SOEP 2016 - Codebook for the $PEQUIV file 1984-2016: CNEF variables with extended income information for the SOEP

Grabka, Markus M. Research Report SOEP 2016 - Codebook for the $PEQUIV file 1984-2016: CNEF variables with extended income information for the SOEP SOEP Survey Papers, No. 464 Provided in Cooperation with: German Institute for Economic Research (DIW Berlin) Suggested Citation: Grabka, Markus M. (2017) : SOEP 2016 - Codebook for the $PEQUIV file 1984-2016: CNEF variables with extended income information for the SOEP, SOEP Survey Papers, No. 464, Deutsches Institut für Wirtschaftsforschung (DIW), Berlin This Version is available at: https://hdl.handle.net/10419/168573 Standard-Nutzungsbedingungen: Die Dokumente auf EconStor dürfen zu eigenen wissenschaftlichen Zwecken und zum Privatgebrauch gespeichert und kopiert werden. Sie dürfen die Dokumente nicht für öffentliche oder kommerzielle Zwecke vervielfältigen, öffentlich ausstellen, öffentlich zugänglich machen, vertreiben oder anderweitig nutzen. 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If the documents have been made available under an Open Content Licence (especially Creative Commons Licences), you may exercise further usage rights as specified in the indicated licence. http://creativecommons.org/licenses/by-sa/4.0/ SOEP Survey Papers Series D – Variable Descriptions and Coding The German Socio-Economic Panel study SOEP 2016 – Codebook for the $PEQUIV File 1984-2016: CNEF Variables with Extended Income Information for the SOEP 464 SOEP — The German Socio-Economic Panel study at DIW Berlin 2017 Markus M. Grabka Running since 1984, the German Socio-Economic Panel study (SOEP) is a wide-ranging representative longitudinal study of private households, located at the German Institute for Economic Research, DIW Berlin. The aim of the SOEP Survey Papers Series is to thoroughly document the survey’s data collection and data processing. The SOEP Survey Papers is comprised of the following series: Series A – Survey Instruments (Erhebungsinstrumente) Series B – Survey Reports (Methodenberichte) Series C – Data Documentation (Datendokumentationen) Series D – Variable Descriptions and Coding Series E – SOEPmonitors Series F – SOEP Newsletters Series G – General Issues and Teaching Materials The SOEP Survey Papers are available at http://www.diw.de/soepsurveypapers Editors: Dr. Jan Goebel, DIW Berlin Prof. Dr. Martin Kroh, DIW Berlin and Humboldt Universität Berlin Prof. Dr. Carsten Schröder, DIW Berlin and Freie Universität Berlin Prof. Dr. Jürgen Schupp, DIW Berlin and Freie Universität Berlin Please cite this paper as follows: Markus M. Grabka. 2017. SOEP 2016 – Codebook for the $PEQUIV File 1984-2016: CNEF Variables with Extended Income Information for the SOEP. SOEP Survey Papers 464: Series D. Berlin: DIW/SOEP This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License. © 2017 by SOEP ISSN: 2193-5580 (online) DIW Berlin German Socio-Economic Panel (SOEP) Mohrenstr. 58 10117 Berlin Germany [email protected] SOEP 2016 – Codebook for the $PEQUIV File 1984-2016: CNEF Variables with Extended Income Information for the SOEP Markus M. Grabka 2 Preface The $PEQUV-File is based on the Cross-National Equivalent File (CNEF) with extended income information for the SOEP. This file comprises not only the aggregated income figures provided in the CNEF but also further single income components. The CNEF is a joint effort of researchers and staff affiliated with State Ohio University, the DIW Berlin, the University of Essex, Statistics Canada, the Melbourne Institute of Applied Economics and Social Research (MI), the Korea Labor Institute and the Swiss Foundation for research in Social Sciences (FORS) funded by the National Institute on Aging and by the DIW Berlin. For extensive documentation of the CNEF cf. https://cnef.ehe.osu.edu/ or: Joachim R. Frick, Stephen P. Jenkins, Dean R. Lillard, Oliver Lipps, and Mark Wooden (2007): The Cross-National Equivalent File (CNEF) and its Member Country Household Panel Studies. In: Schmollers Jahrbuch (Journal of Applied Social Science Studies), 127(4) , p. 627-654. General notes: • In contrast to the original CNEF-data which is based on the 95% scientific use file of SOEP, the $PEQUIV-files include the full 100%-sample. • The 2016 release of the $PEQUIV-files has been updated to include the 2016 (wave BG) SOEP data. • Population for $PEQUIV is made up by all members of households who were successfully interviewed (i.e., persons with $NETTO-codes 10 to 39 in the file PPFAD and $HNETTO-code 1 in the file HPFAD). • For longitudinal consistency, all $PEQUIV income variables are consistently expressed in EURO (1 Euro = 1,95583 DM) independent of the currency used in the underlying survey instruments. • Income data is missing for Sample C in 1990 and 1991 (first 2 waves of East German sample). • Income data is missing for Sample M3/M4 C in 2016 as not all income information was collected for this sample in 2016. An important distinction from the original CNEF data, is that the $PEQUIV-files have been extended to also cover all single income components considered in the aggregated annual income figures of the CNEF. In principle, these single income components correspond to the originally surveyed information (which is stored in the $P, $PKAL and $H files, respectively) with some important amendments: • Income variables are harmonized with respect to the periodicity, i.e. they give annual income (as of the previous calendar year). Components which are asked at monthly level have been multiplied by SOEP Survey Paper 464 SOEP v33 3 the number of months with receipt of the respective income (eventually, this implies imputation of missing number of months in the originally surveyed data as well as a longitudinally verified correction of implausible values). • Any missing income information due to item-non response has been imputed according to the longitudinal and cross-sectional imputation procedures described in: Frick, J.R. and Grabka, M.M. (2005): Item-Non-Response on Income Questions in Panel surveys: Incidence, Imputation and the Impact on the Income Distribution. Allgemeines Statistisches Archiv (AStA) 89, 49-61. • Any missing income information due to partial unit non response (PUNR, non responding individuals in households with at least one successful interview) has been imputed according to the longitudinal and cross-sectional imputation procedures described in: Frick, J.R.; M.M. Grabka and O. Groh-Samberg (2010): Dealing with Incomplete Household Panel Data in Inequality Research. SOEP Papers on Multidisciplinary Panel Data Research at DIW Berlin, No. 290, Berlin (see: http://www.diw.de/documents/publikationen/73/diw_01.c.354683.de/diw_sp0290.pdf forthcoming in Sociological Methods and Research) . Due to lacking detailed information about income receipt, only six income components have been imputed: individual labour income (I11110$$), social security pensions (I11108$$), unemployment benefits (IUNBY$$), maternity benefits (IMATY$$), student grants (ISTUY$$) and private transfers (IELSE$$). This information is also used to generate a more thorough measure for taxes and social contributions paid by private households. • An imputation flag for each of these single income components has been specified. These flags take a value of 1 if item-non-response on the underlying income variable has been imputed and 0 otherwise. General variable naming conventions for the $PEQUIV-variables: (see variable list on page 4): • Variable names are longitudinally consistent using a two-digit suffix – instead of a four-digit suffix used in the original CNEF-files – indicating the survey year (wave A = 84, wave B = 85, ..., wave BG = 16, $$ =84, 85, …, 16). Variable naming conventions for the single income components: • Variable names related to income components at the individual level start with the prefix “I”, e.g., Christmas bonus is given in variable IXMAS$$. • The prefix “F” indicates the imputation flag, e.g. the flag variable for rental income (RENTY$$) is given by FRENTY$$. For further information please contact: Markus M. Grabka ([email protected]). SOEP Survey Paper 464 SOEP v33 4 Variables in the cross-sectional $PEQUIV Files Label Variable List Page Identifiers: Unique Person Number X11101LL 10 Household Identification Number X11102$$ 11 Individual in Household at Survey X11103$$ 12 Sub-sample Identifier X11104LL 13 Person in Household Interviewed X11105$$ 15 Demographics : Age of Individual D11101$$ 16 Sex of Individual D11102LL 17 Race of Household Head D11103$$ 18 Marital Status of Individual D11104$$ 19 Relationship to Household Head D11105$$ 20 Number of Persons in Household D11106$$ 21 Number of Children in Household D11107$$ 22 Education With Respect to High School D11108$$ 23 Number of Years of Education D11109$$ 24 Race of Individual D11112LL 25 Employment: Annual Work Hours of Individual E11101$$ 26 Impute Annual Work Hours of Individual E11201$$ 27 Employment Status of Individual E11102$$ 28 Employment Level of Individual E11103$$ 29 Primary Activity of Individual E11104$$ 30 Occupation of Individual E11105$$ 31 1 Digit Industry Code of Individual E11106$$ 32 2 Digit Industry Code of Individual E11107$$ 33 Equivalence scale inputs: Number HH members age 0-13 H11101$$ 35 Number HH members age 14-18 H11102$$ 35 Number HH members age 0-1 H11103$$ 35 Number HH members age 2-4 H11104$$ 35 Number HH members age 5-7 H11105$$ 35 Number HH members age 8-10 H11106$$ 35 Number HH members age 11-12 H11107$$ 35 Number HH members age 13-15 H11108$$ 35 Number HH members age 16-18 H11109$$ 35 Number HH members age 19+ or 16-18 and indep. H11110$$ 35 Indicator - Wife/spouse in Household H11112$$ 37 Equivalence Weight algorithms: OECD Equivalence Weight 38 Modified OECD Equivalence Weight Other Equivalence Weights L11101$$ 39 Location: Federal State of Residence Region of Residence L11102$$ 40 Macro-level Variables: Consumer Price Index Y11101$$ 41 SOEP Survey Paper 464 SOEP v33 5 Label Variable List Page Aggregated Income variables: Household Pre-Government Income I11101$$ 42 Household Post-Government Income I11102$$ 43 Household Labor Income I11103$$ 44 Household Asset Income I11104$$ 45 Household Imputed Rental Value I11105$$ 46 Household Private Transfers I11106$$ 47 Household Public Transfers I11107$$ 48 Household Social Security Pensions I11108$$ 49 Total Household Taxes I11109$$ 50 Individual Labor Earnings I11110$$ 51 Household Federal Taxes I11111$$ 52 Household Social Security Taxes I11112$$ 53 Household Post-Government Income (TAXSIM) I11113$$ 54 Total Household Taxes (TAXSIM) I11114$$ 54 Household State Taxes (TAXSIM) I11115$$ 54 Household Federal Taxes (TAXSIM) I11116$$ 54 Household Private Retirement Income I11117$$ 55 Household Windfall Income I11118$$ 56 Imputation flag: Share of imputed Household Pre-Government Income I11201$$ 57 Imputation flag: Share of imputed Household Post-Government Income I11202$$ 58 Imputation flag: Share of imputed Household Labor I11203$$ 59 Imputation flag: Share of imputed Household Asset Income I11204$$ 60 Imputation flag: Household Imputed Rental Value I11205$$ 61 Imputation flag: Share of imputed Household Private Transfers I11206$$ 62 Imputation flag: Share of imputed Household Public Transfers I11207$$ 63 Imputation flag: Share of imputed Household Social Security Pensions I11208$$ 64 Imputation flag: Total Household Taxes I11209$$ 65 Imputation flag: Share of imputed Individual Labor Earnings I11210$$ 66 Imputation flag: Share of imputed Private Retirement Income I11217$$ 67 Imputation flag: Household Windfall Income I11218$$ 68 Single income components at the household level: Income from rental and leasing RENTY$$ 69 Operation, maintenance costs OPERY$$ 70 Interest, dividend income DIVDY$$ 71 Child allowance CHSPT$$ 72 Housing benefit HOUSE$$ 73 Nursing allowances NURSH$$ 74 Social assistance SUBST$$ 75 Social assistance for special circumstances SPHLP$$ 76 Social assistance for elderly SSOLD$$ 77 Unemployment benefit II ALG2$$ 78 Housing support for owner-occupiers HSUP$$ 79 Losses from renting and leasing LOSSR$$ 80 Losses from capital investment LOSSC$$ 81 Additional child benefit ADCHB$$ 82 Child care subsidy CHSUB$$ 83 Income of children KIDY$$ 84 SOEP Survey Paper 464 SOEP v33 6 Label Variable List Page Imputation flag: Income from rental and leasing FRENTY$$ 85 Imputation flag: Operation, maintenance costs FOPERY$$ Imputation flag: Interest, dividend income FDIVDY$$ Imputation flag: Child allowance FCHSPT$$ Imputation flag: Housing benefit FHOUSE$$ Imputation flag: Nursing allowances FNURSH$$ Imputation flag: Social assistance FSUBST$$ Imputation flag: Social assistance for spec. circumst. FSPHLP$$ Imputation flag: Social assistance for elderly FSSOLD$$ Imputation flag: Unemployment benefit II FALG2$$ Imputation flag: Housing support for owner-occupiers FHSUP$$ Imputation flag: Losses from renting and leasing FLOSSR$$ Imputation flag: Losses from capital investment FLOSSC$$ Imputation flag: Additional child benefit FADCHB$$ Imputation flag: Child care subsidy FCHSUB$$ Imputation flag: Income of children FKIDY$$ Single income components at the individual level: Wages, Salary from main job IJOB1$$ 86 Income from secondary employment IJOB2$$ 87 Income from self-employment ISELF$$ 88 Combined old-age, disability, etc. pensions IOLDY$$ 89 Combined widows and orphans pension IWIDY$$ 90 Combined company pension ICOMP$$ 91 Combined private pension IPRVP$$ 92 Unemployment benefit IUNBY$$ 93 Unemployment assistance IUNAY$$ 94 Subsistence allowance ISUBY$$ 95 Old-age transition benefit IERET$$ 96 Maternity benefit IMATY$$ 97 Student grants ISTUY$$ 98 Military community service pay IMILT$$ 99 Alimony IALIM$$ 100 Advance child maintenance payment IACHM$$ 101 Child support, caregiver alimony ICHSU$$ 102 Divorce alimony, during separation ISPOU$$ 103 Private Transfers received IELSE$$ 104 Profit Withdrawal IWITH$$ 105 13th monthly salary I13LY$$ 106 14th monthly salary I14LY$$ 107 Christmas bonus IXMAS$$ 108 Vacation bonus IHOLY$$ 109 Profit-sharing IGRAY$$ 110 Other bonuses IOTHY$$ 111 Commuting expenses, travel grant ITRAY$$ 112 Indemnity payments IDEMY$$ 113 Statutory pension insurance IGRV1$$ 114 Social miners insurance pension ISMP1$$ 115 Civil servant pension ICIV1$$ 116 War victim pension IWAR1$$ 117 Farmer Pension IAGR1$$ 118 Statutory accident insurance pension IGUV1$$ 119 Supplementary benefits for civil servants IVBL1$$ 120 Company pension ICOM1$$ 121 Private pension IPRV1$$ 122 SOEP Survey Paper 464 SOEP v33 13 Variable Name X11104LL Variable Label Sub-sample Identifier Unit of Observation Individual Description This variable indicates from which sub sample an individual in the SOEP drawn. Method The SOEP contains seven different samples. 1) Sample A consists of the residents of West Germany originally surveyed in 1984. 2) Sample B consists of a sample of foreign guest-workers of Italian, Spanish, Turkish, Yugoslavian, and Greek nationality also surveyed in 1984. The 1,400 foreign households in this original oversample were selected based on the nationality of the head of household. Foreigners who are not Italian, Spanish, Turkish, Yugoslavian, or Greek are included with the Germans in Sample A. 3) Sample C represents population of Germans residing in the former East Germans states in 1990. 4) Sample D surveyed in 1994/95 represents the population of households with at least household member who immigrated to Germany after 1984. 5) Sample E is a supplemental random sample that represents the population of Germany in 1998. 6) Sample F is an additional supplemental random sample that represents the population of Germany in 2000. 7) Sample G surveyed in 2002 is the so-called “high-income sample”. Sampling criteria was a monthly disposable household income of more than 7.500 DM in 2001. Sample G represents about 7,3% individuals in private households with the highest income. 8) Sample H is an additional supplemental random sample that represents the population of Germany in 2006. 9) Sample I is an additional supplemental random sample that represents the population of Germany in 2009. Since 2012 (SOEPv28) Sample I is no longer part of SOEP, but it is part of the SOEP-Innovation Sample (SOEP-IS) 10) Sample J is an additional supplemental random sample that represents the population of Germany in 2011. 11) Sample K is an additional supplemental random sample that represents the population of Germany in 2012. 12) Sample L1 is a sample of families with children born 2007-2010 drawn in 2010. 13) Sample L2 is a sample of low income families, large families or single parent households drawn in 2010 14) Sample L3 is a sample of large families and single parent households drawn in 2011 15) Sample M1 is an additional supplemental of migrants who migrate to Germany between 1995-2010 drawn in 2013. 16) Sample M2 is an additional supplemental of migrants who migrate to Germany after 2009 drawn in 2015. 17) Sample M3/M4 is an supplemental of refugees drawn in 2016 who recently migrate to Germany. Format 21 = Sample A 22 = Sample B 23 = Sample C 24 = Sample D 25 = Sample E 26 = Sample F 27 = Sample G 28 = Sample H 29 = Sample I 30 = Sample J 31 = Sample K 32 = Sample L1 33 = Sample L2 34 = Sample L3 35 = Sample M1 36 = Sample M2 37 = Sample M3/M4 The original survey variables provided below can be found in the file PPFAD. Algorithm if psample = 1 then X11104LL = 21 else if psample = 2 then X11104LL = 22 SOEP Survey Paper 464 SOEP v33 14 else if psample = 3 then X11104LL = 23 else if psample = 4 then X11104LL = 24 else if psample = 5 then X11104LL = 25 else if psample = 6 then X11104LL = 26 else if psample = 7 then X11104LL = 27 else if psample = 8 then X11104LL = 28 else if psample = 9 then X11104LL = 29 else if psample =10 then X11104LL = 30 else if psample =11 then X11104LL = 31 else if psample =12 then X11104LL = 32 else if psample =13 then X11104LL = 33 else if psample =14 then X11104LL = 34 else if psample =15 then X11104LL = 35 else if psample =16 then X11104LL = 36 else if psample =17 then X11104LL = 37 SOEP Survey Paper 464 SOEP v33 15 Variable Name X11105$$ Variable Label Indicator of Whether Person in Household was Interviewed Unit of Observation Individual Description Indicates whether an individual present in the household provided interview responses. Children in the household are counted as interviewed persons. Method Individuals in the household 16 years of age and older who are members of a surveyed household reject to give an interview are given a 0. Format 0 = Didn’t provide information 1 = Provided information The original survey variables provided below can be found in the file PPFAD. This algorithm omits individuals with survey non-responses. Algorithm If Ynetto >= 10 & Ynetto < 30 then X11105$$ = 1; else X11105$$ = 0; SOEP Survey Paper 464 SOEP v33 16 Variable Name D11101$$ Variable Label Age of Individual Unit of Observation Individual Description Indicates the age of the individual in years. Method The SOEP records the birth date (GEBJAHR) of each individual. The current age of an individual is created by subtracting the year of birth from the current year. Format -1 = Item non-response 0 = Newborn up to first birthday The value of this variable ranges from 0 to 105. The original survey variables provided below can be found in the file PPFAD. This algorithm omits individuals with survey non-responses. Algorithm D11101$$ = 19$$ - GEBJAHR ($$=84-99) D11101$$ = 20$$ - GEBJAHR ($$=00 …) SOEP Survey Paper 464 SOEP v33 17 Variable Name D11102LL Variable Label Gender of Individual Unit of Observation Individual Description Indicates the gender of the individual. Method The SOEP records the gender (SEX) of each individual. This information is acquired once and is not obtained in subsequent years. Gender is constant through time and therefore does not have a yearly suffix. This variable is missing for the few cases where information about gender was not reported and inferences about gender could not be made. Format -1 = Item non-response 1 = Male 2 = Female The original survey variables provided below can be found in the file PPFAD. This algorithm omits individuals with survey non-responses. Algorithm if SEX ne -1 then D11102LL = SEX SOEP Survey Paper 464 SOEP v33 18 Variable Name D11103$$ Variable Label Race of Household Head Unit of Observation Individual Description Indicates the race of the interviewed head of household. Method Race is not available in the SOEP. However, to separate Germans from non-Germans use the variables about o nationality (NATION$$) which can be found in the $PGEN-files or o the information about whether a person was born in Germany (GERMBORN) or o the country of origin (CORIGIN) whereas both can be found in the PPFAD-file. Format -1 = no information available SOEP Survey Paper 464 SOEP v33 19 Variable Name D11104$$ Variable Label Marital Status of Individual Unit of Observation Individual Description This variable indicates the marital status in the current survey year of all individuals in the household 16 years of age and older. Method The married category represents individuals who are legally married and individuals who are living with a partner. Married non-German "guest workers" whose spouses remained in their native countries are given a code of 6 or 7 depending on their ages. Format -1 = N/A – Child / Item non-response 1 = Married / Living with a Partner 2 = Single 3 = Widowed 4 = Divorced 5 = Separated (Legally Married) The original survey variables provided below can be found in the file _PGEN. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: D11101__ = Age of Individual Algorithm if D11101$$ ge 16 then do if Yfamstd = 1,6,7 then D11104$$ = 1 else if Yfamstd = 2,8 then D11104$$ = 5 else if Yfamstd = 3 then D11104$$ = 2 else if Yfamstd = 4 then D11104$$ = 4 else if Yfamstd = 5 then D11104$$ = 3 end if D11101$$ lt 16 then D11104$$ = -1 if X11104LL=36 & i=32 then D11104$$ = -5 not collected for Sample M2 in 2015 if X11104LL=37 & i=33 then D11104$$ = -5 not collected for Sample M3/4 in 2016 SOEP Survey Paper 464 SOEP v33 20 Variable Name D11105$$ Variable Label Relationship to Household Head Unit of Observation Individual Description This variable indicates the individual's relationship to the current survey year’s head of household. Method The relation to head variable is created by collapsing the SOEP relationship to head variable into 5 categories. These categories include spouses, life-partners, children, foster children, siblings, parents, in-laws, grandchildren, other relatives, and unrelated persons. Since 2012 (wave 29) the original SOEP variable collects more detailed information about family relationships. Format -1 = Item non-response 1 = Head 2 = Partner 3 = Child 4 = Relative 5 = Non-relative The original survey variables provided below can be found in the file _PBRUTTO. This algorithm omits individuals with survey non-responses. Algorithm if i ge 1 and I le 28 then do; if Ystell = 0 then D11105$$ = 1 else if Ystell = 1,2,13 then D11105$$ = 2 else if Ystell = 3 or 4 then D11105$$ = 3 else if Ystell = 5, 6, 7, 8, 9, 10 then D11105$$ = 4 else if Ystell =11,12,13 then D11105$$ = 5 else D11104$$ = -1 end; if i ge 29 then do; if Ystell = 0 then D11105$$ =1 else if Ystell in (11,12,13) then D11105$$ =2 else if Ystell in (21,22,23,24) then D11105$$ =3 else if Ystell in (25,26,31,36,41,42,43,61,62,63,64) then D11105$$ =4 else if Ystell in (27,32,33,35,45,51,52,71) then D11105$$ =5 else D11105$$ =-1 end; SOEP Survey Paper 464 SOEP v33 21 Variable Name D11106$$ Variable Label Number of Persons in Household Unit of Observation Household Description Indicates the number of persons in the household at the time of the interview. Method This information is obtained from the household head or another household member who knows about the household's composition. Format -1 = Item non-response The value of this variable ranges from 1 to 17. The original survey variables provided below can be found in the file _HBRUTTO. This algorithm omits individuals with survey non-responses. Algorithm D11106$$ = Yhhgr SOEP Survey Paper 464 SOEP v33 22 Variable Name D11107$$ Variable Label Number of Children in Household Unit of Observation Household Description Indicates the number of persons in the household under age of 18 at the time of the interview. Method This variable is created by computing the number of individuals in the household under the age of 18. Format -1 = Item non-response The value of this variable ranges from 0 to 10. The original survey variables provided below can be found in the file $PPFAD. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: D11101__ = Age of Individual Algorithm if age$$ ge 0 and age$$ le 17 then sumkids$$=1 if age$$ = . and $netto in (20, 21, 22, 23) then sumkids$$=1 D11107$$ = sum of (sumkids$$) in the household SOEP Survey Paper 464 SOEP v33 29 Variable Name E11103$$ Variable Label Employment Level of Individual Unit of Observation Individual Description This variable indicates whether any individual in the household 16 years of age and older worked full-time, part-time, or not at all in the previous year. Method If the individual had positive wages and worked at least 1,820 hours last year (35 hours per week on average), then the individual was employed full-time. If the individual had positive wages and worked at least 52 hours but less than 1,820 hours last year, then the individual was employed part-time. Otherwise, the individual was not working Format -1 = N/A - Child 1 = Full Time 2 = Part Time 3 = Not Working This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: D11101__ = Age of Individual E11101__ = Annual Work Hours of Individual E11102__ = Employment Status of Individual Algorithm if D11101$$ ge 16 then do if E11102$$=1 then do if E11101$$ ge 1,820 then E11103$$=1 else if E11101$$ ge 52 and E11101$$ lt 1,820 then E11103$$=2 end if E11102$$=0 then E11103$$=3 end if D11101$$ lt 16 then E11103$$=.-1 if x11104LL=35 & i=30 then E11103$$=-5 not collect for M1 in 2013 if x11104LL=36 & i=32 then E11103$$=-5 not collect for M2 in 2015 SOEP Survey Paper 464 SOEP v33 30 Variable Name E11104$$ Variable Label Primary Activity of Individual Unit of Observation Individual Description This variable indicates primary activity at the time of the survey for all individuals in the household 16 years of age and older. Method This variable is based on the individual's self-reported employment status at the time of the interview. If the individual reported being full-time, part-time, or marginally employed, having short-time work, performing military/civilian service, on maternity leave, or being engaged in in-company training then the individual is considered to be working now. If the individual reported not being employed or being unemployed then the individual is considered to be not working now. Unemployed is not a category in the recoded variable because in the original data individuals were able to choose unemployed as their employment status in 1984 through 1990 only. Format -1 = N/A – Child -2 = Item-non response 1 = Working Now 2 = Not Working Now The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: D11101__ = Age of Individual Algorithm 1984-1990: if D11101$$ ge 16 or psample=3 then do if VAR=1, 2, 3, 4 then E11104$$=1 else if VAR=5, 6 or 7 then E11104$$=2 else E11104$$=-2 end else E11104$$=-1 (VAR=ap08, bp16, cp16, dp12, ep12 , fp10, gp12, zp16, $$=84-90) 1991-1995: if D11101$$ ge 16 then do if VAR=1, 2, 3, 4, 5, or 6 then E11104$$=1 else if VAR=7, 8 or 9 then E11104$$=2 else E11104$$=-2 end else E11104$$=-1 (VAR=hp15, ip15, jp15, kp25, lp21, $$=91-95) since 1996: if D11101$$ ge 16 then do if VAR=1, 2, 3, 4, 8 then E11104$$=1 else if VAR=5, 6, 7, 9 then E11104$$=2 else E11104$$=-2 end else E11104$$=-1 (VAR=mp15, np11, op09, pp10, qp10, rp12, sp15, tp34, up09,vp10,wp07,xp13, yp19, zp09, bap09,bbp09,bcp11,bdp18,bep12,bfp32 $$=96-…) SOEP Survey Paper 464 SOEP v33 31 Variable Name E11105$$ Variable Label Occupation of Individual Unit of Observation Individual Description This variable indicates occupation at the time of the survey for all individuals in the household 16 years of age and older. Method This variable is based on the individual’s self-reported occupation at the time of the interview given by ISCO-88 occupation code (IS88$$ = International standard classification of occupations). Occupation is coded as not applicable for individuals who were not working at the time of the interview. Format -1 = N/A – Child -2 = Item Non-response A documentation for all other values of the ISCO-88 information (IS88$$ is a variable with four digits) can be found at: http://www.ilo.org The original survey variables provided below can be found in the file _PGEN. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: E11104$$ = Primary Activity of Individual Algorithm if X11103$$ = 1 then do if E11104$$ in (5,6,7,8) then E11105$$=0; else if E11104$$ in (1,2,3,4) and is88$$ le 0 then E11105$$=-1; else if E11104$$ in (1,2,3,4) and is88$$ gt 0 then E11105$$=IS88$$; else E11105$$=-2; end; SOEP Survey Paper 464 SOEP v33 32 Variable Name E11106$$ Variable Label 1 Digit Industry of Individual Unit of Observation Individual Description This variable indicates industry in which each individual in the household 16 years of age and older is employed at the time of the survey. Method This variable is based on the individual’s self-reported industry of occupation at the time of the interview. This variable is created by collapsing the SOEP industry variable into 10 broad categories. Industry is coded as not applicable for individuals who were not working at the time of the interview. Format -1 = N/A – Child / Item Non-response 0 = Not Applicable 1 = Agriculture 2 = Energy 3 = Mining 4 = Manufacturing 5 = Construction 6 = Trade 7 = Transport 8 = Bank/Insurance 9 = Services 10 = Other The original survey variables provided below (NACE$$) can be found in the file _PGEN. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: E11104$$ = Primary Activity of Individual Algorithm if X11103$$ = 1 then do if E11104$$ in (5,6,7,8) then E11106$$=0; else if E11104$$ in (1,2,3,4) and nace$$ le 0 then E11106$$=-1; else if E11104$$ in (1,2,3,4) and nace$$ gt 0 then do; if nace$$ in (1,2,5) then E11106$$=1; if nace$$ in (40,41) then E11106$$=2; if nace$$ in (10,11,12,13,14) then E11106$$=3; if nace$$ in (15,16,17,18,19,20,21,22,23,24,25,26,27,28,30,31,32,33 ,37,96,97,100) then E11106$$=4; if nace$$ in (29,34,35,36,45) then E11106$$=5; if nace$$ in (50,51,52,55) then E11106$$=6; if nace$$ in (60,61,62,63,64) then E11106$$=7; if nace$$ in (65,66,67) then E11106$$=8; if nace$$ in (70,71,72,73,74,75,80,85,90,91,92,93,95,98,99) then E11106$$=9; end; else E11106$$=-2; end; SOEP Survey Paper 464 SOEP v33 33 Variable Name E11107$$ Variable Label 2 Digit Industry of Individual Unit of Observation Individual Description This variable indicates industry in which each individual in the household 16 years of age and older is employed at the time of the survey. Method This variable is based on the individual’s self-reported industry of occupation at the time of the interview (NACE$$). Industry is coded as not applicable for individuals who were not working at the time of the interview. Format -1 = N/A – Child / Item Non-response -2 = Survey Non-response 0 = Not Applicable 18= Retail 1= Agric.,Forestry 19= Train System 2= Fisheries 20= Postal System 3 = Energy/Water 21= Other Trans. 4 = Mining 22= Financial Inst 5 = Chemicals 23= Insurance 6= Synthetics 24= Restaurants 7= Earth/Clay/Stone 25 = Service Indust 8 = Iron/Steel 26 = Trash Removal 9= Mechanical Eng 27 = Educ./Sport 10= Electrical Eng 28 = Health Service 11= Wood/Paper/Print 29 = Legal Services 12= Clothing/Text 30 = Other Services 13= Food Industry 31 = Volunt./Church 14= Construction 32 = Priv. Househld 15= Constr. Relate 33 = Public Administration 16= Wholesale 34 = Social Security 17= Trading Agents 99= Not attributable The original survey variables provided below (NACE$$) can be found in the file _PGEN. This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: E11104$$ = Primary Activity of Individual Algorithm if X11103$$ = 1 then do if E11104$$ in (5,6,7,8) then E11107$$=0; else if E11104$$ in (1,2,3,4) and NACE$$ le 0 then E11107$$=-1; else if E11104$$ in (1,2,3,4) and NACE$$ gt 0 then do; if Nace$$ in (1,2) then E11107$$=1; if Nace$$ in (5) then E11107$$=2; if Nace$$ in (40,41) then E11107$$=3; if Nace$$ in (10,11,12,13,14) then E11107$$=4; if Nace$$ in (23,24) then E11107$$=5; if Nace$$ in (25) then E11107$$=6; if Nace$$ in (26) then E11107$$=7; if Nace$$ in (27,28) then E11107$$=8; if Nace$$ in (29,30,33) then E11107$$=9; if Nace$$ in (31,32) then E11107$$=10; if Nace$$ in (20,21,22) then E11107$$=11; if Nace$$ in (17,18,19) then E11107$$=12; if Nace$$ in (45) then E11107$$=14; if Nace$$ in (15,16) then E11107$$=13; if Nace$$ in (34,35,36) then E11107$$=15; if Nace$$ in (50,51,52) then E11107$$=16; if Nace$$ in (60,61,62,63,64) then E11107$$=21; if Nace$$ in (65) then E11107$$=22; SOEP Survey Paper 464 SOEP v33 34 if Nace$$ in (66,67) then E11107$$=23; if Nace$$ in (55) then E11107$$=24; if Nace$$ in (73,74) then E11107$$=25; if Nace$$ in (37,95) then E11107$$=26; if Nace$$ in (80,92) then E11107$$=27; if Nace$$ in (85) then E11107$$=28; if NACE$$ in (70,71,72,93,98,99) then E11107$$=30; if NACE$$ in (91) then E11107$$=31; if NACE$$ in (90) then E11107$$=32; if NACE$$ in (75) then E11107$$=33; if NACE$$ in (96,97,100) then E11107$$=99; end; else E11107$$=-2; end SOEP Survey Paper 464 SOEP v33 35 Variable Name H11101$$ Number of Household members age 0-13 H11102$$ Number of Household members age 14-18 H11103$$ Number of Household members age 0-1 H11104$$ Number of Household members age 2-4 H11105$$ Number of Household members age 5-7 H11106$$ Number of Household members age 8-10 H11107$$ Number of Household members age 11-12 H11108$$ Number of Household members age 13-15 H11109$$ Number of Household members age 16-18 H11110$$ Number of Household members age 19+ or 16-18 years old and independent Unit of Observation Household Description These variables indicate the number of household members in the given age category living in the household at the time of the interview. H11109$$ includes 16-18 year old youth who has not completed his or her Abitur and unmarried and living with a parent or married and separated and living with a parent. H11110$$ includes 16-18 year old youth who have completed Abitur or is in college, but exclude the head and the spouse. Only “residual” adults are counted in this variable. Method These variables are the simple count of all individuals in the household whose age is in the listed category. Format The value of this variable ranges from 0 to 20. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm *First collapse variables for waves m-o; * CREATE AGE GROUP VARIABLE *; array ak101{*} age$$; array ak102{*} marst$$; array ak105{*} hrel$$; array age14{*} age14$$; array age15_18{*} age18$$; array chld018{*} chld18$$; array age0_1{*} age1$$; array age2_4{*} age4$$; array age5_7{*} age7$$; array age8_10{*} age10$$; array age11_12{*} age12$$; array age13_15{*} age15$$; array age16_18{*} age16$$; array adults{*} adult$$; array psbil{*} $psbil; do i = 1 to dim(ad101); if ad101{i}=1 then do; age14{i} = 0; age15_18{i} = 0; chld018{i} = 0; age0_1{i} = 0; age2_4{i} = 0; age5_7{i} = 0; age8_10{i} = 0; age11_12{i} = 0; age13_15{i}= 0; age16_18{i} = 0; adults{i} = 0; if 0 <= ak101{i} < 14 then age14{i} = 1; if 14 <= ak101{i} < 19 then age15_18{i} = 1; chld018{i} = sum(age14{i},age15_18{i}); *** Code up indicators for McClements scale ***;; SOEP Survey Paper 464 SOEP v33 36 if 0 <= ak101{i} < 2 then age0_1{i} = 1; if 2 <= ak101{i} < 5 then age2_4{i} = 1; if 5 <= ak101{i} < 8 then age5_7{i} = 1; if 8 <= ak101{i} < 11 then age8_10{i} = 1; if 11 <= ak101{i} < 13 then age11_12{i} = 1; if 13 <= ak101{i} < 16 then age13_15{i} = 1; if 19 <= ak101{i} then adults{i} = 1; if 16 <= age{i} < 19 then do; age16_18{i}=1; if ak102{i}=1 | psbil{i} in (3,4) then age16_18{i}=0; if ak105{i} in (1,2) then age16_18{i}=0; end; if age16_18{i}=0 & (16<=age{i} < 19) then adults{i}=1; if age{i} lt 0 then adults{i}=1; if ak105{i} in (1,2) then adults{i}=0; if ak102{i}=1 & (16 <= age{i} < 19) then adults{i}=0; if age16_18{i}=1 then adults{i}=0; end; end; *** All variables are then summed by household id number (X11102$$)*** SOEP Survey Paper 464 SOEP v33 37 Variable Names H11112$$ Variable Label Indicator – Wife / spouse is in Household Unit of Observation Household Description These variables indicate the presence of a “wife, spouse or cohabitee” in the household. Method These variables are simple indicator variables that a person who is a “wife/spouse” is present in a given year. Format 0 = Not present 1 = Present The variables provided below can be found in the $PEQUIV files. This algorithm omits individuals with survey non-responses. Algorithm if X11103$$=1 then do; H11112$$=0; if D11105$$=2 then H11112$$=1; end; SOEP Survey Paper 464 SOEP v33 38 The following algorithms allow users to take Equivalent file variables and construct equivalence weights commonly used in various countries. To obtain equivalent household income, divide the equivalence scale weight into the household income variable. Here we present three typical example of equivalence weights: Equivalence scale OECD Equivalence Weights Unit of Observation Household Description Scale used by Organization for Economic Cooperation and Development (1982) Method Sets a single adult to be 1.0, each additional adult to be 0.7, and each child to be 0.5. Algorithm NEWVAR$$=(1.0+0.7*(D11106$$-H11101$$-1)+0.5*H11101$$); ---------------------------------------------------------------------------------------------------------------------------------------- --- Equivalence scale Modified OECD Equivalence Weights Unit of Observation Household Description Scale used by Organization for Economic Cooperation and Development (1982), see also Hagenaars et al. (1994). Method Sets a single adult to be 1.0, each additional adult to be 0.5, and each child to be 0.3. Algorithm NEWVAR$$=(1.0+0.5*(D11106$$-H11101$$-1)+0.3*H11101$$); ---------------------------------------------------------------------------------------------------------------------------------------- --- Equivalence scale Other Equivalence Weights (e.g. Square root of the Household size) Unit of Observation Household Description Household equivalence weight based upon a single international scale. Method The weight is based upon a scale developed in Buhmann et al. (1988). The scale is characterized by the following equation: EI = D/Se Where equivalent income (El) equals total disposable household income (D) divided by household size (S) raised to the power (e). The parameter (e) represents the elasticity of the scale rate with respect to household size. Recent international studies on income inequality and poverty sponsored by the OECD (e.g., Forster 1990; Atkinson et al. 1994), and the Statistical Office of the European Commission (Hagenaars et al. 1994) and the Ruggles (1990) study of the United States use this type of exponential equivalence scale. We adopt a value of a equal to 0.5, which is most commonly used in international comparisons. Algorithm NEWVAR$$=D11106$$**0.5; SOEP Survey Paper 464 SOEP v33 45 Variable Name I11104$$ Variable Label Household Asset Income Unit of Observation Household Period Annual Description This variable represents the household asset income reported by the head of the household. Method Asset flows include income from interest, dividends, and rent. After 1984 respondents who could not estimate their interest and dividend income directly were asked to select a range from a set of categories. Their choices were: under 500 DM 500 to 2,000 DM 2,000 to 5,000 DM 5,000 to 10,000 DM 10,000 DM and over Starting in year 2001 (wave R) an additional item was offered: 10,000 to 20,000 DM 20,000 DM and over Since year 2002 (wave S) all items are asked for Euro: under 250 Euro 250 to 1,000 Euro 1,000 to 2,500 Euro 2,500 to 5,000 Euro 5,000 to 10,000 Euro 10,000 Euro and over These respondents are assigned an interest and dividend amount based on uniformly distributed random numbers within their income range. Rental income is the amount of income from rent minus any operation and maintenance costs. Negative rental incomes that result from operating costs in excess of income from rental and leasing are not considered here but set to zero. In 1991 income from rent and operation and maintenance costs were not asked. If the respondent was interviewed in 1990, 1991, and 1992 and reported having rental income or operation and maintenance costs for 1990 and 1992, the average of the 1990 and 1992 values are assigned to 1991. If the respondent was interviewed in only two of the years, one of the years being 1991, and reported having rental income or operation and maintenance costs, then rental income or operation and maintenance costs for that year are assigned to 1991. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. This algorithm omits individuals with survey non-responses. Algorithm I11104$$ = (RENTY$$ - OPERY$$) + DIVDY$$ SOEP Survey Paper 464 SOEP v33 46 Variable Name I11105$$ Variable Label Household Imputed Rental Value Unit of Observation Household Period Annual Description This variable represents the imputed rental value of owner occupied housing and for renters with below markets rent. Method The Imputed Rent (IR) information calculated for the German SOEP data is based on the so called Opportunity Cost Approach. This approach at the micro level yields information equivalent to that given by the Market Value Approach used in National account statistics for determining IR. After generating a fictitious market rent for owner-occupiers, all owner related costs are deducted including operating and maintenance costs, interest payments on mortgages, as well as property taxes (see Yates 1994 / United Nations 1977). In more detail, the implementation of the opportunity cost approach is used here in the following way. Along the lines of Oaxaca (1973), we estimate an OLS (semilog) regression model of gross rent in terms of square meters (not including heating) actually paid by main tenants in privately financed housing (without social housing and households with reduced rent). Independent variables include indicators describing the condition of the house, the year of construction, size of dwelling, length of occupancy, community size and disposable income. Applying these regression coefficients to the population of owner occupiers and individuals living in households with reduced rent such as employer provided flats, social housing or rent-free households. The resulting estimate represents a gross value at market prices (without costs for heating and warm water). For owner-occupiers owner-specific costs for taxation, maintenance and operating costs as well as interest on mortgages were deducted yielding a net value which can be interpreted as the appropriate income advantage of owner-occupied housing. For rent-free households and persons living in households with below market rents no further deductions have to be made. Information on interest and mortgage payments for the previous year from homeowners in SOEP serves as the basis for determining the level of interest payments. We assume an annuity with constant payments based on 7% annual interest and a 1% principal over the course of an average period of 30 years. In addition, we assume that mortgage payments begin at the same time in which the household moves into its new home. Thus, in the beginning of the repayment period interest payments clearly exceed the mortgage repayment. As times goes by, the share of the mortgage paid off increases, leaving an increasing income advantage from IR. For example an average interest burden of 3.29 DM/m2 per month is used for West Germany in 1988 and rises to 5.52 DM/m2 per month in 1998. The average interest burden in East Germany was slightly lower, at 4.14 DM/m2 per month in 1998. In case of owner related costs exceeding the income advantage (especially at the beginning of the mortgage repayment period), IR is assigned a value of zero. For further details see: Frick and Grabka (2001) and Frick and Grabka (2003): Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. Algorithm N/a SOEP Survey Paper 464 SOEP v33 47 Variable Name I11106$$ xxx Variable Label Household Private Transfers Unit of Observation Household Period Annual Description This variable represents the combined private transfers of all individuals in the household 16 years of age and older. Method Private transfers consists of income received from persons outside of the interviewed household. Starting in wave R an additional question identifies alimony separately (variable $p2o03 in SOEP file $PKAL: $ = R, S, … ) and since 2010 advance child maintenance payment (IACHM$$) is asked separately. The bulk of transfer is likely to consist of alimony and child support payments. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. This algorithm omits individuals with survey non-responses. Algorithm I11106$$ = sum of (IALM$$ + IACHM$$ + ICHSU$$ + ISPOU$$ + IELSE$$) over all individuals in the household SOEP Survey Paper 464 SOEP v33 48 Variable Name I11107$$ Variable Label Household Public Transfers Unit of Observation Household Period Annual Description This variable represents the combined public transfers of all individuals in the household 16 years of age and older. Method Public Transfers are the sum of individual public transfers -- student grants, maternity benefits, unemployment benefits, unemployment assistance, subsistence allowance and transition pay -- over all individuals in the household, plus household benefits -- housing allowances, child benefits, nursing care insurance, direct housing subsidy, subsistence assistance, support for special circumstances, social assistance for elderly and unemployment benefit II. In 1984 the amount of child benefits is not asked. Child benefits for this year were imputed using information on the number of children in the household and the number of months the benefits were received. In 1992 through 1994 the amounts of subsistence assistance and special circumstances benefits are not asked. These values have been filled in with imputed values for total social welfare income. In 1995 through 2000 amounts of subsistence assistance and special circumstances benefits are imputed using an algorithm developed by Peter Krause (DIW) based on the benefits received in the present survey month. Since 1996 nursing care insurance benefits are included in the sum. In 1996 German law established direct housing subsidy payments. Starting in the 2000 survey a separate question was asked about income from this source. Direct housing subsidy payments for respondents who bought homes between 1996 and 1999 were imputed using information about the year of construction, acquisition of ownership and number of children in the household. In 2005 social assistance for elderly was asked the first time. In 2006 unemployment benefit II was asked the first time and replaced unemployment assistance. Since 2009 additional child benefit was asked the first time. For survey year 2010 HH-public transfers does also include 2500 Euro car scrappage scheme for households which acquired a new car in the previous year. Since 2014 child care subsidy was asked the first time in SOEP. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. This algorithm omits individuals with survey non-responses. Algorithm I11107$$ = [sum of (IUNBY$$ + IUNAY$$ + ISUBY$$ + IERET$$ + IMATY$$ + ISTUY$$) over all individuals in the household] + HOUSE$$ + CHSPT$$ + NURSH$$ + SUBST$$ + SPHLP$$ + HSUP$$ + SSOLD$$+ ALG2$$ + ADCHB$$ +CHSUB$$ 2010: I11107$$ = I11107$$ + 2500 if bah7101c=1 SOEP Survey Paper 464 SOEP v33 49 Variable Name I11108$$ Variable Label Household Social Security Pensions Unit of Observation Household Period Annual Description This variable represents the combined social security pensions of all individuals in the household 16 years of age and older. Method Social security pensions are the sum of old-age, disability, and widowhood social security pensions. This include payments of the German Pension Insurance (GRV), Miner’s social Insurance (Knappschaft), Civil Servant Pension (Beamtenpension), War Victim Benefits (Kriegsopferversorgung), Farmer’s Benefits and accident pension (GUV). In 1993 through 1994 pension income from East German pensions ($p7902o and $p7912o) is assigned to other pension income. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: I11108$$ = sum of (IOLDY$$ + IWIDY$$ + ICOMP$$ + IPRVP$$) over all individuals in the household 2002: I11108$$ = sum of (IOLDY$$ + IWIDY$$) over all individuals in the household 1986-2001, 2003-2015: I11108$$ = sum of (igrv1$$ + igrv2$$ + ismp1$$ + ismp2$$ + iciv1$$ + iciv2$$ + iwar1$$ + iwar2$$ + iagr1$$ + iagr2$$ + iguv1$$ + iguv2$$) over all individuals in the household ($$=86-01,03,…,15) since 2016 I11108$$ = sum of (igrv1$$ + igrv2$$ + ismp1$$ + ismp2$$ + iciv1$$ + iciv2$$ + iwar1$$ + iwar2$$ + iagr1$$ + iagr2$$ + iguv1$$ + iguv2$$) over all individuals in the household + KIDY$$ ($$=16,…) SOEP Survey Paper 464 SOEP v33 50 Variable Name I11109$$ Variable Label Total Household Taxes Unit of Observation Household Period Annual Description This variable includes income taxes and payroll taxes (e.g. health, unemployment, nursing home and retirement insurance taxes) of all individuals in the household 16 years of age and older. Method The tax estimates come from Schwarze (1995), the taxes are assigned on a household basis. The estimated tax burdens include income taxes and payroll taxes (health, unemployment, care and retirement insurance taxes). These routines are described in Schwarze (1995). Since 1995 the solidarity surplus tax is also considered in the tax estimates. No algorithms are provided for the tax estimates. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. Algorithm I11109$$ = I11111$$ + I11112$$ SOEP Survey Paper 464 SOEP v33 51 Variable Name I11110$$ Variable Label Individual Labor Earnings Unit of Observation Individual Period Annual Description This variable represents the labor earnings of individuals in the household 16 years of age and older. Method Labor earnings include wages and salary from all employment including training, primary and secondary jobs, and self-employment, plus income from bonuses, overtime, and profit-sharing. Specifically labor earnings is the sum of income from primary job, secondary job, self-employment, 13th month pay, 14th month pay, Christmas bonus pay, holiday bonus pay, miscellaneous bonus pay, and profit-sharing income. Since 1991 indemnity payments, since 1996 military service payments and since 2006 commuting expenses or travel grants are also considered. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The survey variables provided below are part of the $PEQUIV-file. This algorithm omits individuals with survey non-responses. Algorithm 1984-2015 I11110$$ = IJOB1$$ + IJOB2$$ + ISELF$$ + IMILT$$ + I13LY$$ + I14LY$$ + IXMAS$$ + IHOLY$$ + IGRAY$$ + IOTHY$$ + IDEMY$$ + ITRAY$$ Since 2016 I11110$$ = IJOB1$$ + IJOB2$$ + ISELF$$ + IMILT$$ + I13LY$$ + I14LY$$ + IXMAS$$ + IHOLY$$ + IGRAY$$ + IOTHY$$ + IDEMY$$ + ITRAY$$ + IWITH$$ SOEP Survey Paper 464 SOEP v33 52 Variable Name I11111$$ Variable Label Household Federal Taxes Unit of Observation Household Period Annual Description This variable includes federal income taxes of all individuals in the household 16 years of age and older. Method The tax estimates come from Schwarze (1995). Taxes are estimated for each tax unit within the household and then summed over all tax units within the household to arrive at a total household tax burden. The estimated tax burdens include federal income taxes and solidarity surplus tax. These routines are described in Schwarze (1995). No algorithms are provided for the tax estimates. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. Algorithm N/a SOEP Survey Paper 464 SOEP v33 53 Variable Name I11112$$ Variable Label Household Social Security Taxes Unit of Observation Household Period Annual Description This variable includes social security taxes (payroll taxes) of all individuals in the household 16 years of age and older. Method The tax estimates come from Schwarze (1995). Taxes are estimated for each tax unit within the household and then summed over all tax units within the household to arrive at a total household tax burden. The estimated tax burdens include social security taxes (e.g. health, unemployment, nursing home and retirement insurance taxes). These routines are described in Schwarze (1995). No algorithms are provided for the tax estimates. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. Algorithm N/a SOEP Survey Paper 464 SOEP v33 54 Variable Name I11113$$ Household Post-Government Income (TAXSIM) I11114$$ Total Household Taxes (TAXSIM) I11115$$ Household State Taxes (TAXSIM) I11116$$ Household Federal Taxes (TAXSIM) Unit of Observation Household Description This variable represents the combined income after taxes and government transfers, the Total Household Taxes, the Household State Taxes and the Household Federal Taxes of all individuals in the household 16 years of age and older. Method Income taxes and state taxes were not estimated for the SOEP using the National Bureau of Economic Research (NBER) TAXSIM Model. This variable is not available in the SOEP. Format N/A Algorithm N/a SOEP Survey Paper 464 SOEP v33 61 Variable Name I11205$$ Variable Label Impute Household Imputed Rental Value Unit of Observation Household Description This variable indicates if the imputed rental value (I11105$$) has been imputed. Method Household imputed rental value is fully simulated in the SOEP. Thus this variable indicates if household Imputed rental Value has been simulated and takes a value of 0 otherwise. For further details see: Frick and Grabka (2001) and Frick and Grabka (2003). Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11205$$= 1 if I11105$$ > 0, else I11205$$ = 0. SOEP Survey Paper 464 SOEP v33 62 Variable Name I11206$$ Variable Label Share of imputed Household Private Transfers Unit of Observation Household Description This variable indicates the percentage share of income that has been imputed for household private transfers (I11106$$). The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003). Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 = no answer or do not know -2 = does not apply -3 = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11206$$= percentage share of income that has been imputed for I11106$$ SOEP Survey Paper 464 SOEP v33 63 Variable Name I11207$$ Variable Label Share of imputed Household Public Transfers Unit of Observation Household Description This variable indicates the percentage share of income that has been imputed for household public transfers (I11107$$). The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003). Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 = no answer or do not know -2 = does not apply -3 = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11207$$= percentage share of income that has been imputed for I11107$$ SOEP Survey Paper 464 SOEP v33 64 Variable Name I11208$$ Variable Label Share of imputed Household Social Security Pensions Unit of Observation Household Description This variable indicates the percentage share of income that has been imputed for household social security pensions (I11108$$). The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003). Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 = no answer or do not know -2 = does not apply -3 = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11208$$= percentage share of income that has been imputed for I11108$$ SOEP Survey Paper 464 SOEP v33 65 Variable Name I11209$$ Variable Label Impute Total Household Taxes Unit of Observation Household Description Total household taxes are fully simulated in the SOEP. Thus this variable indicates if total household taxes has been simulated and takes a value of 0 otherwise. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Equivalent Data File Variable Definitions: I11109__ = Total Household Taxes Algorithm I11209$$= 1 if I11109$$ > 0, else I11209$$ = 0. SOEP Survey Paper 464 SOEP v33 66 Variable Name I11210$$ Variable Label Share of imputed Individual Labor Earnings Unit of Observation Individual Description This variable indicates the percentage share of income that has been imputed for individual labor earnings (I11110$$). The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003). Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 = no answer or do not know -2 = does not apply -3 = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11210$$= percentage share of income that has been imputed for I11110$$ SOEP Survey Paper 464 SOEP v33 67 Variable Name I11217$$ Variable Label Share of imputed Household Private Retirement Income Unit of Observation Household Description This variable indicates the percentage share of income that has been imputed for household private retirement income (I11117$$). The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003) Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 or .A = no answer or do not know -2 or .B = does not apply -3 or .C = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm I11217$$= percentage share of income that has been imputed for I11117$$ SOEP Survey Paper 464 SOEP v33 68 Variable Name I11218$$ Variable Label Impute Household Windfall Income Unit of Observation Household Description This variable indicates if windfall income (I11118$$) has been imputed. Item non response on windfall income has been imputed using the sample median in the respective observation years. For further details, see: Grabka and Frick (2003) Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 or .A = no answer or do not know -2 or .B = does not apply -3 or .C = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. Algorithm N/a SOEP Survey Paper 464 SOEP v33 69 Variable Name RENTY$$ Variable Label Income from rental and leasing Unit of Observation Household Period Annual Description This variable represents the household income from rental and leasing in the last year. In 1991 income from rent were not asked. If the respondent was interviewed in 1990, 1991, and 1992 and reported having rental income for 1990 and 1992, the average of the 1990 and 1992 values are assigned to 1991. If the respondent was interviewed in only two of the years, one of the years being 1991, and reported having rental income, then rental income for that year are assigned to 1991. Method Transcribed variable. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array cm101{*} ah41 bh35 ch47 dh47 eh38 fh38 gh38 hhrenty ih41 jh41 kh41 lh41 mh41 nh41 oh41 ph41 qh41 rh41 sh41 th39 uh39 vh38 wh38 xh38 yh39 zh39 bah39 bbh39 bch39 bdh39 beh42 bfh38 bgh46 *** imputed values due to item-non response *** array cm102{*} xah41 xbh35 xch47 xdh47 xeh38 xfh38 xgh38 out xih41 xjh41 xkh41 xlh41 mh41 xnh41 xoh41 xph41 xqh41 xrh41 xsh41 xth39 xuh39 xvh38 xwh38 xxh38 xyh39 xzh39 xbah39 xbbh39 xbch39 xbdh39 xbeh42 xbfh38 xbgh46 array cm103{*} temp1$$; array cm104{*} renty$$; do i = 1 to dim(netto); cm103{i}=.; if netto{i} >= 10 & < 20 then do; if cm102{i} lt 0 then cm102{i} = 0; if cm101{i} eq .A or cm101{i} eq .C then cm103{i}=cm102{i}; else if cm101{i} eq .B then cm103{i}=0; else cm103{i}=cm101{i}; cm104{i}=cm103{i}; end; else cm104{i}=-2; end; SOEP Survey Paper 464 SOEP v33 70 Variable Name OPERY$$ Variable Label Operation, maintenance costs Unit of Observation Household Period Annual Description This variable represents the household operation and maintenance costs in the last year. In 1991 operation and maintenance costs were not asked. If the respondent was interviewed in 1990, 1991, and 1992 and reported having operation and maintenance costs for 1990 and 1992, the average of the 1990 and 1992 values are assigned to 1991. If the respondent was interviewed in only two of the years, one of the years being 1991, and reported having operation and maintenance costs, then operation and maintenance costs for that year are assigned to 1991. Method Transcribed variable. Format The value of this variable ranges from 0 to 9,999,999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array ct101{*} ah4201 bh3601 ch4801 dh4801 eh3901 fh3901 gh3901 hhopery ih4201 jh4201 kh4201 lh4201 mh4201 nh4201 oh4201 ph4201 qh4201 rh4201 sh4201 th4001 uh4001 vh3901 wh3901 xh3901 yh4001 zh4001 bah4001 bbh4001 bch4001 bdh4001 beh4301 bfh3901 bgh48 *** imputed values due to item-non response *** array ct102{*} xah4201 xbh3601 xch4801 xdh4801 xeh3901 xfh3901 xgh3901 out xih4201 xjh4201 xkh4201 xlh4201 xmh4201 xnh4201 xoh4201 xph4201 xqh4201 xrh4201 xsh4201 xth4001 xuh4001 xvh3901 xwh3901 xxh3901 xyh4001 xzh4001 x bah4001 xbbh4001 xbch4001 xbdh4001 xbeh4301 xbfh3901 xbgh48 array ct103{*} temp$$ array ct104{*} opery$$; do i = 1 to dim(netto); ct103{i}=.; if netto{i} >= 10 & < 20) then do; if ct102{i} lt 0 then ct102{i}=0; if ct101{i} eq .A or ct101{i} eq .C then ct103{i}=ct102{i}; else if ct101{i} eq .B then ct103{i}=0; else ct103{i}=ct101{i}; ct104{i}=ct103{i}; end; else ct104{i}=.S; end; SOEP Survey Paper 464 SOEP v33 77 Variable Name SSOLD$$ Variable Label Social assistance for elderly (Grundsicherung im Alter) Unit of Observation Household Period Annual Description This variable represents the household income from Social assistance for elderly in the last year. Method Social assistance for elderly is the product of the number of months that benefit was claimed in the previous year and the average amount per month. It was asked the first time in wave V (variable vh4906 in SOEP file VH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array dy101{*} vh4905 wh4905 xh4905 yh5005 zh5005 bah4917 bbh4917 bch4917 bdh4917 beh5220 bfh4833 bgh6620 array dy102{*} vh4906 wh4906 xh4906 yh5006 zh5006 bah4918 bbh4918 bch4918 bdh4918 beh5221 bfh4834 bgh6621 array dy103{*} xvh4906 xwh4906 xxh4906 xyh5006 xzh5006 xbah4918 xbbh4918 xbch4918 x xbdh4918 xbeh5221 x bfh4834 xbgh6621 array dy104{*} temp1$$; array dy105{*} temp2$$; array dy106{*} ssold$$; do i = 1 to dim(dy101); dy104{i}=.; dy105{i}=.; if aa100{i}=1 then do; if dy103{i} lt 0 then dy103{i}=0; if dy101{i} eq .B then dy104{i}=0; if dy101{i} in (.A,.C) then dy104{i}=11; if dy101{i} ge 0 then dy104{i}=dy101{i}; if dy102{i} in (.A ,.C) then do; if dy101{i} le 0 and dy103{i} gt 0 then dy104{i}=11; dy105{i}=dy103{i}; end; else if dy102{i} eq .B then dy105{i}=0; else dy105{i}=dy102{i}; dy106{i}=dy104{i}*dy105{i}; end; else dy106{i}=.S; end; SOEP Survey Paper 464 SOEP v33 78 Variable Name ALG2$$ Variable Label Unemployment benefit II Unit of Observation Household Period Annual Description This variable represents the household income from unemployment benefit II including social benefit in the last year. Method Unemployment benefit II is the product of the number of months that benefit was claimed in the previous year and the average amount per month. It was asked the first time in wave W (variable wh4806 in SOEP file WH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array ey101{*} wh4805 xh4805 yh4905 zh4908 bah4908 bbh4908 bch4908 bdh4908 beh5211 bfh4818 bgh6611 array ey102{*} wh4806 xh4806 yh4906 zh4909 bah4909 bbh4909 bch4909 bdh4909 beh5212 bfh4819 bgh6612 array ey103{*} xwh4806 xxh4806 xyh4906 xzh4909 xbah4909 xbbh4909 xbch4909 xbdh4909 xbeh5212 x bfh4819 xbgh6612 array ey104{*} temp1$$; array ey105{*} temp2$$; array ey106{*} alg2$$; do i = 1 to dim(ey101); ey104{i}=.; ey105{i}=.; if $netto >= 10 & < 20 then do; if ey103{i} lt 0 then ey103{i}=0; if ey101{i} eq .B then ey104{i}=0; if ey101{i} in (.A,.C) then ey104{i}=11; if ey101{i} ge 0 then ey104{i}=ey101{i}; if ey102{i} in (.A ,.C) then do; if ey101{i} le 0 and ey103{i} gt 0 then ey104{i}=11; ey105{i}=ey103{i}; end; else if ey102{i} eq .B then ey105{i}=0; else ey105{i}=ey102{i}; ey106{i}=ey104{i}*ey105{i}; end; else ey106{i}=.S; end; SOEP Survey Paper 464 SOEP v33 79 Variable Name HSUP$$ Variable Label Housing support for owner-occupiers Unit of Observation Household Period Annual Description This variable represents the household income from direct housing support for owneroccupiers in the last year. Method In 1996 German law established direct housing subsidy payments for owneroccupiers. Starting in the 2000 survey a separate question was asked about income from this source. Direct housing subsidy payments for respondents who bought homes between 1996 and 1999 were imputed using information about the year of construction, acquisition of ownership and number of children in the household. Since 2015 information about this income has been no longer collected. Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array bzc101{*} misses misses misses misses misses misses misses misses misses misses misses misses ms3904 ns3904 os3904 ps3904 qh3904 rh3904 sh3904 th3504 uh3504 vh3602 wh3602 xh3602 yh3702 zh3702 bah3702 bbh3702 bch3702 bdh3702 beh4002 out out *** imputed values due to item-non response *** array bzc102{*} misses misses misses misses misses misses misses misses misses misses misses misses xms3904 xns3904 xos3904 xps3904 xqh3904 xrh3904 xsh3904 xth3504 xuh3504 xvh3602 xwh3602 xxh3602 xyh3702 xzh3702 xbah3702 xbbh3702 xbch3702 xbdh3702 xbeh4002 out out array bzc103{*} temp1$$; array bzc106{*} hsup$$; do i = 1 to dim(netto); bzc103{i}=.; if netto{i} >= 10 & < 20 then do; if bzc102{i} lt 0 then bzc102{i} = 0; if bzc101{i} eq .A or bzc101{i} eq .C then bzc103{i}=bzc102{i}; else if bzc101{i} eq .B then bzc103{i}=0; else bzc103{i}=bzc101{i}; bzc106{i}=bzc103{i}; end; else bzc106{i}=-2; end; SOEP Survey Paper 464 SOEP v33 80 Variable Name LOSSR$$ Variable Label Losses from renting and leasing Unit of Observation Household Period Annual Description This variable represents the household tax deductible costs or losses from renting and leasing incurred in the last. Method Transcribed variable. It was asked the first time in wave V (variable vh4002 in SOEP file VH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array cw101{*} vh4002 wh4002 xh4002 yh4102 zh4102 bah4102 bbh4102 bch4102 bdh4102 beh4402 bfh4002 bgh52 array cw102{*} xvh4002 xwh4002 xxh4002 xyh4102 xzh4102 xbah4102 xbbh4102 xbch4102 xbdh4102 xbeh4402 xbfh4002 xbgh52 array cw103{*} temp1$$; array cw104{*} lossr$$; do i = 1 to dim(netto); cw103{i}=.; if netto{i} >= 10 & < 20 then do; if cw102{i} lt 0 then cw102{i} = 0; if cw101{i}=.A or cw101{i}=.C then cw103{i}=cw102{i}; else if cw101{i}=.B then cw103{i}=0; else cw103{i}=cw101{i}; cw104{i}=cw103{i}; end; else cw104{i}=.S; end; SOEP Survey Paper 464 SOEP v33 81 Variable Name LOSSC$$ Variable Label Losses from capital investment Unit of Observation Household Period Annual Description This variable represents the household losses from capital investment in the last year. Method Transcribed variable. It was asked the first time in wave V (variable vh4409 in SOEP file VH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array cw201{*} vh4409 wh4409 xh4409 yh4509 zh4509 bah4509 bbh4509 bch4509 bdh4509 beh4809 bfh4409 bgh6302 array cw202{*} xvh4409 xwh4409 xxh4409 xyh4509 xzh4509 xbah4509 xbbh4509 xbch4509 xbdh4509 xbeh4809 xbfh4409 xbgh6302 array cw203{*} temp1$$; array cw204{*} lossc$$; do i = 1 to dim(netto); cw203{i}=.; if netto{i} >= 10 & < 20 then do; if cw202{i} lt 0 then cw202{i} = 0; if cw201{i} in (.A,.C) then cw203{i}=cw202{i}; else if cw201{i}=.B then cw203{i}=0; else cw203{i}=cw201{i}; cw204{i}=cw203{i}; end; else cw204{i}=.S; end; SOEP Survey Paper 464 SOEP v33 82 Variable Name ADCHB$$ Variable Label Additional Child Benefit Unit of Observation Household Period Annual Description This variable represents the household income from additional child benefit in the last year. Method Transcribed variable. It was asked the first time in wave Z (variable ZH4906 in SOEP file ZH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm array kp101{*} zh4906 bah4906 bbh4906 bch4906 bdh4906 beh5206 bfh4809 bgh6606 array kp103{*} zh4905 bah4905 bbh4905 bch4905 bdh4905 beh5205 bfh4808 bgh6605 array kp104{*} xzh4906 xbah4906 xbbh4906 xbch4906 xbdh4906 xbeh5206 xbfh4806 xbgh6606 array kp105{*} adchb$$; do i = 1 to dim(netto); if netto=1 then do; kp105{i}=0; if kp103{i} in (.B,.) then kp103{i}=0; if kp103{i} in (.A,.C) then kp103{i}=6; if i ge 26 then do; if kp101{i} gt 0 then kp105{i}=kp101{i}*kp103{i}; if kp101{i} in (.A,.C) then kp105{i}=kp104{i}*kp103{i}; end; else kp105{i}=.S; end; SOEP Survey Paper 464 SOEP v33 83 Variable Name CHSUB$$ Variable Label Child care subsidy Unit of Observation Household Period Annual Description This variable represents the household income from child care subsidy in the last year. In 1984-2013 this information was not asked. Method Transcribed variable. It was asked the first time in wave BE (variable BEH5209 in SOEP file BEH). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _H. This algorithm omits individuals with survey non-responses. Algorithm 1984-2013: N/a since 2014: array f101{*} beh5208 bfh4813 bgh6608 array f102{*} beh5209 bfh4814 bgh6609 array f103{*} xbeh5209 xbfh4814 xbgh6609 array f104{*} temp1 array f105{*} temp2 array f106{*} chsub14; do i = 1 to dim(netto); f104{i}=.; f105{i}=.; if f103{i} lt 0 then f103{i} = 0; if f101{i} in (.A,.C) then f101{i} = 12; if netto{i}=1 then do; if f101{i} = .B then f104{i}=0; else f104{i} = f101{i}; if f102{i} in (.A,.C) then do; if f101{i} le 0 and f103{i} gt 0 then f104{i}=12; f105{i}=f103{i}; end; else if f102{i} eq .B then f105{i}=0; else f105{i}=f102{i}; f106{i}=f104{i}*f105{i}; end; else f106{i}=.S; end; SOEP Survey Paper 464 SOEP v33 84 Variable Name KIDY$$ Variable Label Income of children Unit of Observation Household Period Annual Description This variable represents the household income from all children up to the age of 16 years living in the household. In 1984-2015 this information was not asked. Method Transcribed variable. Information about this income component was asked the first time in wave BG (variables hnet1ka hnet2ka hnet1kb hnet2kb hnet1kc hnet2kc hnet1kd hnet2kd hnet1ke hnet2ke hnet1kf hnet2kf hnet1kg hnet2kg hnet1kh hnet2kh hnet1ki hnet2ki hnet1kj hnet2kj in SOEP file $$H_KIND). Format The value of this variable ranges from 0 to 99.999. This variable is in current year EURO. This algorithm omits individuals with survey non-responses. Algorithm 1984-2015: N/a since 2016: gen kidy$$=0; foreach x in a b c d e f g h i j {; replace hnet1k`x'=-1 if inlist(hnet2k`x',-1,-3); qui sum hnet1k`x' if hnet1k`x'>-1, d; replace hnet1k`x'= r(p50) if inlist(hnet1k`x',-1,-3); replace hnet1k`x'=0 if inlist(hnet1k`x',-2); replace hnet1k`x'=. if inlist(hnet1k`x',-5); replace kidy$$=kidy$$+hnet1k`x' if hnet1k`x'>=0 & hnet1k`x'<.; }; SOEP Survey Paper 464 SOEP v33 85 Variable Name FRENTY$$ Imputation flag: Income from rental and leasing FOPERY$$ Imputation flag: Operation, maintenance costs FDIVDY$$ Imputation flag: Interest, dividend income FCHSPT$$ Imputation flag: Child allowance FHOUSE$$ Imputation flag: Housing benefit FNURSH$$ Imputation flag: Nursing allowances FSUBST$$ Imputation flag: Social assistance FSPHLP$$ Imputation flag: Social assistance for spec. circumstances FSSOLD$$ Imputation flag: Social assistance for elderly FALG2$$ Imputation flag: Unemployment benefit II FHSUP$$ Imputation flag: Housing support for owner-occupiers FLOSSR$$ Imputation flag: Losses from renting and leasing FLOSSC$$ Imputation flag: Losses from capital investment FADCHB$$ Imputation flag: Additional child benefit FCHSUB$$ Imputation flag: Child care subsidy FKIDY$$ Imputation flag: Income of children Variable Label Imputation flag for the respective income component Unit of Observation Household Description This variable indicates if the respective income component has been imputed. The predominant imputation technique used to fill in missing values is based on the row and column imputation procedure developed by Little and Su (1989). In the case of lacking longitudinal data purely cross-sectional imputation techniques are applied. For further details, see: Grabka and Frick (2003). Method In the original SOEP data there are three types of missing values. These missing values can be interpreted as: -1 = no answer or do not know -2 = does not apply -3 = original value was deleted because it was found to be implausible The imputation procedures was used to fill in missing values represented by -1 (.A) and -3 (.C) only. Format 0 = Not Imputed 1 = Fully Imputed This algorithm omits individuals with survey non-responses. SOEP Survey Paper 464 SOEP v33 86 Variable Name IJOB1$$ Variable Label Wages, Salary from main job Unit of Observation Individual Period Annual Description This variable represents wages or salary from main job of individuals in the household 16 years of age and older. Method Wages or salary from main job is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm IJOB1$$ = ($P2A02 * $P2A03) SOEP Survey Paper 464 SOEP v33 93 Variable Name IUNBY$$ Variable Label Unemployment benefit Unit of Observation Individual Period Annual Description This variable represents income from unemployment benefit of individuals in the household 16 years of age and older. Method Income from unemployment benefit is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm IUNBY$$ = ($P2F02 * $P2F03) SOEP Survey Paper 464 SOEP v33 94 Variable Name IUNAY$$ Variable Label Unemployment assistance Unit of Observation Individual Period Annual Description This variable represents income from unemployment assistance of individuals in the household 16 years of age and older. In 2006 this information is no longer relevant, given that unemployment assistance has been replaced by unemployment benefit II (ALG2$$) Method Income from unemployment assistance is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2005: IUNAY$$ = ($P2G02 * $P2G03) since 2006: N/a SOEP Survey Paper 464 SOEP v33 95 Variable Name ISUBY$$ Variable Label Subsistence allowance Unit of Observation Individual Period Annual Description This variable represents income from subsistence allowance of individuals in the household 16 years of age and older. In 2015 information about this income has no longer been collected. Method Income from subsistence allowance is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm ISUBY$$ = ($P2H02 * $P2H03) since 2015: N/a SOEP Survey Paper 464 SOEP v33 96 Variable Name IERET$$ Variable Label Old-age transition benefit Unit of Observation Individual Period Annual Description This variable represents income from old-age transition benefit of individuals in the household 16 years of age and older. In 1984-1995 and since 2002 questions related to this topic were not asked. Method Income from old-age transition benefit is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1995: N/a 1996-2001: IERET$$ = ($P2I02 * $P2I03) ($$=96 – 01, $ = M, N, … , R) since 2002: N/a SOEP Survey Paper 464 SOEP v33 97 Variable Name IMATY$$ Variable Label Maternity benefit Unit of Observation Individual Period Annual Description This variable represents income from maternity benefit of individuals in the household 16 years of age and older. Method Income from maternity benefit is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm IMATY$$ = ($P2J02 * $P2J03) SOEP Survey Paper 464 SOEP v33 98 Variable Name ISTUY$$ Variable Label Student grants Unit of Observation Individual Period Annual Description This variable represents income from student grants of individuals in the household 16 years of age and older. Method Income from student grants is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm ISTUY$$ = ($P2K02 * $P2K03) SOEP Survey Paper 464 SOEP v33 99 Variable Name IMILT$$ Variable Label Military community service pay Unit of Observation Individual Period Annual Description This variable represents income from military community service pay of individuals in the household 16 years of age and older. In 1984-1995 questions related to this topic were not asked. Since 2015 information about this income has no longer been collected. Method Income from military community service pay is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1995: N/a since 1996: IMILT$$ = ($P2L02 * $P2L03) since 2015: N/a SOEP Survey Paper 464 SOEP v33 100 Variable Name IALIM$$ Variable Label Alimony Unit of Observation Individual Period Annual Description This variable represents income from alimony of individuals in the household 16 years of age and older. In 1984-2000 specific questions related to this topic were not asked. Alimony is included in private transfers received (IELSE$$) in the those years. Since 2010 alimony and advance child maintenance payments are surveyed separately. Since 2015 information about this income has been no longer collected, but can be found in the variables ICHSU$$ and ISPOU$$. Method Income from alimony is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2000: N/a 2001-2009: IALIM$$ = ($P2O02 * $P2O03) since 2010: IALIM$$ = ($P2S02 * $P2S03) since 2015: N/a SOEP Survey Paper 464 SOEP v33 101 Variable Name IACHM$$ Variable Label Advance child maintenance payment Unit of Observation Individual Period Annual Description This variable represents income from advance child maintenance payments of individuals in the household 16 years of age and older. In 1984-2009 specific questions related to this topic were not asked. Advance child maintenance payments is included in private transfers received (IELSE$$) in the those years. Method Income from advance child maintenance payments is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2009: N/a since 2010: IACHM$$ = ($P2T02 * $P2T03) SOEP Survey Paper 464 SOEP v33 102 Variable Name ICHSU$ Variable Label Child support, caregiver alimony Unit of Observation Individual Period Annual Description This variable represents income from child support, caregiver alimony of individuals in the household 16 years of age and older. In 1984-2014 specific questions related to this topic were not asked. Child support, caregiver alimony is included in private transfers received (IELSE$$) in the those years. In 2016 information about child support and spousal support are now integrated in one variable. Method Income from child support, caregiver alimony is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2014: N/a 2015: ICHSU$$ = ($P2U02 * $P2U03) Since 2016 ICHSU$$ = ($P2W02 * $P2W03) SOEP Survey Paper 464 SOEP v33 109 Variable Name IHOLY$$ Variable Label Vacation bonus Unit of Observation Individual Period Annual Description This variable represents income from vacation bonus of individuals in the household 16 years of age and older. Method Transcribed variable. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm IHOLY$$ = YHOL Vacation bonus variable list by survey year - each entry denoted in algorithm as YHOL: ap3908 bp5908 cp5908 dp5908 ep5408 fp7208 gp7208 hp6708 ip6708 jp7708 kp7708 lp8208 mp6808 np6808 op5908 pp7708 qp7708 rp7708 sp7708 tp9508 up8008 vp10108 wp7808 xp9508 yp9608 zp9208 bap8308 bbp9308 bcp8108 bdp9908 bep8608 bfp11508 bgp10108 SOEP Survey Paper 464 SOEP v33 110 Variable Name IGRAY$$ Variable Label Profit-sharing Unit of Observation Individual Period Annual Description This variable represents income from profit sharing of individuals in the household 16 years of age and older. Method Transcribed variable. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm IGRAY$$ = YGRY Profit sharing variable list by survey year - each entry denoted in algorithm as YGRY: ap3910 bp5910 cp5910 dp5910 ep5410 fp7210 gp7210 hp6710 ip6710 jp7710 kp7710 lp8210 mp6810 np6810 op5910 pp7710 qp7710 rp7710 sp7710 tp9510 up8010 vp10110 wp7810 xp9510 yp9610 zp9210 bap8310 bbp9310 bcp8110 bdp9910 bep8610 bfp11510 bgp10110 SOEP Survey Paper 464 SOEP v33 111 Variable Name IOTHY$$ Variable Label Other bonuses Unit of Observation Individual Period Annual Description This variable represents income from other bonuses of individuals in the household 16 years of age and older. In 1984 questions related to this topic were not asked. They are included in income from profit sharing (IGRAY84). Method Transcribed variable. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984: N/a since 1985: IOTHY$$ Other bonuses variable list by survey year: bp5912 cp5912 dp5912 ep5412 fp7212 gp7212 hp6712 ip6712 jp7712 kp7712 lp8212 mp6812 np6812 op5912 pp7712 qp7712 rp7712 sp7712 tp9512 up8012 vp10112 wp7812 xp9512 yp9612 zp9212 bap8312 bbp9312 bcp8112 bdp9912 bep8612 bfp11512 bgp10112 SOEP Survey Paper 464 SOEP v33 112 Variable Name ITRAY$$ Variable Label Commuting expenses, travel grant Unit of Observation Individual Period Annual Description This variable represents income from commuting expenses or travel grants provided by the employer of individuals in the household 16 years of age and older. In 19842005 specific questions related to this topic were not asked. In 2010 and 2011 this information was not asked in subsamples L1, L2 and L3, in 2016 in subsample M3/4. Method Transcribed variable. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2005: N/a since 2006: ITRAY$$ Commuting or travel grants variable list by survey year: wp7902 xp9602 yp9702 zp9302 bap8402 bbp9402 bcp8202 bdp10002 bep8702 bfp11602 bgp10202 SOEP Survey Paper 464 SOEP v33 113 Variable Name IDEMY$$ Variable Label Indemnity payments Unit of Observation Individual Period Annual Description This variable represents income from indemnity payments of individuals in the household 16 years of age and older. In 1984-1990 specific questions related to this topic were not asked. In 2010-2013 this information was not asked in subsamples L1,L2,L3 and M1, in 2016 not in subsample M3/4. Method Transcribed variable. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-1990: N/a since 1991: IDEMY$$ Indemnity payments variable list by survey year: hp27g02 ip27g02 jp27g02 kp2402 lp2002 mp6502 np6502 op5602 pp7302 qp7302 rp7302 sp7302 tp9102 up7602 vp9702 wp8502 xp9102 yp9202 zp8802 bap7902 bbp8902 bcp7702 bcp9502 bep8202 bfp3002 bgp2902 SOEP Survey Paper 464 SOEP v33 114 Variable Name IGRV1$$ Variable Label Statutory pension insurance Unit of Observation Individual Period Annual Description This variable represents income from statutory pension insurance of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. Since 2002 the statutory pension insurance did also include the social miners insurance pension (ISMP1$$) and farmers pension (IAGR1$$). In 2016 this information was not asked in subsamples M3/4. Method Income from statutory pension insurance is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. In case of partial unit-non responding households this information has been imputed. For details see: Frick, Grabka & Groh-Samberg (2010). Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IGRV1$$ = ($P2D02 * X) Statutory pension insurance variable list by survey year - each entry denoted in algorithm as X: cp6101 dp6101 ep5601 fp7401 gp7401 hp6901 ip6901 jp7901 kp7901 lp8401 mp7001 np7001 op6101 pp7901 qp7901 rp7901 tp9701 up8201 vp10301 wp8001 xp9701 yp9801 zp9401 bap8601 bbp9601 bcp8301 bdp10101 bep8801 bfp11701 bgp10301 SOEP Survey Paper 464 SOEP v33 115 Variable Name ISMP1$$ Variable Label Social miners insurance pension Unit of Observation Individual Period Annual Description This variable represents income from social miners insurance pension of individuals in the household 16 years of age and older. In 1984-1985 and since 2002 specific questions related to this topic were not asked. Since 2002 this income component is included in the statutory pension insurance (IGRV1$$). Method Income from social miners insurance pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a 1986-2001: ISMP1$$ = ($P2D02 * X) since 2002: N/a Social miners insurance pension variable list by survey year - each entry denoted in algorithm as X: cp6102 dp6102 ep5602 fp7402 gp7402 hp6902 ip6902 jp7903 kp7903 lp8403 mp7002 np7002 op6102 pp7902 qp7902 rp7902 SOEP Survey Paper 464 SOEP v33 116 Variable Name ICIV1$$ Variable Label Civil servant pension Unit of Observation Individual Period Annual Description This variable represents income from civil servant pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from civil servant pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: ICIV1$$ = ($P2D02 * X) Civil servant pension variable list by survey year - each entry denoted in algorithm as X: cp6103 dp6103 ep5603 fp7403 gp7403 hp6903 ip6903 jp7904 kp7904 lp8404 mp7003 np7003 op6103 pp7903 qp7903 rp7903 tp9703 up8203 vp10303 wp8003 xp9703 yp9803 zp9403 bap8603 bbp9603 bcp8303 bdp10103 bep8803 bfp11703 bgp10303 SOEP Survey Paper 464 SOEP v33 117 Variable Name IWAR1$$ Variable Label War victim pension Unit of Observation Individual Period Annual Description This variable represents income from war victim pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from war victim pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IWAR1$$ = ($P2D02 * X) War victim pension variable list by survey year - each entry denoted in algorithm as X: cp6104 dp6104 ep5604 fp7404 gp7404 hp6904 ip6904 jp7905 kp7905 lp8405 mp7004 np7004 op6104 pp7904 qp7904 rp7904 tp9705 up8205 vp10305 wp8005 xp9705 yp9805 zp9413 bap8613 bbp9613 bcp8313 bdp10113 bep8813 bfp11715 bgp10315 SOEP Survey Paper 464 SOEP v33 118 Variable Name IAGR1$$ Variable Label Farmer Pension Unit of Observation Individual Period Annual Description This variable represents income from farmer pension of individuals in the household 16 years of age and older. In 1984-1985 and since 2002 specific questions related to this topic were not asked. Since 2002 this income component is included in the statutory pension insurance (IGRV1$$). Method Income from farmer pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a 1986-2001: IAGR1$$ = ($P2D02 * X) since 2001: N/a Farmer pension variable list by survey year - each entry denoted in algorithm as X: cp6105 dp6105 ep5605 fp7405 gp7405 hp6905 ip6905 jp7906 kp7906 lp8406 mp7005 np7005 op6105 pp7905 qp7905 rp7905 SOEP Survey Paper 464 SOEP v33 125 Variable Name IGRV2$$ Variable Label Widows and orphans statutory pension insurance Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans statutory pension insurance of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. Since 2002 the widows and orphans statutory pension insurance does also include the widows and orphans social miners insurance pension (ISMP2$$) and widows and orphans farmers pension (IAGR2$$). In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans statutory pension insurance is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IGRV2$$ = ($P2E02 * X) Widows and orphans statutory pension insurance variable list by survey year - each entry denoted in algorithm as X: cp6110 dp6110 ep5610 fp7410 gp7410 hp6910 ip6910 jp7911 kp7911 lp8411 mp7010 np7010 op6110 pp7910 qp7910 rp7910 tp9702 up8202 vp10302 wp8002 xp9702 yp9802 zp9402 bap8602 bbp8602 bcp8302 bdp10102 bep8802 bfp11702 bgp10302 SOEP Survey Paper 464 SOEP v33 126 Variable Name ISMP2$$ Variable Label Widows and orphans social miners insurance pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans social miners insurance pension of individuals in the household 16 years of age and older. In 1984-1985 and since 2002 specific questions related to this topic were not asked. Since 2002 this income component is included in the statutory pension insurance (IGRV2$$). Method Income from widows and orphans social miners insurance pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a 1986-2001: ISMP2$$ = ($P2E02 * X) since 2002: N/a Widows and orphans social miners insurance pension variable list by survey year - each entry denoted in algorithm as X: cp6111 dp6111 ep5611 fp7411 gp7411 hp6911 ip6911 jp7913 kp7913 lp8413 mp7011 np7011 op6111 pp7911 qp7911 rp7911 SOEP Survey Paper 464 SOEP v33 127 Variable Name ICIV2$$ Variable Label Widows and orphans civil servant pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans civil servant pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans civil servant pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: ICIV2$$ = ($P2E02 * X) Widows and orphans civil servant pension variable list by survey year - each entry denoted in algorithm as X: cp6112 dp6112 ep5612 fp7412 gp7412 hp6912 ip6912 jp7914 kp7914 lp8414 mp7012 np7012 op6112 pp7912 qp7912 rp7912 tp9704 up8204 vp10304 wp8004 xp9704 yp9804 zp9404 bap8604 bbp8604 bcp8304 bdp10104 bep8804 bfp11704 bgp10304 SOEP Survey Paper 464 SOEP v33 128 Variable Name IWAR2$$ Variable Label Widows and orphans war victim pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans war victim pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans war victim pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IWAR2$$ = ($P2E02 * X) Widows and orphans war victim pension variable list by survey year - each entry denoted in algorithm as YWAR: cp6113 dp6113 ep5613 fp7413 gp7413 hp6913 ip6913 jp7915 kp7915 lp8415 mp7013 np7013 op6113 pp7913 qp7913 rp7913 tp9706 up8206 vp10306 wp8006 xp9706 yp9806 zp9414 bap8614 bbp8614 bcp8314 bdp10114 bep8814 bfp11716 bgp10316 SOEP Survey Paper 464 SOEP v33 129 Variable Name IAGR2$$ Variable Label Widows and orphans farmer Pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans farmer pension of individuals in the household 16 years of age and older. In 1984-1985 and since 2002 specific questions related to this topic were not asked. Since 2002 this income component is included in the statutory pension insurance (IGRV2$$). Method Income from widows and orphans farmer pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a 1986-2001: IAGR2$$ = ($P2E02 * X) since 2001: N/a Widows and orphans Farmer pension variable list by survey year - each entry denoted in algorithm as X: cp6114 dp6114 ep5614 fp7414 gp7414 hp6914 ip6914 jp7916 kp7916 lp8416 mp7014 np7014 op6114 pp7914 qp7914 rp7914 SOEP Survey Paper 464 SOEP v33 130 Variable Name IGUV2$$ Variable Label Widows and orphans statutory accident insurance Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans statutory accident insurance pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans statutory accident insurance pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IGUV2$$ = ($P2E02 * X) Widows and orphans statutory accident insurance pension variable list by survey year - each entry denoted in algorithm as X: cp6115 dp6115 ep5615 fp7415 gp7415 hp6915 ip6915 jp7917 kp7917 lp8417 mp7015 np7015 op6115 pp7915 qp7915 rp7915 tp9708 up8208 vp10308 wp8008 xp9708 yp9808 zp9412 bap8612 bbp8612 bcp8312 bdp10112 bep8812 bfp11714 bgp10314 SOEP Survey Paper 464 SOEP v33 131 Variable Name IVBL2$$ Variable Label Widows and orphans supplement. benefits for civil servants Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans supplementary benefits for civil servants of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans supplementary benefits for civil servants is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: IVBL2$$ = ($P2E02 * X) Widows and orphans supplementary benefits for civil servants variable list by survey year - each entry denoted in algorithm as X: cp6116 dp6116 ep5616 fp7416 gp7416 hp6916 ip6916 jp7918 kp7918 lp8418 mp7016 np7016 op6116 pp7916 qp7916 rp7916 tp9710 up8210 vp10310 wp8010 xp9710 yp9810 zp9406 bap8606 bbp8606 bcp8306 bdp10106 bep8806 bfp11706 bgp10306 SOEP Survey Paper 464 SOEP v33 132 Variable Name ICOM2$$ Variable Label Widows and orphans company pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans company pension of individuals in the household 16 years of age and older. In 1984-1985 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans company pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-1985: N/a since 1986: ICOM2$$ = ($P2E02 * X) Widows and orphans company pension variable list by survey year - each entry denoted in algorithm as X: cp6117 dp6117 ep5617 fp7417 gp7417 hp6917 ip6917 jp7919 kp7919 lp8419 mp7017 np7017 op6117 pp7917 qp7917 rp7917 tp9712 up8212 vp10312 wp8012 xp9712 yp9812 zp9408 bap8608 bbp8608 bcp8308 bdp10108 bep8808 bfp11708 bgp10308 SOEP Survey Paper 464 SOEP v33 133 Variable Name IPRV2$$ Variable Label Widows and orphans private pension Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans private pension of individuals in the household 16 years of age and older. In 1984-2002 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans private pension is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2002: N/a since 2003: IPRV2$$ = ($P2E02 * X) Widows and orphans private pension variable list by survey year - each entry denoted in algorithm as X: tp9714 up8214 vp10314 wp8014 xp9714 yp9814 zp9410 bap8610 bbp8610 bcp8310 bdp10110 bep8810 bfp11712 bgp1032 SOEP Survey Paper 464 SOEP v33 134 Variable Name IRIE2$$ Variable Label Widows Riester pension plan Unit of Observation Individual Period Annual Description This variable represents income from widows and orphans Riester pension plan of individuals in the household 16 years of age and older. In 1984-2014 specific questions related to this topic were not asked. In 2016 this information was not asked in subsamples M3/4. Method Income from widows and orphans Riester pension plan is the product of the number of months that income was received in the previous year and the average amount per month. If the information about the number of months is missing, the sample mean of that variable has been assigned. Format The value of this variable ranges from 0 to 999.999. This variable is in current year EURO. The original survey variables provided below can be found in the file _P and _PKAL. This algorithm omits individuals with survey non-responses. Algorithm 1984-2014: N/a since 2015: IRIE2$$ = ($P2E02 * X) Widows and orphans private pension variable list by survey year - each entry denoted in algorithm as X: bfp11710 bgp10310 SOEP Survey Paper 464 SOEP v33 141 Variable Name M11104$$ Variable Label Frequency play sports or exercise Unit of Observation Individual Description Indicates how often person plays sports, exercises or walks or swims. In several years the question related to this topic were not asked. Method Transcribed variable. Format: -2 = N/A - Child -1 = Item non-response 1 = Play sport or exercise once a year or less, almost never, or never 2 = Play sport or exercise several times a year 3 = Play sport or exercise at least once a month 4 = Play sport or exercise at least once a week The original survey variable provided below can be found in the _P files. This algorithm omits individuals with survey non-responses. Algorithm *** First code, generate one sport variable for east and west germans ***; if gsampreg = 2 and zp0203 ge 0 then GP0413 = zp0203+1; if gsampreg = 2 and zp0203 lt 0 then GP0413 = zp0203; array sport{*} AP0202 BP0703 CP0903 null EP0903 null GP0413 null IP0703 null KP1203 LP0613 MP0503 NP0303 OP0613 PP0303 null RP0303 null TP1414 null vp0303 null xp0303 yp1815 zp0303 null bbp0303 null bdp11116 null bfp1103 null array nsport{*} M11104$$ do i = 1 to dim(netto); if netto{i} >= 10 & < 20 then do; if sport{i}=-1 then nsport{i}=-1; if sport{i}=-2 then nsport{i}=-2; if i = 1 then do; if sport{i} gt 0 then nsport{i}=sport{i}; end; if i in (2,3,5,9,11,13,14,16,18,22,24,26,28,32) then do; if sport{i} =1 then nsport{i}=4; if sport{i} =2 then nsport{i}=3; if sport{i} =3 then nsport{i}=2; if sport{i} =4 then nsport{i}=1; end; if i in (7,12,15,20,25,30) then do; if sport{i} in (1,2) then nsport{i}=4; if sport{i} =3 then nsport{i}=3; if sport{i} =4 then nsport{i}=2; if sport{i} =5 then nsport{i}=1; end; end; else nsport{i}=-2; end; SOEP Survey Paper 464 SOEP v33 142 Variable Name M11105$$ Variable Label Have had stroke Unit of Observation Individual Description Indicates whether a doctor ever diagnosed a stroke Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = has had a stroke The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array str{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10205 null bbp10006 null bdp11206 null bfp12906 null array m05{*} m11105$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if str{i} gt 0 then m05{i}=str{i}; if str{i} in (-1,-3) then m05{i}=.M; if str{i} in (-2) then m05{i}=0; end; else m05{i}=.S; end; SOEP Survey Paper 464 SOEP v33 143 Variable Name M11106$$ Variable Label High blood pressure/circulation problems Unit of Observation Individual Description Indicates whether a doctor ever diagnosed a with high blood pressure or circulation problems Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = Has or had problem with high blood pressure or circulation The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array hbp{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10207 null bbp10008 null bdp11208 null bfp12908 null array m06{*} m11106$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if hbp{i} gt 0 then m06{i}=hbp{i}; if hbp{i} in (-1,-3) then m06{i}=.M; if hbp{i} in (-2) then m06{i}=0; end; else m06{i}=.S; end; SOEP Survey Paper 464 SOEP v33 144 Variable Name M11107$$ Variable Label Have or had diabetes Unit of Observation Individual Description Indicates whether a doctor ever diagnosed diabetes Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = Has or had problem with diabetes The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array dia{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10201 null bbp10002 null bdp11202 null bfp12902 null array m07{*} m11107$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if dia{i} gt 0 then m07{i}=dia{i}; if dia{i} in (-1,-3) then m07{i}=.M; if dia{i} in (-2) then m07{i}=0; end; else m07{i}=.S; end; SOEP Survey Paper 464 SOEP v33 145 Variable Name M11108$$ Variable Label Have or had cancer Unit of Observation Individual Description Indicates whether a doctor ever diagnosed cancer Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = Has or had problem with cancer The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array can{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10204 null bbp10005 null bdp11205 null bfp12905 array m08{*} m11108$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if can{i} gt 0 then m08{i}=can{i}; if can{i} in (-1,-3) then m08{i}=.M; if can{i} in (-2) then m08{i}=0; end; else m08{i}=.S; end; SOEP Survey Paper 464 SOEP v33 146 Variable Name M11109$$ Variable Label Have or had psychiatric problems Unit of Observation Individual Description Indicates whether a doctor ever diagnosed a depressive diseases. Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = Has or had problem with depressive diseases The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array psy{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10208 null bbp10009 null bdp11209 null bfp12909 null array m09{*} m11109$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if psy{i} gt 0 then m09{i}=psy{i}; if psy{i} in (-1,-3) then m09{i}=.M; if psy{i} in (-2) then m09{i}=0 end; else m09{i}=.S; end; SOEP Survey Paper 464 SOEP v33 147 Variable Name M11110$$ Variable Label Have or had arthritis Unit of Observation Individual Description Indicates whether person has or had problems with arthritis Method n.a. Format: Information is not available in the SOEP Algorithm n.a. SOEP Survey Paper 464 SOEP v33 148 Variable Name M11111$$ Variable Label Angina or heart condition Unit of Observation Individual Description Indicates whether a doctor ever diagnosed angina or heart condition problems Method Transcribed variable Format: 0 = N/A - Child -1 = Item non-response 1 = Has or had problem with depressive diseases The original survey variables provided below can be found in the file _P. This algorithm omits individuals with survey non-responses. Algorithm 1984-2008, 2010, 2012, 2014: Data not available in SOEP array ang{*} null null null null null null null null null null null null null null null null null null null null null null null null null zp10203 null bbp10004 null bdp11204 null bfp12904 null array m11{*} m11111$$; do i = 1 to dim(netto); if netto{i} ge 10 & netto{i} le 19 then do; if ang{i} gt 0 then m11{i}=ang{i}; if ang{i} in (-1,-3) then m11{i}=.M; if ang{i} in (-2) then m11{i}=0; end; else m11{i}=.S; end; SOEP Survey Paper 464 SOEP v33 149 Variable Name M11112$$ Variable Label Have or had asthma or breathing difficulty Unit of Observation Individual Description Indicates whether person has or had problems with asthma or breathing difficulties Method n.a Format: n.a. Algorithm Information is not available in the SOEP SOEP Survey Paper 464 SOEP v33 150 Variable Name M11113$$ Variable Label Need help to climb stairs Unit of Observation Individual Description Indicates whether person has trouble with or needs help of others to climb stairs. In several years the question related to this topic were not asked. Method Transcribed variable. Format: -2 = N/A - Child -1 = Item non-response 0 = Doesn’t have trouble with stairs or need help with stairs 1 = Has trouble with stairs or needs help of others with stairs The original survey variable provided below can be found in the _P files. This algorithm omits individuals with survey non-responses. Algorithm null=.-2; *First set missing values for all other data; M1111384 - M1111301, M1111303, M1111305, M1111307, M1111309, M1111311, M1111313 M1111315 =-2 array hlpstair{*} sp87 up84 wp88 yp100 bap88 bcp92 bep90 bgp106 array hlthaffstair {*} M1111302 M1111304 M1111306 M1111308 M1111310 M1111314; do i = 1 to dim(hlpstair); if hlpstair{i} in (1, 2) then hlthaffstair{i} = 1; if hlpstair{i} = 3 then hlthaffstair{i}=0; if hlpstair{i} < 0 then hlthaffstair{i}=.-1; end; SOEP Survey Paper 464 SOEP v33