N. Capital Gains

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N. Capital Gains module of AHEAD 1995

Label Type Description
D4829 Question Now I'd like to ask you some questions about the changes in your (family's) finances over the past two years. (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) bought or sold a home that was your primary residence or second home?
D4830 Question Did you only buy, only sell, both buy and sell, or what?
D4831 Question In what month and year did you most recently sell a home? MONTH: YEAR:
D4832 Question In what year did you most recently sell a home?
D4833 Question What was the selling price? DO NOT PROBE DK
D4834 Question Was it more than $50,000?
D4835 Question Was it more than $200,000?
D4836 Question Was it more than $15,000?
D4837 Question In what month and year did you buy that home? MONTH: YEAR:
D4838 Question In what year did you buy that home?
D4839 Question What was the purchase price? DO NOT PROBE DK
D4840 Question Was it more than $50,000?
D4841 Question Was it more than $200,000?
D4842 Question Was it more than $15,000?
D4843 Question (Since (Wave 1 date)/in the last two years), have you sold any other home that was your primary or secondary residence?
D4844 Question In what month and year was this other home sold? IF MORE THAN ONE, RECORD THE MOST RECENT SALE MONTH: YEAR:
D4845 Question In what year was this other home sold?
D4846 Question What was the selling price?
D4847 Question Was it more than $50,000?
D4848 Question Was it more than $200,000?
D4849 Question Was it more than $15,000?
D4850 Question And when did you buy that home? MONTH: YEAR:
D4851 Question And what year did you buy that home?
D4852 Question What was the purchase price? DO NOT PROBE DK
D4853 Question Was it more than $50,000?
D4854 Question Was it more than $200,000?
D4855 Question Was it more than $15,000?
D4856 Question (Since (Wave 1 date)/in the last two years), did you (or your Husband/Wife/Partner) make any major additions or home improvements to a primary residence (or second home) that you owned? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
D4857 Question What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? DO NOT PROBE DK
D4858 Question Was it more than $10,000?
D4859 Question Was it more than $50,000?
D4860 Question Was it more than $2,000?
D4861 Question (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold any real estate other than your principle residence or second home, such as land, or rental or investment property?
D4862 Question Have you bought any such real estate properties (since (Wave 1 date)/in the last two years)?
D4863 Question About how much in total did you pay for this real estate? DO NOT PROBE DK
D4864 Question Was it more than $200,000?
D4865 Question Was it more than $500,000?
D4866 Question Was it more than $50,000?
D4867 Question Did you also buy any real estate of this sort (since (Wave 1 date)/in the last two years)?
D4868 Question About how much in total was the dollar value of the real estate you sold (since (Wave 1 date)/in the last two years)? DO NOT PROBE DK
D4869 Question Was it more than $200,000?
D4870 Question Was it more than $500,000?
D4871 Question Was it more than $50,000?
D4872 Question Overall, was the dollar cost of the real estate you bought greater than the dollar value of what you sold (minus commissions), less than the value of what you sold, about equal, or what? PLEASE PROBE IF DK
D4873 Question Roughly, about how much (more/less) did you buy than you sold? DO NOT PROBE DK
D4874 Question Was it more than $200,000?
D4875 Question Was it more than $500,000?
D4876 Question Was it more than $50,000?
D4877 Question (Since (Wave 1 date)/in the last two years), did you (or your Husband/Wife/Partner) make any major additions or home improvements to any real estate properties that you owned, other than your principle residence or second home? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
D4878 Question What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? DO NOT PROBE DK
D4879 Question Was it more than $10,000?
D4880 Question Was it more than $50,000?
D4881 Question Was it more than $2,000?
D4882 Question (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) put personal funds into a privately held business, professional practice, partnership or farm that you own or share ownership in?
D4883 Question Altogether, about how much new money did you (or your Husband/Wife/Partner) put into that, including any funds that you borrowed personally? DO NOT PROBE DK
D4884 Question Was it more than $50,000?
D4885 Question Was it more than $500,000?
D4886 Question Was it more than $5,000?
D4887 Question (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold part or all of any interest in a privately held business, professional practice, partnership or farm?
D4888 Question Altogether, about how much did you (or your Husband/Wife/Partner) sell your interest for? (What was the selling price?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK
D4889 Question Was it more than $100,000?
D4890 Question Was it more than $1,000,000?
D4891 Question Was it more than $10,000?
D4892 Question In what month and year did you sell that? MOST RECENT SALE, IF MORE THAN ONE. MONTH: YEAR:
D4893 Question In what year did you sell that?
D4894 Question Not counting any IRAs, Keoghs or pension accounts, (since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) bought any stock, or put money into stock mutual funds, including any automatic re-investment?
D4895 Question Did you (or your Husband/Wife/Partner) also sell or cash in any such assets?
D4896 Question Did you buy more or sell more -- that is, overall, did you put new money into stocks, stock mutual funds, managed investment accounts or trusts, take money out of them, or put in about as much as you took out? PLEASE PROBE IF DK.
D4897 Question About how much more did you ~IF 4896(1) put in than you took out? ~ELSE 4896(2) take out than you put in? DO NOT PROBE DK
D4898 Question Was it more than $10,000?
D4899 Question Was it more than $50,000?
D4900 Question Was it more than $2,500?
D4901 Question Altogether, how much money (including any automatic reinvestment) did you (or your Husband/Wife/Partner) put into that? DO NOT PROBE DK
D4902 Question Was it more than $25,000?
D4903 Question Was it more than $100,000?
D4904 Question Was it more than $5,000?
D4905 Question (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold any shares of stock in publicly held corporations or taken money out of any mutual funds, managed investment accounts or trusts?
D4906 Question Altogether, how much money did you (or your Husband/Wife/Partner) get from that? DO NOT PROBE DK
D4907 Question Was it more than $25,000?
D4908 Question Was it more than $100,000?
D4909 Question Was it more than $5,000?
D4912 Question Our records show that you owned a home in (Wave 1 date)/the last two years) that you do not now own and did not sell. What happened to that home -- did you give it to someone, are our records incorrect, or what?
D4914M1 Question Who did you give the house to, (that is what is their relationship to you)? CHOOSE ALL THAT APPLY
D4916M1 Question (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of yours (or your Husband/Wife/Partner) is the parent of that grandchild?
D4917 Question Our records show that you owned a home in (Wave 1 date)/the last two years) that you have since sold. What did you decide to do with the proceeds from selling the house -- did you invest the money, did you give it to someone, are our records incorrect, or what?
D4955 Question Sometimes changes in a family's savings or assets are due to people joining or leaving the family. Was there anyone living with you in (Wave 1 date)/the last two years) who doesn't live with you now and who took $5,000 or more in assets or debts away with them?
D4956 Question Altogether, what is the total dollar value of assets that were removed that way? DO NOT PROBE DK
D4957 Question Was it more than $25,000?
D4958 Question Was it more than $100,000?
D4959 Question Was it more than $10,000?
D4960 Question Altogether, what is the total dollar value of debts that were removed that way? DO NOT PROBE DK
D4961 Question Was it more than $10,000?
D4962 Question Was it more than $25,000?
D4963 Question Was it more than $5,000?
D4964 Question Is there anyone in your family living with you now who has joined the family (since (Wave 1 date)/in the last two years) and who had $5,000 or more in assets or debts at the time they joined the family?
D4965 Question Altogether, what was the total dollar value of assets that were brought into the family in that way? DO NOT PROBE DK
D4966 Question Was it more than $25,000?
D4967 Question Was it more than $100,000?
D4968 Question Was it more than $10,000?
D4969 Question Altogether, what was the total dollar value of debts that were brought into the family in that way? DO NOT PROBE DK
D4970 Question Was it more than $10,000?
D4971 Question Was it more than $25,000?
D4972 Question Was it more than $5,000?
D4982 Question IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN ?
D5004 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Financial situations often change with the death of a (Husband/Wife/Partner). Thinking back to the time surrounding your (Husband/Wife/Partner)'s death, did any income from Social Security start, stop or change because of (his/her) death. ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Financial situations often change with divorce. Thinking back to your divorce, did any income from Social Security start, stop, or change because of it?
D5006 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
D5009 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5012 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5013 Question What was it after?
D5014 Question What was it after? PER
D5023 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Supplemental Security Income start, stop, or change because of (his/her) death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Supplemental Security Income start, stop, or change because of the divorce?
D5025 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
D5028 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5031 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5033 Question What was it after? PER
D5042 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Veterans benefits start, stop, or change because of (his/her) death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Veterans benefits start, stop, or change because of the divorce?
D5044 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual about after the divorce? PER
D5047 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5050 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5052 Question What was it after? PER
D5056 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from other retirement pensions or annuities start, stop, or change because of (his/her) death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from other retirement pensions or annuities start, stop, or change because of the divorce?
D5058 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
D5061 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5064 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
D5070 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did your earnings from work or your work hours start, stop, or change after (he/she) died? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did your earnings from work or your work hours start, stop or change after the divorce?
D5072 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings after the divorce? PER
D5073 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED And how many hours per week did you usually work after your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED And how many hours per week did you usually work after the divorce?
D5076 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings before the divorce? PER
D5077 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED And how many hours per week did you usually work before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED And how many hours per week did you usually work before the divorce? HOURS
D5080 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings before the divorce? PER
D5082 Question What was it after? PER
D5085 Question ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED How many hours per week did you usually work before your (Husband/Wife/Partner)'s death? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED How many hours per week did you usually work before the divorce?
D5086 Question And how many after?
D5088 Question ~IF 674 (5) *OR* 746 (2) Did the type, cost, or coverage of your health insurance change when (Husband/Wife/Partner) died? ~ELSE Did the type, cost, or coverage of your health insurance change from the divorce?
D5089M1 Question What changed about your health insurance? CHOOSE ALL THAT APPLY
D5091 Question Did you receive a life insurance settlement (including any that you may have already mentioned)?
D5092 Question How much did it amount to?
D5093 Question Did you receive a lump-sum pension settlement?
D5094 Question How much did it amount to?
N59 Question ~IF 218(N1) I have a few questions about the circumstances of (his/her) death. Did (he/she) have an illness lasting three months or more during the last year (he/she) was alive? ~ELSE Did your (Husband/Wife/Partner) have an illness lasting three months or more during the last year (he/she) was alive?
N60 Question ~IF TYPE OF INTERVIEW (NOT SELF) Did (he/she) ever live in a nursing home? ~ELSE Did (he/she) ever live in a nursing home?
N61 Question Not counting what was covered by Medicare or other insurance, ~IF TYPE OF INTERVIEW (NOT SELF) all in all, about how much were (his/her) health care expenses during the last year of (his/her) life? I mean all ~ELSE all in all, about how much were your (Husband/Wife/Partner)'s health care expenses during the last year of (his/her) life? I mean all expenses for doctors, hospitals, drugs, nursing homes, or home care. DO NOT PROBE DK ALT-O NOT SETTLED YET AMOUNT:
N61a Question Was it more that $5,000?
N61b Question Was it more that $25,000?
N61c Question Was it more that $100,000?
N61d Question Was it more that $1,000?
N62 Question ~IF TYPE OF INTERVIEW (NOT SELF) Not counting what was covered by insurance or (his/her) estate, what were the expenses associated with the death, that ~ELSE Not counting what was covered by insurance or your (Husband/Wife/Partner)'s estate, what were your expenses associated with the death, that is, for funeral expenses, legal fees, etc.? DO NOT PROBE DK ALT-O NOT SETTLED YET AMOUNT:
N62a Question Was it more than $2,000?
N62b Question Was it more that $75,000?
N62c Question Was it more that $200,000?
N62d Question Was it more that $1,000?
D5107M2 Question To pay the expenses associated with (his/her) illness and death, did you have to sell assets, withdraw money that normally would not be touched, get help from a relative, or do anything else special to find the money? CHECK ALL THAT APPLY
D5108 Question Was that (a child or other) relative of yours (or your Husband/Wife/Partner), or was it someone else who helped?
D5110M1 Question (Which child is that?) IF GRANDCHILD: Which child of yours (or your Husband/Wife/Partner) is the parent of that grandchild?
N63c Question ~IF TYPE OF INTERVIEW (NOT SELF) In which state or country did (he/she) die? ~ELSE In which state or country did your (Husband/Wife/Partner) die?
N63d Question ~IF TYPE OF INTERVIEW (NOT SELF) What was the cause of (his/she) death? ~ELSE What was the cause of (his/her) death?
D5120 Question Because of the divorce, do you expect to receive less in the way of life insurance benefits if your former (Husband/Wife/Partner) dies?
D5121 Question Did you lose any part of your claim on your (former/late) (Husband/Wife/Partner)'s pension?
D5122 Question Did you receive any money or property from your (former/late) (Husband/Wife/Partner) to compensate for the loss of your claim on (his/her) pension?
D5123 Question All in all, what were your expenses associated with the divorce, that is, legal fees and costs?
D4915M1 Question (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of yours (or your husband/or your wife/or your partner) is the parent of that grandchild?
D5030 Question IF Q674 IS (5) OR Q746 IS (2) What was the usual amount before your (husband/wife)'s death? ELSE Q674 IS (4) OR Q746 IS (1) What was the usual amount before the divorce? END
D5032 Question What was it after?
D5043 Question IF Q674 IS (5) OR Q746 IS (2) What was the usual amount after your (husband/wife)'s death? ELSE Q674 IS (4) OR Q746 IS (1) What was the usual about after the divorce? END
D5046 Question VET BENEFITS STOP AMT BEFORE
D5049 Question VET BENEFITS CHANGE AMT BEFORE
D5051 Question VET BENEFITS CHANGE AMT AFTER
D5057 Question PENSION START AMT AFTER
D5060 Question PENSION STOP AMT BEFORE
D5063 Question PENSION CHANGE AMT BEFORE
D5065 Question PENSION CHANGE AMT AFTER
D5071 Question EARNINGS START AMT AFTER
D5075 Question EARNINGS STOP AMT BEFORE
D5079 Question EARNINGS CHANGE AMT BEFORE
D5081 Question EARNINGS CHANGE AMT AFTER
D5109M1 Question WHICH CHILD?-1