1969 INDIVIDUAL PUBLIC USE TAX FILE Codes: 1. RESERVED 2. SAMPLE CODE 3. RESERVED 4. RESERVED 5. RESERVED 6. RESERVED 7. RESERVED 8. NATIONAL SELECT CODE 9. RESERVED 10. DISTRICT SELECT CODE 11. RESERVED 12. RESERVED 13. RESERVED 14. RESERVED 15. RESERVED 16. RESERVED 17. RESERVED 18. RESERVED 19. RESERVED 20. EXEMPTIONS OTHER THAN AGE OR BLINDNESS 21. RESERVED 22. DEPENDENT EXEMPTIONS 23. RESERVED 24. TOTAL EXEMPTIONS 25. RESERVED 26. MARITAL STATUS 27. TAX STATUS 28. SEX CODE 29. RETIREMENT INCOME CREDIT CODE 30. FILING PERIOD 31. FORM OF DEDUCTION 32. RESERVED 33. TAXPAYER EXEMPTIONS 34. AGE EXEMPTIONS 35. BLIND EXEMPTIONS 36. TAXABILITY INDICATOR 37. RESERVED 38. RESERVED 39. RESERVED 40. RESERVED 41. RESERVED 42. RESERVED 43. RESERVED 44. RESERVED 45. RESERVED 46. RESERVED 47. RESERVED 48. RESERVED 49. RESERVED 50. RESERVED Fields: 1. AGE EXEMPTION 2. TAXPAYER EXEMPTION 3. BLIND EXEMPTION 4. DEPENDENT EXEMPTION 5. OTHER EXEMPTION 6. TOTAL EXEMPTION 7. RESERVED 8. RESERVED 9. RESERVED 10. RESERVED 11. SALARIES AND WAGES 12. ADJUSTED GROSS INCOME 13. ADJUSTED GROSS DEFICIT 14. DIVIDENDS IN ADJUSTED GROSS INCOME 15. DIVIDENDS EXCLUSION 16. DIVIDENDS BEFORE EXCLUSION 17. INTEREST RECEIVED 18. STATUTORY ADJUSTMENTS 19. TOTAL DEDUCTIONS 20. TAXABLE INCOME 21. INCOME TAX BEFORE CREDITS 22. INCOME TAX AFTER CREDITS 23. TAX SURCHARGE 24. TAX SAVINGS INCOME AVERAGING 25. LONG-TERM CAPITAL GAIN IN EXCESS OF SHORT-TERM CAPITAL LOSS 26. BALANCE FOR PARTIAL TAX 27. TOTAL TAX LIABILITY 28. INCOME TAX WITHHELD 29. EXCESS FICA WITHHELD 30. REFUNDABLE CREDITS 31. 1969 ESTIMATED TAX PAYMENTS 32. BALANCE DUE 33. POSITIVE AGI ADJUSTMENTS 34. NEGATIVE AGI ADJUSTMENTS 35. TOTAL OVERPAYMENT 36. TAX PAID WITH RETURN 37. OVERPAYMENT CREDITED ON 1970 ESTIMATED 38. OVERPAYMENT REFUNDED 39. SELF-EMPLOYMENT TAX 40. TAX BEFORE INCOME AVERAGING 41. SHORT-TERM CAPITAL LOSS CARRYOVER 42. LONG-TERM CAPITAL LOSS CARRYOVER 43. NET SHORT-TERM GAIN AFTER CARRYOVER 44. NET SHORT-TERM LOSS AFTER CARRYOVER 45. NET LONG-TERM GAIN AFTER CARRYOVER 46. NET LONG-TERM LOSS AFTER CARRYOVER 47. NET CAPITAL GAIN 48. NET CAPITAL LOSS 49. NET LOSS BEFORE LIMITATION 50. ONE-HALF EXCESS LONG TERM-GAIN 51. RECOVERY OF COST THIS YEAR 52. TOTAL ORDINARY GAIN 53. OTHER PROPERTY NET GAIN 54. OTHER PROPERTY NET LOSS 55. ALTERNATIVE TAX 56. PENSION AND ANNUITY - AMOUNT THIS YEAR 57. PENSION AND ANNUITY - TAXABLE PORTION 58. BUSINESS OR PROFESSION NET PROFIT 59. BUSINESS OR PROFESSION NET LOSS 60. RENT NET INCOME 61. RENT NET LOSS 62. ROYALTIES NET INCOME 63. ROYALTIES NET LOSS 64. PARTNERSHIP NET PROFIT 65. PARTNERSHIP NET LOSS 66. ESTATE AND TRUST NET INCOME 67. ESTATE AND TRUST NET LOSS 68. SMALL BUSINESS CORPORATION NET PROFIT 69. SMALL BUSINESS CORPORATION NET LOSS 70. FARM NET PROFIT 71. FARM NET LOSS 72. MISCELLANEOUS INCOME 73. MISCELLANEOUS LOSS RETIREMENT INCOME CREDITS: 74. GENERAL RULE BASE FOR CREDIT 75. ALT. BASE FOR CREDIT 76. TENTATIVE CREDIT 77. RECOMPUTED PRIOR YEAR INVESTMENT CREDIT 78. OTHER TAX CREDITS 79. INVESTMENT INCOME TAX CREDITS 80. FOREIGN TAX CREDITS 81. RETIREMENT INCOME CREDITS 82. W-2 INCOME TAX WITHHELD - MALE 83. W-2 INCOME TAX WITHHELD - FEMALE 84. W-2 WAGES - MALE 85. W-2 WAGES - FEMALE 86. W-2 FICA TAX WITHHELD - MALE 87. W-2 FICA TAX WITHHELD - FEMALE 88. RESERVED 89. RESERVED 90. RESERVED 91. RESERVED 92. RESERVED 93. RESERVED 94. RESERVED 95. RESERVED 96. RESERVED 97. RESERVED 98. RESERVED 99. RESERVED 100. RESERVED 101. RESERVED 102. RESERVED 103. RESERVED 104. RESERVED 105. RESERVED 106. RESERVED 107. RESERVED 108. RESERVED 109. RESERVED 110. RESERVED 111. RESERVED 112. RESERVED 113. RESERVED 114. RESERVED 115. RESERVED 116. RESERVED 117. RESERVED 118. RESERVED 119. RESERVED 120. RESERVED 121. RESERVED 122. RESERVED 123. RESERVED 124. RESERVED 125. RESERVED 126. RESERVED 127. RESERVED 128. RESERVED 129. RESERVED 130. RESERVED 131. RESERVED 132. RESERVED 133. RESERVED 134. RESERVED 135. RESERVED 136. RESERVED 137. RESERVED 138. RESERVED 139. RESERVED 140. RESERVED 141. RESERVED 142. RESERVED 143. RESERVED 144. RESERVED 145. RESERVED 146. RESERVED 147. RESERVED 148. RESERVED 149. RESERVED 150. RESERVED 151. RESERVED 152. RESERVED 153. RESERVED 154. RESERVED 155. RESERVED 156. NATIONAL WEIGHT 157. RESERVED 158. RESERVED 159. RESERVED 160. RESERVED 1969 INDIVIDUAL PUBLIC USE TAX FILE Code Definitions Codes: 2. SAMPLE CODE FOREIGN RETURNS WITH NON-BUSINESS INCOME PRIOR YEAR RETURN - UNDER $50,000.........09 UNDER $10,000.............................11 $10,000 UNDER $50,000.....................13 $50,000 UNDER $100,000....................15 $100,000 OR MORE..........................17 PRIOR YEAR RETURN - $50,000 OR MORE.......19 FOREIGN RETURNS WITH BUSINESS INCOME PRIOR YEAR RETURN - UNDER $50,000.........09 PRIOR YEAR RETURN - $50,000 OR MORE.......19 UNDER $10,000.............................21 $10,000 UNDER $50,000.....................23 $50,000 UNDER $100,000....................26 $100, 000 OR MORE.........................28 FOREIGN RETURNS WITH TOTAL LOSS UNDER $200,000 ARE INCLUDED IN SAMPLE CODES 09, 11 AND 21. FOREIGN RETURNS WITH TOTAL LOSS $200,000 OR MORE ARE INCLUDED IN SAMPLE CODES 17, 19 AND 28 NON-FOREIGN RETURNS WITH NON-BUSINESS INCOME AGI OR LARGEST SOURCE OF INCOME (LSI) UNDER $10,000..............................11 $10,000 UNDER $15,000......................12 $15,000 UNDER $20,000......................13 $20,000 UNDER $50,000......................14 $50,000 UNDER $100,000.....................15 $100,000 UNDER $200,000.....................16 $200,000 AND OVER...........................17 NON-FOREIGN RETURNS WITH BUSINESS INCOME OR LOSS AGI OR LSI AND BUSINESS RECEIPTS UNDER $10,000 (UNDER $20,000)...............21 UNDER $10,000 ($20,000 UNDER $50,000).......22 $10,000 UNDER $15,000 (UNDER $50,000)...............22 UNDER $15,000 ($50,000 UNDER $100,000)......23 $15,000 UNDER $20,000 (UNDER $100,000)..............23 UNDER $20,000 ($100,000 UNDER $250,000).....24 $20,000 UNDER $30,000 (UNDER $250,000)..............24 UNDER $30,000 ($250,000 UNDER $500,000).....25 $30,000 UNDER $50,000 (UNDER $500,000)..............25 UNDER $50,000 ($500,000 UNDER $750,000).....26 $50,000 UNDER $100,000 (UNDER $750,000)..............26 8. NATIONAL SELECT CODE - A code which ranges from 0 to 99 and divides the file into 100 mutually exclusive random subsamples of approximately equal size within each sample code. 10. DISTRICT SELECT CODE - A code which ranges from 0 to 99 and divides the file into 100 mutually exclusive random subsamples of approximately equal size within each sample code and IRS district. 20. EXEMPTIONS OTHER THAN AGE OR BLINDNESS - The sum of taxpayer and dependent exemptions. 22. DEPENDENT EXEMPTIONS AS PUNCHED..............0 - 99 24. TOTAL EXEMPTIONS AS PUNCHED..............1 - 99 26. MARITAL STATUS 1.......Return of single person not head of household or sur- viving spouse. 2.......Joint return of husband and wife. 3.......Separate return of husband or wife. 4.......Return of head of household. 5.......Return of surviving spouse. 6.......Separated return (spouse not filing). 27. TAX STATUS - Indicates type of tax computation whether return was taxable or nontaxable (presence or absence of field XX). 1..... Taxable return, normal tax computation. 2..... Taxable return, normal tax computation and income averaging. 3..... Taxable return, alternative tax computation. 4..... Taxable return, alternative tax computation and income averaging. 5..... Return with no taxable income (nontaxable). 6..... Nontaxable return, normal tax computation. 7..... Nontaxable return, normal tax computation and income averaging. 8..... Nontaxable return, alternative tax computation. 9..... Nontaxable return, alternative tax computation and income averaging. 28. SEX CODE Joint returns: Both 65 and over or both under 65..........1 Husband under 65, and wife 65 or over......2 Husband 65 or over, and wife under 65......3 Other than joint returns. Male return...............................4 Female return.............................5 29. RETIREMENT INCOME CREDIT INDICATOR RETURNS WITH NO RETIREMENT INCOME CREDIT..........0 RETURNS WITH NO COMPUTATION SCHEDULE ATTACHED.....1 TAXPAYERS USING GENERAL RULE......................2 TAXPAYER ELIGIBLE FOR BUT NOT USING THE ALTERNATIVE METHOD...............................3 TAXPAYER USING THE ALTERNATIVE....................4 30. FILING PERIOD 1.......BEFORE JANUARY 1, 1965. 2.......JANUARY 1, 1965 - MARCH 31, 1968. 3.......APRIL 1, 1968 AND AFTER. 33. TAXPAYER EXEMPTIONS ONE EXEMPTION...........1 TWO EXEMPTIONS..........2 34. AGE EXEMPTIONS NO EXEMPTIONS...........0 ONE EXEMPTION...........1 TWO EXEMPTIONS..........2 35. BLIND EXEMPTIONS NO EXEMPTIONS...........0 ONE EXEMPTION...........1 TWO EXEMPTIONS..........2 36. TAXABILITY INDICATOR - coded according to presence or absence of an amount in either (field 22) income tax after credits, or (Field 104) additional tax. Taxable/Nontaxable Taxable returns.................................1 Nontaxable returns..............................2 1969 INDIVIDUAL PUBLIC USE TAX FILE Explanation of Codes and Items in Tape File (Line references are to the 1969 Form 1040, unless other wise indicated) Fields: 1. Age exemption code--lines 7a and 7b, "65 or more," Form 1040. 2. Taxpayer(s) exemption code--lines 7a and 7b, "regular," Form 1040. 3. Blindness exemption code--lines 7a and 7b, "Blind," Form 1040. 4. Dependent exemption code--lines 8 and 9, Form 1040. 5. Exemptions other than age or blindness--field 2 plus field 4. 6. Total exemptions--line 10, Form 1040. 11. Salaries and wages--line 11, Form 1040. 12. Total income (AGI+)--line 15c, Form 1040. 13. Total loss (AGI-)--line 15c, Form 1040. 14. Dividends in AGI--line 12c, Form 1040 15. Dividend exclusion--line 12b, Form 1040 16. Total dividends before exclusion (domestic and foreign)--line 12a, Form 1040; line 6, Part I, Schedule B. 17. Interest received--line 13, Form 1040 Other income--line 14 (+), Form 1040 18. Statutory adjustments--line 15b, Form 1040 19. Total deductions--line 2, Schedule T. 20. Taxable income--line 5, Schedule T. 21. Income tax before credits--line 16, Form 1040; or line 6, Schedule T. 22. Income tax after credits--line 18, Form 1040; or line 15, Schedule T. 23. Tax surcharge--line 17, Form 1040; or line 9, Schedule T. 24. Tax savings, income averaging--for returns with tax computed using income averaging, this is the difference between field 40 and field 21. 25. Long-term capital gain in excess of short-term capital loss--field 45 minus field 44. 26. Balance for partial tax--For returns with alternative tax computation (tax status codes 3 and 8), line 3, Part IV, Schedule D. 27. Total tax liability--line 18, Form 1040 28. Income tax withheld--line 19, Form 1040 29. Excess FICA withheld--line 20, Form 1040. 30. Refundable credits--line 21, Form 1040. 31. 1969 Estimated tax payments and credits--line 22, Form 1040 32. Balance due--line 22, Form 1040 33. AGI adjustment (+)--the positive amount necessary to balance sources of income and loss (reduced by statutory adjustments-field 18) to total income or loss, fields 12 or 13. This amount is included in field 72 or 73, miscellaneous income or loss. 34. AGI adjustment (-)--the negative counterpart to field 33. 35. Total overpayment--line 25, Form 1040. 36. Tax paid with return--the amount of check or money order submitted with return. 37. Overpayment credited on 1970 estimated tax--line 26a. Form 1040 38. Overpayment refunded--line 26b, Form 1040. 39. Self employment tax--line 16, Schedule T. 40. Tax before income averaging--for returns with tax computed using income averaging (tax status codes 2, 4, 7, and 9), this is the amount of tax which would have resulted if income averaging was not used. 41. Short-term capital loss carryover--line 2, Part I, Schedule D. 42. Long-term capital loss carryover--line 7, Part I, Schedule D. 43. Net Short-term gain after carryover--line 4, Part I, Schedule D. 44. Net short-term loss after carryover--line 4, Part I, Schedule D. 45 Net long-term gain after carryover--line 9, Part I, Schedule D. 46. Net long-term loss after carryover--line 9, Part I, Schedule D. 47. Net capital gain--line 12, Part I, Schedule D. 48. Net capital loss--line 13, Part I, Schedule D. 49. Net loss before limitation--line 10, Part I, Schedule D. 50. One-half excess long-term gain--line 11, Part I, Schedule D. 51. Pensions and annuities, recovery of cost--line 4, Part I, Schedule E. 52. Total ordinary gain--line 2, Part II, Schedule D. 53 Other property net gain--line 3. Part III, Schedule D. 54 Other property net loss--line 3, Part III, Schedule D. 55. Alternative tax--line 6, Part V, Schedule D. 56. Pensions and annuities, amount received this year--line 3, Part I, Schedule E. 57. Pensions and annuities, taxable portion--line 5, Part I, Schedule E. 58. Business or profession net profit--line 27 (+), Schedule C. 59. Business or profession net loss--line 27 (-), Schedule C. 60. Rents, net income--line 2(+), Part II, Schedule E. 61. Rents, net loss--line 2(-), Part II, Schedule E. 62. Royalties, Net income--line 2 (+), Part II, Schedule E. 63. Royalties, net loss--line 2 (-), Part II, Schedule E. 64. Partnership net profit--column d (+), Part III, Schedule E. 65. Partnership net loss--column d (-), Part III, Schedule E. 66. Estates or trusts net income--column d(+), Part III, Schedule E. 67 Estates or trusts net loss--column d(-), Part III, Schedule E. 68. Small business corporations net profit--column d(+), Part III, Schedule E. 69. Small Business corporations net loss--column d(-), Part III, Schedule E. 70. Net farm profit--line 52(+), Part I, or line 69(+), Part V, Schedule F. 71. Net farm loss--line 52(-), Part I, or line 69 (-), Part V, Schedule F. 72. Miscellaneous income--column d (+), Part III, Schedule E. 73. Miscellaneous loss--column d(-), Part III, Schedule E. 74. General rule base for retirement income credit--line 7(a), Schedule R. 75. Alternative base for retirement income credit--line 7 (b), Schedule R. 76. Tentative retirement income credit--line 8, Schedule R. 77. Recomputed prior-year investment tax credit--line 17, Schedule T. 78. All other tax credits--line 14, Schedule T, minus fields 79-81. 79. Investment credit--line 12, Schedule T. 80. Foreign tax credit--line 13, Schedule T. 81. Retirement income credit--line 11, Schedule T. 82. Federal income tax withheld-Male--Form W-2. 83 Federal income tax withheld-Female--Form W-2. 84 1969 Wages subject to withholding plus other 1969 compensation-Male--Form W-2. 85 1969 Wages subject to withholding plus other 1969 compensation-Female--Form W-2. 86. F.I.C.A. tax withheld-Male--Form W-2. 87. F.I.C.A. tax withheld-Female--Form W-2. 156. National weight--contains the sample weight appropriate to the return.