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Refactor the Missouri income tax parameter structure #5255

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4 changes: 4 additions & 0 deletions changelog_entry.yaml
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@@ -0,0 +1,4 @@
- bump: minor
changes:
changed:
- Remove state codes for Missouri.
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description: Missouri limits the property tax credit to filers of this age or older.

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Expand Up @@ -6,7 +6,7 @@ metadata:
period: year
label: Missouri property tax credit age threshold
reference:
- title: 2023 Form MO-PTS - Property Tax Credit Schedule
- title: 2023 Form Missouri-PTS - Property Tax Credit Schedule
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=1
- title: MO Rev 135.010
- title: Missouri Rev 135.010
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href: https://revisor.mo.gov/main/OneSection.aspx?section=135.010&bid=6435&hl=property+tax+credit%u2044
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description: Missouri limits the property tax credit to filers receiving social security survivor benefits who are at least this age.

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Expand Up @@ -6,7 +6,7 @@ metadata:
period: year
label: Missouri property tax credit aged survivor minimum age
reference:
- title: MO Rev 135.010
- title: Missouri Rev 135.010
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- https://revisor.mo.gov/main/OneSection.aspx?section=135.010&bid=6435
# Quote from above legislative reference:
# the claimant has reached the age of sixty on or before the
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make a folder for joint and name the tow files
owner.yaml
renter.yaml

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Expand Up @@ -6,9 +6,9 @@ metadata:
period: year
label: Missouri income offset for married joint unit that owns house (and paid no rent)
reference:
- title: MO-PTS 2023 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2023 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=2
- title: MO-PTS 2021 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2021 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2021.pdf#page=2
- title: MO Rev Stat § 135.010
- title: Missouri Rev Stat § 135.010
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.010&bid=6435
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Expand Up @@ -6,9 +6,9 @@ metadata:
period: year
label: Missouri income offset for married joint unit that paid some rent
reference:
- title: MO-PTS 2023 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2023 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=2
- title: MO-PTS 2021 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2021 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2021.pdf#page=2
- title: MO Rev Stat § 135.010
- title: Missouri Rev Stat § 135.010
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.010&bid=6435
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Expand Up @@ -6,9 +6,9 @@ metadata:
period: year
label: Missouri income offset for all tax units that did not file as married joint
reference:
- title: MO-PTS 2023 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2023 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=2
- title: MO-PTS 2021 Property Tax Credit Schedule, Line 9
- title: Missouri-PTS 2021 Property Tax Credit Schedule, Line 9
href: https://dor.mo.gov/forms/MO-PTS_2021.pdf#page=2
- title: MO Rev Stat § 135.010
- title: Missouri Rev Stat § 135.010
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.010&bid=6435
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Expand Up @@ -6,5 +6,5 @@ metadata:
period: year
label: Missouri property tax credit phaseout rate
reference:
- title: MO Rev Stat § 135.030
- title: Missouri Rev Stat § 135.030
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.030&bid=6439
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Expand Up @@ -6,5 +6,5 @@ metadata:
period: year
label: Missouri property tax credit phaseout step size
reference:
- title: MO Rev Stat § 135.030
- title: Missouri Rev Stat § 135.030
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.030&bid=6439
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rename to income_threshold.yaml

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Expand Up @@ -7,9 +7,9 @@ metadata:
period: year
label: Missouri property tax credit phaseout threshold
reference:
- title: 2023 MO-1040 Book - Individual Income Tax Long Form
- title: 2023 Missouri-1040 Book - Individual Income Tax Long Form
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2023.pdf#page=46
- title: 2021 MO-1040 Book - Individual Income Tax Long Form
- title: 2021 Missouri-1040 Book - Individual Income Tax Long Form
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=46
- title: MO Rev Stat § 135.030
- title: Missouri Rev Stat § 135.030
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.030
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Expand Up @@ -6,9 +6,9 @@ metadata:
period: year
label: Missouri property tax credit limit for property owners
reference:
- title: 2023 MO-PTS Property Tax Credit Schedule, Line 11
- title: 2023 Missouri-PTS Property Tax Credit Schedule, Line 11
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=2
- title: 2021 MO-PTS Property Tax Credit Schedule, Line 11
- title: 2021 Missouri-PTS Property Tax Credit Schedule, Line 11
href: https://dor.mo.gov/forms/MO-PTS_2021.pdf#page=2
- title: MO Rev 135.025
- title: Missouri Rev 135.025
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.025
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Expand Up @@ -6,7 +6,7 @@ metadata:
period: year
label: Missouri property tax credit property-tax-to-total-rent ratio
reference:
- title: 2023 Form MO-CRP, Line 9
- title: 2023 Form Missouri-CRP, Line 9
href: https://dor.mo.gov/forms/MO-1040%20Fillable%20Calculating_2023.pdf#page=24
- title: 2021 Form MO-CRP, Line 9
- title: 2021 Form Missouri-CRP, Line 9
href: https://dor.mo.gov/forms/MO-1040%20Fillable%20Calculating_2021.pdf#page=24
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Original file line number Diff line number Diff line change
Expand Up @@ -6,9 +6,9 @@ metadata:
period: year
label: Missouri property tax credit limit for property renters
reference:
- title: 2023 MO-PTS Property Tax Credit Schedule, Line 12
- title: 2023 Missouri-PTS Property Tax Credit Schedule, Line 12
href: https://dor.mo.gov/forms/MO-PTS_2023.pdf#page=2
- title: 2021 MO-PTS Property Tax Credit Schedule, Line 12
- title: 2021 Missouri-PTS Property Tax Credit Schedule, Line 12
href: https://dor.mo.gov/forms/MO-PTS_2021.pdf#page=2
- title: MO Rev 135.025
- title: Missouri Rev 135.025
href: https://revisor.mo.gov/main/OneSection.aspx?section=135.025
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Expand Up @@ -7,9 +7,9 @@ metadata:
period: year
label: Missouri business income deduction rate
reference:
- title: 2023 Form MO-1040, Line 17
- title: 2023 Form Missouri-1040, Line 17
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2023.pdf#page=16
- title: 2022 Form MO-1040, Line 17
- title: 2022 Form Missouri-1040, Line 17
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2022.pdf#page=16
- title: 2023 MO Revisor 143.022
- title: 2023 Missouri Revisor 143.022
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.022
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Expand Up @@ -14,7 +14,7 @@ metadata:
period: year
label: Missouri federal income tax deduction caps
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reference:
- title: 2021 Missouri Form MO-1040 Individual Income Tax Long Form Instructions
- title: 2021 Missouri Form Missouri-1040 Individual Income Tax Long Form Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf
- title: Revisor of Missouri Title X TAXATION AND REVENUE Chapter 143.171
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.171&bid=49937&hl=federal+income+tax+deduction%u2044
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Expand Up @@ -10,5 +10,5 @@ metadata:
reference:
- title: Revisor of Missouri Title X TAXATION AND REVENUE section 143.171
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.171&bid=49937&hl=federal+income+tax+deduction%u2044
- title: 2021 Form MO-1040 instructions, Line 9
- title: 2021 Form Missouri-1040 instructions, Line 9
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=7
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Expand Up @@ -22,7 +22,7 @@ brackets:
2021-01-01: 125_000
metadata:
reference:
- title: 2021 Form MO-1040, Line 12
- title: 2021 Form Missouri-1040, Line 12
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf
- title: Revisor of Missouri, Title X TAXATION AND REVENUE, Chapter 143.171
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.171&bid=49937&hl=federal+income+tax+deduction%u2044
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Expand Up @@ -16,7 +16,7 @@ metadata:
href: https://www.irs.gov/pub/irs-pdf/f1040sa.pdf
- title: Missouri Title X TAXATION AND REVENUE, Chapter 143.141. Itemized deductions, when authorized, how computed.
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.141&bid=7212
- title: 2021 Form MO-A - Individual Income Tax Adjustments, Part 2 - Missouri Itemized Deductions
- title: 2021 Form Missouri-A - Individual Income Tax Adjustments, Part 2 - Missouri Itemized Deductions
href: https://dor.mo.gov/forms/MO-A_2021.pdf#page=2
- title: 2021 Form MO-1040 instructions
- title: 2021 Form Missouri-1040 instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=16
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Expand Up @@ -10,13 +10,13 @@ metadata:
period: year
label: Missouri max social security benefit
reference:
- title: 2020 Individual Income Tax Adjustments Form MO-A
- title: 2020 Individual Income Tax Adjustments Form Missouri-A
href: https://dor.mo.gov/forms/MO-A_2020.pdf#page=3
- title: 2021 Individual Income Tax Adjustments Form MO-A
- title: 2021 Individual Income Tax Adjustments Form Missouri-A
href: https://dor.mo.gov/forms/MO-A_2021.pdf#page=3
- title: Form MO-A 2022
- title: Form Missouri-A 2022
href: https://dor.mo.gov/forms/MO-A_2022.pdf#page=3
- title: Form MO-A 2023
- title: Form Missouri-A 2023
href: https://dor.mo.gov/forms/MO-A_2023.pdf#page=3
- title: MO Revisor 143.124
- title: Missouri Revisor 143.124
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.124
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Please rename all of these parameter files to remove the mo_
Also please structure them into folders based on program

this will have an effect on the variables - please run the MO tests when adjustments are made and adjust code as needed

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Expand Up @@ -14,9 +14,9 @@ metadata:
period: year
label: Missouri private pension deduction allowance
reference:
- title: 2021 Individual Income Tax Long Form MO-1040 Instructions
- title: 2021 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=3
- title: 2021 Individual Income Tax Long Form MO-1040
- title: 2021 Individual Income Tax Long Form Missouri-1040
href: https://dor.mo.gov/forms/MO-1040%20Fillable%20Calculating_2021.pdf#page=2
- title: Revisor of Missouri Title X TAXATION AND REVENUE Chapter 143.124
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.124
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Expand Up @@ -14,9 +14,9 @@ metadata:
period: year
label: Missouri Public Pension Deduction Allowance
reference:
- title: 2021 Form MO-1040 Individual Income Tax Long Form Instructions
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=3
- title: 2021 Form MO-1040 Individual Income Tax Long Form
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form
href: https://dor.mo.gov/forms/MO-1040%20Fillable%20Calculating_2021.pdf#page=2
- title: Revisor of Missouri Title X TAXATION AND REVENUE Chapter 143.124
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.124
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Expand Up @@ -14,9 +14,9 @@ metadata:
period: year
label: Missour social security or social security disability deduction allowance
reference:
- title: 2021 Form MO-1040 Individual Income Tax Long Form Instructions
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=3
- title: 2021 Form MO-1040 Individual Income Tax Long Form
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form
href: https://dor.mo.gov/forms/MO-1040%20Fillable%20Calculating_2021.pdf#page=2
- title: Revisor of Missouri Title X TAXATION AND REVENUE Chapter 143.124
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.124
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Expand Up @@ -14,9 +14,9 @@ metadata:
period: year
label: Missour social security or social security disability income exemption threshold
reference:
- title: 2021 Form MO-1040 Individual Income Tax Long Form
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form
href: https://dor.mo.gov/forms/MO-A_2021.pdf#page=3
- title: 2021 Form MO-1040 Individual Income Tax Long Form Instructions
- title: 2021 Form Missouri-1040 Individual Income Tax Long Form Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=17
- title: Revisor of Missouri Title X TAXATION AND REVENUE Chapter 143.124
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.124
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Expand Up @@ -12,19 +12,19 @@ metadata:
reference:
- title: Missouri Legal Code | 143.021. Tax determined by rates in section 143.011 — no tax on taxable income, when.
href: https://rezvisor.mo.gov/main/OneSection.aspx?section=143.021
- title: 2023 Individual Income Tax Long Form MO-1040 Instructions
- title: 2023 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2023.pdf#page=26
- title: 2022 Individual Income Tax Long Form MO-1040 Instructions
- title: 2022 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2022.pdf#page=26
- title: 2021 Individual Income Tax Long Form MO-1040 Instructions
- title: 2021 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=26
- title: 2020 Individual Income Tax Long Form MO-1040 Instructions
- title: 2020 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2020.pdf#page=22
- title: 2019 Individual Income Tax Long Form MO-1040 Instructions
- title: 2019 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2019.pdf#page=22
- title: 2018 Individual Income Tax Long Form MO-1040 Instructions
- title: 2018 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2018.pdf#page=20
- title: 2017 Individual Income Tax Long Form MO-1040 Instructions
- title: 2017 Individual Income Tax Long Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2017.pdf#page=20
- title: 2024 Missouri Withholding Tax Formula
href: https://dor.mo.gov/forms/Withholding%20Formula_2024.pdf#page=2
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Expand Up @@ -111,13 +111,13 @@ brackets:

metadata:
reference:
- title: 2019 Missouri Income Tax Chart Form MO-1040 Instructions
- title: 2019 Missouri Income Tax Chart Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2019.pdf#page=22
- title: 2020 Missouri Income Tax Chart Form MO-1040 Instructions
- title: 2020 Missouri Income Tax Chart Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2020.pdf#page=22
- title: 2021 Missouri Income Tax Chart Form MO-1040 Instructions
- title: 2021 Missouri Income Tax Chart Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2021.pdf#page=26
- title: 2022 Missouri Income Tax Chart Form MO-1040 Instructions
- title: 2022 Missouri Income Tax Chart Form Missouri-1040 Instructions
href: https://dor.mo.gov/forms/MO-1040%20Instructions_2022.pdf#page=26
- title: Missouri Legal Code, Chapter 143.011. Resident individuals — tax rates — rate reductions, when.
href: https://revisor.mo.gov/main/OneSection.aspx?section=143.011&bid=51511&hl=
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