TAXSIM input variables for each type of tax unit TAXSIM variable Head-only tax Joint (married) Ofum tax unit Simple tax unit “Wife” unit tax unit tax unit id unique generated generated generated generated variable generated identifier variable personid variable variable personid personid variable personid personid year year = survey year - 1 = survey year - 1 = survey year - 1 = survey year - 1 = survey year - 1 state state state recoded to state recoded to state recoded to state recoded to state recoded to SOI code SOI code SOI code SOI code SOI code mstat filing status default = single. default = single. =joint default = single. default = single. recoded as head recoded as head recoded as head of recoded as head of household if of household if household if of household if generated generated generated variable number of variable variable sumofumtaxchild children sumheadchild18 sumwifechild18 >=1. (variable from >=1 >=1 Family File) >1. recoded as joint if generated variable then recoded as sumofumtaxadult joint if couple >1. status of head = married depx number of generated generated sum of generated variable number of dependents variable variable sumheadchild18, sumofumtaxchild children sumheadchild18 sumwifechild18 sumwifechild18 (variable from Family File) agex number of =1 if age of head =1 if age of wife sum of agex for generated variable from age of seniors >=65 >=65 head, wife sumofumtaxsenior head, age of wife
TAXSIM input variables for each type of tax unit TAXSIM variable Head-only tax unit “Wife” tax unit Joint (married) tax unit Ofum tax unit Simple tax unit id unique identifier generated variable personid generated variable personid generated variable personid generated variable personid generated variable personid year year = survey year - 1 = survey year - 1 = survey year - 1 = survey year - 1 = survey year - 1 state state state recoded to SOI code state recoded to SOI code state recoded to SOI code state recoded to SOI code state recoded to SOI code mstat filing status default = single. recoded as head of household if generated variable sumheadchild18 >=1 default = single. recoded as head of household if generated variable sumwifechild18 >=1 =joint default = single. recoded as head of household if generated variable sumofumtaxchild >=1. recoded as joint if generated variable sumofumtaxadult >1. default = single. recoded as head of household if number of children (variable from Family File) >1. then recoded as joint if couple status of head = married depx number of dependents generated variable sumheadchild18 generated variable sumwifechild18 sum of sumheadchild18, sumwifechild18 generated variable sumofumtaxchild number of children (variable from Family File) agex number of seniors =1 if age of head >=65 =1 if age of wife >=65 sum of agex for head, wife generated variable sumofumtaxsenior from age of head, age of wife
psid_taxsim.docx