Note: use a postal code applicable $to$ your province $(YP)$

Phone number: $,(xxx)369-7851$

Note: use $an$ area code applicable $to$ your province $(YP)$

Email address:

kdox$12345$@rogers.$ca$

Taxpayer #$2$

Keith Dox lives with his wife, Katie. Katie's net and taxable income $is$ $$34,000.$ Her income consists $of$ one

$T4$ and $$4,500in$ tips. She has already filed her own return.

Keith and Katie sold their original home located $at216$ Bayfield Street, Your City, $YP,X7X7X7,$ for

$$400,000on$ March $31,2023,$ before moving into their new home a few blocks away $at$ their current

address. They had purchased the house $on$ Bayfield Street together $in2018$; they lived exclusively $at$ that

address and had not owned any other residential property during the time they owned that home.

Neither Keith nor Katie changed employment last year; they moved simply because they liked the new

house.

Keith has a Tangerine investment account which pays him interest. $He$ never received $an$ information

slip but was able $to$ total $up$ the $$20\mathrm{.}30$ interest $he$ received last year from Tangerine. Keith receives

income each year $onaT3$ slip from a trust that was set $upby$ his father. Keith also has a Royal Bank

savings account $to$ which $he$ contributes $25\%of$ the funds, and Katie contributes the remaining $75\%.In2018,$ Keith inherited a bank account $in$ the $US$ with a balance $ofUS$ $$120,000$ from his uncle. $At$ that

time, the exchange rate was $1\mathrm{.}2535.He$ neither contributed nor withdrew any amounts from this

account. According $to$ the $2023$ bank statements, the account had a balance $ofUS$ $$124,000on$ January

$1^{st}$ and $US$ $$125,240on$ December ${31}^{st}.$ The bank statements also show that the only credits $on$ this

account are for monthly interest payments. For $2023,$ the annual average exchange rate was $1\mathrm{.}3497.$

Keith $is$ not $aUS$ Citizen. $He$ does not need $to$ file $aUS$ return.

$In$ late $2021,$ Keith bought $10$ shares $of$ Metro Inc. Keith received four dividend payments $in2023,$ each

payment being $$2\mathrm{.}75,$ for a total $of$ $$11\mathrm{.}00.He$ did not receive a slip for this income, and Metro Inc. $isa$

Canadian corporation that issues eligible dividends. Keith still has these shares and does not plan $on$

selling them $in$ the near future. $He$ has $a$ $$25$ receipt for management fees and $a$ $$75$ receipt for

investment counsel fees.

Keith always donates $$300$ each summer $to$ the Terry Fox Foundation, which $is$ a charitable organization

registered with the Canada Revenue Agency. Keith wants $to$ claim his donation each year versus saving

for a future year. This year, Keith made $a$ $$200$ political contribution $to$ the federal Liberal Party $of$

Canada, for which $he$ has $an$ official receipt.

Keith's $T4$ and other information slips are reproduced below. Last year Keith received a tax refund $of$

$$1,000,$ including $$8\mathrm{.}50$ interest $on$ the refund. $Heis$ hoping for a refund again this year.

Keith $is$ a Canadian citizen and $he$ wants $to$ answer "Yes" $to$ the Elections Canada question. $He$ has

signed $up$ for $My$ Account, and would like $to$ register for online mail.

Keith lives within a Census Metropolitan Area $in$ your province. $(YP)$ Box $22$:

$BC$: $6,566$; $AB$: $7,254$; $SK$: $7,762$; $MB$: $8,760$; $ON$: $7,039$; $NB$: $8,080$;

$NS$: $8,906$; $PE$: $8,721$; $NL$: $8,363$; $YT$: $6,607$; $NT$: $6,549$; $NU$: $5,876$