iza-institute-of-labor-economics / gettsim

The GErman Taxes and Transfers SIMulator
https://gettsim.readthedocs.io/
GNU Affero General Public License v3.0
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BUG: Unterhaltsvorschuss and Unterhalt needed on child level #735

Closed ChristianZimpelmann closed 6 months ago

ChristianZimpelmann commented 6 months ago

Bug description

Was there an important reason for the change?

Note:

MImmesberger commented 6 months ago

Interesting, I didn't know that when implementing this in #694.

Currently, we calculate the Unterhaltsvorschuss claim on the child level via _unterhaltsvors_anspruch_pro_kind_m, aggregate it to the parent level and then deduct the actual received unterhalt on the parent level. IIRC we have done that for the simple reason that Unterhaltsvorschuss and Unterhalt are paid out to the parent (hence, disposable income on the parent level; not in a legal but in a practical sense) and not to the child.

Importantly, we do not depict which person(s) pay(s) Unterhalt to the parent (the sum of Unterhalt payments is a basic input var), so we cannot trace down which parent paid which Unterhalt for which child. Hence, we cannot use the machinery introduced in #722 to handle this.

For Wohngeld and the other transfers, is the maximum Unterhaltsvorschuss relevant? Or the actual Unterhalt received? Or the Unterhaltsvorschuss that is paid out (Unterhalt already deducted)?

hmgaudecker commented 6 months ago

Currently, we calculate the Unterhaltsvorschuss claim on the child level via _unterhaltsvors_anspruch_pro_kind_m, aggregate it to the parent level and then deduct the actual received unterhalt on the parent level. IIRC we have done that for the simple reason that Unterhaltsvorschuss and Unterhalt are paid out to the parent (hence, disposable income on the parent level; not in a legal but in a practical sense) and not to the child.

So Christian can use _unterhaltsvors_anspruch_pro_kind_m and all is fine?

Importantly, we do not depict which person(s) pay(s) Unterhalt to the parent (the sum of Unterhalt payments is a basic input var), so we cannot trace down which parent paid which Unterhalt for which child. Hence, we cannot use the machinery introduced in #722 to handle this.

Please change that so that unterhalt_empf_m (or so, I am guessing) is a basic input variable. The previous choice is a consequence of sticking closely to the SOEP. To be consistent with other cases, we should let the user impute.

For Wohngeld and the other transfers, is the maximum Unterhaltsvorschuss relevant? Or the actual Unterhalt received? Or the Unterhaltsvorschuss that is paid out (Unterhalt already deducted)?

Actual and, if required, Unterhaltsvorschuss IMU.

ChristianZimpelmann commented 6 months ago

So Christian can use _unterhaltsvors_anspruch_pro_kind_m and all is fine?

Not quite as this variable does not consider Unterhalt the child received. We will need a new variable which deducts kind_unterh_erhalt_m on the child level. Then we have Unterhaltsvorschuss on the child level.

We can then easily create a new variable on the parent level on the Unterhaltsvorschuss they receive for all their children.

A more general question is which of those variables should be called unterhaltsvors_m and how the other should be called.

Please change that so that unterhalt_empf_m (or so, I am guessing) is a basic input variable.

You mean a variable on child level? Yes, I think we will need that.

Actual and, if required, Unterhaltsvorschuss IMU.

Yes!