SOEP-Core - 2023: Household (A-R+IAB-SOEP-M1-M8c)

infas Research Report SOEP-Core - 2023: Household (A-R+IAB-SOEP-M1-M8c) SOEP Survey Papers, No. 1449 Provided in Cooperation with: German Institute for Economic Research (DIW Berlin) Suggested Citation: infas (2025) : SOEP-Core - 2023: Household (A-R+IAB-SOEP-M1-M8c), SOEP Survey Papers, No. 1449, Deutsches Institut für Wirtschaftsforschung (DIW), German Socio-Economic Panel (SOEP), Berlin This Version is available at: https://hdl.handle.net/10419/316276 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. https://creativecommons.org/licenses/by-sa/4.0/ 1449 2025 Series A – Survey Instruments (Erhebungsinstrumente) SOEP-Core – 2023: Household (A-R+IAB-SOEP-M1-M8c) infas Running since 1984, the German Socio-Economic Panel (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 Dr. Christian Hunkler, DIW Berlin Prof. Dr. Philipp Lersch, DIW Berlin and Humboldt-Universität zu Berlin Dr. Levent Neyse, DIW Berlin and Berlin Social Science Center (WZB) Prof. Dr. Carsten Schröder, DIW Berlin and Freie Universität Berlin Prof. Dr. Sabine Zinn, DIW Berlin and Humboldt-Universität zu Berlin Please cite this paper as follows: infas, 2025. SOEP-Core – 2023: Household (A-R+IAB-SOEP-M1-M8c). SOEP Survey Papers 1449: Series A – Survey Instruments (Erhebungsinstrumente). Berlin: DIW Berlin/SOEP This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License. © 2025 by SOEP ISSN: 2193-5580 (online) DIW Berlin German Socio-Economic Panel (SOEP) Mohrenstr. 58 10117 Berlin Germany [email protected] The German Socio Economic Panel at DIW Berlin SOEP-Core – 2023: Household (A-R+IAB-SOEP-M1-M8c) infas 2025 Dear participant, The questions contained in this questionnaire deal with the household as a whole and not with the individuals in the household. The questionnaire should be completed by the same person in the household who did it last year if possible. Your participation is voluntary, but the scientifi c relevance of this study depends crucially on the participation of every household. We therefore cordially request that you either – allow our staff member to interview you – or carefully fi ll out this questionnaire yourself. This questionnaire is to be fi lled out by (ggf. von der Interviewerin/vom Interviewer auszufüllen): First name: Questionnaire Household EN Haushalt <Vorname> SOEP Survey Papers 1449 infas Institut für angewandte Sozialwissenschaft GmbH Postfach 240101 53154 Bonn Tel. 0800/66 77 876 [email protected] www.leben-in-deutschland.de Falls eine Interviewerin/ein Interviewer vor Ort, bitte angeben: LFD Interviewernummer . . Datum (Tag . Monat . Jahr) 7707/HH_EN/2023 Questionnaire Household Haushalt Fragebogen SIE-Variante schwarzer Stift kurz infas Institut für angewandte Sozialwissenschaft GmbH Postfach 240101 53154 Bonn Tel. 0800/66 77 876 [email protected] www.leben-in-deutschland.de We also off er an online questionnaire as an alternative to the paper version. To complete the questionnaire online, please enter the following address into your Internet browser: Your personal access code is: If you completed the questionnaire online, you don’t need to return this printed questionnaire. <LinkCAWI> <PWD-CAWI> <LFD/Personen-Nr> <Barcode> SOEP Survey Papers 1449 27707/HH_EN/2023 87701/2021 Make an X in the box next to the answer option that you think comes the closest. If you make a mistake, clearly cross out the wrong answer and make an X in the correct box. Example: Yes No If you change your mind and decide that you want to select the answer that you just crossed out, you will need to clearly cross out the second mistake and then make a circle around the box you had crossed out fi rst. Example: Yes No When fi lling out the questionnaire, please pay attention to the instructions for each question: Example: Please select one answer only. If there is a blank for you to write your answer in, please print your answer in the blank. Example: Country: Sometimes you are asked to give numerical answers. Please enter your answer by aligning numbers to the right in the spaces provided: Example: Number: If you should skip certain questions, there will be specifi c instructions: Example: Yes → Continue with question 11 Please pay attention: use only a black pen to fi ll out the questionnaire. that the information is clearly legible. and that the information is inside the boxes. This makes our work much easier. Thank you very much! If you have any questions about fi lling out the questionnaire or about your participation in the study, you are welcome to contact us at infas. You can call us during normal business hours at our toll-free number, 0800–6677876, or send us an e-mail at [email protected]. We will respond to e-mails as quickly as possible. For more information on the study, please see the infas homepage at: www.leben-in-deutschland.de How should the questionnaire be fi lled out? Further information SOEP Survey Papers 1449 3 7707/HH_EN/2023 Before completing this questionnaire for “Living in Germany” it is important to first find out whether anything has changed in your household situation since the last survey or if everything has remained the same. The first question deals with household composition. Please tell us which applies. Please select one answer only. My household lives in the same home or apartment at the same address ... ... and no one has joined or left the houshold since then 1 ... but since then at least one person has joined or left the household 2 → Continue with question 9, page 5 My household lives in a new home or apartment at a new address ... ... after the household moved or after one or more participants in “Living in Germany” moved into the household 3 ... after new household formation 4 → Continue with question 2 When did this change occur – in other words, when did you move into this new dwelling after the move mentioned above? Month Year What was the most important reason that led to this change, that is, to your move to a new home or out of an existing household? If there is more than one reason, please indicate the main decisive reason! Termination of lease or uncertain rental situation 1 Work reasons (change of job, vocational training, university study) 2 Family reasons (change of relationship status, moved out of parents' home, inheritance) 3 Reasons relating to the house or apartment (cost, size, amenities) 4 Neighborhood / location of house or apartment 5 Other reasons 6 ↓ Please state: 1 2 3 SOEP Survey Papers 1449 47707/HH_EN/2023 How does your new dwelling compare to your previous one? Is your new dwelling better, about the same, or worse overall than the previous one? Please select only one per line! What about ... Better About the same Worse 1 2 3 ...costs (for example, rent) ...the size of the dwelling ...features and amenities ...neighborhood / location ...enviromental surroundings (noise, exhaust fumes, pollution) ...access to public transportation ...relationships / contact with neighbors ...relationship / contact with the landlord / property management company How would you describe your neighborhood? Please select one answer only. A residential area with mostly old buildings 1 A residential area with mostly newer buildings 2 A residential and commercial area with flats, houses, shops, and businesses 3 A commercial area (shops, banks, offices) with few residential dwellings 4 An industrial area with few residential dwellings 5 What kind of building do you live in? Please select one answer only. Farm house 1 Detached house containing 1 or 2 dwellings (one above the other) 2 Row house or duplex (with one dwelling next to the other) 3 Residential building containing 3 or 4 dwellings 4 Residential building containing 5 to 8 dwellings 5 Residential building containing 9 or more dwellings (up to 8 stories) 6 High-rise building (9 or more stories) 7 When, approximately, was the building in which your dwelling is located built? Before 1919 1 1919 to 1948 2 1949 to 1971 3 → Continue with question 9 1972 to 1980 4 1981 to 1990 5 1991 to 2000 6 2001 to 2010 7 2011 to 2020 8 2021 to 2023 9 → Continue with question 8 4 5 6 7 SOEP Survey Papers 1449 11 7707/HH_EN/2023 How many vehicles are there in your household? This refers to cars, motorcycles, mopeds, and scooters. Number: We don‘t have any of these vehicles in our household for: financial reasons 1 ecological reasons 3 other reasons 2 → Continue with question 45, page 12 ↓ What type of vehicle is it? Please list the vehicle used most first, then list any other vehicles in order of the frequency of their use. First vehicle Second vehicle Third vehicle Fourth vehicle 1 2 3 4 Compact car Mid-range car Luxury car SUV Van Motorcycle / scooter / moped What type of fuel or fuels do you use for the vehicle? How much does your household spend on these fuels? First vehicle Second vehicle Third vehicle Fourth vehicle per month per year or 1 2 3 4 Super / E10 / Diesel (not including biodiesel) / Gas / Biodiesel (RME), bioethanol, vegetable oil / Electricity (e-car / hybrid) / Hydrogen / 40 41 42 SOEP Survey Papers 1449 12 7707/HH_EN/2023 What is your vehicle’s average fuel consumption per 100 km? Please give the average fuel consumption either in liters or kilowatt hours (kWh). If you don‘t know exactly, please estimate. First vehicle Second vehicle Third vehicle Fourth vehicle 1 2 3 4 Liter s or Kilowatt hours (kWh) What was the vehicle’s mileage in 2022, that is, how many kilometers was it driven in total over the course of the calendar year? If you don‘t know exactly, please estimate. First vehicle: km Second vehicle: km Third vehicle: km Fourth vehicle: km Did you or someone in your household receive income from letting or leasing property (land/dwelling) in the last calendar year? Please state actual income, not the value of tax subsidies for owner-occupied housing. Yes 1 No 2 → Continue with question 53 ↓ About what was your total income from letting and leasing in the last calendar year? If you don‘t know the exact amount: please estimate! Please state the gross amount including savings for future maintenance / renovation. euros in the year 2022 Did you have any expenses for maintenance or modernization of the properties you let or leased in the last calendar year? Yes 1 No 2 → Continue with question 49 ↓ What were your expenses for maintenance or modernization of the properties you let or leased in the last calendar year? If you don‘t know the exact amount, please estimate! euros in the year 2022 43 44 45 46 47 48 SOEP Survey Papers 1449 13 7707/HH_EN/2023 Were there any loan, mortgage, or interest payments for these properties you let or leased in the last calendar year? Yes 1 No 2 → Continue with question 51 ↓ What were the loan, mortgage, and interest payments for these properties you let or leased in the last calendar year? If you don‘t know the exact amount, please estimate! euros in the year 2022 Will you be able to deduct these expenses from the last calendar year from your taxes or declare them as losses? Yes 1 No 2 → Continue with question 53 ↓ How much of these expenses in the last calendar year can you claim as deductions or losses on your tax return? If you don‘t know the exact amount, please estimate! euros in the year 2022 Are you or is someone in your household currently paying back loans and interest on loans that you took out for large purchases or other expenditures? Please do not include loan, mortgage, or interest payments stated in answer to previous questions. Yes 1 No 2 → Continue with question 55 ↓ How much do you pay per month on these loans? If you don't know the exact amount, please estimate! Loan repayment (including interest payments): euros per month Did you or another member of the household receive a large sum of money or other assets (house, car, etc.) as an inheritance in the last calendar year? We are only referring to money or assets worth more than 500 euros! Yes 1 No 2 → Continue with question 57, page 14 ↓ What was the amount or monetary value of the inheritance(s)? If you don‘t know the exact amount, please estimate! euros in the year 2022 49 50 51 52 53 54 55 56 SOEP Survey Papers 1449 14 7707/HH_EN/2023 Did you or another member of the household receive a large sum of money or other assets (house, car, etc.) as a gift in the last calendar year? We are only referring to money or assets worth more than 500 euros! Yes 1 No 2 → Continue with question 59 ↓ What was the amount or monetary value of the gift(s)? If you don‘t know the exact amount, please estimate! euros in the year 2022 Did you or another member of the household receive a large sum of money or other assets (house, car, etc.) as lottery winnings in the last calendar year? We are only referring to money or assets worth more than 500 euros! Yes 1 No 2 → Continue with question 61 ↓ What was the amount or monetary value of the lottery winning(s)? If you don‘t know the exact amount, please estimate! euros for the year 2022 Did you or another member of the household own any of the following savings or investment securities in the last calendar year? Please select all that apply. 1 Savings account (Sparbuch / Spargirokonto / Tagesgeldkonto) Savings plan to build a home (Bausparvertrag) Life insurance Company assets (in your own company, other companies) → Continue with question 63 Fixed-interest securities (for example, saving bonds, mortgage bonds, federal savings bonds) Other securities (for example, stocks, funds, bonds, equity options) → Continue with question 62 No, none of the above → Continue with question 65 Can you deduct losses for any of the above from your taxes for the last calendar year? How much? If you don't know the exact amount, please estimate! Yes 1 → euros No 2 What was your total income from interest, dividends, profits, and profit distribution from all of your investments in the last calendar year? In the last calendar year euros → Continue with question 65 Don't know 1 → Continue with question 64 57 58 59 60 61 62 63 SOEP Survey Papers 1449 15 7707/HH_EN/2023 Please estimate according to the following list: Please select one answer only. Less than 250 euros 1 From 250 to less than 1,000 euros 2 From 1,000 to less than 2,500 euros 3 From 2,500 to less than 5,000 euros 4 From 5,000 to less than 10,000 euros 5 10,000 euros or more 6 Have you or has any member of your household received any of the following benefits during the last calendar year? If you or another household member received a specific government benefit, please state the number of months it was received and the average amount of that benefit per month. Please give an answer in each line. In 2022 No Yes Number of months Average amount per month 2 1 Child benefit (Kindergeld) Supplementary child benefit (Kinderzuschlag, which is paid to low-income earners in addition to the child benefit, Kindergeld) We are not referring here to benefits that are part of the educational package Educational and participation package (compensation for families whose children are not in childcare) Unemployment Benefit II (Hartz IV), including social benefit and accomodation expenses Long-term care insurance benefits Monthly subsistence allowance / Assistance in special circumstances Basic income support for the elderly / those with reduced earning capacity Housing allowance (rent and expenses benefit) If not included in accommodation expenses under under Unemployment Benefit II / monthly subsistence... / basic income support for the elderly 64 65 excl. the supplementary child benefit and child bonus, if applicable including accommodation expenses including accommodation expenses SOEP Survey Papers 1449 16 7707/HH_EN/2023 And what is the situation now? Are you or is another member of your household currently receiving any of the following types of government benefits? If you or another household member receive a certain government benefit, please state in each case the average amount of this benefit per month. If you or another household member receive child benefits, please also state for how many children. Please give an answer in each line. No Yes Current monthly amount Currently for ... (number of children) 2 1 Child benefit (Kindergeld) Supplementary child benefit (Kinderzuschlag, which is paid to low-income earners in addition to the child benefit, Kindergeld) We are not referring here to benefits that are part of the educational package Educational and participation package (compensation for families whose children are not in childcare) Citizen‘s income (Bürgergeld), including social benefit (Sozialgeld) and accommodation expenses Long-term care insurance benefits Monthly subsistence allowance / Assistance in special circumstances including accommodation expenses, if applicable Basic income support for the elderly / those with reduced earning capacity including accommodation expenses, if applicable Housing allowance (rent and expenses benefit) If not included in accommodation expenses under .under Unemployment Benefit II / monthly subsistence... / basic income support for the elderly If you add up the total income of all of the members of your household: what is your monthly household income today? Please state the net monthly income, which means after deductions for taxes and social security. Please include regular income such as pensions, housing allowances, child benefits, grants for higher education, maintenance payments, etc. If you do not know the exact amount, please estimate the amount per month. euros per month Have you or has another member of your household visited one of the Tafel food pantries in the last 12 months to obtain food for yourself or your household? Yes 1 No 2 66 not including supplementary child benefit, if applicable 67 68 SOEP Survey Papers 1449 17 7707/HH_EN/2023 How much money do you calculate per week or month for groceries to feed yourself and your family members living in this household? Please state the average amount either for a normal week or a normal month—whichever is easier for you to answer. euros in a normal week or euros in a normal month What percentage of the groceries you use in your household are certified organic? Percent Now you’ll see some things people might (have to) spend money on in daily life. Thinking back on the last month, how many euros has your household spent on each of the following things? In each blank, please state an amount (whole numbers only). If you don‘t know the exact amount, please estimate. Larger purchases (for example, car, furniture, electrical appliances, etc.): euros Clothing and shoes: euros Leisure activities (for example, restaurant visits, cultural events, gym memberships): euros Mobility (for example, fuel, auto loans and running expenses, train and bus tickets): euros Services (for example, hairdresser, childcare, medical expenses): euros Travel, vacations: euros And will your household probably spend more or less on the following things in the next 12 months than you did in the last 12 months? What about... Please select one answer per line. Plans to spend more Plans to spend about as much Plans to spend less 1 2 3 Larger purchases (for example, car, furniture, electrical appliances, etc.) Articles of everyday use (for example, groceries, alcohol and tobacco, non-food goods like cleaning supplies, etc.) Clothing and shoes Leisure activities (for example, restaurant visits, cultural events, gym memberships) Mobility (for example, fuel, auto loans and running expenses, train and bus tickets) Services (for example, hairdresser, childcare, medical expenses) Travel, vacations Housing costs (for example, rent, mortgage, utilities) 69 70 71 72 SOEP Survey Papers 1449 18 7707/HH_EN/2023 And will your household save more or less in the next 12 months than you did in the last 12 months? Plans to save more 1 Plans to save about as much 2 Plans to save less 3 Do you regularly or occasionally pay someone to provide household help? Yes, regularly 1 Yes, occasionally 2 → Continue with question 75 No 3 → Continue with question 76 How much do you pay per month on average? euros per month Do you usually have money left over at the end of the month that you can put aside for larger purchases, emergencies, or to build savings? Yes 1 → euros per month No, my income and expenses are the same 2 → Continue with question 78 No, my expenses are higher than my income 3 → Continue with question 77 How do you usually make up for the shortfall? Please select all that apply. 1 By taking out loans → in the amount of euros per month By using existing savings → in the amount of euros per month By getting help from family, friends, or acquaintances → in the amount of euros per month None of the above Does someone in your household require constant assistance or care due to age, sickness, or disability? Yes 1 No 2 → Continue with question 87, page 20 ↓ How many people in need of assistance or care are there in your household? person(s) in need of care 73 74 75 76 77 78 79 SOEP Survey Papers 1449 19 7707/HH_EN/2023 Who is it, and which of the following activities does he or she need assistance with? Please state the person's first name. If there is more than one person in need of care in the household, please state the person most in need of care. First name of person in need of assistance or care: Needs assistance with ... Please select all that apply. 1 ... shopping and errands outside the home ... housekeeping, preparing meals and drinks ... minor care, such as help getting dressed and undressed, washing up, combing hair, shaving ... major care, such as help getting in and out of bed, going to the toilet None of the above Does the person in need of care receive long-term care insurance benefits (Pflegeversicherung)? Yes 1 No 2 → Continue with question 83 ↓ What level of care (Pflegegrad) was the person requiring assistance or care assigned? Please select one answer only. Care level 1 1 Care level 2 2 Care level 3 3 Care level 4 4 Care level 5 5 Was this person officially assessed as having a limited ability to carry out everyday activities? Yes 1 No 2 Who provides the additional assistance this person needs? Please select all that apply. By... 1 ... relatives in the household ↓ Please give us the name of the person in the household who provides most of the assistance: Please enter no more than one name. ... charitable organizations (Caritas, Diakonie, ASB, DRK, AWO, etc.) ... private care service → Continue with question 86, page 20 ... friends / acquaintances / neighbors ... relatives outside the household ... other regular care providers → Continue with question 85, page 20 80 81 82 83 84 SOEP Survey Papers 1449 20 7707/HH_EN/2023 Does the person / do the people who provide this assistance receive financial compensation? Yes 1 No 2 Does your household have regular expenses for the people requiring assistance or care that are not covered by health or long-term care insurance (for example, transportation, medications, technical aids, care provider, ...)? If there is more than one person requiring assistance / care in the household, please state the total sum for all persons requiring assistance / care in the household. Yes 1 → euros per month No 2 Does your household have regular expenses for people who do not live in this household and require assistance or care and are not covered by health or long-term care insurance (for example, transportation, medications, technical aids, care provider, ...)? Yes 1 → euros per month No 2 Do you or does another member of your household provide care for someone who lives outside your household and is permanently in need of assistance or care due to age, sickness, disability, or medical treatment? If this applies to more than one person, please think of the person closest to you. We are not referring to professional care activities. Yes 1 → Continue with question 89 No 2 Does not apply, no one in the household‘s immediate family is in need of assistance or care 3 → Continue with question 100, page 23 Please enter the first name of the person in the household who provides most of the care or assistance: If you provide most of the assistance, please enter your first name here. Please enter the first name of the person in the household who provides most of the assistance: Is this person paid for providing the assistance? Yes 1 No 2 How often does this person usually assist the person who needs care or assistance? Once a week 1 Twice a week 2 More than twice a week 3 85 86 87 88 89 90 91 SOEP Survey Papers 1449 27 7707/HH_EN/2023 Please state the first names of the children again: 1st child: 2nd child: 3rd child: 4th child: First name: If you think about a normal week, which people regularly take care of the child, and how many hours do they spend per week looking after the child? Please select all that apply. Do not count hours when the person looking after the child is sleeping. You yourself 1 → 1 → 1 → 1 → Spouse / partner 1 → 1 → 1 → 1 → Child‘s father / mother (if that person is not your spouse / partner) 1 → 1 → 1 → 1 → Child‘s grandparents 1 → 1 → 1 → 1 → Child‘s older siblings 1 → 1 → 1 → 1 → Other relatives 1 → 1 → 1 → 1 → Childcare provider outside the home (Tagesmutter) 1 → 1 → 1 → 1 → Paid in-home childcare provider (Betreuungsperson) 1 → 1 → 1 → 1 → Friends / acquaintances / neighbors 1 → 1 → 1 → 1 → No one 1 1 1 1 1st child: 2nd child: 3rd child: 4th child: 119 Hours per week Hours per week Hours per week Hours per week SOEP Survey Papers 1449 28 7707/HH_EN/2023 Finally, please provide the following information. What is your date of birth? . . Day Month Year Are you... ... male 1 ... female 2 ... nonbinary (divers) 3 How many people live permanently in your household, including children and yourself? Your household includes everyone who lives together with you in the same dwelling and whose living expenses are paid mainly out of the same household budget. persons When did you finish filling out the questionnaire? Date: . Time: : Day Month Hour Minute Approximately how long did it take you to complete this questionnaire? Minutes Was anyone else present while you were filling out the questionnaire? Please select all that apply. 1 Yes, spouse / partner Yes, another person who lives here in this household Yes, another person who does not live here in this household → Continue with question G No → End of questionnaire Did any of the aforementioned people bother you while you were filling out the questionnaire? Yes 1 No 2 Thank you for taking part. Please give the completed questionnaire to our interviewer or send it back to infas in the enclosed postage-paid envelope: infas Institut für angewandte Sozialwissenschaft GmbH Postfach 24 01 01 53154 Bonn A B C D E F G SOEP Survey Papers 1449