calculator economics taxes personal-finance

Tax Graph II

Choice of Model

Wheaton provides an overview, analysis, and evaluation of four commonly used different tax models: the Census Bureau CPS Tax Model, the Transfer Income Model (TRIM3), TAXSIM, and the Bakija Model. Here are some brief notes:

OrganizationCensus BureauUrban InstituteNBERDr. BakijaPolicy Simulation Library
Covered Years??1960 - Now1913 - Now?
Website Form??Internet TAXSIM??
Python Module????taxcalc 0.7.82

Due to the availability of documentation and resources, I'm partial to TAXSIM and Tax-Calculator. I'm (possibly unfairly) suspicious of the Policy Simulation Library as an organization since it appears to consist three people. For this reason, I've chosen to use TAXSIM.

TAXSIM also includes a binary so you can run it locally, but I haven't tried that Installation of Taxsim32.


TAXSIM provides a HTTP API First you construct a csv file and then you run

curl -u taxsim:02138 -T data.csv
curl -u taxsim:02138

As an aside, taxsim and 02138 are the publicly provided username and password, respectively.

The response to the second request will be a new csv file with the same number of rows as data.csv. The documentation for the columns of both csv files can be found here Internet TAXSIM.

For our purposes, we could arguably care about any of the 26 supported input variables, but really the ones that we care most about are tax year, state, martial status, and the primary taxpayer's wage and salary income.

I modified the Go server responsible for to forward requests to the server. Then this webpage displays the nifty graph above.

For my own future reference, if you have issues doing any of this on Windows, see Common problems ftp in Windows.

TAXSIM Details


Wheaton, L., & Stevens, K. (2016). The effect of different tax calculators on the supplemental poverty measure. Urban Institute, April. National Bureau of Economic Research. Internet TAXSIM. National Bureau of Economic Research. taxcalc 0.7.82. Installation of Taxsim32. National Bureau of Economic Research. Common problems ftp in Windows. National Bureau of Economic Research.