From 394ed44109ab7b77f1a218c9d9d37760e60a54b7 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 23 Jun 2026 13:41:55 -0500 Subject: [PATCH] Add SOI state AGI taxable interest facts --- .../source_package.yaml | 1020 ++++++++++++++++- tests/test_arch_source_package.py | 49 +- 2 files changed, 1016 insertions(+), 53 deletions(-) diff --git a/packages/irs_soi/historic_table_2_state_agi_2022/source_package.yaml b/packages/irs_soi/historic_table_2_state_agi_2022/source_package.yaml index e8ec741..78c7c8b 100644 --- a/packages/irs_soi/historic_table_2_state_agi_2022/source_package.yaml +++ b/packages/irs_soi/historic_table_2_state_agi_2022/source_package.yaml @@ -1237,7 +1237,8 @@ record_sets: row_number: 10 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -1281,6 +1282,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ak record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ak @@ -1483,7 +1501,8 @@ record_sets: row_number: 20 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -1527,6 +1546,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.az record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.az @@ -1729,7 +1765,8 @@ record_sets: row_number: 30 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -1773,6 +1810,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ar record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ar @@ -1975,7 +2029,8 @@ record_sets: row_number: 40 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -2019,6 +2074,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ca record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ca @@ -2221,7 +2293,8 @@ record_sets: row_number: 50 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -2265,6 +2338,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.co record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.co @@ -2467,7 +2557,8 @@ record_sets: row_number: 60 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -2511,6 +2602,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ct record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ct @@ -2713,7 +2821,8 @@ record_sets: row_number: 70 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -2757,6 +2866,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.de record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.de @@ -2959,7 +3085,8 @@ record_sets: row_number: 80 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -3003,6 +3130,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.dc record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.dc @@ -3205,7 +3349,8 @@ record_sets: row_number: 90 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -3249,6 +3394,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.fl record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.fl @@ -3451,7 +3613,8 @@ record_sets: row_number: 100 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -3495,6 +3658,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ga record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ga @@ -3697,7 +3877,8 @@ record_sets: row_number: 110 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -3741,6 +3922,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.hi record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.hi @@ -3943,7 +4141,8 @@ record_sets: row_number: 120 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -3987,6 +4186,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.id record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.id @@ -4189,7 +4405,8 @@ record_sets: row_number: 130 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -4233,6 +4450,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.il record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.il @@ -4435,7 +4669,8 @@ record_sets: row_number: 140 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -4479,6 +4714,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.in record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.in @@ -4681,7 +4933,8 @@ record_sets: row_number: 150 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -4725,6 +4978,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ia record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ia @@ -4927,7 +5197,8 @@ record_sets: row_number: 160 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -4971,6 +5242,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ks record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ks @@ -5173,7 +5461,8 @@ record_sets: row_number: 170 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -5217,6 +5506,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ky record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ky @@ -5419,7 +5725,8 @@ record_sets: row_number: 180 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -5463,6 +5770,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.la record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.la @@ -5665,7 +5989,8 @@ record_sets: row_number: 190 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -5709,6 +6034,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.me record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.me @@ -5911,7 +6253,8 @@ record_sets: row_number: 200 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -5955,6 +6298,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.md record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.md @@ -6157,7 +6517,8 @@ record_sets: row_number: 210 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -6201,6 +6562,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ma record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ma @@ -6403,7 +6781,8 @@ record_sets: row_number: 220 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -6447,6 +6826,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.mi record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.mi @@ -6649,7 +7045,8 @@ record_sets: row_number: 230 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -6693,6 +7090,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.mn record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.mn @@ -6895,7 +7309,8 @@ record_sets: row_number: 240 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -6939,6 +7354,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ms record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ms @@ -7141,7 +7573,8 @@ record_sets: row_number: 250 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -7185,6 +7618,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.mo record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.mo @@ -7387,7 +7837,8 @@ record_sets: row_number: 260 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -7431,6 +7882,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.mt record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.mt @@ -7633,7 +8101,8 @@ record_sets: row_number: 270 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -7677,6 +8146,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ne record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ne @@ -7879,7 +8365,8 @@ record_sets: row_number: 280 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -7923,6 +8410,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nv record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nv @@ -8125,7 +8629,8 @@ record_sets: row_number: 290 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -8169,6 +8674,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nh record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nh @@ -8371,7 +8893,8 @@ record_sets: row_number: 300 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -8415,6 +8938,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nj record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nj @@ -8617,7 +9157,8 @@ record_sets: row_number: 310 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -8661,6 +9202,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nm record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nm @@ -8863,7 +9421,8 @@ record_sets: row_number: 320 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -8907,6 +9466,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ny record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ny @@ -9109,7 +9685,8 @@ record_sets: row_number: 330 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -9153,6 +9730,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nc record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nc @@ -9355,7 +9949,8 @@ record_sets: row_number: 340 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -9399,6 +9994,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.nd record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.nd @@ -9601,7 +10213,8 @@ record_sets: row_number: 350 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -9645,6 +10258,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.oh record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.oh @@ -9847,7 +10477,8 @@ record_sets: row_number: 360 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -9891,6 +10522,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ok record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ok @@ -10093,7 +10741,8 @@ record_sets: row_number: 370 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -10137,6 +10786,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.or record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.or @@ -10339,7 +11005,8 @@ record_sets: row_number: 380 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -10383,6 +11050,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.pa record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.pa @@ -10585,7 +11269,8 @@ record_sets: row_number: 390 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -10629,6 +11314,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ri record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ri @@ -10831,7 +11533,8 @@ record_sets: row_number: 400 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -10875,6 +11578,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.sc record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.sc @@ -11077,7 +11797,8 @@ record_sets: row_number: 410 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -11121,6 +11842,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.sd record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.sd @@ -11323,7 +12061,8 @@ record_sets: row_number: 420 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -11367,6 +12106,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.tn record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.tn @@ -11569,7 +12325,8 @@ record_sets: row_number: 430 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -11613,6 +12370,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.tx record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.tx @@ -11815,7 +12589,8 @@ record_sets: row_number: 440 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -11859,6 +12634,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.ut record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.ut @@ -12061,7 +12853,8 @@ record_sets: row_number: 450 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -12105,6 +12898,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.vt record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.vt @@ -12307,7 +13117,8 @@ record_sets: row_number: 460 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -12351,6 +13162,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.va record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.va @@ -12553,7 +13381,8 @@ record_sets: row_number: 470 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -12597,6 +13426,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.wa record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.wa @@ -12799,7 +13645,8 @@ record_sets: row_number: 480 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -12843,6 +13690,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.wv record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.wv @@ -13045,7 +13909,8 @@ record_sets: row_number: 490 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -13089,6 +13954,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.wi record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.wi @@ -13291,7 +14173,8 @@ record_sets: row_number: 500 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -13335,6 +14218,23 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 - record_set_id: irs_soi.ty2022.historic_table_2.state_agi.wy record_set_spec_id: irs_soi.historic_table_2.state_agi_counts_and_amounts.v1 source_record_id_prefix: irs_soi.ty2022.historic_table_2.state_agi.wy @@ -13537,7 +14437,8 @@ record_sets: row_number: 510 expected_row_header_column: B expected_row_header: 9 - filters: {} + filters: + income_range: 500k_plus constraints: - variable: us:statutes/26/62#adjusted_gross_income operator: '>=' @@ -13581,3 +14482,20 @@ record_sets: unit: usd aggregation: sum value_scale: 1000 + - measure_id: taxable_interest_returns + label: Returns with taxable interest + ordinal: 2 + column: Y + source_column_id: N00300 + concept: irs_soi.returns_with_taxable_interest + unit: count + aggregation: count + - measure_id: taxable_interest_amount + label: Taxable interest + ordinal: 3 + column: Z + source_column_id: A00300 + concept: irs_soi.taxable_interest + unit: usd + aggregation: sum + value_scale: 1000 diff --git a/tests/test_arch_source_package.py b/tests/test_arch_source_package.py index 3f17a6c..fa138bf 100644 --- a/tests/test_arch_source_package.py +++ b/tests/test_arch_source_package.py @@ -604,8 +604,8 @@ def test_national_soi_source_package_aliases_validate_fixture_counts(): "soi-historic-table-2-state-agi-2022": { "record_set_count": 51, "row_count": 459, - "measure_count": 102, - "source_record_count": 918, + "measure_count": 204, + "source_record_count": 1836, "source_region_count": 51, }, "soi-historic-table-2-state-broad-2022": { @@ -2134,6 +2134,51 @@ def test_soi_historic_table_2_state_broad_package_builds_2022_state_facts(): assert ca_partnership.layout.source_column_id == "A26270" +def test_soi_historic_table_2_state_agi_package_builds_taxable_interest_facts(): + package = load_source_package("soi-historic-table-2-state-agi-2022") + rows = package.build_source_rows(2023) + cells = package.build_source_cells(2023, source_rows=rows) + facts = package.build_facts(2023, cells=cells, source_rows=rows) + values_by_record = {fact.source_record_id: fact for fact in facts} + + assert package.package_id == "soi-historic-table-2-state-agi-2022" + assert validate_source_rows(rows).valid + assert validate_source_cells(cells).valid + assert validate_facts(facts).valid + assert len(facts) == 1_836 + + ca_interest_amount = values_by_record[ + "irs_soi.ty2022.historic_table_2.state_agi.ca.200k_to_500k." + "taxable_interest_amount" + ] + ca_interest_returns = values_by_record[ + "irs_soi.ty2022.historic_table_2.state_agi.ca.200k_to_500k." + "taxable_interest_returns" + ] + ca_high_income_interest = values_by_record[ + "irs_soi.ty2022.historic_table_2.state_agi.ca.500k_plus.taxable_interest_amount" + ] + + assert ca_interest_amount.value == 2_934_819_000 + assert ca_interest_returns.value == 1_201_840 + assert ca_high_income_interest.value == 9_762_338_000 + assert ca_interest_amount.geography.id == "0400000US06" + assert ca_interest_amount.layout.source_column_id == "A00300" + assert ca_interest_returns.layout.source_column_id == "N00300" + assert ca_interest_amount.filters["income_range"] == "200k_to_500k" + assert ca_high_income_interest.filters["income_range"] == "500k_plus" + assert {constraint.operator for constraint in ca_interest_amount.constraints} == { + "<", + ">=", + } + assert { + constraint.operator for constraint in ca_high_income_interest.constraints + } == {">="} + assert {constraint.variable for constraint in ca_interest_amount.constraints} == { + "us:statutes/26/62#adjusted_gross_income" + } + + def test_soi_historic_table_2_state_eitc_package_builds_child_count_facts(): package = load_source_package("soi-historic-table-2-state-eitc-2022") rows = package.build_source_rows(2023)