Income- and Property Survey 1986-2003, Household Level Data - Income
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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 income.
挪威统计局(Statistics Norway)曾于1958年、1962年、1967年、1970年、1973年、1976年、1979年及1982年开展全面的收入与财富研究。1984年起,挪威统计局改为年度调查制度,此次调整主要涉及样本规模与样本选取问题,而非调查采集的信息内容。所采集的信息主要基于公共税务评估数据中可获取的内容。
本次收入与财富研究不应被视为常规抽样调查,其样本取自挪威税务管理局登记系统(Norwegian Tax Administrations registers)。这意味着,只要在中央个人数据登记册(central personal data register)完成登记的外籍人士均可纳入样本——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登记。当年出生的婴儿与当年去世的人员均会被纳入调查范围。
本次收入与财富调查的目标是阐明全体国民及不同群体的收入状况。核心目标之一是统计共同居住与共同用餐的家庭(households)数据,并按收入规模、社会经济分组、家庭类型、地域分布等维度,梳理人口与家庭的分布概况。另一核心目标是采集收入与财富数据,作为生活条件调查(living conditions surveys)与消费支出调查的背景支撑资料。此外,1992年之后的数年中,挪威推行了税收制度改革,为研究该改革对个体经营者(self-employed persons)的影响,相关信息采集工作的重要性进一步凸显,因此特别纳入了针对此类群体状况的大规模专项调研内容。本次调查采集了各类收入、财富、税务扣除项、个人及家庭可支配收入相关信息。部分信息通过其他登记系统关联获取,其中包括婚姻状况与家庭构成(family composition);而家庭构成(household composition)信息则通过访谈采集。
家庭(family)的范畴窄于住户(household):家庭可由单身人士、未婚单亲带子女,或已婚夫妇(有无子女均可)组成;而住户指所有共同居住、共同用餐的人员,因此可能包含多个家庭。实践数据显示,约90%的住户仅包含一个家庭。(来源:Notater 98/11 SSB 1998: Inntekts- og formuesundersøkelsen 1995)
根据税务评估相关规定,免税收入(如社会福利、赠与与奖金)未纳入本次调查。此外,财产估算租金价值(imputed rental value)、实物福利(benefits in kind)、私人提款(private withdrawals)、资产减值(devaluations)等规则的应用,也为数据采集带来了一定挑战。
本累计数据集涵盖1986-2003年收入年度的收入与财富研究数据,统计单元为家庭(households)。本数据集进一步分为收入数据文件与财富数据文件,本次文件为收入数据文件。
提供机构:
NSD - Norwegian Centre for Research Data



