Remove DACA_TPS from immigration_status

changelog_entry.yaml

@@ -0,0 +1,4 @@
+- bump: patch
+  changes:
+    fixed:
+    - Remove DACA_TPS from immigration_status.

policyengine_us/parameters/gov/aca/ineligible_immigration_statuses.yaml

@@ -1,25 +1,41 @@
-description: Ineligible immigration status for Premium Tax Credit. 
+description: The Affordable Care Act excludes these immigration statuses from Premium Tax Credit eligibility. 
 values:
   2018-01-01:
-    - DACA_TPS #daca is eligible for PTC
+    - DACA
+    - UNDOCUMENTED
+
+  # Note: The Biden rule (89 FR 39392) was blocked by court in 19 states
+  # starting December 2024, so DACA eligibility during Nov 2024 - Aug 2025
+  # was only in effect in ~31 states.
+  2024-11-01:
+    - UNDOCUMENTED
+
+  2025-08-25:
+    - DACA
     - UNDOCUMENTED
-    - TPS 
 
   2027-01-01:
-    - DACA_TPS #daca is eligible for PTC
+    - DACA
     - UNDOCUMENTED
-    - TPS 
+    - TPS
+    - REFUGEE
     - ASYLEE
     - DEPORTATION_WITHHELD
     - PAROLED_ONE_YEAR
 
 
 metadata:
-  label: Reconciliation Premium Tax Credit immigration status adjustment in effect
+  label: ACA Premium Tax Credit ineligible immigration statuses
   period: year
   unit: list
   reference:
-    - title: 26 CFR § 1.36B-1 - Premium tax credit definitions.
-      href: https://www.law.cornell.edu/cfr/text/26/1.36B-1#(g)
-    - title: H.R.1 - One Big Beautiful Bill Act
+    - title: 45 CFR § 155.20 - Lawfully present definition
+      href: https://www.law.cornell.edu/cfr/text/45/155.20
+    - title: 26 CFR § 1.36B-1 - Premium tax credit definitions
+      href: https://www.law.cornell.edu/cfr/text/26/1.36B-1#g
+    - title: 89 FR 39392 - DACA Recipients Eligibility Final Rule (2024-11-01)
+      href: https://www.federalregister.gov/documents/2024/05/08/2024-09661/clarifying-the-eligibility-of-deferred-action-for-childhood-arrivals-daca-recipients-and-certain
+    - title: 90 FR 27220 - Marketplace Integrity and Affordability Final Rule (2025-08-25)
+      href: https://www.federalregister.gov/documents/2025/06/25/2025-11606/patient-protection-and-affordable-care-act-marketplace-integrity-and-affordability
+    - title: H.R.1 - One Big Beautiful Bill Act, Section 71301 (2027-01-01)
       href: https://www.congress.gov/bill/119th-congress/house-bill/1/text

policyengine_us/tests/policy/baseline/gov/aca/eligibility/is_aca_ptc_immigration_status_eligible.yaml

@@ -12,22 +12,81 @@
   output:
     is_aca_ptc_immigration_status_eligible: true
 
-- name: In 2022, Deferred Action for Childhood Arrivals or Temporary Protected Status is ineligible. 
+- name: In 2022, Deferred Action for Childhood Arrivals is ineligible. 
   period: 2022
   input:
-    immigration_status: DACA_TPS
+    immigration_status: DACA
   output:
     is_aca_ptc_immigration_status_eligible: false
 
+- name: In 2022, Temporary Protected Status is eligible.
+  period: 2022
+  input:
+    immigration_status: TPS
+  output:
+    is_aca_ptc_immigration_status_eligible: true
+
 - name: In 2022, undocumented is ineligible.
   period: 2022
-  input: 
+  input:
     immigration_status: UNDOCUMENTED
   output:
     is_aca_ptc_immigration_status_eligible: false
 
-- name: Default to true. 
+- name: Default to true.
   period: 2022
   input:
   output:
     is_aca_ptc_immigration_status_eligible: true
+
+# Timeline tests for Biden rule (2024-11-01) making DACA eligible
+- name: In 2025, DACA is eligible (Biden rule in effect).
+  period: 2025
+  input:
+    immigration_status: DACA
+  output:
+    is_aca_ptc_immigration_status_eligible: true
+
+# Timeline tests for Marketplace Integrity rule (2025-08-25) making DACA ineligible again
+- name: In 2026, DACA is ineligible (after Marketplace Integrity rule).
+  period: 2026
+  input:
+    immigration_status: DACA
+  output:
+    is_aca_ptc_immigration_status_eligible: false
+
+# Timeline tests for OBBBA Section 71301 (2027-01-01)
+- name: In 2027, ASYLEE is ineligible (OBBBA Section 71301).
+  period: 2027
+  input:
+    immigration_status: ASYLEE
+  output:
+    is_aca_ptc_immigration_status_eligible: false
+
+- name: In 2027, REFUGEE is ineligible (OBBBA Section 71301).
+  period: 2027
+  input:
+    immigration_status: REFUGEE
+  output:
+    is_aca_ptc_immigration_status_eligible: false
+
+- name: In 2027, TPS is ineligible (OBBBA Section 71301).
+  period: 2027
+  input:
+    immigration_status: TPS
+  output:
+    is_aca_ptc_immigration_status_eligible: false
+
+- name: In 2027, DEPORTATION_WITHHELD is ineligible (OBBBA Section 71301).
+  period: 2027
+  input:
+    immigration_status: DEPORTATION_WITHHELD
+  output:
+    is_aca_ptc_immigration_status_eligible: false
+
+- name: In 2027, PAROLED_ONE_YEAR is ineligible (OBBBA Section 71301).
+  period: 2027
+  input:
+    immigration_status: PAROLED_ONE_YEAR
+  output:
+    is_aca_ptc_immigration_status_eligible: false

policyengine_us/tests/policy/baseline/gov/aca/eligibility/sbn_los_angeles.yaml

@@ -199,7 +199,7 @@
     people:
       person1:
         age: 33
-        employment_income: 24_000  # above 100% FPL, so is ACA income elgible
+        employment_income: 24_000  # above 100% FPL, so is ACA income eligible
         is_aca_eshi_eligible: true  # is eligible for plan at work
     tax_units:
       tax_unit:
@@ -252,9 +252,9 @@
     people:
       person1:
         age: 33
-        immigration_status: DACA_TPS
+        immigration_status: DACA
         has_itin: true
-        employment_income: 24_000  # above 100% FPL, so is ACA income elgible
+        employment_income: 24_000  # above 100% FPL, so is ACA income eligible
         is_aca_eshi_eligible: false
     tax_units:
       tax_unit:
@@ -272,9 +272,9 @@
     people:
       person1:
         age: 33
-        immigration_status: DACA_TPS #daca is eligible for PTC in CA, tps not anymore
+        immigration_status: DACA #daca is eligible for PTC in CA, tps not anymore
         has_itin: false
-        employment_income: 24_000  # above 100% FPL, so is ACA income elgible
+        employment_income: 24_000  # above 100% FPL, so is ACA income eligible
         is_aca_eshi_eligible: false
     tax_units:
       tax_unit:
@@ -294,7 +294,7 @@
         age: 33
         immigration_status: UNDOCUMENTED
         has_itin: true
-        employment_income: 24_000  # above 100% FPL, so is ACA income elgible
+        employment_income: 24_000  # above 100% FPL, so is ACA income eligible
         is_aca_eshi_eligible: false
     tax_units:
       tax_unit:
@@ -314,7 +314,7 @@
         age: 33
         immigration_status: UNDOCUMENTED
         has_itin: false
-        employment_income: 24_000  # above 100% FPL, so is ACA income elgible
+        employment_income: 24_000  # above 100% FPL, so is ACA income eligible
         is_aca_eshi_eligible: false
     tax_units:
       tax_unit:

policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/is_medicaid_immigration_status_eligible.yaml

@@ -29,7 +29,7 @@
 - name: Ineligible immigration status - DACA in non-covering state
   period: 2024
   input:
-    immigration_status: DACA_TPS
+    immigration_status: DACA
     state_code: FL
   output:
     is_medicaid_immigration_status_eligible: false

policyengine_us/tests/policy/baseline/gov/hhs/medicaid/emergency_medicaid/is_emergency_medicaid_eligible.yaml

@@ -40,15 +40,15 @@
   output:
     is_emergency_medicaid_eligible: true
 
-- name: Case 4, DACA-TPS combined status with emergency condition.
+- name: Case 4, DACA combined status without emergency condition.
   period: 2025
   input:
-    immigration_status: DACA_TPS
-    has_emergency_medical_condition: true
+    immigration_status: DACA
+    has_emergency_medical_condition: false
     medicaid_category: ADULT
     is_medicaid_immigration_status_eligible: false
   output:
-    is_emergency_medicaid_eligible: true
+    is_emergency_medicaid_eligible: false
 
 # ============================================================
 # ELIGIBLE CASES - All Medicaid Category Types