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12 changes: 12 additions & 0 deletions
12
fiscalsim_us/parameters/gov/states/va/tax/income/exemptions/indiv_exemption_multiplier.yaml
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description: Virginia Individual Exemption Multiplier | ||
values: | ||
2021-01-01: | ||
value: 930 | ||
metadata: | ||
unit: Currency-USD | ||
period: year | ||
name: Virginia Individual Exemption Multiplier | ||
label: Virginia Individual Exemption Multiplier | ||
reference: | ||
- title: 2021 Virginia Form 760, Resident Income Tax Return | ||
href: https://www.tax.virginia.gov/forms/search?category=1&year=611 |
12 changes: 12 additions & 0 deletions
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...us/parameters/gov/states/va/tax/income/exemptions/indiv_exemption_over_65_multiplier.yaml
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description: Virginia Individual over 65 and blind exemption multiplier | ||
values: | ||
2021-01-01: | ||
value: 800 | ||
metadata: | ||
unit: Currency-USD | ||
period: year | ||
name: va_indiv_p65_exemption_multiplier | ||
label: Virginia Individual Exemption Multiplier | ||
reference: | ||
- title: 2021 Virginia Form 760, Resident Income Tax Return | ||
href: https://www.tax.virginia.gov/forms/search?category=1&year=611 |
20 changes: 20 additions & 0 deletions
20
fiscalsim_us/parameters/gov/states/va/tax/income/va_adjusted_gross_income.yaml
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description: virginia adjusted gross income thresholds | ||
SINGLE: | ||
2021-01-01: | ||
value: 11_950 | ||
JOINT: | ||
2021-01-01: | ||
value: 23_900 | ||
SEPARATE: | ||
2021-01-01: | ||
value: 11_950 | ||
metadata: | ||
unit: currency-USD | ||
period: year | ||
breakdown: | ||
- filing_status | ||
name: va_agi_income_thresholds | ||
label: virginia adjusted gross income thresholds | ||
reference: | ||
- title: VA Form 760 line 9 | ||
href: https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/760-2021.pdf |
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fiscalsim_us/parameters/gov/states/va/tax/income/va_age_deduction.yaml
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description: Age deduction for va State tax. | ||
SINGLE: | ||
2021-01-01: 50_000 | ||
JOINT: | ||
2021-01-01: 75_000 | ||
SEPARATE: | ||
2021-01-01: 75_000 | ||
metadata: | ||
unit: currency-USD | ||
period: year | ||
breakdown: | ||
- filing_status | ||
name: va_age_deduction_amount | ||
label: VA age deduction | ||
reference: | ||
- title: va tax age deduction worksheet page 10 | ||
href: "https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2021-760-instructions.pdf" |
17 changes: 17 additions & 0 deletions
17
fiscalsim_us/parameters/gov/states/va/tax/income/va_age_deduction_threshold.yaml
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description: Age deduction for va State tax. | ||
SINGLE: | ||
2021-01-01: 50_000 | ||
JOINT: | ||
2021-01-01: 75_000 | ||
SEPARATE: | ||
2021-01-01: 75_000 | ||
metadata: | ||
unit: currency-USD | ||
period: year | ||
breakdown: | ||
- filing_status | ||
name: va_age_deduction_amount | ||
label: VA age deduction | ||
reference: | ||
- title: va tax age deduction worksheet page 9 | ||
href: "https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2021-760-instructions.pdf" |
10 changes: 10 additions & 0 deletions
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fiscalsim_us/parameters/gov/states/va/tax/income/va_eitc_rate.yaml
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description: Virginia matches this percent of the federal Earned Income Tax Credit as a non-refundable credit for filers who are not single and childless. | ||
values: | ||
2022-01-01: 0.2 | ||
metadata: | ||
unit: /1 | ||
name: va_non_refundable_eitc_match | ||
label: VA non-refundable EITC match | ||
reference: | ||
- title: VA Form 760 instructions page 26 | ||
href: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf |
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fiscalsim_us/parameters/gov/states/va/tax/income/va_eitc_threshold.yaml
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description: VA poverty threshold used to calculate EITC. | ||
metadata: | ||
label: poverty threshold used to calculate EITC | ||
name: va_poverty_threshold | ||
type: single_amount | ||
threshold_unit: Eligible Exemptions (Dependents in family) | ||
amount_unit: currency-USD | ||
period: year | ||
reference: | ||
- title: Poverty Guideline Table page 26 | ||
href: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf | ||
brackets: | ||
- threshold: | ||
2022-01-01: 1 | ||
amount: | ||
2022-01-01: 13_590 | ||
- threshold: | ||
2022-01-01: 2 | ||
amount: | ||
2022-01-01: 18_310 | ||
- threshold: | ||
2022-01-01: 3 | ||
amount: | ||
2022-01-01: 23_030 | ||
- threshold: | ||
2022-01-01: 4 | ||
amount: | ||
2022-01-01: 27_750 | ||
- threshold: | ||
2022-01-01: 5 | ||
amount: | ||
2022-01-01: 32_470 | ||
- threshold: | ||
2022-01-01: 6 | ||
amount: | ||
2022-01-01: 37_190 | ||
- threshold: | ||
2022-01-01: 7 | ||
amount: | ||
2022-01-01: 41_910 | ||
- threshold: | ||
2022-01-01: 8 | ||
amount: | ||
2022-01-01: 46_630 | ||
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fiscalsim_us/parameters/gov/states/va/tax/income/va_standard_deduction.yaml
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description: Standard deduction for va State tax. | ||
SINGLE: | ||
2021-01-01: 4_500 | ||
JOINT: | ||
2021-01-01: 9_000 | ||
SEPARATE: | ||
2021-01-01: 4_500 | ||
metadata: | ||
unit: currency-USD | ||
period: year | ||
breakdown: | ||
- filing_status | ||
name: va_standard_deduction_amount | ||
label: VA standard deduction | ||
reference: | ||
- title: NY Form IT-201 Instructions, page 19 | ||
href: "https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-2021.pdf" |
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fiscalsim_us/parameters/gov/states/va/tax/income/va_tax_rates.yaml
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description: Tax rates for all filers in VA. | ||
metadata: | ||
type: marginal_rate | ||
threshold_unit: currency-USD | ||
rate_unit: /1 | ||
name: va_income_tax_rates | ||
label: VA State income tax rates | ||
reference: | ||
- title: VA Form 760 Instructions page 33 | ||
href: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2021-760-instructions.pdf | ||
brackets: | ||
- threshold: | ||
2021-01-01: 0 | ||
rate: | ||
2021-01-01: 0.02 | ||
- threshold: | ||
2021-01-01: 3_000 | ||
rate: | ||
2021-01-01: 0.03 | ||
- threshold: | ||
2021-01-01: 5_000 | ||
rate: | ||
2021-01-01: 0.05 | ||
- threshold: | ||
2021-01-01: 17_000 | ||
rate: | ||
2021-01-01: 0.0575 | ||
|
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40 changes: 40 additions & 0 deletions
40
fiscalsim_us/variables/gov/states/va/tax/income/calc_line_14.py
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from fiscalsim_us.model_api import * | ||
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class calc_line_14(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "VA interim step to get to total virginia taxable income, line 14 on form 760 https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/760-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA | ||
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def formula(tax_unit, period, parameters): | ||
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# line_11 = tax_unit("va_standard_deduction",period) | ||
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filing_status = tax_unit("filing_status", period) | ||
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if filing_status == 1: | ||
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va_standard_deduction = parameters( | ||
period | ||
).gov.states.va.tax.income.va_standard_deduction.SINGLE | ||
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if filing_status == 2: | ||
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va_standard_deduction = parameters( | ||
period | ||
).gov.states.va.tax.income.va_standard_deduction.JOINT | ||
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if filing_status == 3: | ||
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va_standard_deduction = parameters( | ||
period | ||
).gov.states.va.tax.income.va_standard_deduction.SEPARATE | ||
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line_12 = tax_unit("va_exemptions", period) | ||
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subtotal = va_standard_deduction + line_12 | ||
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return subtotal |
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fiscalsim_us/variables/gov/states/va/tax/income/disability_income_reported_as_wages.py
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from fiscalsim_us.model_api import * | ||
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class disability_income_reported_as_wages(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "VA disability income reported as wages - https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/760-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA |
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fiscalsim_us/variables/gov/states/va/tax/income/fixed_date_conformity_additions .py
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from fiscalsim_us.model_api import * | ||
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class fixed_date_conformity_additions(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "Va fixed date conformity additions https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-adj-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA |
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fiscalsim_us/variables/gov/states/va/tax/income/fixed_date_conformity_subtractions.py
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from fiscalsim_us.model_api import * | ||
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class fixed_date_conformity_subtractions(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "Va fixed date conformity subtractions https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-adj-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA |
10 changes: 10 additions & 0 deletions
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fiscalsim_us/variables/gov/states/va/tax/income/income_from_obligations_fed_exempt.py
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from fiscalsim_us.model_api import * | ||
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class income_from_obligations_fed_exempt(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "VA income from obligations that are federally exempt https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-adj-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA |
10 changes: 10 additions & 0 deletions
10
fiscalsim_us/variables/gov/states/va/tax/income/income_from_obligations_state_exempt.py
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from fiscalsim_us.model_api import * | ||
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class income_from_obligations_state_exempt(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "VA income from obligations that are state exempt https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-adj-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA |
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fiscalsim_us/variables/gov/states/va/tax/income/va_additions_to_federal_agi.py
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from fiscalsim_us.model_api import * | ||
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class va_additions_to_federal_agi(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "VA additions to federal agi https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/schedule-adj-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA | ||
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def formula(tax_unit, period, parameters): | ||
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income_from_obligations_fed_exempt = tax_unit( | ||
"income_from_obligations_fed_exempt", period | ||
) | ||
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fixed_date_conformity_additions = tax_unit( | ||
"fixed_date_conformity_additions", period | ||
) | ||
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additions_to_fed_agi = ( | ||
income_from_obligations_fed_exempt | ||
+ fixed_date_conformity_additions | ||
) | ||
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return additions_to_fed_agi |
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45
fiscalsim_us/variables/gov/states/va/tax/income/va_adj_gross_income.py
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from fiscalsim_us.model_api import * | ||
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class va_adj_gross_income(Variable): | ||
value_type = float | ||
entity = TaxUnit | ||
label = "Line 9 on form 760 https://www.tax.virginia.gov/sites/default/files/taxforms/individual-income-tax/2021/760-2021.pdf" | ||
unit = USD | ||
definition_period = YEAR | ||
defined_for = StateCode.VA | ||
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def formula(tax_unit, period, parameters): | ||
line3 = tax_unit("va_calc_line_3", period) | ||
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line8 = tax_unit("va_calc_line_8", period) | ||
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filing_status = tax_unit("filing_status", period) | ||
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threshold = parameters( | ||
period | ||
).gov.states.va.tax.income.va_adjusted_gross_income | ||
single = threshold.SINGLE | ||
joint = threshold.JOINT | ||
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subtotal = line3 - line8 | ||
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if filing_status == 1 or filing_status == 3: | ||
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if subtotal < single: | ||
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tax_owed = 0 | ||
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return tax_owed | ||
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if filing_status == 2: | ||
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if subtotal < joint: | ||
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tax_owed = 0 | ||
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return tax_owed | ||
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va_adj_gross_income = subtotal | ||
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return va_adj_gross_income |
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