FAILURE MAP
← Case archive

FA-62386 / Tax bracket computation / Open access

A dependent's standard deduction is not capped at the ordinary amount · case 01

A dependent with high earnings deducts more than the regular standard deduction.

Verified by executionVariant 1 · 8 checks per implementationDownload source bundle ↓JSON ↗

ROOT CAUSE

The dependent base is max(1300, earned + 450) without the min(base, ...) cap.

VERIFIED REPAIR

Limit the dependent base to min(base, max(1300, earned + 450)).

Unsuccessful approach: Capping at the ordinary amount but dropping the 1300 floor under-deducts dependents with little earned income.

Case contract

solve(status, gross, earned, itemized, conditions, dependent, spouse_itemizes): stipulated deduction rules. Base standard deduction: single 14600, mfj 29200, mfs 14600, hoh 21900 (other statuses 'ERR:status'). A dependent's base is min(base, max(1300, earned + 450)). Then add 1950 per age/blindness condition for single or hoh, 1550 per condition for married statuses. If status is mfs and the spouse itemizes, the standard deduction is 0. The deduction is the larger of standard and itemized; taxable = max(0, gross - deduction). Return [deduction, taxable].

Why this case matters

Tax computations hinge on which slice, threshold, ordering and rounding rule applies at each step; a misplaced boundary silently misstates liabilities.

1 / The failure

Exit 1
"""Failure Map reference implementation. Python standard library only."""
import json

N = 1
observations = []
def solve(status, gross, earned, itemized, conditions, dependent, spouse_itemizes):
    std = {'single': 14600, 'mfj': 29200, 'mfs': 14600, 'hoh': 21900}
    if status not in std: return 'ERR:status'
    extra = 1950 if status in ('single', 'hoh') else 1550
    base = std[status]
    if dependent: base = max(1300, earned + 450)
    s = base + extra * conditions
    if status == 'mfs' and spouse_itemizes: s = 0
    d = max(s, itemized)
    return [d, max(0, gross - d)]
def check(label, actual, expected):
    observations.append({"check": label, "actual": actual, "expected": expected, "passed": actual == expected})
cases = [[('regression dependent-limit 1', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('regression dependent-limit 2', ('mfs', 54568, 20000, 3000, 0, True, False), [14600, 39968]),
  ('partial repair guard 1', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('partial repair guard 2', ('hoh', 22188, 500, 0, 1, True, True), [3250, 18938]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('hoh', 50974, 29634, 0, 0, True, True), [21900, 29074]),
  ('regression dependent-limit 2', ('mfs', 89760, 20000, 0, 0, True, False), [14600, 75160]),
  ('partial repair guard 1', ('single', 97749, 500, 3000, 2, True, False), [5200, 92549]),
  ('partial repair guard 2', ('hoh', 39678, 500, 0, 1, True, True), [3250, 36428]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])],
 [('regression dependent-limit 1', ('single', 122829, 25958, 25000, 2, True, False), [25000, 97829]),
  ('regression dependent-limit 2', ('single', 98864, 35923, 25000, 0, True, False), [25000, 73864]),
  ('partial repair guard 1', ('single', 6251, 500, 0, 0, True, False), [1300, 4951]),
  ('partial repair guard 2', ('hoh', 111017, 500, 3000, 1, True, False), [3250, 107767]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000]),
  ('control: bad status', ('widow', 1, 1, 0, 0, False, False), 'ERR:status'),
  ('control: dependent no earnings', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400])],
 [('regression dependent-limit 1', ('single', 68311, 20000, 0, 2, True, False), [18500, 49811]),
  ('regression dependent-limit 2', ('mfs', 120508, 35036, 0, 0, True, False), [14600, 105908]),
  ('partial repair guard 1', ('hoh', 85892, 0, 0, 2, True, True), [5200, 80692]),
  ('partial repair guard 2', ('mfj', 42614, 500, 0, 0, True, True), [1300, 41314]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('mfs', 104697, 20000, 15000, 0, True, False), [15000, 89697]),
  ('regression dependent-limit 2', ('mfs', 26507, 38557, 15000, 0, True, False), [15000, 11507]),
  ('partial repair guard 1', ('mfj', 30569, 500, 0, 0, True, True), [1300, 29269]),
  ('partial repair guard 2', ('mfj', 145593, 500, 0, 0, True, False), [1300, 144293]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])]]
for label, args, expected in cases[N - 1]:
    check(label, solve(*args), expected)
print(json.dumps({"observations": observations, "passed": all(x["passed"] for x in observations)}, ensure_ascii=False))
raise SystemExit(0 if all(x["passed"] for x in observations) else 1)
Boundary fixtureActualExpectedOutcome
regression dependent-limit 1[22400, 0][16550, 0]Failed
regression dependent-limit 2[20450, 34118][14600, 39968]Failed
partial repair guard 1[1300, 1700][1300, 1700]Passed
partial repair guard 2[3250, 18938][3250, 18938]Passed
control: single standard[14600, 35400][14600, 35400]Passed
control: hoh with age[23850, 6150][23850, 6150]Passed
control: dependent[2450, 2550][2450, 2550]Passed
control: mfs spouse itemizes[3000, 37000][3000, 37000]Passed

SHA-256 / b8c675a140b90a0d1f58d2475bbee6f7f30354d3e64b532f2e0fbcae695f6716

2 / The unsuccessful fix

Exit 1
"""Failure Map reference implementation. Python standard library only."""
import json

N = 1
observations = []
def solve(status, gross, earned, itemized, conditions, dependent, spouse_itemizes):
    std = {'single': 14600, 'mfj': 29200, 'mfs': 14600, 'hoh': 21900}
    if status not in std: return 'ERR:status'
    extra = 1950 if status in ('single', 'hoh') else 1550
    base = std[status]
    if dependent: base = min(base, earned + 450)
    s = base + extra * conditions
    if status == 'mfs' and spouse_itemizes: s = 0
    d = max(s, itemized)
    return [d, max(0, gross - d)]
def check(label, actual, expected):
    observations.append({"check": label, "actual": actual, "expected": expected, "passed": actual == expected})
cases = [[('regression dependent-limit 1', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('regression dependent-limit 2', ('mfs', 54568, 20000, 3000, 0, True, False), [14600, 39968]),
  ('partial repair guard 1', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('partial repair guard 2', ('hoh', 22188, 500, 0, 1, True, True), [3250, 18938]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('hoh', 50974, 29634, 0, 0, True, True), [21900, 29074]),
  ('regression dependent-limit 2', ('mfs', 89760, 20000, 0, 0, True, False), [14600, 75160]),
  ('partial repair guard 1', ('single', 97749, 500, 3000, 2, True, False), [5200, 92549]),
  ('partial repair guard 2', ('hoh', 39678, 500, 0, 1, True, True), [3250, 36428]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])],
 [('regression dependent-limit 1', ('single', 122829, 25958, 25000, 2, True, False), [25000, 97829]),
  ('regression dependent-limit 2', ('single', 98864, 35923, 25000, 0, True, False), [25000, 73864]),
  ('partial repair guard 1', ('single', 6251, 500, 0, 0, True, False), [1300, 4951]),
  ('partial repair guard 2', ('hoh', 111017, 500, 3000, 1, True, False), [3250, 107767]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000]),
  ('control: bad status', ('widow', 1, 1, 0, 0, False, False), 'ERR:status'),
  ('control: dependent no earnings', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400])],
 [('regression dependent-limit 1', ('single', 68311, 20000, 0, 2, True, False), [18500, 49811]),
  ('regression dependent-limit 2', ('mfs', 120508, 35036, 0, 0, True, False), [14600, 105908]),
  ('partial repair guard 1', ('hoh', 85892, 0, 0, 2, True, True), [5200, 80692]),
  ('partial repair guard 2', ('mfj', 42614, 500, 0, 0, True, True), [1300, 41314]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('mfs', 104697, 20000, 15000, 0, True, False), [15000, 89697]),
  ('regression dependent-limit 2', ('mfs', 26507, 38557, 15000, 0, True, False), [15000, 11507]),
  ('partial repair guard 1', ('mfj', 30569, 500, 0, 0, True, True), [1300, 29269]),
  ('partial repair guard 2', ('mfj', 145593, 500, 0, 0, True, False), [1300, 144293]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])]]
for label, args, expected in cases[N - 1]:
    check(label, solve(*args), expected)
print(json.dumps({"observations": observations, "passed": all(x["passed"] for x in observations)}, ensure_ascii=False))
raise SystemExit(0 if all(x["passed"] for x in observations) else 1)
Boundary fixtureActualExpectedOutcome
regression dependent-limit 1[16550, 0][16550, 0]Passed
regression dependent-limit 2[14600, 39968][14600, 39968]Passed
partial repair guard 1[450, 2550][1300, 1700]Failed
partial repair guard 2[2900, 19288][3250, 18938]Failed
control: single standard[14600, 35400][14600, 35400]Passed
control: hoh with age[23850, 6150][23850, 6150]Passed
control: dependent[2450, 2550][2450, 2550]Passed
control: mfs spouse itemizes[3000, 37000][3000, 37000]Passed

SHA-256 / cdc485fd084fa46ee12c823230c1cc0145642ababeb763a65a18414e88551900

3 / The verified repair

Exit 0
"""Failure Map reference implementation. Python standard library only."""
import json

N = 1
observations = []
def solve(status, gross, earned, itemized, conditions, dependent, spouse_itemizes):
    std = {'single': 14600, 'mfj': 29200, 'mfs': 14600, 'hoh': 21900}
    if status not in std: return 'ERR:status'
    extra = 1950 if status in ('single', 'hoh') else 1550
    base = std[status]
    if dependent: base = min(base, max(1300, earned + 450))
    s = base + extra * conditions
    if status == 'mfs' and spouse_itemizes: s = 0
    d = max(s, itemized)
    return [d, max(0, gross - d)]
def check(label, actual, expected):
    observations.append({"check": label, "actual": actual, "expected": expected, "passed": actual == expected})
cases = [[('regression dependent-limit 1', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('regression dependent-limit 2', ('mfs', 54568, 20000, 3000, 0, True, False), [14600, 39968]),
  ('partial repair guard 1', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('partial repair guard 2', ('hoh', 22188, 500, 0, 1, True, True), [3250, 18938]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('hoh', 50974, 29634, 0, 0, True, True), [21900, 29074]),
  ('regression dependent-limit 2', ('mfs', 89760, 20000, 0, 0, True, False), [14600, 75160]),
  ('partial repair guard 1', ('single', 97749, 500, 3000, 2, True, False), [5200, 92549]),
  ('partial repair guard 2', ('hoh', 39678, 500, 0, 1, True, True), [3250, 36428]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])],
 [('regression dependent-limit 1', ('single', 122829, 25958, 25000, 2, True, False), [25000, 97829]),
  ('regression dependent-limit 2', ('single', 98864, 35923, 25000, 0, True, False), [25000, 73864]),
  ('partial repair guard 1', ('single', 6251, 500, 0, 0, True, False), [1300, 4951]),
  ('partial repair guard 2', ('hoh', 111017, 500, 3000, 1, True, False), [3250, 107767]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000]),
  ('control: bad status', ('widow', 1, 1, 0, 0, False, False), 'ERR:status'),
  ('control: dependent no earnings', ('single', 3000, 0, 0, 0, True, False), [1300, 1700]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400])],
 [('regression dependent-limit 1', ('single', 68311, 20000, 0, 2, True, False), [18500, 49811]),
  ('regression dependent-limit 2', ('mfs', 120508, 35036, 0, 0, True, False), [14600, 105908]),
  ('partial repair guard 1', ('hoh', 85892, 0, 0, 2, True, True), [5200, 80692]),
  ('partial repair guard 2', ('mfj', 42614, 500, 0, 0, True, True), [1300, 41314]),
  ('control: single standard', ('single', 50000, 50000, 0, 0, False, False), [14600, 35400]),
  ('control: hoh with age', ('hoh', 30000, 30000, 0, 1, False, False), [23850, 6150]),
  ('control: dependent', ('single', 5000, 2000, 0, 0, True, False), [2450, 2550]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000])],
 [('regression dependent-limit 1', ('mfs', 104697, 20000, 15000, 0, True, False), [15000, 89697]),
  ('regression dependent-limit 2', ('mfs', 26507, 38557, 15000, 0, True, False), [15000, 11507]),
  ('partial repair guard 1', ('mfj', 30569, 500, 0, 0, True, True), [1300, 29269]),
  ('partial repair guard 2', ('mfj', 145593, 500, 0, 0, True, False), [1300, 144293]),
  ('control: mfs spouse itemizes', ('mfs', 40000, 40000, 3000, 2, False, True), [3000, 37000]),
  ('control: mfj below deduction', ('mfj', 20000, 20000, 0, 2, False, False), [32300, 0]),
  ('control: high-earning dependent', ('single', 9000, 20000, 0, 1, True, False), [16550, 0]),
  ('control: itemizer', ('mfj', 120000, 120000, 35000, 0, False, False), [35000, 85000])]]
for label, args, expected in cases[N - 1]:
    check(label, solve(*args), expected)
print(json.dumps({"observations": observations, "passed": all(x["passed"] for x in observations)}, ensure_ascii=False))
raise SystemExit(0 if all(x["passed"] for x in observations) else 1)
Boundary fixtureActualExpectedOutcome
regression dependent-limit 1[16550, 0][16550, 0]Passed
regression dependent-limit 2[14600, 39968][14600, 39968]Passed
partial repair guard 1[1300, 1700][1300, 1700]Passed
partial repair guard 2[3250, 18938][3250, 18938]Passed
control: single standard[14600, 35400][14600, 35400]Passed
control: hoh with age[23850, 6150][23850, 6150]Passed
control: dependent[2450, 2550][2450, 2550]Passed
control: mfs spouse itemizes[3000, 37000][3000, 37000]Passed

SHA-256 / 3405a3e13dcab89d512001d9b5d8a53f78824e6bd3fbbe9097c4279c5ccf50c5

Verification & scope

A deterministic, bounded teaching model with a stipulated toy contract; it makes no claim of conformance to any real regulation, standard, or institution's rules. This reproducer isolates one failure mechanism. Results cover the supplied fixtures. Variants within a family share a test contract and should remain grouped when constructing evaluation splits. Related mechanisms with a shared evaluation_group must also remain together; these controlled models are not independent production incidents.

Observations recorded using Python 3.12.14 at 2026-09-29T14:47:04.141436+00:00.

Case digest / c3199e613c1c9e995d49224b487ebdb12c341af12442aa409121270f7208b1cb