300 (2026-2035)

Each notebook includes:
- Comprehensive 2026 impact analysis (poverty, deciles, winners/losers)
- 10-year federal budgetary projections
- CSV exports for both 2026 impacts and 10-year projections

Closes PolicyEngine#125

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@DTrim99 @claude
Add Oregon kicker credit analysis notebook
484274f 
Analyzes the impact of Oregon's kicker credit for 2025:
- Compares baseline (no kicker) vs current law (9.86% kicker rate)
- Injects current-year tax as proxy for prior-year tax input
- Shows fiscal, distributional, and poverty impacts

Closes PolicyEngine#129

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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DTrim99 commented Mar 30, 2026

This notebook analyzes the Oregon kicker credit by:

  1. Working around the missing input: The or_kicker variable depends on or_tax_before_credits_in_prior_year, which is an input variable not present in the dataset. The notebook injects current-year tax as a proxy.

  2. Proper MicroSeries usage: Uses .sum() and .mean() directly on MicroSeries objects, which automatically apply weights.

  3. 2025 kicker rate: The parameter file shows 9.86% for 2025, reflecting the state's budget surplus.

This was referenced Mar 30, 2026
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DTrim99 and others added 2 commits April 1, 2026 11:50
@DTrim99 @claude
Add Oregon dataset exploration notebook
8623ea7 
- Median household income and per capita income
- Census-style income distribution (16 brackets)
- Poverty rate using person_in_poverty
- Household and children demographics

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@DTrim99 @claude
Update kicker analysis to 2024 and add test dataset notebooks
94f4887 
- Changed analysis year from 2025 to 2024
- Baseline: current law (0% kicker for 2024)
- Reform: applies 2025 kicker rate (9.86%) to 2024
- Added test dataset versions for comparison

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Add Oregon kicker credit analysis notebook

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@DTrim99