Income (IN) Section

Fall 2021

BOX_00 (IN1000)

Route Details: 01 Box = BOX_00, BOX_10, BOX_20, BOX_30, BOX_35, BOX_40, BOX_50, BOX_60, BOX_70, BOX_75, BOX_80, BOX_90, BOX_100, BOX_110, BOX_120, BOX_130, BOX_140, BOX_150, BOX_160, BOX_170

02 Loop = LOOP_10, LOOP_20, LOOP_30, LOOP_40, LOOP_50, LOOP_60, LOOP_70, LOOP_80, LOOP_90

03 End Loop = END_LP10, END_LP20, END_LP30, END_LP40, END_LP50, END_LP60, END_LP70, END_LP80, END_LP90

04 Single Select = IN20, IN30, IN40, IN60, IN100, IN120, IN140, IN160, IN180, IN200, IN220, IN230, IN250, IN260, IN270, IN290, IN310, IN330, IN340, IN350, IN370, IN390, IN400, IN430, IN440, IN480, IN490, IN550, IN560, IN600, IN610, IN640, IN650, IN690, IN700, IN730, IN770, IN780, IN790

06 Single Select with Fill in Answer Text = IN50

08 Multiple Select = IN740

10 Multiple Select with Fill in Answer Text = IN410, IN450, IN500, IN510, IN570, IN620, IN660, IN750

18 Dollar Items Not Allowing Cents = IN90, IN110, IN130, IN150, IN170, IN190, IN240, IN280, IN300, IN320, IN360, IN380, IN420, IN470, IN540, IN590, IN630, IN680, IN720, IN760

19 Numeric Field = IN210, IN460, IN530, IN580, IN670, IN710

20 OS Text Field = IN740OS

24 Information Screen = IN10

BOX_10 (IN1001)

Route Details: The IN section is asked if the current round crosses two calendar years or if the current round is the final round of the panel (RndType=Cross or Final). Otherwise, continue to the next section.

Tester Notes: CAPI routes to the Income Section in all rounds of a Spring cycle, except Round 1.

In Round 1 or during a Fall cycle, CAPI skips the Income Section.

BOX_20 (IN1005)

Route Details: Context header display instructions:

SEE CONTEXT HEADER SPEC

IN10 (IN1010)

BLAISE NAME: FinanceIntro

Question Text:

For the next questions, it might be useful to have out some of the family's financial records, such as a copy of the family's tax forms or materials used to complete the tax form, such as year end bank statements, financial summaries, pay stubs, W-2 forms, and the like.

PRESS 1 AND ENTER TO CONTINUE.

Responses: CONTINUE 1 LOOP_10 (IN1015)

Instructions: Note: for all dollar amount range checks, allow the entry of whole dollars amounts only; do not collect cents.

Display Instructions:

LOOP_10 (IN1015)

Route Details: For each element in the RU-members-roster, ask BOX_30 - END_LP10.

Loop definition: LOOP_10 determines which RU members have filed or will file a federal income tax form for the calendar year. If a joint return was or will be filed, the loop determines who is the secondary filer. This loop cycles on persons who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized RU members).

CAPI sets a value to determine who the respondent is for the IN section. Those fields are INRespondent and INRespondentPersID.

If INRespondent=empty, then set INRespondent=ST.Respondent

If INRespondentPersID=empty then set INRespondentPersID=RespondentPersID

These values are set when Loop_10 is started and cannot be re-set once the loop is started. Even if the household respondent changes.

BOX_30 (IN1025)

Route Details: If person being looped on is a ‘SECONDARY FILER ON JOINT FEDERAL TAX RETURN’ [person has Pers.PrimaryFilerPID set with a value], go to END_LP10.

Otherwise, continue with IN20.

IN20 (IN1030)

BLAISE NAME: FiledTax

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

{Have/Has} {you/{PERSON}} filed a {YEAR} Federal income tax return?

HELP: F1

Responses: YES 1 IN40 (IN1040)

NO 2 IN30 (IN1035)

REFUSED RF IN30 (IN1035)

DON'T KNOW DK IN30 (IN1035)

Display Instructions: (For specifications purposes only; CAPI handles automatically:) If round 3, display first calendar year of panel for {YEAR} (FirstPanYear). If round 5, display second calendar year of panel for {YEAR} (SecondPanYear). If round 7, display third calendar year of panel for {YEAR} (ThirdPanYear). If round 9, display fourth calendar year of panel for {YEAR} (FourthPanYear).

IN30 (IN1035)

BLAISE NAME: WillFileTax

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

Will {you/{PERSON}} file a {YEAR} Federal income tax return?

HELP: F1

Responses: YES 1 IN40 (IN1040)

NO 2 END_LP10 (IN1095)

REFUSED RF END_LP10 (IN1095)

DON'T KNOW DK END_LP10 (IN1095)

IN40 (IN1040)

BLAISE NAME: FileStatus

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

{Was/Will} {your/{PERSON}'s} filing status {be} single, married filing joint return, married filing separately, head of household with qualifying person, or qualifying widow(er) with dependent children?

HELP: F1

Responses: SINGLE 1 BOX_35 (IN1050)

MARRIED FILING JOINT RETURN 2 IN50 (IN1045)

MARRIED FILING SEPARATELY 3 BOX_35 (IN1050)

HEAD OF HOUSEHOLD WITH QUALIFYING PERSON 4 BOX_35 (IN1050)

QUALIFYING WIDOW(ER) WITH DEPENDENT CHILDREN 5 BOX_35 (IN1050)

REFUSED RF BOX_35 (IN1050)

DON'T KNOW DK BOX_35 (IN1050)

Programmer Instructions: The person being looped on will be the ‘PRIMARY FILER ON FEDERAL TAX RETURN’.

NOTE TO PROGRAMMERS: Do we need a primary filer flag set for everyone here to facilitate the looping at LOOP_20?

Display Instructions: Display ‘was’ if IN20 is coded ‘1’ (YES). Display ‘will ’ and ‘be’ if IN30 is coded ‘1’ (YES).

IN50 (IN1045)

BLAISE NAME: JointFiler

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

Who is the other taxpayer that {you/{PERSON}} {are/is} filing jointly with?

HELP: F1

Responses: {FIRST NAME, [MIDDLE NAME], LAST NAME}1 1 BOX_35 (IN1050)

{FIRST NAME, [MIDDLE NAME], LAST NAME}2 2 BOX_35 (IN1050)

{FIRST NAME, [MIDDLE NAME], LAST NAME}3 3 BOX_35 (IN1050)

{FIRST NAME, [MIDDLE NAME], LAST NAME}4 4 BOX_35 (IN1050)

{FIRST NAME, [MIDDLE NAME], LAST NAME}N 5 BOX_35 (IN1050)

PERSON NOT IN RU 99 BOX_35 (IN1050)

Programmer Instructions: The person selected at IN50 will be the ‘SECONDARY FILER ON JOINT FEDERAL TAX RETURN’ linked to the person currently being looped on. Set the Pers.PrimaryFilerPID with the PRIMARY FILER’s PID (person currently being looped on) on the person selected at IN50’s Pers array.

NOTE TO PROGRAMMERS: This links the secondary filer to the primary filer. Is it also necessary to link the primary filer to the secondary filer? Do we need to set a secondary filer PID variable on the primary filer’s person array?

Display Instructions: Roster definition:

Roster 2 – no add/edit/delete

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following conditions:

Person is a current RU member (includes deceased and institutionalized RU members).

Person is not already the ‘PRIMARY FILER ON FEDERAL TAX RETURN’.

Person is not already the ‘SECONDARY FILER ON FEDERAL TAX RETURN’.

BOX_35 (IN1050)

Route Details: Automatically set IN60 to ‘1’ (LONG FORM 1040) and then go to END_LP10.

In Spring 2019 (P23R3 and P22R5), all interviewers were instructed to manually select code ‘1’ (LONG FORM 1040) at IN60.

Beginning in Spring 2020 (P24R3 and P23R5) and all later panel/rounds, CAPI will automatically set IN60 to code ‘1’ (LONG FORM 1040).

IN60 (IN1070)

BLAISE NAME: TaxForm

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

{Did/Will} {you/{PERSON}} file on the long form 1040, the short form 1040A, or the short form 1040EZ?

Responses: LONG FORM 1040 1 END_LP10 (IN1095)

SHORT FORM 1040A 2 END_LP10 (IN1095)

SHORT FORM 1040EZ 3 END_LP10 (IN1095)

OTHER 91 END_LP10 (IN1095)

REFUSED RF END_LP10 (IN1095)

DON'T KNOW DK END_LP10 (IN1095)

Display Instructions: Display ‘Did’ if IN20 is coded ‘1’ (YES). Display ‘Will’ if IN30 is coded ‘1’ (YES).

Beginning in Spring 2020 (P24R3 and P23R5) and all later panel/rounds, CAPI will automatically set IN60 to code ‘1’ (LONG FORM 1040) without presenting IN60 to the interviewer.

END_LP10 (IN1095)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER who meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_10 and continue with LOOP_20.

LOOP_20 (IN1105)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask BOX_40 - END_LP20.

Loop definition: LOOP_20 collects information on taxable income for each RU member who is 16 years of age or older or has filed or will file a federal tax return for this calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following condition:

- Person is a current RU member (includes deceased and institutionalized RU members).

General Display Instructions for Loop_20:

For ‘NAME OF SECONDARY FILER’, display the person’s name selected at IN50 during LOOP_10 for the primary filer currently being asked about. If the secondary filer is outside of the RU (IN50=99), display the secondary filer’s name as ‘PERSON NOT IN RU’. This person will have Pers.PrimaryFilerPID set with the PID of the person being looped on. If IN50 was not asked in LOOP_ 10 for this person, use a null display.

BOX_40 (IN1115)

Route Details: If person being looped on is the ‘PRIMARY FILER ON FEDERAL TAX RETURN’ [IN40 ≠ EMPTY], go to IN90.

If person being looped on is a ‘SECONDARY FILER ON A JOINT FEDERAL TAX RETURN’ [person has a value set for Pers.PrimaryFilerPID], go to END_LP20.

Otherwise (i.e., person is not either the ‘PRIMARY FILER ON FEDERAL TAX RETURN’ or the ‘SECONDARY FILER ON A JOINT FEDERAL TAX RETURN’, that is, IN30 is coded ‘2’ (NO), ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) for this person), continue with BOX_50.

BOX_50 (IN1120)

Route Details: If person being looped on is 16 years of age or older (or in age categories 4-9), continue with IN90.

Otherwise (i.e., person is less than 16 years of age (or in age categories 1-3) and IN30 is coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW)), go to END_LP20.

Note: The purpose of BOX_40 and BOX_50 is to skip out persons already identified as secondary filers and persons younger than 16 years of age who have not already reported that they have filed or will file a federal income tax return.

Note: Prior to Spring 2020, persons reporting that they have filed or will file a 1040A short form (IN60=2) or a 1040EZ form (IN60=3) receive the wages, interest, dividends, IRA, pensions, unemployment, and social security taxable income items.

Prior to Spring 2020, persons reporting that they have filed or will file a 1040 long form, other type of form, or refused or don’t know the type of form (IN60=1, 91, RF, DK) receive all the taxable income questions.

Beginning in Spring 2020, all persons (and all tax filing units) receive all taxable income questions, including those persons reporting that they have not filed and will not file any federal tax return (IN30=2, RF, DK) and are 16 years of age or older.

IN90 (IN1125)

BLAISE NAME: AmtWage

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

{People can get money from many different sources, such as wages and salaries, social security, and interest on savings. The next few questions ask about different sources of income that {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} received in {YEAR}. It would be useful to have out any year-end paystubs, W-2 forms, or other tax forms that you may have.} {Now let's talk about {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}}.}

During {YEAR}, how much money did {you/you both/they/{he/she}/{and {NAME OF SECONDARY FILER}} receive from wages or salary, tips, commissions, or bonuses?

ENTER AMOUNT

HELP: F1

Responses: 1 BOX_60 (IN1130)

REFUSED RF IN130 (IN1145)

DON'T KNOW DK IN100 (IN1126)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 300,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘People get money from many different sources, such as wages and salaries, social security, and interest on savings. The next few questions ask about different sources of income that {you/PERSON}} {and {you/{NAME OF SECONDARY FILER}}} received in {YEAR}. It would be useful to have out any year-end paystubs, W-2 forms, or other tax forms that you may have.’ If first cycle through LOOP_20.

Otherwise, use null display.

Display ‘Now let’s talk about {you/PERSON}} {and {you/NAME OF SECONDARY FILER}}}.}’ if not first cycle through LOOP_20.

If first cycle through LOOP_20, use a null display.

Display '{and {you/{NAME OF SECONDARY FILER}}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, Display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display ‘you’ if person being looped on as the primary filer is the respondent. Display '{and {NAME OF SECONDARY FILER}' substituting the person's name selected at IN50 if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you both' if IN40 is coded '2' (MARRIED FILING JOINT RETURN) and person being looped on is not the respondent and the secondary filer is the respondent. Use a null display for '{and {NAME OF

SECONDARY FILER}'.

Display 'they' if IN40 is coded '2' (MARRIED FILING JOINT RETURN) and person being looped on is not the respondent. Use a null display for '{and {NAME OF SECONDARY FILER}'.

Display '{he/she}' using the person being looped on to determine pronoun substitution if IN40 <>2 (MARRIED FILING JOINT RETURN). Use a null display for '{and {NAME OF SECONDARY FILER}'.

(For specifications purposes only; CAPI handles automatically:) If round 3, display first calendar year of panel for {YEAR} (FirstPanYear). If round 5, display second calendar year of panel for {YEAR} (SecondPanYear). If round 7, display third calendar year of panel for {YEAR} (ThirdPanYear). If round 9, display fourth calendar year of panel for {YEAR} (FourthPanYear).

Display IN90, IN100, IN110 and IN120 on the same form pane.

IN100 (IN1126)

BLAISE NAME: AmtWageRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

IN-1.

Which of the ranges on card IN-1 is the best estimate of how much money was received [from wages or salary, tips, commissions, or bonuses in {YEAR}]?

Responses: 1 - 5,000 1 BOX_60 (IN1130)

5,001 - 10,000 2 BOX_60 (IN1130)

10,001 - 15,000 3 BOX_60 (IN1130)

15,001 - 25,000 4 BOX_60 (IN1130)

25,001 - 50,000 5 BOX_60 (IN1130)

50,001 - 100,000 6 BOX_60 (IN1130)

100,001 OR MORE 7 BOX_60 (IN1130)

REFUSED RF BOX_60 (IN1130)

DON'T KNOW DK BOX_60 (IN1130)

Display IN90, IN100, IN110 and IN120 on the same form pane.

BOX_60 (IN1130)

Route Details: If IN40 is coded ‘2’ (MARRIED FILING JOINT RETURN) and IN90 <> 0, continue with IN110.

Otherwise, go to IN130.

IN110 (IN1135)

BLAISE NAME: AmtWageFiler

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

{Of the {AMOUNT ENTERED AT IN90}, how/How} much money did {you/{PRIMARY FILER}} receive from wages or salary, tips, commissions, or bonuses?

ENTER AMOUNT

Responses: 1 IN130 (IN1145)

REFUSED RF IN130 (IN1145)

DON'T KNOW DK IN120 (IN1140)

Programmer Instructions: Hard Check:

If a dollar amount is entered at both IN90 and IN110, then the amount entered at IN110 must be less than or equal to the amount entered at IN90 (i.e., IN110 <= IN90). If the amount entered at IN110 is greater than the amount entered at IN90, display the following message: “AMOUNT ENTERED AT

IN110 (AmtWageFiler) MUST BE LESS THAN OR EQUAL TO TOTAL WAGE AMOUNT ENTERED AT IN90 (AmtWage). VERIFY AND RE-ENTER.”

Soft Check:

If a range amount is entered at IN100 and a dollar amount is entered at IN110, the amount entered at IN110 must be less than or equal to the upper limit of the range amount selected at IN100. (For example, if IN100 is coded ‘5’ (25,001-50,000), then the amount entered at IN110 should be less than or equal to 50,000). If the amount entered at IN110 is greater than upper limit of the range amount selected at IN110 (excluding RF and DK values), display the following message: “VALUE ENTERED IS HIGHER THAN EXPECTED. AMOUNT ENTERED AT IN110 (AmtWageFiler) IS GREATER THAN RANGE SELECTED AT IN100 (AmtWageRng). Verify and correct if needed.”

If the INRespondent = Secondary Tax Filer of the tax filing unit being looped on (INRespondentPersID <>PrimaryFilerPersID for this loop), set WageSplit=Secondary Filer for this tax filing unit.

Placeholder for MHOP processing:

If WageSplit=Secondary Filer, then the amount entered at AmtWageFiler must be recalculated to represent the amount earned by the primary filer.

Display Instructions: Display IN90, IN100, IN110 and IN120 on the same form pane.

Display “Of the {AMOUNT ENTERED AT IN90}, how” if an amount is entered at IN90. Display “How” if IN90 is coded ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW).

For “AMOUNT ENTERED AT IN90”, display the entry made at IN90 as “$xxxxxx.00”.

Display “you” if the current respondent is listed as either the Primary or Secondary Tax filer in this tax filing unit. Otherwise (current respondent is not listed as part of this unit), display “{PRIMARY FILER}” substituting the full name of the primary filer in this tax filing unit.

IN120 (IN1140)

BLAISE NAME: AmtWageRngFiler

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

&IN-1.

Which of the ranges on card IN-1 is the best estimate of how much money {you/{PRIMARY FILER}} received [from wages or salary, tips, commissions, or bonuses in {YEAR}]?

Responses: 1 - 5,000 1 IN130 (IN1145)

5,001 - 10,000 2 IN130 (IN1145)

10,001 - 15,000 3 IN130 (IN1145)

15,001 - 25,000 4 IN130 (IN1145)

25,001 - 50,000 5 IN130 (IN1145)

50,001 - 100,000 6 IN130 (IN1145)

100,001 OR MORE 7 IN130 (IN1145)

REFUSED RF IN130 (IN1145)

DON'T KNOW DK IN130 (IN1145)

Programmer Instructions: Hard Check: 1. If a range is entered at both IN100 and IN120, then range entered at IN120 must be less than or equal to the range selected at IN100. (Do not invoke this check if either IN100 or IN120 has a RF or DK value). If the range selected at IN120 is greater than the range selected at IN100, display the following message: “RANGE SELECTED AT IN120 (AmtWageRngFiler) MUST BE LESS THAN OR EQUAL TO TOTAL WAGE RANGE SELECTED AT IN100 (AmtWageRng). VERIFY AND RE-ENTER.”

Soft Check:

1. If a dollar amount was entered at IN90 and a range was selected at IN120, the lower limit of the range at IN120 should be less than or equal to the amount entered at IN90. (For example, if IN90 =30,000 the range selected at IN120 can be any category with a lower limit that is less than or equal to 30,000 – which would be categories 1-5.) If the range selected at IN120 (excluding RF and DK values) has a lower limit that is greater than amount entered at IN90, display the following message:

“RANGE SELECTED IS HIGHER THAN EXPECTED. RANGE SELECTED AT IN120 (AmtWageRngFiler) IS GREATER THAN AMOUNT ENTERED AT IN90 (AmtWage). VERIFY AND CORRECT IF NEEDED.”

If the INRespondent = Secondary Tax Filer of the tax filing unit being looped on (INRespondentPersID <>PrimaryFilerPersID for this loop), set WageSplit=Secondary Filer for this tax filing unit .

Placeholder for MHOP processing:

If WageSplit=Secondary Filer, then the amount entered at AmtWageRngFiler must be recalculated to represent the amount earned by the primary filer. Rules may need to be implemented when ranges are entered at IN100 and IN120 in order to properly determine what the amount received by the primary filer should be.

Display IN90, IN100, IN110 and IN120 on the same form pane.

IN130 (IN1145)

BLAISE NAME: AmtInt

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive in taxable interest from savings accounts, bonds, NOW accounts, money market accounts, or similar types of investments?

{IF NECESSARY, SAY: If any interest from a joint account, include only the amount that would be {your/his/her} portion.}

ENTER AMOUNT

HELP: F1

Responses: 1 IN150 (IN1155)

REFUSED RF IN150 (IN1155)

DON'T KNOW DK IN140 (IN1150)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘IF NECESSARY, SAY ... portion.’ if IN40 is not coded ‘2’ (MARRIED, FILING JOINT RETURN) or if IN40 was not asked. If IN40 is coded ‘2’ (MARRIED, FILING JOINT RETURN), use a null display.

Display 'and {you/{NAME OF SECONDARY FILER}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

IN140 (IN1150)

BLAISE NAME: AmtIntRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

&IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [in interest from savings accounts, bonds, NOW accounts, money market accounts, or similar types of investments in {YEAR}]

Responses: 1 - 100 1 IN150 (IN1155)

101 - 500 2 IN150 (IN1155)

501 - 1,000 3 IN150 (IN1155)

1,001 - 5,000 4 IN150 (IN1155)

5,001 - 15,000 5 IN150 (IN1155)

15,001 OR MORE 6 IN150 (IN1155)

REFUSED RF IN150 (IN1155)

DON'T KNOW DK IN150 (IN1155)

IN150 (IN1155)

BLAISE NAME: AmtDivd

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you{NAME OF SECONDARY FILER}}} receive from dividends?

{IF NECESSARY, SAY: If any dividends from a joint source, include only the amount that would be {your/his/her} portion.}

ENTER AMOUNT

HELP: F1

Responses: 1 BOX_70 (IN1165)

REFUSED RF BOX_70 (IN1165)

DON'T KNOW DK IN160 (IN1160)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘IF NECESSARY, SAY ... portion).’ if IN40 is not coded ‘2’ (MARRIED, FILING JOINT RETURN) or if IN40 was not asked. If IN40 is coded ‘2’ (MARRIED, FILING JOINT RETURN), use a null display.

Display '{and {you/{NAME OF SECONDARY FILER}}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, Use A Null Display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

IN160 (IN1160)

BLAISE NAME: AmtDivdRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

&IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from dividends in {YEAR}]?

Responses: 1 - 100 1 BOX_70 (IN1165)

101 - 500 2 BOX_70 (IN1165)

501 - 1,000 3 BOX_70 (IN1165)

1,001 - 5,000 4 BOX_70 (IN1165)

5,001 - 15,000 5 BOX_70 (IN1165)

15,001 OR MORE 6 BOX_70 (IN1165)

REFUSED RF BOX_70 (IN1165)

DON'T KNOW DK BOX_70 (IN1165)

BOX_70 (IN1165)

Route Details: If IN60 is coded ‘2’ (SHORT FORM 1040A), or ‘3’ (SHORT FORM 1040EZ) go to IN280.

Otherwise, continue with BOX_75 .

BOX_75 (IN1170)

Route Details: If IN40 = '1' (SINGLE), '3' (MARRIED FILING SEPARATELY), '4' (HEAD OF HOUSEHOLD WITH QUALIFYING PERSON), '5' (QUALIFYING WIDOW(ER) WITH DEPENDENT CHILDREN), 'DK' (DON'T KNOW), 'RF' (REFUSED), or EMPTY≤

AND

The primary filer is 16 years or older (or in age categories 4-9)

AND

If the primary filer is married in the current round and in the 2 prior rounds (SimplePerson.FullYrMarried=1 as set in the RE wall)

IN40 = '2' (MARRIED FILING JOINTLY),

AND

Both primary and secondary filers are 16 years or older (or in age categories 4-9)

AND

The primary and secondary filer (tax unit) are married in the current round and in the prior 2 rounds (SimplePerson.FullYrMarried=1 as set in the RE Wall).

Go to IN190.

Otherwise, continue with IN170.

IN170 (IN1180)

BLAISE NAME: AmtAlim

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive from alimony?

ENTER AMOUNT

HELP: F1

Responses: 1 IN190 (IN1190)

REFUSED RF IN190 (IN1190)

DON'T KNOW DK IN180 (IN1185)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display '{and {you/{NAME OF SECONDARY FILER}}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

IN180 (IN1185)

BLAISE NAME: AmtAlimRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from alimony in {YEAR}]?

Responses: 1 - 100 1 IN190 (IN1190)

101 - 500 2 IN190 (IN1190)

501 - 1,000 3 IN190 (IN1190)

1,001 - 5,000 4 IN190 (IN1190)

5,001 - 15,000 5 IN190 (IN1190)

15,001 OR MORE 6 IN190 (IN1190)

REFUSED RF IN190 (IN1190)

DON'T KNOW DK IN190 (IN1190)

IN190 (IN1190)

BLAISE NAME: AmtBusn

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} earn or lose from {their/{your/his/her}} own farm or non-farm business or practice?

{IF NECESSARY, SAY: If any money from a shared business, include only the amount that would be {your/his/her} portion.}

ENTER AMOUNT

HELP: F1

Responses: 1 BOX_80 (IN1195)

REFUSED RF IN240 (IN1225)

DON'T KNOW DK IN220 (IN1215)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 300,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display ‘{and {you/{NAME OF SECONDARY FILER}}}’ if IN40 is coded `2` (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display 'their' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, display '{your/his/her}' using the person being looped on to determine pronoun substitution.

Display IN190 and IN200 on the same form pane.

BOX_80 (IN1195)

Route Details: If amount other than zero entered at IN190, continue with IN200.

Otherwise, go to IN240.

IN200 (IN1200)

BLAISE NAME: BusnEarnLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: WAS THE AMOUNT ENTERED EARNINGS OR LOSS?

Responses: EARNINGS 1 BOX_90 (IN1205)

LOSS 2 BOX_90 (IN1205)

Display Instructions: Display IN190 and IN200 on the same form pane.

BOX_90 (IN1205)

Route Details: If IN40 is coded ‘2’ (MARRIED FILING JOINT RETURN), continue with IN210.

Otherwise, go to IN240.

IN210 (IN1210)

BLAISE NAME: PctBusnFiler

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

What percentage of this amount was {received/lost} by {you/{PRIMARY FILER}}?

ENTER PERCENT

Responses: 1 IN240 (IN1225)

REFUSED RF IN240 (IN1225)

DON'T KNOW DK IN240 (IN1225)

Display Instructions: If IN200 is coded ‘1’ (EARNINGS), display ‘received’. If IN200 is coded ‘2’ (LOSS), display ‘lost’.

Display IN210, IN220, and IN240 on the same form pane if a percentage is entered here.

IN220 (IN1215)

BLAISE NAME: AmtBusnRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was earned or lost [from {their/{your/his/her}} own farm or non-farm business or practice in {YEAR}]?

Responses: 1 - 100 1 IN230 (IN1220)

101 - 500 2 IN230 (IN1220)

501 - 1,000 3 IN230 (IN1220)

1,001 - 5,000 4 IN230 (IN1220)

5,001 - 15,000 5 IN230 (IN1220)

15,001 OR MORE 6 IN230 (IN1220)

REFUSED RF IN240 (IN1225)

DON'T KNOW DK IN240 (IN1225)

Display Instructions: Display 'their' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, Display '{your/his/her}' using the person being looped on to determine pronoun substitution.

Display IN210, IN220, and IN230 on the same form pane.

IN230 (IN1220)

BLAISE NAME: BusnRngEarnLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT EARNINGS OR LOSS?

Responses: EARNINGS 1 IN240 (IN1225)

LOSS 2 IN240 (IN1225)

Display Instructions: Display IN210, IN220, and IN230 on the same form pane.

IN240 (IN1225)

BLAISE NAME: AmtSale

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money was {your/{PERSON}} {and {your/{NAME OF SECONDARY FILER}'s}} net gain or net loss from the sale of property or other assets, after excluding expenses, including the sale of {their/{your/his/her}} home, if it was taxable?

{IF NECESSARY, SAY: A net gain or net loss would subtract the purchase cost and other related expenses from the sale price. {If any money from a shared property or other asset, include only the amount that would be {your/his/her} portion.}

ENTER AMOUNT

HELP: F1

Responses: 1 BOX_100 (IN1230)

REFUSED RF IN280 (IN1250)

DON'T KNOW DK IN260 (IN1240)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 300,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘If any money from a shared property or other asset ... portion).’ if IN40 is not coded ‘2’ (MARRIED, FILING JOINT RETURN) or if IN40 was not asked. If IN40 is coded ‘2’ (MARRIED, FILING JOINT RETURN), use a null display.

Display ‘and {your/{NAME OF SECONDARY FILER}'s}’ If IN40 is coded `2` (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'your' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}'s}' substituting the person's name selected at IN50.

Display 'their' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, display '{your/his/her}' using the person being looped on to determine pronoun substitution.

Display IN240, IN250, IN260, and IN270 on the same form pane.

BOX_100 (IN1230)

Route Details: If amount other than zero entered at IN240, continue with IN250.

Otherwise, go to IN280.

IN250 (IN1235)

BLAISE NAME: SaleGainLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET LOSS?

Responses: NET GAIN 1 IN280 (IN1250)

NET LOSS 2 IN280 (IN1250)

Programmer Instructions: RF/DK disallowed.

Display Instructions: Display IN240, IN250, IN260, and IN270 on the same form pane.

IN260 (IN1240)

BLAISE NAME: AmtSaleRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was earned or lost [from the sale of {their/{your/his/her}} property or other assets, including the sale of home, if it was taxable, in {YEAR}]?

Responses: 1 - 100 1 IN270 (IN1245)

101 - 500 2 IN270 (IN1245)

501 - 1,000 3 IN270 (IN1245)

1,001 - 5,000 4 IN270 (IN1245)

5,001 - 15,000 5 IN270 (IN1245)

15,001 OR MORE 6 IN270 (IN1245)

REFUSED RF IN280 (IN1250)

DON'T KNOW DK IN280 (IN1250)

Display Instructions: Display 'their' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, display '{your/his/her}' using the person being looped on to determine pronoun substitution.

Display IN240, IN250, IN260 and IN270 on the same form pane.

IN270 (IN1245)

BLAISE NAME: SaleRngGainLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN OR NET LOSS?

Responses: NET GAIN 1 IN280 (IN1250)

NET LOSS 2 IN280 (IN1250)

Programmer Instructions: RF/DK disallowed.

Display Instructions: Display IN240, IN250, IN260 and IN270 on the same form pane.

IN280 (IN1250)

BLAISE NAME: AmtRetir

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive from payments from Individual Retirement Accounts, that is, IRA, 401k, 403(b), or Keogh accounts?

ENTER AMOUNT

HELP: F1

Responses: 1 IN300 (IN1260)

REFUSED RF IN300 (IN1260)

DON'T KNOW DK IN290 (IN1255)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display '{and {you/{NAME OF SECONDARY FILER}}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display IN280 and IN290 on the same form pane.

IN290 (IN1255)

BLAISE NAME: AmtRetirRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from payments from IRA, Keogh, and 401K accounts in {YEAR}]?

Responses: 1 - 100 1 IN300 (IN1260)

101 - 500 2 IN300 (IN1260)

501 - 1,000 3 IN300 (IN1260)

1,001 - 5,000 4 IN300 (IN1260)

5,001 - 15,000 5 IN300 (IN1260)

15,001 OR MORE 6 IN300 (IN1260)

REFUSED RF IN300 (IN1260)

DON'T KNOW DK IN300 (IN1260)

Display IN280 and IN290 on the same form pane.

IN300 (IN1260)

BLAISE NAME: AmtPension

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive from private pensions, military retirement, other Federal government employee pensions, state or local government employee pensions, or annuities?

ENTER AMOUNT

HELP: F1

Responses: 1 BOX_110 (IN1270)

REFUSED RF BOX_110 (IN1270)

DON'T KNOW DK IN310 (IN1265)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 300,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘{and {you/{NAME OF SECONDARY FILER}}}’ If IN40 is coded '2' (MARRIED FILING JOINTRETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

For ‘NAME OF SECONDARY FILER’, display the person’s name selected at IN50 during LOOP_10 for the primary filer currently being asked about. If IN50 was not asked in LOOP_10 for this person, use a null display.

Display IN300 and IN310 on the same form pane.

IN310 (IN1265)

BLAISE NAME: AmtPensionRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-1.

Which of the ranges on card IN-1 is the best estimate of how much money was received [from private pensions, military retirement, other Federal government employee pensions, state or local government employee pensions, or annuities in {YEAR}]?

Responses: 1 - 5,000 1 BOX_110 (IN1270)

5,001 - 10,000 2 BOX_110 (IN1270)

10,001 - 15,000 3 BOX_110 (IN1270)

15,001 - 25,000 4 BOX_110 (IN1270)

25,001 - 50,000 5 BOX_110 (IN1270)

50,001 - 100,000 6 BOX_110 (IN1270)

100,001 OR MORE 7 BOX_110 (IN1270)

REFUSED RF BOX_110 (IN1270)

DON'T KNOW DK BOX_110 (IN1270)

Display IN300 and IN310 on the same form pane.

BOX_110 (IN1270)

Route Details: If IN60 is coded ‘2’ (SHORT FORM 1040A) or ‘3’ (SHORT FORM 1040EZ), go to BOX_130.

Otherwise, continue with IN320.

IN320 (IN1275)

BLAISE NAME: AmtTrust

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive as a net gain or loss, after excluding expenses, from estates or trusts, partnerships, S corporations, royalties, or from rental income?

{IF NECESSARY, SAY: A net gain or net loss would subtract the purchase cost and other related expenses from the sale price. {If any money from a joint venture, include only the amount that would be {your/his/her} portion.}

HELP: F1

Responses: 1 BOX_120 (IN1280)

REFUSED RF BOX_130 (IN1296)

DON'T KNOW DK IN340 (IN1290)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 300,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘If any money from ... portion).’ if IN40 is not coded ‘2’ (MARRIED, FILING JOINT RETURN) or if IN40 was not asked. If IN40 is coded ‘2’ (MARRIED, FILING JOINT RETURN), use a null display.

Display '{and {you/{NAME OF SECONDARY FILER}}}' if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. OTHERWISE, Display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display IN320, IN330, IN340 and IN350 on the same form pane.

BOX_120 (IN1280)

Route Details: If amount other than zero entered at IN320, continue with IN330.

Otherwise, go to BOX_130.

IN330 (IN1285)

BLAISE NAME: TrustGainLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET LOSS?

Responses: NET GAIN 1 BOX_130 (IN1296)

NET LOSS 2 BOX_130 (IN1296)

Programmer Instructions: RF/DK disallowed.

Display Instructions: Display IN320, IN330, IN340 and IN350 on the same form pane.

IN340 (IN1290)

BLAISE NAME: AmtTrustRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was earned or lost [from estates or trusts, partnerships, S corporations, royalties, or from rental income in {YEAR}]?

Responses: 1 - 100 1 IN350 (IN1295)

101 - 500 2 IN350 (IN1295)

501 - 1,000 3 IN350 (IN1295)

1,001 - 5,000 4 IN350 (IN1295)

5,001 - 15,000 5 IN350 (IN1295)

15,001 OR MORE 6 IN350 (IN1295)

REFUSED RF BOX_130 (IN1296)

DON'T KNOW DK BOX_130 (IN1296)

Display IN320, IN330, IN340 and IN350 on the same form pane.

IN350 (IN1295)

BLAISE NAME: TrustRngGainLoss

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN OR NET LOSS?

Responses: NET GAIN 1 BOX_130 (IN1296)

NET LOSS 2 BOX_130 (IN1296)

Programmer Instructions: RF/DK disallowed.

Display Instructions: Display IN320, IN330, IN340 and IN350 on the same form pane.

BOX_130 (IN1296)

AND

The primary filer is 16 years or older (or in age categories 4-9)

AND

The primary filer had the same current main job in the current round (Job.JobTP=1) and prior 2 rounds (Job.JobID=preload.Job.JobID and PR.JobTp=1 previous round and preload.Job.PR2_JobTp=1 two rounds ago)

AND

The job started earlier than current year - 1 (preload.Job.JobStartYYYY<current year-1) where current year=year of interview date

If IN40 = '2' (MARRIED FILING JOINTLY)

AND

If the primary filer and the secondary filer (tax unit) are both 16 years or older (or in age categories 4-9)

AND

Each RU member in the tax unit had the same current main job in the current round (Job.JobTp=1) and prior 2 rounds (Job.JobID=preload.Job.JobID and PR.JobTp=1 previous round and preload.Job.PR2_JobTp=1 two rounds ago)

AND

The jobs started earlier than current year - 1 (preload.Job.JobStartYYYY<current year-1) where current year=year of interview date.

Go to IN380.

Otherwise, continue with IN360.

IN360 (IN1300)

BLAISE NAME: AmtUnemp

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive from unemployment compensation?

ENTER AMOUNT

HELP: F1

Responses: 1 IN380 (IN1310)

REFUSED RF IN380 (IN1310)

DON'T KNOW DK IN370 (IN1305)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘{and {you/{NAME OF SECONDARY FILER}}}’ if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display IN360 and IN370 on the same form pane.

IN370 (IN1305)

BLAISE NAME: AmtUnempRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from unemployment compensation in {YEAR}]?

Responses: 1 - 100 1 IN380 (IN1310)

101 - 500 2 IN380 (IN1310)

501 - 1,000 3 IN380 (IN1310)

1,001 - 5,000 4 IN380 (IN1310)

5,001 - 15,000 5 IN380 (IN1310)

15,001 OR MORE 6 IN380 (IN1310)

REFUSED RF IN380 (IN1310)

DON'T KNOW DK IN380 (IN1310)

Display IN360 and IN370 on the same form pane.

IN380 (IN1310)

BLAISE NAME: AmtSocSec

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

During {YEAR}, how much money did {you/{PERSON}} {and {you/{NAME OF SECONDARY FILER}}} receive from Social Security and equivalent tier 1 Railroad Retirement benefits?

HELP: F1

Responses: 1 END_LP20 (IN1320)

REFUSED RF END_LP20 (IN1320)

DON'T KNOW DK IN390 (IN1315)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: Display ‘{and {you/{NAME OF SECONDARY FILER}}}’ if IN40 is coded '2' (MARRIED FILING JOINT RETURN). Otherwise, use a null display.

Display 'you' if the secondary filer selected at IN50 is selected as the respondent. Otherwise, display '{NAME OF SECONDARY FILER}' substituting the person's name selected at IN50.

Display IN380 and IN390 on the same form pane.

IN390 (IN1315)

BLAISE NAME: AmtSocSecRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

Question Text:

& IN-1.

Which of the ranges on card IN-1 is the best estimate of how much money was received [from Social Security and equivalent tier 1 Railroad Retirement benefits in {YEAR}]?

Responses: 1 - 5,000 1 END_LP20 (IN1320)

5,001 - 10,000 2 END_LP20 (IN1320)

10,001 - 15,000 3 END_LP20 (IN1320)

15,001 - 25,000 4 END_LP20 (IN1320)

25,001 - 50,000 5 END_LP20 (IN1320)

50,001 - 100,000 6 END_LP20 (IN1320)

100,001 OR MORE 7 END_LP20 (IN1320)

REFUSED RF END_LP20 (IN1320)

DON'T KNOW DK END_LP20 (IN1320)

Display IN380 and IN390 on the same form pane.

END_LP20 (IN1320)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_20 and continue with IN400.

Programmer Instructions: If the WageSplit variable is set, save to the IN_Main.IN_Loop_20[1...25] array and do not remove or update it.

IN400 (IN1325)

BLAISE NAME: WrkrComp

Question Text:

During {YEAR}, did anyone in the household receive Worker's Compensation?

HELP: F1

Responses: YES 1

NO 2 IN440 (IN1360)

REFUSED RF IN440 (IN1360)

DON'T KNOW DK IN440 (IN1360)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED WORKER’S COMPENSATION’ at IN410 and go to LOOP_30.

If coded '1' (YES) and a multi-person RU, continue with IN410.

IN410 (IN1330)

BLAISE NAME: WhoWrkrComp

Question Text:

Who received Worker's Compensation in {YEAR}?

PROBE: Anyone else receive Worker's Compensation in {YEAR}?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_30 (IN1335)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_30 (IN1335)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_30 (IN1335)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_30 (IN1335)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_30 (IN1335)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2- no add/edit/delete

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized members).

LOOP_30 (IN1335)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN420 - END_LP30.

Loop definition: LOOP_30 determines how much money was received from worker’s compensation for RU members who received worker’s compensation in the calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

- Person is a current RU member (includes deceased and institutionalized RU members)

- Person received worker’s compensation in the calendar year (selected at IN410)

IN420 (IN1345)

BLAISE NAME: AmtWrkrComp

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

How much money did {you/{PERSON}} receive from Worker's Compensation [in {YEAR}]?

ENTER AMOUNT

Responses: 1 END_LP30 (IN1355)

REFUSED RF END_LP30 (IN1355)

DON'T KNOW DK IN430 (IN1350)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 50,000, display the following message: “VALUE IS

HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN430 (IN1350)

BLAISE NAME: AmtWrkrCompRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from Worker's Compensation in {YEAR}]?

Responses: 1 - 100 1 END_LP30 (IN1355)

101 - 500 2 END_LP30 (IN1355)

501 - 1,000 3 END_LP30 (IN1355)

1,001 - 5,000 4 END_LP30 (IN1355)

5,001 - 15,000 5 END_LP30 (IN1355)

15,001 OR MORE 6 END_LP30 (IN1355)

REFUSED RF END_LP30 (IN1355)

DON'T KNOW DK END_LP30 (IN1355)

END_LP30 (IN1355)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_30 and continue with IN440.

IN440 (IN1360)

BLAISE NAME: SSI

Question Text:

During {YEAR}, did anyone in the household receive Supplemental Security Income, also known as S.S.I.?

HELP: F1

Responses: YES 1

NO 2 IN490 (IN1410)

REFUSED RF IN490 (IN1410)

DON'T KNOW DK IN490 (IN1410)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED S.S.I.’ at IN450 and go to LOOP_40.

If coded '1' (YES) and a multi-person RU, continue with IN450.

IN450 (IN1365)

BLAISE NAME: WhoSSI

Question Text:

Who received Supplemental Security Income in {YEAR}?

PROBE: Anyone else receive S.S.I. in {YEAR}?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_40 (IN1370)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_40 (IN1370)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_40 (IN1370)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_40 (IN1370)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_40 (IN1370)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2- no add/edit/delete

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized members).

LOOP_40 (IN1370)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN460 - END_LP40.

Loop definition: LOOP_40 determines how much money was received from Supplemental Security Income (S.S.I) for RU members who received S.S.I. in the calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

- Person is a current RU member (includes deceased and institutionalized RU members)

- Person received Supplemental Security Income in the calendar year (selected at IN450)

IN460 (IN1390)

BLAISE NAME: MonSSI

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

For how many months in {YEAR} did {you/{PERSON}} receive money from Supplemental Security Income?

ENTER MONTHS

Responses: 1 IN470 (IN1395)

REFUSED RF IN470 (IN1395)

DON'T KNOW DK IN470 (IN1395)

IN470 (IN1395)

BLAISE NAME: AmtSSIMon

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

On average, how much money did {you/{PERSON}} get per month [from Supplemental Security Income in {YEAR}]?

ENTER AMOUNT

Responses: 1 END_LP40 (IN1405)

REFUSED RF END_LP40 (IN1405)

DON'T KNOW DK IN480 (IN1400)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 50,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN480 (IN1400)

BLAISE NAME: AmtSSIMonRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

&IN-3.

Which of the ranges on card IN-3 is the best estimate of how much money was received per month [from Supplemental Security Income in {YEAR}]?

Responses: 1 - 250 1 END_LP40 (IN1405)

251 - 500 2 END_LP40 (IN1405)

501 - 750 3 END_LP40 (IN1405)

751 - 1,000 4 END_LP40 (IN1405)

1,001 OR MORE 5 END_LP40 (IN1405)

REFUSED RF END_LP40 (IN1405)

DON'T KNOW DK END_LP40 (IN1405)

END_LP40 (IN1405)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_40 and continue with IN490.

IN490 (IN1410)

BLAISE NAME: PubAssist

Question Text:

During {YEAR}, did anyone in the household receive any money from public assistance or welfare, such as Temporary Assistance for Needy Families, also known as TANF {, {STATE TANF NAME 1}} {, {STATE TANF NAME 2}} {, {STATE TANF NAME 3}}, or general assistance?

HELP: F1

Responses: YES 1

NO 2 IN560 (IN1460)

REFUSED RF IN560 (IN1460)

DON'T KNOW DK IN560 (IN1460)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED PUBLIC ASSISTANCE’ at IN500 and go to LOOP_50.

If coded '1' (YES) and a multi-person RU, continue with IN500.

Display Instructions: Display ', {STATE TANF NAME 1}' (substituting the real state name for the TANF program) if the state in which interview is being conducted has one or more TANF name(s). Otherwise, use a null display.

Display ', {STATE TANF NAME 2}' (substituting the real state name for the TANF program) if the state in which interview is being conducted has a second other TANF name. Otherwise, use a null display.

Display ', {STATE TANF NAME 3}' (substituting the real state name for the TANF program) if the state in which interview is being conducted has a third other TANF name. Otherwise, use a null display.

For the specific name to use by state, see TBD.

IN500 (IN1415)

BLAISE NAME: WhoPubAssist

Question Text:

In whose name were the public assistance or welfare benefits received?

PROBE: Who received a deposit, or whose name was on the electronic benefit card (EBT), debit card or check?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_50 (IN1420)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_50 (IN1420)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_50 (IN1420)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_50 (IN1420)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_50 (IN1420)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2- no add/edit/delete

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized RU members)

LOOP_50 (IN1420)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN510 - END_LP50.

Loop definition: LOOP_50 determines who was covered by public assistance, whether any of the checks included money from TANF and how much was received per month. this loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

Person is a current RU member (includes deceased and institutionalized RU members)

Person’s name was on the public assistance checks (selected or auto-coded at IN500)

IN510 (IN1430)

BLAISE NAME: PubAssistCov

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

Sometimes checks from public assistance cover more than one person in the household, even though only one person's name is on the check.

Who is covered by {your/{PERSON}'s} checks from public assistance?

PROBE: Did {your/his/her} checks cover anyone else?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME, [MIDDLE NAME], LAST NAME}1 1

{FIRST NAME, [MIDDLE NAME], LAST NAME}2 2

{FIRST NAME, [MIDDLE NAME], LAST NAME}3 3

{FIRST NAME, [MIDDLE NAME], LAST NAME}4 4

{FIRST NAME, [MIDDLE NAME], LAST NAME}N 5

CHECK ONLY COVERS {PERSON} 98

PERSON NOT IN RU 99

REFUSED RF

DON'T KNOW DK

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

2. Add, delete, and edit disallowed.

3. Display 'CHECK ONLY COVERS {PERSON}' as the 2nd to last entry on the roster.

4. Display 'PERSON NOT IN RU' as the last entry on the roster.

Hard check:

Response option 'CHECK ONLY COVERS {PERSON}' cannot be selected in combination with any other response option. If this is selected, display the following message: "NO OTHER CHOICE CAN BE SELECTED WITH CHECK ONLY COVERS {PERSON}."

Display Instructions: Roster 2-no add/edit/delete

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following conditions:

Person is a current RU member (includes deceased and institutionalized RU members)

Person is not selected as receiving his own public assistance checks; that is person was not selected at IN500

Display RU member's first, middle, and last name (Person.FullName), who meets the criteria at LOOP_50

(Person is a current RU member includes deceased and institutionalized RU members, person's name was on the public assistance checks (selected or auto-coded at IN500)), in the response option '98' CHECK ONLY COVERS {PERSON}" and in the hard check display message.

IN530 (IN1440)

BLAISE NAME: MonPubAssist

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

For how many months in {YEAR} did {you/{PERSON}} receive checks from public assistance?

ENTER MONTHS

Responses: 1 IN540 (IN1445)

REFUSED RF IN540 (IN1445)

DON'T KNOW DK IN540 (IN1445)

IN540 (IN1445)

BLAISE NAME: AmtPubAssistMon

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

On average, how much money did {you/{PERSON}} get per month [from public assistance in {YEAR}]?

ENTER AMOUNT

Responses: 1 END_LP50 (IN1455)

REFUSED RF END_LP50 (IN1455)

DON'T KNOW DK IN550 (IN1450)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft range check: If amount entered is > or =50,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN550 (IN1450)

BLAISE NAME: AmtPubAssistMonRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

& IN-3.

Which of the ranges on card IN-3 is the best estimate of how much money was received per month [from public assistance in {YEAR}]?

Responses: 1 - 250 1 END_LP50 (IN1455)

251 - 500 2 END_LP50 (IN1455)

501 - 750 3 END_LP50 (IN1455)

751 - 1,000 4 END_LP50 (IN1455)

1,001 OR MORE 5 END_LP50 (IN1455)

REFUSED RF END_LP50 (IN1455)

DON'T KNOW DK END_LP50 (IN1455)

END_LP50 (IN1455)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_50 and continue with IN560.

IN560 (IN1460)

BLAISE NAME: ChSuprt

Question Text:

During {YEAR}, did anyone in the household receive any money from child support?

HELP: F1

Responses: YES 1

NO 2 IN610 (IN1500)

REFUSED RF IN610 (IN1500)

DON'T KNOW DK IN610 (IN1500)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED CHILD SUPPORT’ at IN570 and go to LOOP_60.

If coded '1' (YES) and a multi-person RU, continue with IN570.

IN570 (IN1465)

BLAISE NAME: WhoChSuprt

Question Text:

Who received child support in {YEAR}?

PROBE: Anyone else receive child support in {YEAR}?

ENTER ALL THAT APPLY.

HELP: F1

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_60 (IN1470)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_60 (IN1470)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_60 (IN1470)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_60 (IN1470)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_60 (IN1470)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2 – no add/edit/delete.

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized members)

LOOP_60 (IN1470)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN580 - END_LP60.

Loop definition: LOOP_60 determines how much money was received from child support for RU members who received child support in calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

- Person is a current RU member (includes deceased and institutionalized RU members)

- Person received child support in calendar year (selected at IN570).

IN580 (IN1480)

BLAISE NAME: MonChSuprt

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

For how many months in {YEAR} did {you/{PERSON}} receive money from child support?

ENTER MONTHS

Responses: 1 IN590 (IN1485)

REFUSED RF IN590 (IN1485)

DON'T KNOW DK IN590 (IN1485)

IN590 (IN1485)

BLAISE NAME: AmtChSuprtMon

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

On average, how much money did {you/{PERSON}} get per month [from child support in {YEAR}]?

ENTER AMOUNT

Responses: 1 END_LP60 (IN1495)

REFUSED RF END_LP60 (IN1495)

DON'T KNOW DK IN600 (IN1490)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft range check: If amount entered is > or =100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN600 (IN1490)

BLAISE NAME: AmtChSuprtMonRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

& IN-3.

Which of the ranges on card IN-3 is the best estimate of how much money was received per month [from child support in {YEAR}]?

Responses: 1 - 250 1 END_LP60 (IN1495)

251 - 500 2 END_LP60 (IN1495)

501 - 750 3 END_LP60 (IN1495)

751 - 1,000 4 END_LP60 (IN1495)

1,001 OR MORE 5 END_LP60 (IN1495)

REFUSED RF END_LP60 (IN1495)

DON'T KNOW DK END_LP60 (IN1495)

END_LP60 (IN1495)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_60 and continue with IN610.

IN610 (IN1500)

BLAISE NAME: VetPymt

Question Text:

Not counting military retirement, during {YEAR}, did anyone in the household receive any veteran's payments such as education or disability benefits?

HELP: F1

Responses: YES 1

NO 2 IN650 (IN1535)

REFUSED RF IN650 (IN1535)

DON'T KNOW DK IN650 (IN1535)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED VETERAN’S PAYMENTS’ at IN620 and go to LOOP_70.

If coded '1' (YES) and a multi-person RU, continue with IN620.

IN620 (IN1505)

BLAISE NAME: WhoVetPymt

Question Text:

Who received veteran's payments such as education or disability benefits [in {YEAR}]?

PROBE: Anyone else receive veteran's payments in {YEAR}?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_70 (IN1510)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_70 (IN1510)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_70 (IN1510)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_70 (IN1510)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_70 (IN1510)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2 – no add/edit/delete.

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName).

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized members).

LOOP_70 (IN1510)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN630 - END_LP70.

Loop definition: LOOP_70 determines how much money was received from veteran’s payments for RU members who received veteran’s payments in the calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

Person is a current RU member (includes deceased and institutionalized RU members).

Person received veteran’s payments in the calendar year (selected or auto-coded at IN620).

IN630 (IN1520)

BLAISE NAME: AmtVetPymt

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

How much money did {you/{PERSON}} receive from veteran's payments such as education or disability benefits in {YEAR}?

[Do not include military retirement.]

Responses: 1 END_LP70 (IN1530)

REFUSED RF END_LP70 (IN1530)

DON'T KNOW DK IN640 (IN1525)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft range check: If amount entered is > or =100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN640 (IN1525)

BLAISE NAME: AmtVetPymtRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from veteran's payments such as education or disability benefits in {YEAR}]?

Responses: 1 - 100 1 END_LP70 (IN1530)

101 - 500 2 END_LP70 (IN1530)

501 - 1,000 3 END_LP70 (IN1530)

1,001 - 5,000 4 END_LP70 (IN1530)

5,001 - 15,000 5 END_LP70 (IN1530)

15,001 OR MORE 6 END_LP70 (IN1530)

REFUSED RF END_LP70 (IN1530)

DON'T KNOW DK END_LP70 (IN1530)

END_LP70 (IN1530)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_70 and continue with IN650.

IN650 (IN1535)

BLAISE NAME: Cash

Question Text:

Besides what we have already talked about, during {YEAR}, did anyone in the household receive any money from regular cash contributions from people who do not live in this household?

HELP: F1

Responses: YES 1

NO 2 IN700 (IN1575)

REFUSED RF IN700 (IN1575)

DON'T KNOW DK IN700 (IN1575)

Programmer Instructions: If coded ‘1’ (YES) and a single person RU, automatically code person as ‘RECEIVED REGULAR CASH CONTRIBUTIONS FROM OUTSIDE HOUSEHOLD’ at IN660 and go to LOOP_80.

If coded '1' (YES) and a multi-person RU, continue with IN660.

IN660 (IN1540)

BLAISE NAME: WhoCash

Question Text:

Who received regular cash contributions from people who do not live in this household [in {YEAR}]?

PROBE: Anyone else receive regular cash contributions, in {YEAR}, from people who do not live here?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 LOOP_80 (IN1545)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 LOOP_80 (IN1545)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 LOOP_80 (IN1545)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 LOOP_80 (IN1545)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 LOOP_80 (IN1545)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all current RU members (including persons who are deceased and institutionalized this round who are current round members.

LOOP_80 (IN1545)

Route Details: For each element in the RU-MEMBERS-ROSTER, ask IN670 - END_LP80.

Loop definition: LOOP_80 determines how much money was received from regular cash contributions from outside the household for RU members who received these types of contributions in the calendar year. This loop cycles on each person on the RU-MEMBERS-ROSTER who meets the following conditions:

Person is a current RU member (includes deceased and institutionalized ru members)

Person received regular cash contributions from someone outside of the household in the calendar year (selected or auto-coded at IN660)

IN670 (IN1555)

BLAISE NAME: MonCash

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

For how many months in {YEAR} did {you/{PERSON}} receive money from regular cash contributions from people who do not live in this household?

ENTER MONTHS

Responses: 1 IN680 (IN1560)

REFUSED RF IN680 (IN1560)

DON'T KNOW DK IN680 (IN1560)

IN680 (IN1560)

BLAISE NAME: AmtCashMon

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

On average, how much money did {you/{PERSON}} get per month [from regular cash contributions from people who do not live in this household, in {YEAR}]?

ENTER AMOUNT

Responses: 1 END_LP80 (IN1570)

REFUSED RF END_LP80 (IN1570)

DON'T KNOW DK IN690 (IN1565)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

IN690 (IN1565)

BLAISE NAME: AmtCashMonRng

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME}

Question Text:

& IN-3.

Which of the ranges on card IN-3 is the best estimate of how much money was received per month [from regular cash contributions from people who do not live in this household, in {YEAR}]?

Responses: 1 - 250 1 END_LP80 (IN1570)

251 - 500 2 END_LP80 (IN1570)

501 - 750 3 END_LP80 (IN1570)

751 - 1,000 4 END_LP80 (IN1570)

1,001 OR MORE 5 END_LP80 (IN1570)

REFUSED RF END_LP80 (IN1570)

DON'T KNOW DK END_LP80 (IN1570)

END_LP80 (IN1570)

Route Details: Cycle on next person on the RU-MEMBERS-ROSTER that meets the conditions stated in the loop definition.

If no other persons meet the stated conditions, end LOOP_80 and continue with IN700.

IN700 (IN1575)

BLAISE NAME: FoodStmp

Question Text:

During {YEAR}, did anyone in the household get benefits from the Supplemental Nutrition Assistance Program, also known as SNAP {or {STATE SNAP NAME}}, or food stamps?

HELP: F1

Responses: YES 1 IN710 (IN1580)

NO 2 IN730 (IN1595)

REFUSED RF IN730 (IN1595)

DON'T KNOW DK IN730 (IN1595)

Display Instructions: Display 'or {STATE SNAP NAME}' (substituting the real state name for the SNAP program) if the state in which interview is being conducted does not use the name 'SNAP.' For the specific name to use by state, see ATTACHMENT 36.

IN710 (IN1580)

BLAISE NAME: MonFoodStmp

Question Text:

For how many months in {YEAR} were SNAP or other food stamp benefits received?

ENTER MONTHS

Responses: 1 IN720 (IN1590)

REFUSED RF IN720 (IN1590)

DON'T KNOW DK IN720 (IN1590)

IN720 (IN1590)

BLAISE NAME: AmtFoodStmpMon

Question Text:

What was the approximate monthly value of the SNAP or other food stamp benefits?

ENTER AMOUNT

Responses: 1 IN730 (IN1595)

REFUSED RF IN730 (IN1595)

DON'T KNOW DK IN730 (IN1595)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > or = to 1,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions:

IN730 (IN1595)

BLAISE NAME: OthInco

Question Text:

& IN-4.

Card IN-4 lists some sources of income. Has anyone in the household received any income, other than income we have already talked about, such as income from sources listed on this card?

HELP: F1

Responses: YES 1 IN740 (IN1605)

NO 2 BOX_170 (IN1670)

REFUSED RF BOX_170 (IN1670)

DON'T KNOW DK BOX_170 (IN1670)

Display Instructions:

IN740 (IN1605)

BLAISE NAME: OthIncoSrc

Question Text:

& IN-4.

From which of the sources on card IN-4 did anyone in the household receive income [that we have not yet talked about]?

ENTER ALL THAT APPLY.

HELP: F1

Responses: WAGES AND SALARY 1 BOX_140 (IN1620)

FARM INCOME (OR LOSS) 2 BOX_140 (IN1620)

BUSINESS INCOME (OR LOSS) 3 BOX_140 (IN1620)

SOCIAL SECURITY/RAILROAD RETIREMENT 4 BOX_140 (IN1620)

PRIVATE, MILITARY, OR GOVERNMENT PENSIONS 5 BOX_140 (IN1620)

INTEREST 6 BOX_140 (IN1620)

DIVIDENDS 7 BOX_140 (IN1620)

RENTAL INCOME (OR LOSS) 8 BOX_140 (IN1620)

OTHER SOURCE 91 IN740OS (IN1610)

REFUSED RF BOX_140 (IN1620)

DON'T KNOW DK BOX_140 (IN1620)

Programmer Instructions: If coded ‘91’ (OTHER SOURCE), alone or in combination with any other code, continue with IN740OS.

Otherwise, go to LOOP_90.

Display Instructions: Display IN740 and IN740OS on the same form pane.

IN740OS (IN1610)

BLAISE NAME: OthIncoSrcOS

Question Text:

ENTER OTHER INCOME SOURCE:

Responses: 1 BOX_140 (IN1620)

REFUSED RF BOX_140 (IN1620)

DON'T KNOW DK BOX_140 (IN1620)

Display Instructions: Display IN740 and IN740OS on the same form pane.

LOOP_90 (IN1615)

Route Details: For each source:

Ask BOX 140 - END_LP90.

Loop definition: LOOP_90 collects information about other sources of taxable income. This loop cycles on each source of taxable income selected at IN740.

BOX_140 (IN1620)

Route Details: If single person RU, automatically code person as ‘RECEIVED INCOME FROM IN730 SOURCE’ at IN750 and go to IN760. Otherwise, continue with IN750.

IN750 (IN1625)

BLAISE NAME: WhoOthInco

Question Text:

Who received income from {CATEGORY SELECTED AT IN740} in {YEAR}?

PROBE: Anyone else receive income from {CATEGORY SELECTED AT IN740} in {YEAR}?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME [MIDDLE NAME] LAST NAME}1 1 IN760 (IN1630)

{FIRST NAME [MIDDLE NAME] LAST NAME}2 2 IN760 (IN1630)

{FIRST NAME [MIDDLE NAME] LAST NAME}3 3 IN760 (IN1630)

{FIRST NAME [MIDDLE NAME] LAST NAME}4 4 IN760 (IN1630)

{FIRST NAME [MIDDLE NAME] LAST NAME}N 5 IN760 (IN1630)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2 – no add/edit/delete. Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName)

Roster filter:

Display all RU members who meet the following condition:

- Person is a current RU member (includes deceased and institutionalized RU members)

For 'CATEGORY SELECTED AT IN740’, display the response category name selected at IN740 during the current loop.

If ‘91’ (OTHER) was selected at IN740, display ‘OTHER: {SPECIFY}’ for ‘{CATEGORY SELECTED AT IN740}’, where ‘SPECIFY’ is the text that was entered at IN740OS. If IN740OS is coded RF or DK, display ‘OTHER: {REFUSED/DON’T KNOW}.’

If ‘RF’ (REFUSED) was selected at IN740, display “REFUSED INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

If ‘DK’ (DON’T KNOW) was selected at IN740, display “DON’T KNOW INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

IN760 (IN1630)

BLAISE NAME: AmtOthInco

Question Text:

What is the total amount received from {CATEGORY SELECTED AT IN740}, in {YEAR}, for {all of the people just mentioned/ {you/{PERSON}}}?

ENTER AMOUNT

Responses: 1 BOX_150 (IN1635)

REFUSED RF END_LP90 (IN1665)

DON'T KNOW DK IN780 (IN1645)

Programmer Instructions: Pre-fill cents digits with '00' so that field accepts whole dollar amount only.

Soft check: If amount entered is > to 100,000, display the following message: “VALUE IS HIGHER THAN USUAL. VERIFY AND CORRECT IF NEEDED.”

Display Instructions: For ‘CATEGORY SELECTED AT IN740’, display the response category name selected at IN740 during the current loop.

If ‘RF’ (REFUSED) was selected at IN740, display “REFUSED INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

If ‘DK’ (DON’T KNOW) was selected at IN740, display “DON’T KNOW INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

Display 'all of the people just mentioned' if more than one person was selected at IN750. Otherwise (i.e. if only one person was selected), display 'you' if the respondent was selected or display 'PERSON' 's name selected at IN750.

Display IN760 and IN770 on the same form pane.

BOX_150 (IN1635)

Route Details: If amount other than zero entered at IN760 and IN740 is coded ‘2’ (FARM INCOME OR LOSS), ‘3’ (BUSINESS INCOME OR LOSS), ‘8’ (RENTAL INCOME OR LOSS), or ‘91’ (OTHER SOURCE), continue with IN770.

Otherwise, go to END LP90.

IN770 (IN1640)

BLAISE NAME: OthIncoGainLoss

Question Text:

INCOME SOURCE: {CATEGORY SELECTED AT IN740………………..}

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET LOSS?

Responses: NET GAIN 1 END_LP90 (IN1665)

NET LOSS 2 END_LP90 (IN1665)

Programmer Instructions: RF/DK disallowed.

Display Instructions: For ‘CATEGORY SELECTED AT IN740’, display the response category name selected at IN740 during the current loop.

If ‘RF’ (REFUSED) was selected at IN740, display “REFUSED INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

If ‘DK’ (DON’T KNOW) was selected at IN740, display “DON’T KNOW INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

IN780 (IN1645)

BLAISE NAME: AmtOthIncoRng

Question Text:

& IN-2.

Which of the ranges on card IN-2 is the best estimate of how much money was received [from {CATEGORY SELECTED AT IN740} in {YEAR}]?

Responses: 1 - 100 1 BOX_160 (IN1650)

101 - 500 2 BOX_160 (IN1650)

501 - 1,000 3 BOX_160 (IN1650)

1,001 - 5,000 4 BOX_160 (IN1650)

5,001 - 15,000 5 BOX_160 (IN1650)

15,001 OR MORE 6 BOX_160 (IN1650)

REFUSED RF BOX_160 (IN1650)

DON'T KNOW DK BOX_160 (IN1650)

Display Instructions: For 'CATEGORY SELECTED AT IN740', display the response category name selected at IN740 during the current loop.

If ‘RF’ (REFUSED) was selected at IN740, display “REFUSED INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

If ‘DK’ (DON’T KNOW) was selected at IN740, display “DON’T KNOW INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

Display IN780 and IN790 on the same form pane.

BOX_160 (IN1650)

Route Details: If ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) is not coded at IN780 and IN740 is coded ‘2’ (FARM INCOME OR LOSS), ‘3’ (BUSINESS INCOME OR LOSS), ‘8’ (RENTAL INCOME OR LOSS), or ‘91’ (OTHER SOURCE), continue with IN790.

Otherwise, go to END LP90.

IN790 (IN1655)

BLAISE NAME: OthIncoRngGainLoss

Question Text:

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN740…………………….}

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN OR NET LOSS?

Responses: NET GAIN 1 END_LP90 (IN1665)

NET LOSS 2 END_LP90 (IN1665)

Programmer Instructions: RF/DK disallowed.

Display Instructions: Display IN780 and IN790 on the same form pane.

For ‘CATEGORY SELECTED AT IN740’, display the response category name selected at IN740 during the current loop.

If ‘RF’ (REFUSED) was selected at IN740, display “REFUSED INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

If ‘DK’ (DON’T KNOW) was selected at IN740, display “DON’T KNOW INCOME SOURCE” for ‘{CATEGORY SELECTED AT IN740}’.

END_LP90 (IN1665)

Route Details: Cycle on next source that meets conditions stated in the loop definition.

If no more sources meet the stated conditions, END LOOP_90 and continue with BOX_170.

BOX_170 (IN1670)

Route Details: Go to next questionnaire section.

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