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Research and analysis

Read PolicyEngine's research on recent and proposed policy reforms, as well as technical and general updates from the organisation.

82 results

Idaho’s New Individual Income Tax Changes cover image
us
us id
featured

April 1, 2025

Idaho’s New Individual Income Tax Changes

The lower top marginal rate and larger grocery tax credit will cost the state $225 million in 2025.

New Ways to Give to PolicyEngine cover image
us
april fools
featured

April 1, 2025

New Ways to Give to PolicyEngine

Exploring state tax credits for charitable giving.

Analysis of Michigan HB 4170 cover image
us
policy
featured

March 26, 2025

Analysis of Michigan HB 4170

We project the bill, which would reduce Michigan’s tax rate from 4.25% to 4.05%, would cost $644 million in 2025.

New York Governor Hochul's Tax Proposals cover image
us
us ny
featured

March 7, 2025

New York Governor Hochul's Tax Proposals

PolicyEngine analyzed several individual income tax policies included in Governor Kathy Hochul's FY2026 budget.

The Family Income Supplemental Credit (FISC) Act cover image
us
policy
featured

March 5, 2025

The Family Income Supplemental Credit (FISC) Act

Representative Jared Golden’s Child Tax Credit reform would cost $193 billion in 2026 while reducing poverty and inequality.

Kentucky Cuts Income Tax Rate cover image
us
us ky
policy

February 26, 2025

Kentucky Cuts Income Tax Rate

Analysis of lowering Kentucky's 4% income tax rate to 3.5%.

The Proposed New York City Child Tax Credit cover image
us
us ny nyc
featured

February 18, 2025

The Proposed New York City Child Tax Credit

Analysis of Senate Bill S2238, introduced by Senator Andrew Gounardes.

How We're Improving our API in 2025 cover image
technical
global

February 5, 2025

How We're Improving our API in 2025

PolicyEngine's API target architecture for 2025.

The New York Working Families Tax Credit cover image
us
policy
featured

January 21, 2025

The New York Working Families Tax Credit

A comprehensive analysis of the proposal from New York State Senator Andrew Gounardes.

Analysis of the Family First Act cover image
us
policy
featured

January 17, 2025

Analysis of the Family First Act

We project that Representative Blake Moore's Child Tax Credit bill would raise revenue and reduce poverty.

PolicyEngine US in 2024: A year in review cover image
us
year in review
featured

December 29, 2024

PolicyEngine US in 2024: A year in review

From state-level modeling to AI-powered analysis, we expanded the frontier of policy research through technology.

PolicyEngine US Launches Behavioral Responses cover image
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policy
behavioral responses

December 27, 2024

PolicyEngine US Launches Behavioral Responses

We've expanded our modeling framework to capture how policy changes affect labor supply.

New AI Feature Helps People Understand Their Taxes and Benefits cover image
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featured
ai

December 26, 2024

New AI Feature Helps People Understand Their Taxes and Benefits

We’re applying large language models to clarify complex policy rules.

NEO Philanthropy Awards $200,000 Grant to PolicyEngine cover image
us
featured

December 18, 2024

NEO Philanthropy Awards $200,000 Grant to PolicyEngine

Economic Mobility & Opportunity Fund supports expanding access to policy analysis tools.

Louisiana Transitions to a Flat Tax cover image
us
featured
louisiana

December 10, 2024

Louisiana Transitions to a Flat Tax

Analysis of the individual tax changes signed into law by Governor Jeff Landry.

Introducing GiveCalc cover image
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featured
giving

December 3, 2024

Introducing GiveCalc

Calculate the true cost of charitable giving.

Federal Tax Inflation Adjustments for Tax Year 2025 cover image
us
featured

November 19, 2024

Federal Tax Inflation Adjustments for Tax Year 2025

PolicyEngine has updated all relevant federal tax parameters based on the latest IRS announcements.

How Would Each Presidential Candidate’s Economic Plans Affect Your Household? cover image
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election
donald trump

November 3, 2024

How Would Each Presidential Candidate’s Economic Plans Affect Your Household?

PolicyEngine has created a personalized calculator for the 2024 presidential election’s tax proposals.

Donald Trump's Economic Agenda cover image
us
election
donald trump

October 31, 2024

Donald Trump's Economic Agenda

PolicyEngine projects three provisions of Donald Trump’s tax plan would cost $5.4 trillion over the next ten years.

Extending the Tax Cuts and Jobs Act cover image
us
2024 election
featured

October 28, 2024

Extending the Tax Cuts and Jobs Act

PolicyEngine projects extending the TCJA individual tax provisions would cost $3.9 trillion over a ten-year budget window.

Kamala Harris’s Earned Income Tax Credit Expansion Proposal cover image
us
2024 election
policy

October 24, 2024

Kamala Harris’s Earned Income Tax Credit Expansion Proposal

PolicyEngine projects that restoring the American Rescue Plan policy would cost $144 billion (static) or $201 billion (dynamic) over a decade, while lowering poverty by 1.6% in 2025.

Exempting Social Security Benefits from Income Taxation cover image
us
2024 election
policy

October 7, 2024

Exempting Social Security Benefits from Income Taxation

PolicyEngine projects that former President Donald Trump’s proposal would cost $1.4 trillion over the budget window.

How the Oregon Rebate May Affect Poverty Rates cover image
us
2024 election
policy

September 29, 2024

How the Oregon Rebate May Affect Poverty Rates

Our model finds the ballot measure could reduce poverty by between 22% and 35%, without macroeconomic effects.

How the Rent Relief Act of 2019 Varies with Income and Location cover image
us
2024 election
policy

August 22, 2024

How the Rent Relief Act of 2019 Varies with Income and Location

We show the impact on different households of the tax credit bill introduced by then-Senator Kamala Harris.

Individual Income Tax Provisions in Minnesota Bill HF1938 (2023) cover image
us
2024 election
policy

August 21, 2024

Individual Income Tax Provisions in Minnesota Bill HF1938 (2023)

The reform signed by Governor Tim Walz expanded credits for low-income families, reduced taxes for middle-income retirees, and raised taxes for high-income filers.

Kamala Harris’s Child Tax Credit Proposal cover image
us
2024 election
policy

August 17, 2024

Kamala Harris’s Child Tax Credit Proposal

We analyze the Democratic nominee’s proposal to expand the 2021 expansion, giving $6,000 to parents of newborns.

PolicyEngine at the 117th Annual Conference on Taxation cover image
us
policy
conferences

August 13, 2024

PolicyEngine at the 117th Annual Conference on Taxation

Exploring AI applications and enhanced data for tax policy analysis.

Analysis of JD Vance’s Suggested $5,000 Child Tax Credit Expansion cover image
us
policy
featured

August 11, 2024

Analysis of JD Vance’s Suggested $5,000 Child Tax Credit Expansion

Impacts of the vice presidential nominee’s reform depend largely on its uncertain refundability.

Kamala Harris's LIFT Act Middle Class Tax Credit cover image
us
policy
featured

July 22, 2024

Kamala Harris's LIFT Act Middle Class Tax Credit

A comprehensive analysis of the Vice President's 2018 proposal.

PolicyEngine Powers Niskanen Center's Analysis cover image
us
policy
featured

July 12, 2024

PolicyEngine Powers Niskanen Center's Analysis

Three new reports from the Niskanen Center think tank demonstrate PolicyEngine's tax and benefit reform model.

PolicyEngine launches state income tax modeling nationwide cover image
us
policy
featured

April 15, 2024

PolicyEngine launches state income tax modeling nationwide

Free, open-source platform now covers all 50 states and D.C., just in time for tax season.

Individual income tax provisions of President Biden's 2025 Budget cover image
us
policy
featured

March 27, 2024

Individual income tax provisions of President Biden's 2025 Budget

PolicyEngine projects the impact of expanding tax credits and raising taxes on high-income filers.

Child Tax Credit Provisions of the Tax Relief for American Workers and Families Act cover image
us
policy
featured

March 25, 2024

Child Tax Credit Provisions of the Tax Relief for American Workers and Families Act

How the Wyden-Smith bipartisan tax package would affect families through 2025.

Beta-launch: PolicyEngine's enhanced microdata for policy analysis cover image
us
technical
featured

March 25, 2024

Beta-launch: PolicyEngine's enhanced microdata for policy analysis

By integrating and calibrating multiple datasets, PolicyEngine makes world-class tax-benefit microsimulation modeling available to anyone.

Preliminary analysis of the Wyden-Smith Child Tax Credit expansion cover image
us
impact
featured

January 11, 2024

Preliminary analysis of the Wyden-Smith Child Tax Credit expansion

PolicyEngine estimates the impact of the reported compromise to expand the Child Tax Credit's refundable component.

Dive Into New Mexico's Income Tax Analysis on PolicyEngine cover image
us
us nm
featured

August 2, 2023

Dive Into New Mexico's Income Tax Analysis on PolicyEngine

Expanding our tax calculator and reform simulator capabilities to the Land of Enchantment.

Scott Winship's individualized Earned Income Tax Credit proposal cover image
us
policy
featured

July 14, 2023

Scott Winship's individualized Earned Income Tax Credit proposal

An analysis and note on the value of open-source models.

Unveiling poverty impacts by race and ethnicity cover image
us
technical

June 19, 2023

Unveiling poverty impacts by race and ethnicity

A new feature from PolicyEngine reveals how customizable tax and benefit reforms affect poverty rates for Black, White, Hispanic, and other Americans.

Analysis of the Working Families Tax Cut Act cover image
us
featured
policy

June 8, 2023

Analysis of the Working Families Tax Cut Act

How the proposal to increase the standard deduction would affect households and society.

Analysis of Guaranteed Income for the 21st Century cover image
us
featured
policy

June 8, 2023

Analysis of Guaranteed Income for the 21st Century

The proposal from the New School and the Economic Security Project would lower poverty and inequality while expanding cliffs.

How PolicyEngine shaped the outcome of the $1 million bet James Medlock won today cover image
us
technical

May 2, 2023

How PolicyEngine shaped the outcome of the $1 million bet James Medlock won today

Our free tax calculator helped determine Balaji Srinivasan's $500,000 payments to Medlock and GiveDirectly.

Digital Public Goods Alliance recognizes PolicyEngine as a Digital Public Good cover image
global
impact

April 26, 2023

Digital Public Goods Alliance recognizes PolicyEngine as a Digital Public Good

The UN-endorsed initiative highlights PolicyEngine's open source approach to supporting the Sustainable Development Goals.

Kansas's Flat Tax Proposal — SB169 cover image
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us ks
policy

April 23, 2023

Kansas's Flat Tax Proposal — SB169

We review how the bill works and model its impact with PolicyEngine US.

Introducing Utah State Income Tax Analysis on PolicyEngine cover image
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us ut
policy

April 17, 2023

Introducing Utah State Income Tax Analysis on PolicyEngine

Expanding our tax calculator and reform simulator capabilities to the Beehive State.

Analysis of the DC Financial Support for Families with Children Amendment Act cover image
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us dc
policy

April 16, 2023

Analysis of the DC Financial Support for Families with Children Amendment Act

Evaluating Councilmember Zachary Parker's second Child Tax Credit proposal of 2023.

PolicyEngine adds New York Family Assistance (TANF) to US model cover image
us
us ny
policy

April 8, 2023

PolicyEngine adds New York Family Assistance (TANF) to US model

Enhancing analysis of public policy impacts on needy families.

Introducing California income tax analysis on PolicyEngine cover image
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us ca
policy

April 7, 2023

Introducing California income tax analysis on PolicyEngine

Expanding our tax calculator and reform simulator capabilities to the most populous state.

Revolutionizing policy analysis with AI cover image
global
technical

April 3, 2023

Revolutionizing policy analysis with AI

Discover PolicyEngine's new GPT-4 integration and audience modes.

Announcing the addition of Kansas income tax to PolicyEngine cover image
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us ks
policy

April 3, 2023

Announcing the addition of Kansas income tax to PolicyEngine

We've expanded our tax calculator and customizable reform simulator to the Sunflower State.

The District Child Tax Credit proposal cover image
us
us dc
policy

April 2, 2023

The District Child Tax Credit proposal

Analysis of DC Councilmember Zachary Parker's new legislation.

Restoring the American Rescue Plan's Earned Income Tax Credit Expansion cover image
us
policy

March 27, 2023

Restoring the American Rescue Plan's Earned Income Tax Credit Expansion

We review how the expansion works and model its impact with PolicyEngine US.

FiscalSim and PolicyEngine: Emphasizing collaboration and open-source acknowledgment cover image
us
technical

March 24, 2023

FiscalSim and PolicyEngine: Emphasizing collaboration and open-source acknowledgment

The Center for Growth and Opportunity launches FiscalSim, a US policy-computing web app drawing heavily from PolicyEngine's work.

How much should James Medlock donate to GiveDirectly? cover image
us
technical

March 23, 2023

How much should James Medlock donate to GiveDirectly?

We built a mini-app with the policyengine-us Python package to crunch the implications of a Twitter bet.

Automate policy analysis with PolicyEngine's new ChatGPT integration cover image
global
technical

March 17, 2023

Automate policy analysis with PolicyEngine's new ChatGPT integration

Score an economic impact in a few clicks. Write a report in one more.

Oregon's nonrefundable exemption credit: a closer look cover image
us
policy

March 15, 2023

Oregon's nonrefundable exemption credit: a closer look

PolicyEngine computes the program's impact on Oregon and individual households.

Breaking down poverty impacts by sex cover image
us
technical

March 8, 2023

Breaking down poverty impacts by sex

PolicyEngine estimates the impact of customizable policy reforms on poverty — overall, by age, and now by sex.

Massachusetts Governor Maura Healey's FY 2024 Budget Recommendation cover image
us
us ma
policy

March 3, 2023

Massachusetts Governor Maura Healey's FY 2024 Budget Recommendation

PolicyEngine estimates the distributional impact of two provisions and the household impact of four provisions.

OpenFisca wins Edge of Government's Innovation Award cover image
global
impact

February 15, 2023

OpenFisca wins Edge of Government's Innovation Award

The success of Rules as Code and its impact on citizens.

Restoration of the American Rescue Plan Act's expanded Child Tax Credit cover image
us
policy

February 10, 2023

Restoration of the American Rescue Plan Act's expanded Child Tax Credit

PolicyEngine computes how the 2021 policy would affect Americans and America in 2023.

The Child Tax Credit in 2023 cover image
us
policy

February 9, 2023

The Child Tax Credit in 2023

We review how the program works and compute its impact with PolicyEngine US.

How would reforms affect cliffs? cover image
us
policy

February 2, 2023

How would reforms affect cliffs?

We've added a new feature to the US version of PolicyEngine that lets you see how your reforms affect cliffs.

The New PolicyEngine cover image
us
impact

January 12, 2023

The New PolicyEngine

We're exiting beta with the most accessible tax and benefit model ever built.

From idea to impact: scoring a policy reform on the new PolicyEngine US cover image
us
technical

January 12, 2023

From idea to impact: scoring a policy reform on the new PolicyEngine US

A walkthrough of the new app on a US tax-benefit reform.

PolicyEngine's 2022 year in review cover image
global
impact

December 30, 2022

PolicyEngine's 2022 year in review

A year of launches, analysis, and building for the future.

Enhancing the Current Population Survey for policy analysis cover image
us
technical

December 28, 2022

Enhancing the Current Population Survey for policy analysis

We've used modern data science techniques to make PolicyEngine the UK's most accurate microsimulation model. In 2023, we'll do the same in the US.

Updating PolicyEngine to reflect SNAP reform in the omnibus bill cover image
us
technical

December 23, 2022

Updating PolicyEngine to reflect SNAP reform in the omnibus bill

A step-by-step guide to syncing our code with the latest legislation.

How charitable contributions affect Americans' taxes cover image
us
policy

November 29, 2022

How charitable contributions affect Americans' taxes

PolicyEngine estimates the tax impact of your donations for free.

Maryland's standard deduction cover image
us
policy

November 22, 2022

Maryland's standard deduction

PolicyEngine computes the program's impact on Maryland and individual households.

From OpenFisca to PolicyEngine cover image
global
technical

November 10, 2022

From OpenFisca to PolicyEngine

OpenFisca has catapulted our progress, and now we've forked it into our own microsimulation framework.

Oregon's Nonrefundable Exemption Credit cover image
us
policy

November 4, 2022

Oregon's Nonrefundable Exemption Credit

PolicyEngine computes the program's impact on Oregon and individual households.

Estimating your Supplemental Security Income benefits in PolicyEngine cover image
us
policy

October 28, 2022

Estimating your Supplemental Security Income benefits in PolicyEngine

Enter your household information, and our free web app will estimate your SSI — plus other taxes and benefits.

Computing your Oregon Earned Income Tax Credit in PolicyEngine cover image
us
policy

October 24, 2022

Computing your Oregon Earned Income Tax Credit in PolicyEngine

We walk you through it step by step.

PolicyEngine launches in New York state cover image
us
policy

October 21, 2022

PolicyEngine launches in New York state

New Yorkers can now estimate their state income taxes alongside federal taxes and benefits — and change the rules, too.

How to simulate basic and guaranteed income policies in PolicyEngine US cover image
us
technical

September 27, 2022

How to simulate basic and guaranteed income policies in PolicyEngine US

From universal basic income to age-dependent means-tested payments, we've got you covered.

PolicyEngine launches in Washington state cover image
us
technical
us wa

August 10, 2022

PolicyEngine launches in Washington state

Washingtonians can now compute the impacts of the Working Families Tax Credit and federal reforms.

Electric vehicle tax credits under current law and the Inflation Reduction Act cover image
us
policy

August 5, 2022

Electric vehicle tax credits under current law and the Inflation Reduction Act

Use PolicyEngine US to analyze provisions of the potential reconciliation bill.

The new PolicyEngine US Population Impact page cover image
us
technical

July 1, 2022

The new PolicyEngine US Population Impact page

You design the policy. We compute the poverty, inequality, and budgetary impacts.

PolicyEngine at the BIG Conference and the Beeck Center’s Rules as Code Demo Day cover image
us
impact

June 9, 2022

PolicyEngine at the BIG Conference and the Beeck Center’s Rules as Code Demo Day

Register for the BIG Conference June 23–25 and the Rules as Code Demo Day June 28

How developers can explore the PolicyEngine API cover image
global
technical

April 29, 2022

How developers can explore the PolicyEngine API

The UK API explorer and US API explorer describe variables and policy parameters in our models.

PolicyEngine arrives stateside cover image
us
impact

March 31, 2022

PolicyEngine arrives stateside

Today, we're beta-launching PolicyEngine US and several other new features.

PolicyEngine's 2021 year in review cover image
global
impact

December 29, 2021

PolicyEngine's 2021 year in review

PolicyEngine's inaugural year was a substantial one for public policy.

Make Everyone a Policymaker cover image
global
impact

October 15, 2021

Make Everyone a Policymaker

Today we're (re)launching PolicyEngine to give the public unprecedented insight into the tax and benefit system.

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