PolicyEngine
PolicyEngine microsimulation

Refundable Credit Conversion Explorer

What if overlapping federal tax provisions became one refundable credit? Design the conversion, then trace its effects from a single household to the national budget.

Refundable Credit Conversion

This explorer models a federal income-tax reform that replaces a configurable set of existing tax provisions — including itemized deductions, the standard deduction, above-the-line deductions, the qualified business income deduction, the OBBBA individual provisions, the Head of Household filing status, the Child Tax Credit, the Child and Dependent Care Credit, and the Earned Income Tax Credit — with a flat refundable credit composed of per-taxpayer, per-dependent, per-household, and wage-credit components.

Each repeal can be toggled independently, so the user can score a full conversion or an incremental one (e.g., repeal only the itemized and standard deductions). The impact views focus on the federal reform surface.

Repeal options

ToggleRepeals
CTCChild Tax Credit (IRC §24)
EITCEarned Income Tax Credit (IRC §32)
CDCCChild & Dependent Care Credit (IRC §21)
Standard deductionIRC §63(c) + legacy aged/blind add-on
Itemized deductionsSchedule A (SALT, mortgage, charity, medical, …)
Above-the-line deductionsIRC §62 list except alimony
199A / QBIDQualified business income deduction (IRC §199A)
Head of HouseholdHoH filing status (IRC §2(b))
Senior deductionOBBBA $6k bonus for 65+ (2025–2028)
Tip deductionOBBBA qualified tips (2025–2028)
Overtime deductionOBBBA overtime premium (2025–2028)
Auto-loan interestOBBBA car-loan interest (2025–2028)
Non-itemizer charitableOBBBA, permanent from 2026

Credit options

ComponentDefinition
Per taxpayerFlat $ per filer (head + spouse if MFJ)
Per CTC dependentFlat $ per CTC-qualifying child
Per other dependentFlat $ per tax-unit dependent who is not a CTC-qualifying child
Per householdFlat $ per tax unit
Wage creditRate × capped earnings per worker

Computation details

Full household and economy-wide runs are computed on Modal against the PolicyEngine bundle pinned at deploy time; the wizard's 2026–2027 instant estimates compute in the browser from precomputed, release-stamped artifacts on the certified populace_us_2024 dataset, which replaced the enhanced CPS in June 2026 (see the data-quality advisory). These are static estimates: they hold taxpayer behavior fixed and exclude labor-supply or avoidance responses.