Income, Taxes, and Social Security¶
The income, taxes, and social security modules collect wide-ranging financial information from earnings and spending to public benefits, pensions, inheritances, taxes, and debts. They also cover assets such as real estate and other property.
Questionnaire |
Module |
Years |
Variables |
Preview |
---|---|---|---|---|
Additional questions for employed people, 13th month payment prev. year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for employed people, 14th month payment prev. year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for employed people, Christmas Bonus prev. year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for employed people, No Bonus prev. year |
[1984-2020] |
[2022, 2023] |
||
Additional questions for employed people, Other Bonus prev. year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for employed people, Profit-sharing Bonus prev. year |
[1985-2020], [1985-2001], [1985-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for employed people, Vacation Bonus prev. year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Accident Insurance Retirement Pension |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Accident Insurance Widow’s Pension |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Company Retirement Pension |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Company Widow’s Pension |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Invalid Pension non-response |
[2003-2020] |
|||
Additional questions for retirees / pensioners, Orphan Benefit non-response |
[2003-2020] |
|||
Additional questions for retirees / pensioners, Other Retirement Pensions |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Other Widow’s Pensions |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Private Retirement Pension |
[2003-2020], [2018-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Private Widow’s Pension |
[2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Retirement Pension Civil Servants |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Riester Pension |
[2015-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Shareholder Company |
[2019] |
|||
Additional questions for retirees / pensioners, Supplementary Pension Civil Servants |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Supplementary Widow’s Pension Civil Servants |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, War Victims Pension |
[1986-2001,2003-2016], [1986-2001], [2003-2016] |
|||
Additional questions for retirees / pensioners, War Victims Widow’s pension |
[1986-2001,2003-2016], [1986-2001], [2003-2016] |
|||
Additional questions for retirees / pensioners, Widow’s pension |
[1986-2001,2003-2020], [2003-2020] |
[2022, 2023] |
||
Additional questions for retirees / pensioners, Widow’s pension Civil Servants |
[1986-2001,2003-2020], [1986-2001], [2003-2020] |
[2022, 2023] |
||
Asset balance |
[2002] |
|||
Asset balance, Building Loan Contract (Bausparvertrag) |
[2007,2012], [2017,2019], [2007,2012], [2017,2019] |
|||
Asset balance, Building Society Savings |
[2007,2012,2017,2019] |
|||
Asset balance, Cash Surrender |
[2002] |
|||
Asset balance, Enterprise |
[2002] |
plc0341, plc0364, plc0365, plc0366, plc0367, plc0368, plc0369 |
||
Asset balance, Financial Assets |
[2002], [2002,2007,2012], [2002,2007,2012,2017,2019] |
plc0314, plc0326, plc0328, plc0329, plc0330, plc0331, plc0332, plc0333, plc0334 |
||
Asset balance, Financial Burden |
[2002], [2002,2007,2012] |
plc0408, plc0409, plc0411, plc0412, plc0413, plc0414, plc0415, plc0416, plc0417, plc0418, plc0419, plc0420 |
||
Asset balance, Life Insurance |
[2002,2007,2012,2017,2019] |
|||
Asset balance, Non self used Property |
[2002,2007,2012,2017,2019], [2002,2007,2012], [2002,2007,2012,2017,2019] |
plc0356, plc0357, plc0358, plc0359, plc0360, plc0361, plc0362 |
||
Asset balance, Other Property |
[2002,2007,2012,2017,2019] |
|||
Asset balance, Property non-response |
[2007,2012,2017,2019] |
|||
Asset balance, Remaining Debt |
[2002] |
|||
Asset balance, Residential property |
[2002] |
plc0339, plc0342, plc0343, plc0344, plc0345, plc0346, plc0347, plc0348, plc0349 |
||
Asset balance, Residential property Usage |
[2002,2007,2012,2017,2019] |
|||
Asset balance, Tangible Assets |
[2002,2007,2012,2017,2019] |
|||
Asset balance, Undeveloped Land |
[2002,2007,2012] |
|||
Asset development |
[2019] |
plc0570i01, plc0570i02, plc0570i03, plc0570i04, plc0570i05, plc0570i06, plc0570i07, plc0570i08 |
||
Benefits and bonuses from employer |
(irregular) [2006-2020] |
plc0026, plc0027, plc0028, plc0029, plc0030, plc0031, plc0032, plc0033, plc0034, plc0035, plc0036, plc0037, plc0038, plc0039 |
[2022] |
|
Financial advantages from use of company car |
[2016-2018,2020] |
[2022] |
||
Financial support received, Children |
[2009-2013] |
|||
Financial support received, No Payments |
[2009-2013] |
|||
Financial support received, Other Relatives |
[2009-2013] |
|||
Financial support received, Parents |
[2009-2013] |
|||
Financial support received, Spouse |
[2009-2013] |
|||
Financial support received, Unrelated Persons |
[2009-2013] |
|||
Financial support to relatives or others, Children |
[1984-1991,1993,1995-2020] |
plj0135, plj0136_h, plj0136_v1, plj0136_v2, plj0137_h, plj0137_v1, plj0137_v2, plj0137_v3 |
[2022, 2023] |
|
Financial support to relatives or others, No Payments |
[1984-1991,1993,1995-2020] |
[2022, 2023] |
||
Financial support to relatives or others, Other Relatives |
[1984-1991,1993,1995-2020] |
plj0143, plj0144_h, plj0144_v1, plj0144_v2, plj0145_h, plj0145_v1, plj0145_v2, plj0145_v3 |
[2022, 2023] |
|
Financial support to relatives or others, Parents |
[1984-1991,1993,1995-2020] |
plj0131, plj0132_h, plj0132_v1, plj0132_v2, plj0133_h, plj0133_v1, plj0133_v2, plj0133_v3 |
[2022, 2023] |
|
Financial support to relatives or others, Spouse |
[1984-1991,1993,1995-2020] |
plj0139, plj0140_h, plj0140_v1, plj0140_v2, plj0142_h, plj0142_v1, plj0142_v2, plj0142_v3 |
[2022, 2023] |
|
Financial support to relatives or others, Unrelated Persons |
[1984-1991,1993,1995-2020] |
plj0147, plj0148_h, plj0148_v1, plj0148_v2, plj0149_h, plj0149_v1, plj0149_v2, plj0149_v3 |
[2022, 2023] |
|
Gross / net income, collective wage agreements |
[1984-2020] |
plc0013_h, plc0013_v1, plc0013_v2, plc0014_h, plc0014_v1, plc0014_v2, plc0502_v1, plc0502_v2, plc0507, plc0508, plc0509 |
[2023] |
|
Income, Alimony |
[2010-2015], [2012], [2012,2018-2020] |
plc0181, plc0182, plc0183_v1, plc0183_v2, plc0184, plc0188_v1, plc0188_v2, plc0190_v1, plc0190_v2, plc0494, plc0496 |
[2022, 2023] |
|
Income, Alimony Months |
[2010-2017], [2010-2013,2015], [2012,2018-2020] |
[2022, 2023] |
||
Income, Child Support |
[2010-2015] |
|||
Income, Child Support Months |
[2010-2013,2015] |
|||
Income, Gross Selfemployed prev year |
[1990-2020], [1995-2020] |
plb0474_h, plb0474_v1, plb0474_v2, plc0073_v1, plc0073_v2, plc0075_h, plc0075_v1, plc0075_v2 |
[2022, 2023] |
|
Income, Gross prev year |
[1990-2020], [1990-2001], [1995-2020], [2017-2020], [2002-2020], [1995-2020] |
plb0471_h, plb0471_v1, plb0471_v2, plc0015_h, plc0015_v1, plc0015_v2 |
[2022, 2023] |
|
Income, Maternity benefit |
[2019-2020] |
plc0126_v1, plc0126_v2, plc0152_v1, plc0152_v2, plc0153_h, plc0153_v1, plc0153_v2, plc0155_h, plc0155_v1, plc0155_v2 |
[2022, 2023] |
|
Income, Maternity benefit Months |
[1995-2020] |
[2022, 2023] |
||
Income, Months of Second Job Income |
[1995-2020] |
[2022, 2023] |
||
Income, Months of Self-Employed Income |
[1995-2020] |
[2022, 2023] |
||
Income, Months of Wages |
[2000-2020], [2000-2001], [2002-2020], [1995-2020] |
[2022, 2023] |
||
Income, No Other Income |
[1995-2020], [2001-2020] |
[2022, 2023] |
||
Income, Retirement pension |
[2017-2020], [1995-2020], [1995-2001], [2017-2020], [1995-2020], [2002-2020], [1995-2020] |
plc0232_v1, plc0232_v2, plc0233_h, plc0233_v1, plc0233_v2, plc0234_v1, plc0234_v2 |
[2022, 2023] |
|
Income, Retirement pension Months |
[1995-2020] |
[2022, 2023] |
||
Income, Second Job |
[2015,2019-2020] |
|||
Income, Second Job prev year |
[1990-2020], [1990-2001], [2002-2020] |
[2022, 2023] |
||
Income, Self-Employment |
[2015,2019-2020] |
|||
Income, Sideline Job prev year |
[2019-2020], [1995-2020] |
[2022, 2023] |
||
Income, Student loans |
[1995-2020], [1995-2001], [2017-2020], [1990-2020], [1990-2001], [2002-2020], [1995-2020], [2002-2020] |
plc0168_h, plc0168_v1, plc0168_v2, plc0169_v1, plc0169_v2, plc0171_h, plc0171_v1, plc0171_v2 |
[2022, 2023] |
|
Income, Student loans Months |
[1995-2020] |
[2022, 2023] |
||
Income, Support from outside the household |
[1990-2020], [1990-2001], [2019-2020], [1995-2020], [1995-2001], [2019-2020], [2002-2020], [1995-2020], [2002-2020], [1995-2020] |
plc0198_h, plc0198_v1, plc0198_v2, plc0202_v1, plc0202_v2, plc0203_h, plc0203_v1, plc0203_v2, plc0204_v1, plc0204_v2 |
[2022, 2023] |
|
Income, Support from outside the household Months |
[2018], [1995-2020] |
[2022, 2023] |
||
Income, Unemployment benefit |
[2017-2020] |
plc0130_v1, plc0130_v2, plc0131_h, plc0131_v1, plc0131_v2, plc0132_v1, plc0132_v2, plc0132_v3, plc0135_v1, plc0135_v2, plc0136, plc0137_h, plc0137_v1, plc0137_v2 |
[2022] |
|
Income, Unemployment benefit II |
[2018-2020] |
[2022, 2023] |
||
Income, Wages |
[2015,2019-2020] |
|||
Income, Widow’s pension |
[2019-2020], [1995-2020], [1995-2001], [2019-2020], [1995-2020], [2002-2020], [1995-2020] |
plc0273_v1, plc0273_v2, plc0274_h, plc0274_v1, plc0274_v2, plc0275_v1, plc0275_v2 |
[2022, 2023] |
|
Income, Widow’s pension Months |
[1995-2020] |
[2022, 2023] |
||
Inheritances |
[2001,2019], [2017] |
|||
Inheritances, First Inheritance, amount |
[2001], [2017], [2001,2019], [2017] |
|||
Inheritances, First Inheritance, last 15 years |
[2017] |
plc0376_v2, plc0377_v2, plc0378_v2, plc0379_v2, plc0380_v2, plc0381_v2, plc0382_v2 |
||
Inheritances, First Inheritance, once/ever |
[2001,2019] |
plc0376_v1, plc0377_v1, plc0378_v1, plc0379_v1, plc0380_v1, plc0381_v1, plc0382_v1, plc0383_h |
||
Inheritances, From Whom |
[2001] |
|||
Inheritances, Future |
[2001] |
|||
Inheritances, Second Inheritance, last 15 years |
[2017] |
plc0386_v2, plc0387_v2, plc0388_v2, plc0389_v2, plc0390_v2, plc0391_v2, plc0392_v2, plc0393_v2, plc0394_v2 |
||
Inheritances, Second Inheritance, once/ever |
[2001,2019], [2001], [2001,2019] |
plc0386_v1, plc0387_v1, plc0388_v1, plc0389_v1, plc0390_v1, plc0391_v1, plc0392_v1, plc0393_v1, plc0394_v1 |
||
Inheritances, Third Inheritance, amount |
[2001], [2017], [2019], [2001,2019], [2017] |
|||
Inheritances, Third Inheritance, last 15 years |
[2017] |
plc0396_v2, plc0397_v2, plc0398_v2, plc0399_v2, plc0400_v2, plc0401_v2, plc0402_v2 |
||
Inheritances, Third Inheritance, once/ever |
[2001,2019] |
plc0396_v1, plc0397_v1, plc0398_v1, plc0399_v1, plc0400_v1, plc0401_v1, plc0402_v1, plc0403_h |
||
Pension entitlements, company |
[2013,2018], [2013], [2018], [2013,2018] |
plc0432, plc0433, plc0434_v1, plc0434_v2, plc0435, plc0441, plc0442, plc0443, plc0444_v1, plc0444_v2, plc0445 |
||
Pension payments |
[2013,2018], [2013], [2018] |
|||
Riester / Ruerup pension plans |
(irregular) [2004-2020] |
[2022] |
||
Social security, Don’t know |
[2002,2007,2012,2017] |
|||
Social security, Financial Security |
[2002,2007,2012,2017] |
[2022] |
||
Social security, Minimum Household Income |
[1992,2002,2007,2012,2017], [1992], [2002,2007,2012,2017] |
[2022] |
||
Wage tax classification |
[1991,1993,2004,2016], [2004,2016] |
plc0091_h, plc0091_v1, plc0091_v2, plc0091_v3, plc0091_v4, plc0091_v5, plc0091_v6, plc0091_v7, plc0091_v8, plc0091_v9 |
||
Alimony |
[2010] |
|||
Credit burden |
[2005-2016], [2005-2011], [2011-2016] |
|||
Expenditures on Food, Month |
(irregular) [1998-2020], [1998,2000-2001], (irregular) [2003-2020] |
[2022, 2023] |
||
Expenditures on Food, Week |
(irregular) [1998-2020], [1998,2000-2001], (irregular) [2003-2020] |
[2022, 2023] |
||
Good/Low Income, Good Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Good/Low Income, Insufficient Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Good/Low Income, Just Sufficient Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Good/Low Income, Poor Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Good/Low Income, Very Good Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Good/Low Income, Very Poor Household Income |
[1992,1997,2007,2018], [1992,1997], [2007,2018] |
|||
Household income / expenses, Basic financial security in old age prev. Year |
[2005-2020] |
hlc0061_h, hlc0061_v1, hlc0061_v2, hlc0062, hlc0063, hlc0071 |
[2022, 2023] |
|
Household income / expenses, Child Allowance prev. year |
[1984-2000], [1985-2020], [1985-2001], [2001-2020], [2002-2020] |
[2022, 2023] |
||
Household income / expenses, Child Allowance today |
[1995-2020], [2000-2009], [1995-2020], [1995-2001], [2010-2020], [2002-2020] |
hlc0044_h, hlc0044_v1, hlc0044_v2, hlc0045_h, hlc0045_v1, hlc0045_v2 |
[2022, 2023] |
|
Household income / expenses, Child Benifit |
[1984-2020], [1985-1990], [1991-1995], [1996-2020] |
[2022, 2023] |
||
Household income / expenses, Child Care Subsidy |
[2009-2020], [2011-2020], [2010-2020] |
hlc0046_h, hlc0046_v1, hlc0046_v2, hlc0046_v3, hlc0046_v4, hlc0047_h, hlc0047_v1, hlc0047_v2, hlc0124, hlc0125 |
[2022, 2023] |
|
Household income / expenses, Child Care Subsidy prev. Year |
[2009-2020] |
hlc0049_h, hlc0049_v1, hlc0049_v2, hlc0050_h, hlc0050_v1, hlc0050_v2, hlc0051_h, hlc0051_v1, hlc0051_v2, hlc0121, hlc0122, hlc0123 |
[2022, 2023] |
|
Household income / expenses, Compulsory Long Term Care Insurance |
[2001-2020], [2001], [1996-2020], [1996], [1997-1999], [1997-2000], [1997-1998], [2000-2009], [1996-2020], [1996-2001], [2002-2020], [2010-2020], [2002-2020] |
hlc0079_h, hlc0079_v1, hlc0079_v2, hlc0085_h, hlc0085_v1, hlc0085_v2, hlc0085_v3, hlc0085_v4, hlc0085_v5, hlc0085_v6, hlc0090_h, hlc0090_v1, hlc0090_v2 |
[2022, 2023] |
|
Household income / expenses, Compulsory Long Term Care Insurance prev. Year |
[2001-2020] |
[2022, 2023] |
||
Household income / expenses, Family Members Support |
[2001-2020] |
[2022, 2023] |
||
Household income / expenses, Help with living costs |
[1984-2009], [1984,1991-2009], [1985-1990], [1995-2020], [1999-2009], [1995-2020], [1995-2001], [1995-1998,2010-2020], [2002-2020] |
hlc0066_h, hlc0066_v1, hlc0066_v2, hlc0067_h, hlc0067_v1, hlc0067_v2, hlc0068_h, hlc0068_v1, hlc0068_v2 |
[2022, 2023] |
|
Household income / expenses, Help with living costs prev. Year |
[1984-2020], [1985-1990], [1992-2009], [1984-1991,2001-2020], [1984-1991,2001], [1984,1991,2010-2020], [2002-2020] |
hlc0055_h, hlc0055_v1, hlc0055_v2, hlc0055_v3, hlc0059_h, hlc0059_v1, hlc0059_v2 |
[2022, 2023] |
|
Household income / expenses, Housing assistance |
[1984-2020], [1985-1990], [1995-2020], [1999-2009], [1995-2020], [1995-2001], [1984,1991-2020], [1995-1998,2010-2020], [2002-2020] |
hlc0080_h, hlc0080_v1, hlc0080_v2, hlc0083_h, hlc0083_v1, hlc0083_v2, hlc0084_h, hlc0084_v1, hlc0084_v2 |
[2022, 2023] |
|
Household income / expenses, Housing assistance prev. Year |
[1984-2020], [1984-2001], [1984-2020], [2002-2020] |
[2022, 2023] |
||
Household income / expenses, Income Bracket |
[1999-2000], [2001-2002], [2003-2020] |
|||
Household income / expenses, Monthly Household Income |
[1984-2020], [1984-2001], [2002-2020] |
[2022, 2023] |
||
Household income / expenses, Reduction of earning capacity |
[2005-2020], [2005-2009], [2010-2020] |
[2022, 2023] |
||
Household income / expenses, Special Circumstances Assistance |
[1984-2009], [1984-1991,2001], [2002-2009] |
hlc0056_h, hlc0056_v1, hlc0056_v2, hlc0056_v3, hlc0058, hlc0060_h, hlc0060_v1, hlc0060_v2 |
||
Household income / expenses, Subsistence Support prev. year |
[1984-1991,2001-2020] |
[2022, 2023] |
||
Household income / expenses, Unemplyoment Subsidy II |
[2005-2020], [2005-2009], [2010-2020], [2005-2020] |
[2022, 2023] |
||
Household income / expenses, Unemplyoment Subsidy II prev. year |
[2006-2020] |
[2022, 2023] |
||
Household income / expenses; Number of Children |
[1995-2020] |
[2022, 2023] |
||
Income and expenses from renting / leasing |
[1984-1990,1992-2020], [1984-1990,1992-2001], [1984-1990,1992-2020], [2002-2020] |
[2022, 2023] |
||
Income and expenses from renting / leasing, Maintenance costs |
[1984-1990,1992-2020], [1984-1990,1992-2001], [2002-2020], [2016-2020] |
[2022, 2023] |
||
Income and expenses from renting / leasing, Redemption payments |
[1985-1990,1992-2020], [1985-1990,1992-2001], [2002-2020], [2016-2020] |
[2022, 2023] |
||
Income and expenses from renting / leasing, Tax Deduction |
[2005-2020] |
[2022, 2023] |
||
Inheritance, present, lottery prize |
[2016-2020] |
[2022, 2023] |
||
Investments, Building Society |
[1984-2020] |
[2022, 2023] |
||
Investments, Combined Savings |
[1990] |
|||
Investments, Fixed Interest Securities |
[1984-2020] |
[2022, 2023] |
||
Investments, Interest and Dividend Income |
[1984-2001], [2002-2020], [1985-2020] |
[2022, 2023] |
||
Investments, Life Insurance |
[1984-2020] |
[2022, 2023] |
||
Investments, No Securities |
[1984-2020] |
[2022, 2023] |
||
Investments, Non-response |
[2003-2020], [2016-2020] |
[2022, 2023] |
||
Investments, Operating Assets |
[1984-2020] |
[2022, 2023] |
||
Investments, Other Securities |
[2001-2020] |
[2022, 2023] |
||
Investments, Savings Account |
[1984-2020] |
[2022, 2023] |
||
Investments, Tax-deductible Loan |
[2005-2020] |
[2022, 2023] |
||
Ratio between income and expenditures |
[2010-2013], [2016-2018], [2010] |
|||
Ratio between income and expenditures, Cap shortfall |
[2010-2013], [2016] |
|||
Ratio between income and expenditures, Expenditure Surplus |
[2010-2013], [2016-2018], [2010-2013], [2016] |
|||
Ratio between income and expenditures, Income Surplus |
[2010-2013], [2016-2018], [2010-2013], [2016] |
|||
Repayments of loans |
[1997-2020], [1997-2011], [1997-2020], [1997-2001], [2002-2011], [2011-2020] |
hlc0113_h, hlc0113_v1, hlc0113_v2, hlc0114_h, hlc0114_v1, hlc0114_v2 |
[2022, 2023] |
|
Savings |
[1992-2020], [2002-2014] |
hlc0119_h, hlc0119_v1, hlc0119_v2, hlc0119_v3, hlc0119_v4, hlc0120_h, hlc0120_v1, hlc0120_v2, hlc0120_v3, hlc0120_v4 |
[2022, 2023] |
|
Savings, Deficit |
[2021] |
hfehlb1, hfehlb2, hfehlb3, hfehlb4, hfehlb5, hfehlb6, hfehlb7 |