Income and Wealth Study 1986-2003, Household File - Wealth

Statistics Norway have conducted comprehensive Income and wealth studies in 1958, 1962, 1967, 1970, 1973, 1976, 1979 and 1982. From 1984 and onwards, Statistics Norway changed to a system of yearly surveys, the change was mainly the size of the sample and problems concerning sample selection, and not so much about the information collected. The information collected is mainly decided by the information available in public tax assessment data. The income and wealth studies should not be considered normal sample surveys, as they are based on a sample drawn from the Norwegian Tax Administrations registers. That means that foreign nationals are included if they are registered in the central personal data register, which they normally would be if they have working and residence permits. Children born in the course of the year will be included no matter the date of birth and likewise will persons that died in the course of the year.

The aim of the Income and Wealth surveys has been to shed light on the income conditions for the whole population and for different groups. One main objective is to produce statistics of households that live and eat together and to provide an overview of the distribution of persons and household by income size, socioeconomic groupings, household types, geography and so forth. Another main objective is to collect income and wealth data as a background for the survey on living conditions and consumer expenditure surveys. In addition, in the years following 1992, a reform of the taxation system had been conducted, which also made it important to collect information in order to study the implications of the reform, also for self-employed persons, and an integration of a larger study of these conditions were included especially. Information concerning all forms of income, wealth, tax deductions, disposable income for single persons and for households were collected. Some information is connected from other registers, which includes among other things marital status and family composition, while information concerning household composition was obtained through interviews. Family is a narrower term than household is, a family can consist of singles, an unmarried father or mother with children, or married couples with or without children. A household consists of, on the other hand, all persons that live and eat together, and can therefore consist of several families. Experience shows that approximately 90 % of all households only consists of one family. (Notater 98/11 SSB 1998: Inntekts- og formuesundersøkelsen 1995). Tax-exempted income, as for example benefits of a social character, gifts and winnings are not included because of the tax assessment regulations. Rules for imputed rental value of property, valuation of benefits in kind, private withdrawals, devaluations and so forth are also creating some problems.

This cumulative file contains data from the income and wealth studies for the income years 1986-2003. The units are households. Further, the dataset is divided into one file for income and one file for wealth. This file contains data concerning wealth.

挪威统计署（Statistics Norway）曾于1958年、1962年、1967年、1970年、1973年、1976年、1979年及1982年开展多轮全面的收入与财富研究。自1984年起，挪威统计署将调查模式调整为年度调查体系，此次调整主要涉及样本规模与样本选取相关问题，调查采集的信息内容未发生大幅变动。本次调查采集的信息主要源自公开税务评估数据。该收入与财富研究并非常规抽样调查，其样本取自挪威税务管理局（Norwegian Tax Administrations）登记库。这意味着，只要在挪威中央个人数据登记库完成注册的外籍人士均会被纳入样本——通常而言，持有工作许可与居留许可的外籍人士均会完成该注册。当年出生的新生儿与当年去世的人士同样会被纳入调查样本。
本次收入与财富调查的核心目标是阐明全体国民及不同群体的收入状况。其一，旨在编制共同居住与共同用餐的住户（household）统计资料，梳理按收入规模、社会经济分组、住户类型、地域分布等维度划分的人口与住户分布情况。其二，采集收入与财富数据，作为生活状况调查与消费支出调查的背景支撑资料。此外，1992年后挪威启动了税制改革，为研究改革带来的影响（包括个体经营者群体），采集相关信息的需求愈发迫切，因此本次数据集特别纳入了针对此类情况的大规模专项研究内容。调查采集了各类收入、财富、税务扣除项、个人及住户可支配收入等相关信息。部分信息取自其他登记库，包括但不限于婚姻状况与家庭（family）构成；而住户构成信息则通过访谈获取。家庭的范畴窄于住户：家庭可由单身人士、未婚单亲父母及其子女，或已婚夫妇及其子女构成；而住户则指所有共同居住、共同用餐的人员集合，可包含多个家庭。实践数据显示，约90%的住户仅包含单个家庭。（参考文献：1998年挪威统计署第98/11号公告《1995年收入与财富调查》）根据税务评估相关规定，社会福利、赠与与奖金等免税收入未被纳入本次调查。此外，财产估算租金价值、实物福利估值、私人提款、资产贬值等规则也带来了部分统计难题。
本累计数据集涵盖1986-2003纳税年度的收入与财富研究数据，统计单位为住户。本次数据集进一步划分为收入数据集与财富数据集两个子文件，当前文件为财富相关数据。