The data on place of birth were derived from answers to Question 7. Respondents were asked to select one of two categories:
(1) in the United States, or
(2) outside the United States. In the American Community Survey, respondents selecting category
(1) were then asked to report the name of the state while respondents selecting category
(2) were then asked to report the name of the foreign country, or Puerto Rico, Guam, etc. In the Puerto Rico Community Survey, respondents selecting category
(1) were also asked to report the name of the state, while respondents selecting category
(2) were then asked to print Puerto Rico or the name of the foreign country, or U.S. Virgin Islands, Guam, etc. People not reporting a place of birth were assigned the state or country of birth of another family member, or were allocated the response of another individual with similar characteristics. People born outside the United States were asked to report their place of birth according to current international boundaries. Since numerous changes in boundaries of foreign countries have occurred in the last century, some people may have reported their place of birth in terms of boundaries that existed at the time of their birth or emigration, or in accordance with their own national preference.

Income for individuals is obtained by summing the eight types of income for each person 15 years old and over. The characteristics of individuals are based on the time of interview even though the amounts are for the past 12 months.

Income components were reported for the 12 months preceding the interview month. Monthly Consumer Price Indices (CPI) factors were used to inflation-adjust these components to a reference calendar year (January through December). For example, a household interviewed in March 2008 reports their income for March 2007 through February 2008. Their income is adjusted to the 2008 reference calendar year by multiplying their reported income by 2008 average annual CPI (January-December 2008) and then dividing by the average CPI for March 2007-February 2008.

In order to inflate income amounts from previous years, the dollar values on individual records are inflated to the latest years dollar values by multiplying by a factor equal to the average annual CPI-U-RS factor for the current year, divided by the average annual CPI-U-RS factor for the earlier/earliest year.

The U.S. Census Bureau treats the Commonwealth of Puerto Rico as the statistical equivalent of a state for data presentation purposes. Each state and statistically equivalent entity is assigned a two-digit Federal Information Processing Standards (FIPS) code in alphabetical order by state name, followed in alphabetical order by Puerto Rico and the Island Areas. Each state and statistically equivalent entity also is assigned the two-letter FIPS/U.S. Postal Service code.