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try to fix #4427

@Shinuing
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Some concerns @PavelMakarchuk

  1. we mixed "children qualify for federal ctc" and "children qualify for federal ctc with age limit" and calculated together. It should be separate out based on the form Line 9-12
  2. not sure if we have modelled line6-10 (worksheet A-C), cannot tell from the simulation

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@PavelMakarchuk
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@Shinuing thank you for looking into this, can we refactor the current code? I know it seems fairly complex but I believe we have missed a portion of the Worksheets

@Shinuing
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thank you for looking into this, can we refactor the current code? I know it seems fairly complex but I believe we have missed a portion of the Worksheets

I can model the worksheet (I don't think we model it at all).
But 1. do I need to model every line of every worksheet? If so, what about those variables we don't have?
2. can I redo the ctc calculations after modeling the worksheets? I don't quite understand some of the lines in the current code, so refactoring may not be a good option.

period: year
label: NY CTC additional tax credit children amount
reference:
- title: Instructions for Form IT-213 Claim for Empire State Child Credit
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could you add 2021, 2022 , and 2023 tax forms as well as the legal code here?

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could you add 2021, 2022 , and 2023 tax forms as well as the legal code here?

cannot find any limit in the legal code

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Also, starting from 2023, no more min age limitation. And no worksheet B anymore. in this case we may need to create new calculations, please advice

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If there are structural changes for 2023 lets keep this PR to 2021/2022 structure and file a new issue to re-adjust this credit to account for 2023 changes, I would rather make sure that we have modeled the base correctly as it will be easier to add the 2023 conditions afterwards

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Shinuing commented Jun 1, 2024

Hi @PavelMakarchuk , could you help check the worksheet A,B,C logic before moving forward? Also please advice with the #??? comments.

@PavelMakarchuk PavelMakarchuk changed the title Add comments for NY form IT-213 New York CTC computation fixes Jun 7, 2024
# Line 11 - 4: earned income match
earned_income_match = (
earned_income_adjustment * p.amount.earned_income_match
)
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I have refactored the worksheet computations as they look good to me.

We will fix the Line 11 from Worksheet B in a separate issue #4611 as I would like to merge this for further testing

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Two questions about New York CTC calculations

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