E. Income and Consumption

This module collects information on respondents' income and consumption at both individual and household level. Contents include earnings (including business income), pension income, and private transfers, rents and housing benefits received as well as business income, expenditure in the four sub-groups: food consumption at home, eating out, and total amount of expenditure on nondurable goods and services as well as durable goods purchased in the past twelve months.

Label Type Description
E-000-1 Question [Interviewer: Before beginning Section E, read the following explanation in order to ensure that the respondent is reassured enough to give accurate answers. [Instructions for interviewer to read: I would now like to ask about your financial situation and any financial support you receive. First I will ask about any financial support you receive, and then about what type of pension your receive. I asked about your work income and business income in the previous section, so I would now like to know about any other income or social insurance payments you receive. In order to understand what kind of effect changes in the tax system would have and to contribute to useful policy evaluation, we need to accurately understand your total income. We apologize for this intrusion, and ask for your cooperation. May I continue?
E-001 Question Do you manage household finances separately, or together?
E-002 Question In the last year, were you able to cover your living expenses with your (and your spouse's) income only, or did you receive money for food or living expenses from someone else?
E-003 Question [Display family list from responses to section A on screen.] Who was the person you received money from?
E-004 Question Over the last year, did you receive a more or less regular amount of money per month from the person or people you named in the previous answer?
E-005 Question [Display response list from E-003 on screen.] About how much did you receive per month? [Interviewer: Write down the amount of money received for each person named in answer E-003. If respondent says he or she does not know the amount of money received, try to encourage him or her to answer by asking the following question.] [Instructions for interviewer to read: A rough amount is fine. Can you please answer?]
E-006 Question [Refer to answer list from E-003 on screen.] Even if you did not receive money every month, about how much did you receive per year in all? (For example, if you received money only once in the year) [Interviewer: Write down the amount of money received from each person named in answer E-003. If respondent says he or she does not know the amount of money received, try to encourage him or her to answer by asking the following question.] [Instructions for interviewer to read: A rough amount is fine. Can you please answer?]
E-007 Question In the past year, did you or your spouse give money for food or living expenses to anyone else? (This does not include treating someone to a meal socially. For children, do not include if they are still dependents. Include children only if not dependents.)
E-008 Question [Display family list from responses to section A on screen.] Who was the person you gave money to?
E-009 Question Over the last year, did you give a more or less regular amount of money per month to the person or people you named in the previous answer?
E-010 Question [Display response list from E-008 on screen.] About how much did you give per month? [Interviewer: Write down the amount of money given to each person named in answer E-003. If respondent says he or she does not know the amount of money given, try to encourage him or her to answer by asking the following question.] [Instructions for interviewer to read: A rough amount is fine. Can you please answer?]
E-011 Question [Refer to answer list from E-008 on screen.] Even if you did not give money every month, about how much did you give per year in all? (For example, if you gave money only once in the year) [Interviewer: Write down the amount of money given to each person named in answer E-008. If respondent says he or she does not know the amount of money given, try to encourage him or her to answer by asking the following question.] [Instructions for interviewer to read: A rough amount is fine. Can you please answer?]
E-012 Question In the survey we left with you to fill out on your own, we asked you to consult your tax withholding form, your final tax return, and similar documents and tell us your after-tax income and the amount you paid for taxes and social insurance. Did you answer those questions? [Interviewer: Unless the respondent asks you to, do not look at these answers in the leave-behind form. Try to have the respondent confirm the information him or herself.] [If leave-behind form was not filled out, select answer 2 (No).]
E-013 Question I would now like to ask about your own income. After taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance, about how much income did you have in the last year? Please include not only income from work, but also pensions or other income. I will list a few sample figures; will you state whether your total income was above or below those figures? [Interviewer selects figure and greater or less.]
E-013-1 Question Was your income in the past year greater/less than ___ yen?
E-013-2 Question Was your income greater/less than ___ yen?
E-013-3 Question Was your income greater/less than ___ yen?
E-013-4 Question Did that amount include a one-time retirement bonus?
E-014 Question Next I would like to ask about your spouse's income. After taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance, about how much income did your spouse have in the last year? Please include not only income from work, but also pensions or other income. I will list a few figures; will you state whether your spouse's total income was above or below those figures? [Interviewer selects figure and greater or less.]
E-014-1 Question Was your spouse's income in the past year greater/less than ___ yen?
E-014-2 Question Was your spouse's income greater/less than ___ yen?
E-014-3 Question Was your spouse's income greater/less than ___ yen?
E-015 Question In the last year, about how much did you pay in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance? I will list a few figures; will you state whether you paid more or less than the figure? [Interviewer selects figure and greater or less.]
E-015-1 Question In the last year, did you pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-015-2 Question In the last year, did you pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-015-3 Question In the last year, did you pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-016 Question In the last year, about how much did your spouse pay in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance? I will list a few figures; will you state whether your spouse paid more or less than the figure? [Interviewer selects figure and greater or less.]
E-016-1 Question In the last year, did your spouse pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-016-2 Question In the last year, did your spouse pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-016-3 Question In the last year, did your spouse pay more/less than ___ yen in taxes (including income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax) and social insurance?
E-017 Question [Show family list from response to Section A.] Are you the head of the household? If not, who is the head of the household?
E-018-1 Question [Show family list from response to Section A.] Who are the dependents of the head of the household? Please state their relationship to the head of the household. [Interviewer: Enter the ID or letter from the family list prepared in Section A for each person named. If respondent is a dependent, enter "respondent" in parentheses.]
E-018-2 Question [Show family list from response to Section A.] Other than yourself and your spouse, does anyone in this household receive any income, including pensions? Please state their relationship to the head of the household. [Interviewer: Enter the ID or letter from the family list prepared in Section A for each person named. If respondent is a dependent, enter "respondent" in parentheses.]
E-019 Question Do you currently receive any government pension?
E-020 Question [Interviewer: Ask question after showing card E-020.] Which of the following pensions do you receive?
E-021 Question About how much did you receive from all public pensions in the last year before taxes? If you don't mind, please tell me the total amount that is deposited to your bank or postal account. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-022 Question About what percent of your last working salary does that amount to? If you did not work before, please say so.
E-023 Question At what age did you begin receiving that pension?
E-023-1B Question I would like to ask again: Did you begin to receive that pension at age ___?
E-024-1 Question The basic public pension includes an early-withdrawal option to begin receiving the pension at a younger age than originally specified, but the amount the recipient receives annually is reduced. Are you familiar with this system?
E-024-3 Question For the basic public pension, if you begin receiving it at age 60 and were born on or before April 1, 1941, you would receive 58% of the amount you would receive if you waited until age 65 to begin receiving the pension. If you were born on or after April 2, 1941, you would receive 70% of the amount you would receive if you waited until age 65 to begin receiving the pension. Once you make the choice, you cannot change your decision. Do you intend to take this early withdrawal option?
E-024-4 Question For the basic public pension, if you begin receiving it at age 60 and were born on or before April 1, 1941, you would receive 58% of the amount you would receive if you waited until age 65 to begin receiving the pension. If you were born on or after April 2, 1941, you would receive 70% of the amount you would receive if you waited until age 65 to begin receiving the pension. Once you make the choice, you cannot change your decision. Did you choose or do you intend to choose this early withdrawal option?
E-024-5 Question For the basic public pension, if you begin receiving it at age 60 and were born on or before April 1, 1941, you would receive 58% of the amount you would receive if you waited until age 65 to begin receiving the pension. If you were born on or after April 2, 1941, you would receive 70% of the amount you would receive if you waited until age 65 to begin receiving the pension. Once you make the choice, you cannot change your decision. Did you choose this early withdrawal option?
E-025-1 Question The basic public pension includes a late-withdrawal option to begin receiving the pension at an older age than originally specified, with the amount the recipient receives annually increased. Are you familiar with this system?
E-025-3 Question For the basic public pension, if you begin receiving it at age 70 and were born on or before April 1, 1941, you would receive 1.88 times the amount you would receive if you began receiving it at age 65. If you were born on or after April 2, 1941, you would receive 1.42 times the amount you would receive if you began receiving it at age 65. Once you make the choice, you cannot change your decision. Do you intend to take this late withdrawal option?
E-025-4 Question For the basic public pension, if you begin receiving it at age 70 and were born on or before April 1, 1941, you would receive 1.88 times the amount you would receive if you began receiving it at age 65. If you were born on or after April 2, 1941, you would receive 1.42 times the amount you would receive if you began receiving it at age 65. Once you make the choice, you cannot change your decision. Did you choose or do you intend to choose this late withdrawal option?
E-025-5 Question For the basic public pension, if you begin receiving it at age 70 and were born on or before April 1, 1941, you would receive 1.88 times the amount you would receive if you began receiving it at age 65. If you were born on or after April 2, 1941, you would receive 1.42 times the amount you would receive if you began receiving it at age 65. Once you make the choice, you cannot change your decision. Did you choose or do you intend to choose this late withdrawal option?
E-027-1 Question This answer is for respondents who receive a welfare pension. The amount received for the welfare pension is adjusted if you have any employment income. Is this adjustment applicable to the pension you currently receive?
E-027-2 Question If you answered yes, by about what percent is your pension reduced, if you know?
E-028 Question In the future do you expect to receive any further public pension?
E-030 Question [Interviewer: Ask question after showing card E-030.] What type of pension is it? Please select the most appropriate choice from the following.
E-031 Question At what age do you expect to begin receiving that pension?
E-032 Question About how much do you expect to receive per year before taxes? If you don't mind, please tell me the total amount that will be deposited to your bank or postal account. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-033 Question About what percent of your last working salary does that amount to? If you did not work before, please say so.
E-034 Question Do you think it is likely that the amount you expect to receive could be reduced by 10% or more in the future? If you don't think this is possible, please say so.
E-036 Question Does your spouse currently receive any public pension?
E-037 Question [Interviewer: Ask question after showing card E-037.] Which of the following pensions does your spouse receive?
E-038 Question About how much does your spouse receive per year before taxes? If you don't mind, please tell me the total amount that is deposited to your bank or postal account. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-039 Question Does your spouse expect to receive any other pension in the future?
E-040 Question [Interviewer: Ask question after showing card E-040.] Which of the following pensions does your spouse expect to receive?
E-041 Question At what age does your spouse expect to receive this pension?
E-042 Question About how much does your spouse expect to receive per year before taxes? If you don't mind, please tell me the total amount that is deposited to your bank or postal account. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-043 Question Do you currently receive any individual pension from a private insurance company or the postal insurance system? If you have a spouse, also include any pensions that your spouse receives.
E-044 Question In future do you expect to receive any individual pension from a private insurance company or the postal insurance system?
E-045 Question About how much do you receive or expect to receive in future per year before taxes? Please include any amount your spouse receives or expects to receive. If you don't mind, please tell me the total amount that is deposited to your bank or postal account. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-046-1 Question Who is primarily responsible for managing your living expenses?
E-046-2 Question Who is the primary decision-maker about household expenditures?
E-046-3 Question Who is the primary decision-maker about spending on food (not including eating out)?
E-046-4 Question Who is the primary decision-maker about spending on eating out?
E-046-5 Question Who is the primary decision-maker about purchases of durable consumer goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.)?
E-047 Question Please think about the last year. In a typical month, about how much did you spend on food (not including eating out)? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-047-1 Question In a typical month, did you spend more/less than ___ yen (not including eating out)? [Interviewer selects figure and greater or less.]
E-047-2 Question In a typical month, did you spend more/less than ___ yen (not including eating out)? [Interviewer selects figure and greater or less.]
E-047-3 Question In a typical month, did you spend more/less than ___ yen (not including eating out)? [Interviewer selects figure and greater or less.]
E-048 Question Please think about the last year. In a typical month, did you go out to eat? If so, about how much did you spend per month? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-048-1 Question In a typical month, did you spend more/less than __ yen eating out? [Interviewer selects figure and greater or less.]
E-048-2 Question In a typical month, did you spend more/less than __ yen eating out? [Interviewer selects figure and greater or less.]
E-048-3 Question In a typical month, did you spend more/less than __ yen eating out? [Interviewer selects figure and greater or less.]
E-049 Question In a typical month, about how much money did you spend overall? Do not include rent, housing loan payments or other housing costs, or the purchase of durable goods (television, refrigerator, etc.). [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Include electricity/heating, private life insurance, non-life insurance premiums, etc.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-049-1 Question In a typical month, did you spend more/less than ___ yen? Do not include rent, housing loan payments or other housing costs, or the purchase of durable goods (television, refrigerator, etc.). [Interviewer selects figure and greater or less.]
E-049-2 Question In a typical month, did you spend more/less than ___ yen? Do not include rent, housing loan payments or other housing costs, or the purchase of durable goods (television, refrigerator, etc.). [Interviewer selects figure and greater or less.]
E-049-3 Question In a typical month, did you spend more/less than ___ yen? Do not include rent, housing loan payments or other housing costs, or the purchase of durable goods (television, refrigerator, etc.). [Interviewer selects figure and greater or less.]
E-050 Question In the past year, about how much did your household spend on electrical items or other durable goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.)? (Do not include the purchase of automobiles.) [Do not include farm implements or other work-related items.] [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-050-1 Question In the past year, did your household spend more/less than ___ yen on electrical items or other durable goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.)? [Interviewer selects figure and greater or less.]
E-050-2 Question In the past year, did your household spend more/less than ___ yen on electrical items or other durable goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.)? [Interviewer selects figure and greater or less.]
E-050-3 Question In the past year, did your household spend more/less than ___ yen on electrical items or other durable goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.)? [Interviewer selects figure and greater or less.]
E-051-1 Question Do you own an automobile? If so, how many?
E-051-2 Question About how often do you purchase a new automobile?
E-051-3 Question About how much do you typically pay for an automobile? If you buy a new vehicle, state how much you pay for it new; if you buy it used, state how much you pay for a used vehicle. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?
E-052-1 Question [Interviewer: Ask question after showing card E-052-1.] About how much has your income changed in the past year compared to previous years? Please consider your take-home pay (after income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax and social insurance deductions) including not only work income but pensions or any other income.
E-052-2 Question [Interviewer: Ask question after showing card E-052-2.] About how much do you expect your income to change in the next year compared to previous years?
E-052-3 Question [Interviewer: Ask question after showing card E-052-3.] [Question A-003 (marital status) is not reflected, so respondent is asked about spouse income changes even if he or she is unmarried or divorced. The CAPI does not currently solve this problem, so explain to respondent as follows: "If you responded to question A-003 anything other than married or have a common-law spouse (unmarried, divorced, etc.), this question does not apply, but it comes up in the system automatically, so please select item 5 'No change.'"] About how much has your spouse's income changed in the past year compared to previous years? Please consider your spouse's take-home pay (after income tax, resident tax, business tax, fixed property tax, automobile tax, and inheritance tax and social insurance deductions) including not only work income but pensions or any other income.
E-052-4 Question [Interviewer: Ask question after showing card E-052-4.] [Question A-003 (marital status) is not reflected, so respondent is asked about spouse income changes even if he or she is unmarried or divorced. The CAPI does not currently solve this problem, so explain to respondent as follows: "If you responded to question A-003 anything other than married or have a common-law spouse (unmarried, divorced, etc.), this question does not apply, but it comes up in the system automatically, so please select item 5 'No change.'"] About how much do you expect your spouse's income to change in the next year compared to previous years?
E-052-5 Question [Interviewer: Ask question after showing card E-052-5.] In the past year, about how much did the amount your household spends on living expenses change compared to previous years? Do not include rent, housing loan payments or other housing costs, or the purchase of durable goods (television, refrigerator, etc.).
E-052-6 Question [Interviewer: Ask question after showing card E-052-6.] In the past year, about how much did the amount your household spends on food change compared to previous years?
E-052-7 Question [Interviewer: Ask question after showing card E-052-7.] In the past year, about how much did the amount your household spends on eating out change compared to previous years?
E-052-8 Question [Interviewer: Ask question after showing card E-052-8.] In the past year, about how much did the amount your household spends on electrical items or other durable goods (television, video/DVD player, computer, refrigerator, microwave oven, washing machine, dishwasher, etc.) change compared to previous years? [Do not include farm implements or other work-related items.]
E-053 Question [Interviewer: Read the following, and then indicate who answered the questions in this section.] This concludes this section. Thank you for your cooperation. [Proxy means child or caregiver]