SIPP 1992 WAVE 5 TOPICAL MODULE MICRODATA RESEARCH FILE DATA DICTIONARY September 26, 1994 D SUSEQNUM 5 1 Sequence number of sample unit primary sort key D ID 9 6 Sample unit identifier This identifier is created by scrambling together the psu, segment and serial of the original sample address. It may be used in matching sample units from different waves D ROTATION 1 15 Rotation D STATE 2 16 Fips state code from the MST/GRIN file V 01 .Alabama V 04 .Arizona V 05 .Arkansas V 06 .California V 08 .Colorado V 09 .Connecticut V 10 .Delaware V 11 .District of Columbia V 12 .Florida V 13 .Georgia V 15 .Hawaii V 17 .Illinois V 18 .Indiana V 20 .Kansas V 21 .Kentucky V 22 .Louisiana V 24 .Maryland V 25 .Massachusetts V 26 .Michigan V 27 .Minnesota V 28 .Mississippi V 29 .Missouri V 31 .Nebraska V 32 .Nevada V 33 .New Hampshire V 34 .New Jersey V 35 .New Mexico V 36 .New York V 37 .North Carolina V 39 .Ohio V 40 .Oklahoma V 41 .Oregon V 42 .Pennsylvania V 44 .Rhode island V 45 .South Carolina V 47 .Tennessee V 48 .Texas V 49 .Utah V 51 .Virginia V 53 .Washington V 54 .West Virginia V 55 .Wisconsin V 61 .Maine,Vermont V 62 .Iowa,North Dakota,South Dakota V 63 .Alaska,Idaho,Montana,Wyoming D PINX 2 18 Person index from core D ADDID 2 20 Address Id. - This field differentiates households within the same psu, segment and serial, that is, households which originate out of an original sample household U All households D ITEM36B 2 22 Control card item 36B - Interview status code U All households V 01 .Interviewed Type A noninterview V 02 .No one home V 03 .Temporarily absent V 04 .Refused V 05 .Unable to locate V 06 .Other Type A Type B noninterview (Wave 1) V 09 .Vacant V 10 .Occupied by persons with URE V 11 .Unfit or to be demolished V 12 .Under construction, not ready V 13 .Converted to temporary business V .or storage V 14 .Unoccupied site for mobile home, V .trailer, or tent V 15 .Permit granted, construction not V .started V 16 .Other Type B Type B noninterview (Wave 2+) V 16 .Entire HH institutionalized V .or temporarily ineligible Type C noninterview (Wave 1) V 17 .Demolished V 18 .House or trailer moved V 19 .Converted to permanent business V .or storage V 20 .Merged V 21 .Condemned V 22 .Other Type C Type C noninterview (Wave 2+) V 22 .Deleted (sample adjustment, V .error) V 23 .Entire household deceased, moved V .out of country, or living in V .armed forces barracks Type D noninterview (Wave 2+) V 24 .Moved, address unknown V 25 .Moved within country beyond V .limit V 26 .All sample persons relisted on V .new control card(s) V 28 .Merged hhlds across panels D INTVW 1 24 Person's interview status U All persons, including children V 0 .Not applicable (children V .under 15) V 1 .Interview (self) V 2 .Interview (proxy) V 3 .Noninterview - Type Z refusal V 4 .Noninterview - Type Z other D PP-MIS1 1 25 Monthly person's interview status U All persons, including children V 1 .Interview V 2 .Non-interview D PP-MIS2 1 26 Monthly person's interview status U All persons, including children V 1 .Interview V 2 .Non-interview D PP-MIS3 1 27 Monthly person's interview status U All persons, including children V 1 .Interview V 2 .Non-interview D PP-MIS4 1 28 Monthly person's interview status U All persons, including children V 1 .Interview V 2 .Non-interview D PP-MIS5 1 29 Monthly person's interview status U All persons, including children V 1 .Interview V 2 .Non-interview D ENTRY 2 30 Edited entry address ID Address of the household that this person belonged to at the time this person first became part of the sample U All persons, including children D PNUM 3 32 Edited person number U All persons, including children D FINALWGT 12 35 'STAGE1WT' V second stage factor. U All persons, including children D RRP 1 47 Edited relationship to reference person U All persons, including children V 0 .Not a sample person in this V .month V 1 .Household reference person, V .living with relatives V 2 .Household reference person V .living alone or with only non- V .relatives (primary individual) V 3 .Spouse of household reference V .person V 4 .Child of household reference V .person V 5 .Other relative of household V .reference person V 6 .Non-relative of household V .reference person but related to V .others in the household - member V .of an unrelated sub (secondary) V .family V 7 .Non-relative of household V .reference person and not related V .to anyone else in the household V .(secondary individual) D AGE 3 48 Edited and imputed age as of last birthday U All persons, including children V 000 .Less than 1 full year V 001 .1 year V .etc. D SEX 1 51 Sex of this person Edited and imputed U All persons, including children V 1 .Male V 2 .Female D RACE 1 52 Race of this person Edited and imputed U All persons, including children V 1 .White V 2 .Black V 3 .American Indian, Eskimo or Aleut V 4 .Asian or Pacific Islander D MS 1 53 Marital status If a persons marital status changed during any month, the marital status show is the status maintained for the greatest part of the month - edited and imputed U Persons 15 years old or older V 0 .Not a sample person in this V .month V 1 .Married, spouse present V 2 .Married, spouse absent V 3 .Widowed V 4 .Divorced V 5 .Separated V 6 .Never married D PNSP 3 54 Person number of spouse U Persons 15 years old or older V 000 .Not a sample person in this V .month V 999 .Not applicable D PNPT 3 57 Person number of parent U Persons 15 years old or older V 000 .Not a sample person in this V .month V 999 .Not applicable D HIGRADE 2 60 What is the highest grade or year of regular school this person attended ? U Persons 15 years old or older V 00 .Not applicable if under 15, V .did not attend or attended only V .kindergarten V 01-08 .Elementary V 09-12 .High school V 21-26 .College D GRD-CMPL 1 62 Did he/she complete that grade U Persons 15 years old or older V 0 .Not applicable V 1 .Yes V 2 .No D ETHNICTY 2 63 Ethnic origin U All persons, including children V 01 .German V 02 .English V 03 .Irish V 04 .French V 05 .Italian V 06 .Scottish V 07 .Polish V 08 .Dutch V 09 .Swedish V 10 .Norwegian V 11 .Russian V 12 .Ukrainian V 13 .Welsh V 14 .Mexican-American V 15 .Chicano V 16 .Mexican V 17 .Puerto Rican V 18 .Cuban V 19 .Central or South American V .(Spanish speaking) V 20 .Other Spanish V 21 .Afro-American (Black or Negro) V 30 .Another group not listed V 39 .Don't know D WAVE 1 65 Wave of the panel D FILLER 3 66 Blank or Zero filler ********************************************* * Part A - Annual Income and Retirement * * Accounts * ********************************************* D TM8000 1 69 Check item T1 Are the names of any businesses listed for ... on the control card? U Persons 15 years of age or over V 0 .Not applicable V 1 .Yes - skip toD TM8006 V 2 .No D TM8002 1 70 Check item T2 Were interviews obtained for ... for each of the 1st, 2nd, 3rd and 4th waves? U Persons 15 years of age or over V 0 .Not applicable V 1 .Yes - skip to tm9330 V 2 .No D TM8004 1 71 Did ... own and operate a business at any time during calendar year 1992? U Persons 15 years of age or over V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9330 D TM8006 2 72 How many different businesses did ... own and operate during calendar year 1992? U Persons who owned and operated a business during 1992 V 01 .1 business V 02 .2 businesses V 03 .3 + businesses ********************************************* * Fields TMIND01-TM8020, TM8104-TM8126, * * TM8202-TM8222, and TM8274 apply to * * first business * ********************************************* D TMIND1 3 74 Three digit industry code for business in TM8010-TM8020 U Persons who owned and operated a business during 1992 V 000 .Not applicable D TM8010 2 77 Check item T3 for business Transcribe ID number for this business from control card item 43 U Persons who owned and operated a business during 1992 V -3 .Not listed on control card V 00 .Not applicable V 01-09 .ID number of business D TM8012 1 79 Check item T4 for business Has information about this business already been obtained in an inter- view for another household member? U Persons who owned and operated a business during 1992 V 0 .Not Universe V 1 .Yes V 2 .No - skip to TM8018 D TM8014 3 80 Person number of other owner of business U Persons who owned and operated a business for which information has already been obtained V 000 .Not applicable V 101-999 .Person number D TM8016 2 83 Business ID number of business for other owner U Persons who owned and operated a business for which information has already been obtained V -3 .None - skip to TM8274 V 00 .Not applicable V 01-09 .ID number of business - V .skip to TM8274 D TM8018 2 85 What was the form of this (business/ practice) - was it a sole propri- etorship, a partnership, or a cor- poration? U Persons who owned and operated a business during 1992 for which information has not been obtained V -1 .DK V 00 .Not applicable V 01 .Sole proprietorship V 02 .Partnership V 03 .Corporation D TM8020 1 87 Was this business primarily located in ...'s own home or somewhere else? U Persons who owned and operated a business during 1992 for which information has not been obtained V 0 .Not applicable V 1 .Own home V 2 .Somewhere else ******************************************** * Fields TM8104-TM8126 apply to * * the first business * ******************************************** D TM8104 1 88 Check item T5 for business Is "sole proprietorship" marked in TM8018? V 0 .Not applicable V 1 .Yes - skip to TM8118 V 2 .No D TM8106 2 89 Were any other members of this household part owners of this (business/practice)? U Owners of businesses that are not sole proprietorships V -1 .DK - skip to TM8116 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM8116 ********************************************* * The next two fields (TM8108 and * * TM8110) are person numbers in answer * * to the question: * * * * Which other household members were * * owners? * ********************************************* D TM8108 3 91 Person number of other household members who are owners U Owners of businesses which are not sole proprietorships and are part owned by other household members V 000 .Not applicable V 101-999 .Person number D TM8110 3 94 Person number of other household members who are owners U Owners of businesses which are not sole proprietorships and are part owned by other household members V 000 .Not applicable V 101-999 .Person number D TM8112 1 97 Was this (business/practice) owned entirely by members of this household? U Owners of businesses which are not sole proprietorships and are part owned by other household members V 0 .Not applicable V 1 .Yes - skip to TM8116 V 2 .No D TM8114 2 98 What percentage of this (business/ practice) was owned by members of this household? U Owners of businesses not owned entirely by members of this household V -1 .DK V 00 .Not applicable V 01-99 .Percent owned by household D TM8116 2 100 What percentage of this (business/ practice) did ... own in ...'s own name? U Persons who owned and operated a business V -1 .DK V 00 .Not applicable V 01-99 .Percent owned by ... D TM8118 6 102 What were the gross receipts of this (business/practice) in 1992? U Persons who owned and operated a business V -00001 .DK V -00002 .Refused V 000000 .Not applicable V 1-999999 .Dollars in gross receipts D TM8120 6 108 What were the total expenses of this (business/practice) in 1992? U Persons who owned and operated a business V -00001 .DK V -00002 .Refused V 000000 .Not applicable V 1-999999 .Dollars in total expenses D TM8122 1 114 Check item T6 for business Is "DK" marked in either TM8118 or TM8120? U Persons who owned and operated a business V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM8126 D TM8124 1 115 Information on (receipts/expenses) is especially important for this survey. If we were to call you back later could you provide us with an estimate? U Persons who owned and operated a business V 0 .Not applicable V 1 .Yes V 2 .No D TM8126 1 116 Check item T7 for business Is "sole proprietorship" marked in TM8018? U Persons who owned and operated a business V 0 .Not applicable V 1 .Yes - skip to TM8274 V 2 .No ********************************************* * The next two fields are possible * * answers to the question: * * * * What was...'s net income from this * * (business/practice) in 1992? * ********************************************* D TM8202 6 117 U Persons who owned and operated a business that is not a sole proprietorship V -00001 .DK V -00002 .Refused - skip to TM8208 V -00003 .None - skip to TM8208 V 000000 .Not applicable V 1-100000 .Dollars in income or loss - V .skip to TM8208 D TM8206 1 123 This information is especially important for the purposes of this survey. If we were to call back later could you provide us with an estimate? U Persons who don't know net income from business V 0 .Not applicable V 1 .Yes V 2 .No D TM8208 1 124 Check item T8 for business Were any other household members part owners of this business? U Persons who owned and operated a business V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM8274 D TM8210 2 125 Apart from the net income already reported for ..., did (other house- hold owners) receive any net income in 1992 from this (business/ practice)? U Persons who owned and operated a business with other household members as part owners V -1 .DK - skip to TM8274 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM8274 ********************************************* * The next six fields are possible * * answers for the person numbers indicated * * to the question: * * * * What was the amount of net income that * * was received by (other household owners)?* ********************************************* D TM8212 3 127 Person number of first co-owner of business U Persons who owned and operated a business with other household members who received income from business V 000 .Not applicable V 101-999 .Person number D TM8214 6 130 Amount of net income or loss for business for first co-owner U Persons who owned and operated a business with other household members who received income from business V -00001 .DK V -00002 .Refused V -00003 .None V 000000 .Not applicable V 1-100000 .Dollars in income or loss D TM8218 3 136 Person number of second co-owner of business U Persons who owned and operated a business with second co-owner V 000 .Not applicable V 101-999 .Person number D TM8220 6 139 Amount of net income or loss for business for second co-owner U Persons who owned and operated a business with second co-owner V -00001 .DK V -00002 .Refused V -00003 .None V 000000 .Not applicable V 1-100000 .Dollars in income or loss D TM8274 1 145 Check item T9 Is another business ? U Persons who owned and operated a business V 0 .Not applicable V 1 .Yes V 2 .No - Go to TM9330 ********************************************* * Fields TMIND2-TM8070, TM8154-TM8176, and * * TM8262-TM8272 apply to the second busines* ********************************************* D TMIND2 3 146 Three digit industry code for business in TM8060-TM8070 U Persons who owned and operated a second business V 000 .Not applicable D TM8060 2 149 Check item T3 for business Transcribe ID number for this business from control card item 43 U Persons who owned and operated a second business V -3 .Not listed on control card V 00 .Not applicable V 01-09 .ID number of business D TM8062 1 151 Check item T4 for business Has information about this business already been obtained in an inter- view for another household member? U Persons who owned and operated a second business V 0 .Not in universe V 1 .Yes V 2 .No - skip to TM8068 D TM8064 3 152 Person number of other owner of business U Persons who owned and operated a second business with another household member V 000 .Not applicable V 101-999 .Person number D TM8066 2 155 Business ID number of business for other owner U Persons who owned and operated a second business with another household member V -3 .None - skip to TM8276 V 00 .Not applicable V 01-09 .ID number of business - skip V .to TM8276 D TM8068 2 157 What was the form of this (business/ practice) - was it a sole propri- etorship, a partnership, or a cor- poration? U Persons who owned and operated a second business V -1 .DK V 00 .Not applicable V 01 .Sole proprietorship V 02 .Partnership V 03 .Corporation D TM8070 1 159 Was this business primarily located in ...'s own home or somewhere else? U Persons who owned and operated a second business V 0 .Not applicable V 1 .Own home V 2 .Somewhere else D TM8154 1 160 Check item T5 for business Is "sole proprietorship" marked in TM8068? U Persons who owned and operated a second business V 0 .Not applicable V 1 .Yes - skip to TM8168 V 2 .No D TM8156 2 161 Were any other members of this household part owners of this (business/practice)? U Persons who owned and operated a second business that is not a sole proprietorship V -1 .DK - skip to TM8166 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM8166 ********************************************* * The next two fields (TM8158 and * * TM8160) are person numbers in answer * * to the question: * * * * Which other household members were * * owners? * ********************************************* D TM8158 3 163 Person number of other household members who are owners U Persons who owned and operated a second business with other household members V 000 .Not applicable V 101-999 .Person number D TM8160 3 166 Person number of other household members who are owners U Persons who owned and operated a second business with other household members V 000 .Not applicable V 101-999 .Person number D TM8162 1 169 Was this (business/practice) owned entirely by members of this household? U Persons who owned and operated a second business with other household members V 0 .Not applicable V 1 .Yes - skip to TM8166 V 2 .No D TM8164 2 170 What percentage of this (business/ practice) was owned by members of this household? U Persons who owned and operated a second business not owned entirely by members of this household V -1 .DK V 00 .Not applicable V 01-99 .Percent owned by household D TM8166 2 172 What percentage of this (business/ practice) did ... own in ...'s own name? U Persons who owned and operated a second business not owned entirely by members of this household V -1 .DK V 00 .Not applicable V 01-99 .Percent owned by ... D TM8168 6 174 What were the gross receipts of this (business/practice) in 1992? U Persons who owned and operated a second business not owned entirely by members of this household V -00001 .DK V -00002 .Refused V 000000 .Not applicable V 1-999999 .Dollars in gross receipts D TM8170 6 180 What were the total expenses of this (business/practice) in 1992? U Persons who owned and operated a second business not owned entirely by members of this household V -00001 .DK V -00002 .Refused V 000000 .Not applicable V 1-999999 .Dollars in total expenses D TM8172 1 186 Check item T6 for business Is "DK" marked in either TM8168 or TM8170? U Persons who owned and operated a second business not owned entirely by members of this household V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM8176 D TM8174 1 187 Information on (receipts/expenses) is especially important for this survey. if we were to call you back later could you provide us with an estimate? U Persons who owned a second business but don't know amount of receipts/expenses V 0 .Not applicable V 1 .Yes V 2 .No D TM8176 1 188 Check item T7 for business one Is "sole proprietorship" marked in TM8018? U Persons who owned a second business but don't know amount of receipts/expenses V 0 .Not applicable V 1 .Yes - skip to TM8276 V 2 .No ********************************************* * The next two fields are possible * * answers to the question: * * * * What was ...'s net income from this * * second (business/practice) in 1992? * ********************************************* D TM8252 6 189 What was ...'s net income from this U Persons who owned and operated a second business V -00001 .DK V -00002 .Refused - skip to TM8258 V -00003 .None - skip to TM8258 V 000000 .Not applicable V 1-100000 .Net income or loss - V .skip to TM8258 D TM8256 1 195 This information is especially important for the purpose of this survey. if we were to call back later could you provide us with an estimate? U Persons who owned and operated a second business V 0 .Not applicable V 1 .Yes V 2 .No D TM8258 1 196 Check item T8 for business Were any other household members part owners of this business? U Persons who owned and operated a second business V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM8276 D TM8260 2 197 Apart from the net income already reported for ..., did (other household owners) receive any net income in 1992 from this (business/practice)? U Persons who owned and operated a second business with other household members V -1 .DK - skip to TM8276 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM8276 ********************************************* * The next five fields are possible * * answers for the person numbers indicated * * to the question: * * * * What was the amount of net income that * * was received by (other household * * members)? * ********************************************* D TM8262 3 199 Person number of first co-owner of business U Persons who owned and operated a business with other household members who received income from business V 000 .Not applicable V 101-999 .Person number D TM8264 6 202 Amount of net income or loss for business for first co-owner U Persons who owned and operated a business with other household members who received income from business V -00001 .DK V -00002 .Refused V -00003 .None V 000000 .Not applicable V 1-100000 .Dollars in income or loss D TM8268 3 208 Person number of second co-owner of business U Persons who owned and operated a business with other household members who received income from business V 000 .Not applicable V 101-999 .Person number D TM8270 6 211 Amount of net income or loss for business for second co-owner U Persons who owned and operated a business with other household members who received income from business V -00001 .DK V -00002 .Refused V -00003 .None V 000000 .Not applicable V 1-100000 .Dollars in income or loss D TM8276 1 217 Check item T10 Is the number of businesses marked in TM8006 three or more? U Persons who owned and operated a business with other household members who received income from business V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM8282 ********************************************* * The next two fields are possible * * answers to the question: * * * * What was ...'s net income from ...'s * * other businesses in 1992? * ********************************************* D TM8278 6 218 Amount of income or loss U Persons who owned and operated 3 or more businesses V -00001 .DK V -00002 .Refused V -00003 .None V 000000 .Not applicable V 1-100000 .Dollars in income or loss D TM9330 2 224 Does ... have an individual retirement account - an IRA - in ...'s own name? U Persons with IRA in own name V -1 DK - skip to TM9358 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9358 D TM9332 2 226 Did ... make any contributions to IRA accounts which applied to ...'s 1992 tax return? U Persons with IRA in own name V -1 .DK - skip to TM9336 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9336 D TM9334 5 228 How much were ...'s contributions to IRA accounts which applied to ...'s 1992 tax return? U Persons who made contributions to IRA accounts which applied to 1992 tax return V 00000 .Not applicable V 1-30000 .Dollars in contributions V -0001 .DK V -0002 .Refused D TM9336 2 233 Did ... make any withdrawals from ...'s IRA accounts during 1992? U Persons who made contributions to IRA accounts which applied to 1992 tax return V -1 .DK - skip to TM9340 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9340 D TM9338 5 235 How much did ... withdraw from IRA accounts during 1992? U Persons who made IRA withdrawals in 1992 V -0001 .DK V -0002 .Refused V 00000 .Not applicable V 1-30000 .Dollars in withdrawals D TM9340 5 240 Including all IRA accounts in ...'s own name, how much did ...'s IRA accounts earn during 1992? U Persons who made IRA withdrawals in 1992 V -0001 .DK V -0002 .Refused V 00000 .Not applicable V 1-30000 .Dollars in earnings ******************************************** * The next eight fields are possible * * responses to the question: * * * * What types of assets did ... have in * * ...'s IRA accounts during 1992? * * * * In the first seven cases the range * * of answers is: * * V 0 .Not marked as an asset * * V .or not applicable * * V 1 .Marked as an asset * ******************************************** D TM9342 1 245 Certificates of deposit or other savings certificates U Persons with IRA in own name D TM9344 1 246 Money market funds U Persons with IRA in own name D TM9346 1 247 U.S. government securities U Persons with IRA in own name D TM9348 1 248 Municipal or corporate bonds U Persons with IRA in own name D TM9350 1 249 U.S. Savings Bonds U Persons with IRA in own name D TM9352 1 250 Stocks or mutual fund shares U Persons with IRA in own name D TM9354 1 251 Other assets U Persons with IRA in own name D TM9356 1 252 Don't know types of assets U Persons with IRA in own name V 0 .Not applicable V 1 .DK D TM9358 2 253 Does ... have a KEOGH account in ...'s own name? U Persons 15 years of age or over V -1 .DK - skip to TM9385 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9385 D TM9360 2 255 Did ... make any contributions to a KEOGH account which applied to ...'s 1992 tax return? U Persons with KEOGH account in own name V -1 .DK - skip to TM9364 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9364 D TM9362 5 257 How much were ...'s contributions to KEOGH accounts which applied to ...'s 1992 tax return? U Persons with KEOGH account who made tax- deductible contributions which applied to 1992 taxes V -0001 .DK V -0002 .Refused V 00000 .Not applicable V 1-30000 .Dollars in contributions D TM9364 2 262 Did ... make any withdrawals from ...'s KEOGH accounts during 1992? U Persons with KEOGH account who made tax- deductible contributions which applied to 1992 taxes V -1 .DK - skip to TM9368 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9368 D TM9366 5 264 How much did ... withdraw from KEOGH accounts during 1992? U Persons who made withdrawals from KEOGH account in 1992 V -0001 .DK V -0002 .Refused V 00000 .Not applicable V 1-30000 .Dollars in withdrawals D TM9368 5 269 Including all KEOGH accounts in ...'s own name, how much did ...'s KEOGH accounts earn during 1992? U Persons who made withdrawals from KEOGH account in 1992 V -0001 .DK V -0002 .Refused V 00000 .Not applicable V 1-30000 .Dollars in earnings ********************************************* * The next eight fields are possible * * responses to the question: * * * * What types of assets did ... have in * * ...'s KEOGH accounts during 1992? * * * * In the first seven cases the range * * of answers is: * * V 0 .Not marked as an asset * * V .or not applicable * * V 1 .Marked as an asset * ********************************************* D TM9370 1 274 Certificates of deposit or other savings certificates U Persons with KEOGH account in own name D TM9372 1 275 Money market funds U Persons with KEOGH account in own name D TM9374 1 276 U.S. government securities U Persons with KEOGH account in own name D TM9376 1 277 Municipal or corporate bonds U Persons with KEOGH account in own name D TM9378 1 278 U.S. Savings Bonds U Persons with KEOGH account in own name D TM9380 1 279 Stocks or mutual fund shares U Persons with KEOGH account in own name D TM9382 1 280 Other assets U Persons with KEOGH account in own name D TM9384 1 281 Don't know of other assets U Persons with KEOGH account in own name V 0 .Not applicable V 1 .DK D TM9385 1 282 Are the names of any employers listed for ... on the control card? U Persons 15 years of age or over V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9390 D TM9386 2 283 During 1992, did ... participate in a salary reduction plan, sometimes called a 401K plan? U Persons with employer listed V -1 .DK - skip to TM9390 V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9390 D TM9388 6 285 How much did ... contribute to this plan during 1992? U Persons with employee thrift plan V -00001 .DK V -00002 .Ref. V -00003 .None V 000000 .Not applicable V 1 - 030000 .Total amount D TMEBCNT 3 291 Number of items with data on this record U Persons 15 years of age or over D FILLER 3 294 Blank or zero filler ********************************************* * Part B - Property and Income Taxes * ********************************************* D TM9390 1 297 Check item T26 Has tax information for ... already been obtained in an interview for a spouse with whom ... filed a joint return? U Persons 15 years of age or over V 0 .Not applicable V 1 .Yes - skip to TM9486 V 2 .No D TM9392 1 298 Did ... file a federal income tax return for 1992? U Persons for whom tax information has not been obtained V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9486 D TM9394 1 299 Do you have a copy of the tax form or a worksheet that you could refer to for the next few questions? U Person who filed federal tax return for 1992 V 0 .Not applicable V 1 .Yes V 2 .No D TM9396 2 300 What was ...'s filing status on ...'s 1992 federal tax return? Did ... file as - U Person who filed federal tax return for 1992 V -1 .DK V 00 .Not applicable V 01 .Single taxpayer V 02 .Married, filing a joint return V 03 .Married, filing separately V 04 .Unmarried head of household V 05 .Qualifying widow(er) with V .dependent child(ren) D TM9398 2 302 What were the total number of exemp- tions claimed on ...'s tax return? U Person who filed federal tax return for 1992 V -1 .DK V 01 .1 exemption V 02 .2 exemptions V 03 .3-5 exemptions V 04 .6 or more exemptions D TM9400 1 304 Number of current household members U Person who filed federal tax return for 1992 V 0 .Not applicable V 1 .One - skip to TM9414 V 2 .Two or more ********************************************* * The next six fields are possible * * responses to the question: * * * * Beside ... which persons in this * * household did ... claim as an exemption? * * * * In first five cases the range * * of answers is: * * V 000 .Not applicable * * V 101 - 999 .Person number * ********************************************* D TM9402 3 305 Person one U Households with 2 or more persons D TM9404 3 308 Person two U Households with 2 or more persons D TM9406 3 311 Person three U Households with 2 or more persons D TM9408 3 314 Person four U Households with 2 or more persons D TM9410 3 317 Person five U Households with 2 or more persons D TM9412 1 320 None in the household beside ... has been claimed as an exemption U Households with 2 or more persons V 0 .Not applicable V 1 .None in the household D TM9414 1 321 Did ... claim exemptions for any dependents that lived outside of ...'s home for the entire year? U Persons who filed federal tax return for 1992 and claimed exemptions V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9420 ******************************************** * The next two fields are possible * * responses to the question: * * * * What was the relationship of this * * (these) dependent(s) to ...? * * In each case the range of answers is: * * V 0 .Not applicable * * V 1 .Parent * * V 2 .Child * * V 3 .Brother/sister * * V 4 .Other * ******************************************** D TM9416 1 322 First dependent U Persons who filed federal tax return for 1992 and claimed exemptions for persons who lived outside of household D TM9418 1 323 Second dependent U Persons who filed federal tax return for 1992 and claimed exemptions for persons who lived outside of household D TM9420 2 324 Did ... file Form 1040, the long form or did ... file one of the short Forms 1040A or 1040EZ? U Persons who filed federal tax return for 1992 V -1 .DK - skip to TM9428 V 00 .Not applicable V 01 .Form 1040 V 02 .Form 1040A - skip to TM9428 V 03 .Form 1040EZ - skip to TM9428 ********************************************* * The next three fields are possible * * responses to the question: * * Is there any attached form on ...'s 1992 * * tax return * * In each case the range of answers is: * * V -1 .DK * * V 00 .Not applicable * * V 01 .Yes * * V 02 .No * ********************************************* D TM9422 2 326 Schedule A - itemized deductions U Persons who filed Form 1040 D TM9424 2 328 Schedule D - capital gains and losses U Persons who filed Form 1040 D TM9428 1 330 Check item T28 Does the respondent have a copy of ...'s federal income tax form or a worksheet to refer to? U Persons who filed tax form for 1992 V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9472 D TM9430 1 331 Check item T29 Is "Form 1040" marked in item 7? U Persons who have copy of tax return filed in 1992 V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9462 D TM9432 1 332 Check item T30 Is "Schedule A, itemized deductions" marked "yes" in TM9446? U Persons who filed 1040 V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9438 D TM9434 6 333 How much were ...'s (and ...'s husband's/wife's) itemized deductions for 1992? U Persons who filed Schedule A V -00001 .DK V -00002 .Ref V 000001 .1 - 2999 V 000002 .3000 - 3999 V 000003 .4000 - 4999 V 000004 .5000 - 5999 V 000005 .6000 - 6999 V 000006 .7000 - 7999 V 000007 .8000 - 8999 V 000008 .9000 - 9999 V 000009 .10000 - 10999 V 000010 .11000 - 11999 V 000011 .12000 - 12999 V 000012 .13000 - 13999 V 000013 .14000 - 16999 V 000014 .17000 - 21999 V 000015 .22000+ D TM9446 1 339 On ...'s form 1040, did ... (and ...'s husband/wife)claim a child and dependent care expense credit U Persons who filed 1040 V 0 .Not applicable V 1 .Yes V 2 .No D TM9448 6 340 What was the amount of the care expense credit claimed? U Persons who claimed child and dependent care expense credit V -00001 .DK V -00002 .Ref V 000001 .1-49 V 000002 .50-99 V 000003 .100-149 V 000004 .150-199 V 000005 .200-249 V 000006 .250-299 V 000007 .300-349 V 000008 .350-399 V 000009 .400-449 V 000010 .450-499 V 000011 .500-599 V 000012 .600-699 V 000013 .700-799 V 000014 .800+ D TM9450 1 346 On ...'s Form 1040, did ... (and ...'s husband/wife) claim a credit for the elderly and the permanently and totally disabled U Persons who filed 1040 V 0 .Not applicable V 1 .Yes V 2 .No D TM9452 5 347 What was the amount claimed as a credit for the elderly and the permanently and totally disabled U Persons who claimed child and dependent care expense credit V -0001 .DK V -0002 .Ref V 00001 .1-99 V 00002 .100-499 V 00003 .500+ D TM9458 1 352 Check item T31 Is "Schedule D, capital gains and losses" marked "yes" in item TM9424 U Persons who filed 1040 V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9462 D TM9460 6 353 How much were ...'s (and ...'s husband /wife's) capital gains or losses from the sale or exchange of personal assets for 1992? U Persons who filed Schedule D V -00001 .DK V -00002 .Ref V -00003 .None V -00004 .Lost money V 000000 .Not applicable V 000001 .1-99 V 000002 .100-199 V 000003 .200-299 V 000004 .300-499 V 000005 .500-699 V 000006 .700-999 V 000007 .1000-1299 V 000008 .1300-1999 V 000009 .2000-2999 V 000010 .3000-3999 V 000011 .4000-5999 V 000012 .6000-9999 V 000013 .10000-14999 V 000014 .15000+ D TM9462 6 359 Adjusted gross income is total income less certain types of adjust- ments and exclusions. What was ...'s (and ...'s husband's/wife's) adjusted gross income in 1992? Topcode at $75,000, bottom code at -$75,000 Recode all dollar amounts as follows: U Persons who filed tax return V -00003 .None V -00002 .Ref V -00001 .DK V 000000 .Not applicable V 000001 .[1-999] V 000002 .[1000-1199] V 000003 .[1200-1399] V 000004 .[1400-1599] V 000005 .[1600-1799] V 000006 .[1800-1999] V 000007 .[2000-2199] V 000008 .[2200-2399] V 000009 .[2400-2599] V 000010 .[2600-2799] V 000011 .[2800-2999] V 000012 .[3000-3499] V 000013 .[3500-3999] V 000014 .[4000-4499] V 000015 .[4500-4999] V 000016 .[5000-5499] V 000017 .[5500-5999] V 000018 .[6000-6499] V 000019 .[6500-6999] V 000020 .[7000-7499] V 000021 .[7500-7999] V 000022 .[8000-9999] V 000023 .[10000-14999] V 000024 .[15000-19999] V 000025 .[20000-24999] V 000026 .[25000-29999] V 000027 .[30000-34999] V 000028 .[35000-39999] V 000029 .[40000-49999] V 000030 .[50000-59999] V 000031 .[60000-69999] V 000032 .[70000-74999] V 000033 .[75000+] V 000034 .-4 or less D TM9464 6 365 Federal income tax liability is the total tax as determined by the tax table or schedule plus or minus certain adjustments. What was ...'s (and ...'s husband's/wife's) net tax liability in 1992? Topcode at $14,000 Recode all dollar amounts as follows: U Persons who filed tax return V -00003 .None V -00002 .Ref V -00001 .DK V 000000 .Not applicable V 000001 .[1-49] V 000002 .[50-99] V 000003 .[100-149] V 000004 .[150-199] V 000005 .[200-299] V 000006 .[300-399] V 000007 .[400-499] V 000008 .[500-599] V 000009 .[600-699] V 000010 .[700-799] V 000011 .[800-899] V 000012 .[900-999] V 000013 .[1000-1199] V 000014 .[1200-1399] V 000015 .[1400-1599] V 000016 .[1600-1799] V 000017 .[1800-1999] V 000018 .[2000-2199] V 000019 .[2200-2399] V 000020 .[2400-2599] V 000021 .[2600-2799] V 000022 .[2800-2999] V 000023 .[3000-3499] V 000024 .[3500-3999] V 000025 .[4000-4499] V 000026 .[4500-4999] V 000027 .[5000-5499] V 000028 .[5500-5999] V 000029 .[6000-6499] V 000030 .[6500-6999] V 000031 .[7000-7499] V 000032 .[7500-7999] V 000033 .[8000-9999] V 000034 .[10000-13999] V 000035 .[14000 + ] D TM9466 1 371 Check item T32 Amount of adjusted gross income reported U Persons who filed tax return V 0 .Not applicable V 1 .22,370 or more V 2 .Less than $22,370 D TM9472 2 372 Did ... claim an earned income credit on ...'s federal income tax return? U Persons who filed tax return V 00 .Not applicable V 01 .Yes V 02 .No - skip to TM9486 V -1 .DK - skip to TM9486 D TM9474 6 374 What was the amount of earned income credit claimed? U Persons who claimed earned income credit V -00001 .DK V -00002 .Refused V 000000 .Not applicable V 1-999999 .Dollars in credit claimed D TM9486 1 380 Check item T35 Are ...'s living quarters - U Persons 15 years of age or over V 0 .Not applicable V 1 .Owned or being bought? V 2 .Rented for cash -skip to TM9610 V 3 .Occupied without cash payment - V .skip to TM9610 D TM9488 1 381 Check item T36 Interview status of ...'s spouse U Persons with living quarters owned or being bought V 0 .Not applicable V 1 .No spouse in household V 2 .Interview for spouse not yet V .conducted V 3 .Interview for spouse already V .conducted - skip to TM9610 D TM9490 1 382 Did ... pay any property taxes on ...'s residence(s) in 1992? U Persons with living quarters owned or being bought V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9610 D TM9492 1 383 Did ... pay these jointly with some- else living here? U Persons who paid property taxes in 1992 V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM9498 ********************************************* * The next two fields are possible * * responses to the question: * * Who made these joint payments with ...? * * * * In each case the range of answers is: * * V 000 .Not applicable * * V 101-999 .Person number * ********************************************* D TM9494 3 384 Person one U Persons who paid joint property taxes in 1992 D TM9496 3 387 Person two U Persons who paid joint property taxes in 1992 D TM9498 6 390 What was the property tax bill for ...'s residence(s) in 1992? U Persons who paid joint property taxes in 1992 V -00001 .DK V -00002 .Ref V 000000 .Not applicable V 000001 .Amount under $100 V 000002 .Amount from $100-$199 V 000003 .Amount from $200-$299 V 000004 .Amount from $300-$399 V 000005 .Amount from $400-$499 V 000006 .Amount from $500-$599 V 000007 .Amount from $600-$699 V 000008 .Amount from $700-$799 V 000009 .Amount from $800-$899 V 000010 .Amount from $900-$999 V 000011 .Amount from $1000-$1099 V 000012 .Amount from $1111-$1199 V 000013 .Amount from $1200-$1299 V 000014 .Amount from $1300-$1499 V 000015 .Amount from $1400-$1799 V 000016 .Amount from $1800-$2099 V 000017 .Amount from $2100 or more D TMPICNT 2 396 Number of items with data on this record D FILLER 3 398 Blank or zero filler