Assessing the Complexity of Literacy Tasks
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Pension income amount

5. Pension Income Amount

As with the previous line, most people will simply ask themselves if they have pension income, say no, and move on to the next item. People who ‘match’ the pension income criteria are asked to read section 5 on page 4.

Having made the match on ‘pension,’ those turning to section 5 must approach it with a question such as: “How much of my pension income is eligible as a tax credit if it comes from an employer’s pension plan? Answering this question using the short text passage, is a prose processing task. The ‘how much’ indicates that the information requested is an amount, rated at 2 on the type of information scale. The question also requires the form-filler to integrate information about an ‘employer pension plan’ with the general descriptions offered in the text. He or she will have to contrast life annuity with lump sum, and the implied categories income from the government of Canada and income from other sources. This is a prose processing task and is rated on the type of match in prose processing rubric. It is an integration task (3); comparison made on features within the paragraph (+1); one phrase to search on (+0); one item response (+0); given information requires low text-based inference (employer plan/pension/annuity) (+1); total rating (5). No obvious distractors.

The task of deciding whether to enter the amount from eligible pension or $1,000. is a lot easier than deciding what is ‘eligible’ pension income.

Type
Prose

Level
2

ToI
2

ToM
5

PoD
1

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