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PavelMakarchukPavelMakarchuk
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Merge pull request #7166 from hua7450/hua7450/issue7165
Fix code bug in Illinois HBWD income
2 parents b938ca5 + 8649b3a commit a0822b6

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‎changelog_entry.yaml‎

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- bump: patch
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changes:
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fixed:
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- Fix IL HBWD earned income exemptions to apply only to disabled/blind persons.
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added:
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- Add is_blind to IL HBWD disability eligibility check.

‎policyengine_us/parameters/gov/states/il/hfs/hbwd/eligibility/income/sources/earned.yaml‎

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2022-04-01:
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- employment_income
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- self_employment_income
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- rental_income
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metadata:
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unit: list

‎policyengine_us/tests/policy/baseline/gov/states/il/hfs/hbwd/eligibility/il_hbwd_income_eligible.yaml‎

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period: 2024-01
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input:
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state_code: IL
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is_disabled: true
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employment_income: 36_000 # $3,000/month
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social_security: 12_000 # $1,000/month
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output:
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period: 2024-01
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input:
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state_code: IL
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is_disabled: true
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employment_income: 52_716 # $4,393/month
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output:
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il_hbwd_income_eligible: true
@@ -19,7 +21,31 @@
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period: 2024-01
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input:
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state_code: IL
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is_disabled: true
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employment_income: 60_000 # $5,000/month
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output:
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il_hbwd_income_eligible: true
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# Gross $5,000, after expenses and exemptions becomes eligible
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- name: Case 4, income too high even with exemptions.
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period: 2024-01
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input:
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state_code: IL
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is_disabled: true
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employment_income: 72_000 # $6,000/month
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output:
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il_hbwd_income_eligible: false
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# 350% FPL for single (2024) = ~$4,393/month
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# Gross $6,000, even after exemptions exceeds limit
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- name: Case 5, not disabled so no exemptions and income too high.
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period: 2024-01
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input:
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state_code: IL
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is_disabled: false
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employment_income: 60_000 # $5,000/month
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output:
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il_hbwd_income_eligible: false
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# Non-disabled person uses gross income (no exemptions)
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# Gross $5,000 > limit $4,393 → NOT eligible
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# (Same income as Case 3, but without exemptions)

‎policyengine_us/tests/policy/baseline/gov/states/il/hfs/hbwd/income/earned/il_hbwd_countable_earned_income.yaml‎

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# Test HBWD earned income exemption handling
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# Per § 120.510(i), exemptions apply only to disabled/blind persons.
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# Non-disabled/non-blind persons use gross income (no exemptions).
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# If spouse is disabled/blind, they also get exemptions.
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# Test 1: Disabled worker gets earned income exemptions
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- name: Case 1, disabled worker gets earned income exemptions.
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period: 2025-01
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absolute_error_margin: 0.5
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input:
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age: 49
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is_disabled: true
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is_blind: false
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il_aabd_gross_earned_income: 125
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il_aabd_expense_exemption_person: 0
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il_aabd_gross_unearned_income: 0
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state_code: IL
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output:
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# Disabled worker gets exemptions: 125 - 25(flat) - 20 - 30(50% of 60) = 50
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il_hbwd_countable_earned_income: 50
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# Test 2: Non-disabled, non-blind person uses gross income (no exemptions)
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- name: Case 2, non-disabled person uses gross income.
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period: 2025-01
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absolute_error_margin: 0.5
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input:
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age: 47
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is_disabled: false
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is_blind: false
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il_aabd_gross_earned_income: 125
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il_aabd_expense_exemption_person: 0
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il_aabd_gross_unearned_income: 0
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state_code: IL
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output:
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# Non-disabled, non-blind person: uses il_hbwd_gross_earned_income (not set here, so 0)
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# In real scenarios, employment_income flows to il_hbwd_gross_earned_income
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il_hbwd_countable_earned_income: 0
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# Test 3: Scenario 15 - Married couple over income limit correctly shows ineligible
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# person1: Age 49, disabled, $4,500/month wages ($54,000/year)
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# person2: Age 47, NOT disabled/blind, $2,500/month wages ($30,000/year)
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# Combined gross income: $7,000/month
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# 350% FPL for 2 people = $6,168.75/month
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- name: Case 3, married couple over income limit correctly shows ineligible.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 49
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is_disabled: true
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employment_income: 54_000 # $4,500/month * 12
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person2:
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age: 47
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is_disabled: false
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employment_income: 30_000 # $2,500/month * 12
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spm_units:
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spm_unit:
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members: [person1, person2]
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households:
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household:
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members: [person1, person2]
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state_code: IL
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output:
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# person1 (disabled): gets exemptions
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# person2 (not disabled/blind): uses gross income (no exemptions)
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# Combined countable $6,323 > limit $6,168.75 → NOT eligible
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il_hbwd_countable_income: 6_323
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il_hbwd_income_eligible: [false, false]
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il_hbwd_eligible: [false, false]
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il_hbwd_person: [0, 0]
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# Test 4: Single disabled worker - eligible
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- name: Case 4, single disabled worker eligible.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 35
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is_disabled: true
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employment_income: 24_000 # $2,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Single person: 350% FPL = $5,285/month (2025)
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# Countable income after exemptions < limit → eligible
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il_hbwd_income_eligible: [true]
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il_hbwd_eligible: [true]
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# Test 5: Single disabled worker - over income limit
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- name: Case 5, single disabled worker over income limit.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 40
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is_disabled: true
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employment_income: 72_000 # $6,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Single person: 350% FPL = $5,285/month
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# Countable income > limit → NOT eligible
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il_hbwd_income_eligible: [false]
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il_hbwd_eligible: [false]
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# Test 6: Blind worker (not disabled) - gets blind exemptions
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- name: Case 6, blind worker gets exemptions.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 45
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is_disabled: false
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is_blind: true
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employment_income: 36_000 # $3,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Blind worker is disability eligible and gets more generous exemptions
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il_hbwd_disability_eligible: [true]
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il_hbwd_income_eligible: [true]
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il_hbwd_eligible: [true]
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# Test 7: Married couple - both disabled - both get exemptions
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- name: Case 7, married couple both disabled.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 50
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is_disabled: true
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employment_income: 36_000 # $3,000/month * 12
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person2:
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age: 48
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is_disabled: true
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employment_income: 24_000 # $2,000/month * 12
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spm_units:
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spm_unit:
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members: [person1, person2]
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households:
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household:
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members: [person1, person2]
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state_code: IL
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output:
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# Both disabled, both get exemptions
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# Combined gross $5,000/month, after exemptions < limit
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il_hbwd_income_eligible: [true, true]
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il_hbwd_eligible: [true, true]
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# Test 8: Disabled worker under age 16 - not age eligible
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- name: Case 8, disabled worker under age 16.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 15
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is_disabled: true
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employment_income: 12_000 # $1,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Under 16 - not age eligible for HBWD
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il_hbwd_age_eligible: [false]
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il_hbwd_eligible: [false]
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# Test 9: Disabled worker over age 64 - not age eligible
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- name: Case 9, disabled worker over age 64.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 65
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is_disabled: true
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employment_income: 24_000 # $2,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Over 64 - not age eligible for HBWD
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il_hbwd_age_eligible: [false]
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il_hbwd_eligible: [false]
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# Test 10: Family with disabled parent and children
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- name: Case 10, disabled parent with two children.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 38
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is_disabled: true
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employment_income: 48_000 # $4,000/month * 12
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person2:
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age: 12
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is_disabled: false
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person3:
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age: 8
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is_disabled: false
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spm_units:
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spm_unit:
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members: [person1, person2, person3]
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households:
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household:
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members: [person1, person2, person3]
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state_code: IL
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output:
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# 3-person household: 350% FPL = $7,455/month
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# Only person1 (disabled parent) can be HBWD eligible
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# Children not disabled, not age eligible
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il_hbwd_eligible: [true, false, false]
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# Test 11: Non-disabled, non-blind worker - not eligible
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- name: Case 11, non-disabled worker not eligible.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 30
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is_disabled: false
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is_blind: false
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employment_income: 24_000 # $2,000/month * 12
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spm_units:
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spm_unit:
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members: [person1]
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households:
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household:
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members: [person1]
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state_code: IL
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output:
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# Not disabled or blind - not disability eligible
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il_hbwd_disability_eligible: [false]
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il_hbwd_eligible: [false]
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# Test 12: Married couple at income threshold
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- name: Case 12, married couple at income threshold.
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period: 2025-01
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absolute_error_margin: 0.3
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input:
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people:
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person1:
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age: 55
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is_disabled: true
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employment_income: 48_000 # $4,000/month * 12
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person2:
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age: 52
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is_disabled: false
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employment_income: 24_000 # $2,000/month * 12
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spm_units:
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spm_unit:
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members: [person1, person2]
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households:
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household:
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members: [person1, person2]
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state_code: IL
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output:
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# Combined gross $6,000/month
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# person1 (disabled) gets exemptions, person2 (not disabled/blind) uses gross
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# Combined countable should be just under limit
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il_hbwd_income_eligible: [true, true]
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il_hbwd_eligible: [true, false] # person2 not disabled/blind

‎policyengine_us/tests/policy/baseline/gov/states/il/hfs/hbwd/integration.yaml‎

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input:
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state_code: IL
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age: 55
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is_disabled: false
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is_disabled: true # SSDI recipients are disabled
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social_security_disability: 18_000 # $1,500/month SSDI
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employment_income: 12_000 # $1,000/month part-time
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spm_unit_cash_assets: 5_000
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output:
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il_hbwd_age_eligible: true
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il_hbwd_disability_eligible: true # Via SSDI receipt
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il_hbwd_disability_eligible: true
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il_hbwd_employment_eligible: true
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il_hbwd_income_eligible: true
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il_hbwd_asset_eligible: true

‎policyengine_us/variables/gov/states/il/hfs/hbwd/eligibility/il_hbwd_disability_eligible.py‎

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# rules related to earned income do not apply" - so we use is_disabled
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# (medical definition) instead of is_ssi_disabled (which includes SGA test).
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# See: https://il.db101.org/il/programs/health_coverage/how_health/program2b.htm
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# SSA recognizes blindness as a category of disability (SSI has Aged, Blind, Disabled).
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is_disabled = person("is_disabled", period.this_year)
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is_blind = person("is_blind", period)
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# Or currently receiving SSDI
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receives_ssdi = person("social_security_disability", period) > 0
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return is_disabled | receives_ssdi
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return is_disabled | is_blind | receives_ssdi

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