SIPP Home > Survey Content > Topical Modules > Topical Module Chart Listing > 1996 Schedule > 1996 Topical Module Questionnaires > Wave 10 Questionnaires > Taxes
>TAXLEADIN<
Now I would like to ask you a few questions about [fill PTEMPNAME] 1998 Income Taxes.
Did ... file a Federal income tax return for 1998?
(1) Yes
(2) No
Do you have a copy of ...'s tax form or a worksheet that you could refer
to for the next few
questions?
(1) Yes
(2) No
What was ...'s filing status on [HISHER] 1998 Federal tax return?
(Lines 1 - 5 on Forms 1040 or 1040A)
(1) Single taxpayer
(2) Married, filing joint return
(3) Married, filing separately
(4) Head of household
(5) Qualifying widow(er) with dependent child
What were the total number of exemptions claimed on [fill TEMPNAME's]
return?
(Line 6d on Forms 1040 or 1040A)
_____Enter number of exemptions
Besides ..., which persons in this household did ... claim as an exemption?
_____ Person
_____ Person
_____ Person
_____ Person
_____ Person
Enter line number of person covered. Enter "A" for all persons covered.
Enter (N) for none/no more
Did ... claim exemptions for any persons who lived outside of [fill
HISHER] home for the entire
year?
(1) Yes
(2) No
How many persons who lived outside of the household did ... claim exemptions
for the entire
year?
ENTER NUMBER OF PERSONS OUTSIDE OF THE HOUSEHOLD: @
What was the relationship of [fill this person/these persons] to ...?
"N" for none/no more.
(1) Parent
(2) Child
(3) Brother/sister
(4) Other
Did ... file form 1040, the long form, or did ... file one of the short forms, 1040A or 1040EZ?
(1) Form 1040
(2) Form 1040A
(3) Form 1040EZ
Did ... file a Schedule A, Itemized Deduction, with [HISHER] 1998 tax return?
(1) Yes
(2) No
Did ... file Schedule D, Capital Gains and Losses, with [HISHER] 1998 tax return?
(1) Yes
(2) No
How much were [HISHER] and [HISHER] spouse's itemized deductions for
1998?
(Line 36 of Form 1040)
_____ Amount
Did ... claim a child and dependent care expense credit in 1998?
(Line 41 on Form 1040; line 26 on Form 1040A)
(1) Yes
(2) No
What was that amount?
_____ Amount
For which persons did you claim this exemption?
ENTER LINE NUMBER OF PERSON COVERED. ENTER "A" FOR ALL PERSONS AND
"N" FOR NONE/NO MORE.
Did ... claim a credit for the elderly or the disabled in 1998?
(Line 42 on Form 1040; line 27 on Form 1040A)
(1) Yes
(2) No
What was that amount?
_____ Amount
(ENTER LOSS AS A NEGATIVE AMOUNT)
How much were ... and ...'s spouse's capital gains or losses from the
sale or exchange of personal
assets for 1998?
(Line 13 on Form 1040)
(N) none
$_____
What was ...'s and ...'s spouse's adjusted gross income in 1998?
(N) none
$_____
What was ...'s and ...'s spouse's net tax liability in 1998?
(Line 56 on Form 1040; line 34 on Form 1040A; line 10 Form 1040EZ.)
_____ Amount
Did ... claim an earned income credit on [HISHER] Federal income tax return?
(1) Yes
(2) No
What was the amount of earned income credit claimed?
(Line 59a on Form 1040; line 37b on Form 1040A; line 8a on Form 1040EZ.)
_____ Amount
For which persons did you claim this exemption?
ENTER LINE NUMBER OF PERSON COVERED. ENTER "A" FOR ALL PERSONS
COVERED AND "N" FOR NONE/NO MORE.
Did ... pay any property taxes on any residence(s) in 1998?
(1) Yes
(2) No
Did ... pay these jointly with someone else living here?
(1) Yes
(2) No
Who made these joint payments with ...?
Enter line number of person who made joint payments. Enter "A" for all persons covered and "N" for none/no more.
____ Person
____ Person
What was the property tax bill for ...'s residence(s) in 1998?
(Line 6 of Schedule A, property tax bills; or other documents such
as escrow summaries from the
mortgage company)
_____ Amount
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Page Last Modified: May 12, 2006
