Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Read the information below and then answer the questions on the next page. Sonja (born on December 2, 1972) is married to Jeremy Anderson (born

image text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedRead the information below and then answer the questions on the next page. Sonja (born on December 2, 1972) is married to Jeremy Anderson (born on April 5, 1967). They are the parents of three children: Derrick born on July 9, 2000; Wayne born on January 15, 2005; and Chelsea born on May 28, 2009. Chelsea is unable to walk and uses a wheelchair. She has Form T2201 on file with the CRA and Jeremy has claimed the disability transfer for Chelsea in previous years. In 2014, Sonja had suffered an injury that caused her to go blind. She has Form T2201 on file with CRA. For the first part of 2019, she received $8,500 in income from a group sickness or accident insurance plan, which was an employee-pay-all plan that only she contributed to. She never received a slip for this benefit. She received Workers Compensation Benefits (WCB) of $7,800, reported on a T5007 slip. In April, Sonja inherited $23,000 from her late great-aunt. She set $15,000 aside with other savings to use as a down payment on a new home later in the year and put $1,000 each into savings accounts for her three children. Each of the children earned $25 of interest from these savings accounts. The bank did not issue information slips for the interest paid. Sonja contributed the remaining $5,000 of inheritance to a spouse or common-law partner RRSP. Sonjas RRSP limit is $4,000, and Jeremys is $23,000. Jeremy worked for Grant Manufacturing in Old City. In February, Jeremys union called a strike; during that time, he received $1,200 in strike pay. Jeremy has a receipt for $450 paid in union dues last year. May was Jeremys last month with Grant Manufacturing. He has a receipt for $6,000 from the portion of the retiring allowance that he contributed into his RRSP. In June, Jeremy took out $2,000 from the RRSP Sonja had contributed for him in April. On August 1, he started a new job at AA Consulting Inc. in Your City. For the last 10 years, the family has resided in a house they owned at 789 King Street, Old City, YP, for which they paid $1,425 in property taxes for the first half of the year. On July 1st, they moved to their new home at 522 Orangewood Drive, Your City, which is 120 km away from their old home (assume a per km rate of $0.50), The family did not stop for any meals when travelling and did not live in any temporary lodging. They paid Gentle Moves $2,500 for the transportation of their household and $100 for boxes and other moving supplies. The old house, which they originally bought for $300,000 in Old City, was sold in July for $400,000. They paid $1,300 in legal fees related to the sale and a $20,000 commission to the real estate agent. They bought their new home for $450,000 and paid $1,750 for legal fees to purchase the home and $300 for transfer of the title. Property taxes on the new home for the last 6 months of the year amounted to $1,800. Their new home in Your City is 8 km from AA Consulting Inc. and 12 km from ABC Inc. The old home was 122 km from AA Consulting Inc. and 115 km from ABC Inc. Neither employer paid them anything to move to Your City. Before moving into the new home, the family had spent $15,000 from the mortgage to renovate the house in order to make it accessible for Chelseas wheelchair. These renovations did not increase the value of the house and they would not typically have been incurred by persons who do not have severe and prolonged mobility impairment. Sonja went back to work in September but in order to do so she required specialized job coaching; she also needed to purchase equipment and software to allow her to read print. During the first month she worked at ABC Inc., she paid for attendant care to help her get acclimatized to the job. She has a note from a doctor certifying that the special services were necessary in order to work and she has a prescription for the software and equipment. Altogether, these expenses came to $6,100 and Sonja has decided to claim them as disability supports and not medical expenses. In the fall, Jeremy and Sonja asked her mother, Shauna Davis, to come over on nights when both of them worked and keep an eye on the kids. Over that time, they paid her a token amount of $800 for this service. Shauna gave them two $400 receipts (one for Chelsea and one for Wayne) that included her Social Insurance Number. Shauna was the only child care provider they had last year. During the first part of the year, Derrick worked at the local mall and has a T4 from the Dollar Store. In the fall, Derrick attended university. He has a T2202 slip showing 4 months of full-time enrolment and tuition fees of $3,200. Derrick received a scholarship of $6,235 from the local university. Wayne earned $2,000 doing odd jobs during the summer. Last year, Sonja paid $1,500 to an orthodontist to fix Waynes teeth. Sonja has been supporting the Salvation Army for many years. Last year she donated $350. All information slips are reproduced below:

1 Caraca Revenue Agence du Agency du Canada Year Anne 2019 Employment Revenus der 14 2 aler Prowinca of employant Employea's CF Pro-ince d'emploi Cotations de l'e 16 Exempt - Exemption CFP/OPP E PAIP Frp oyment de Frayear op! 28 Code d'emploi Cet acions de l'o 29 17 RPCRRO AE RPAP Fraryart's F Hresse de l'employ Cota.ions de l'e 18 10 YP 10 YP * Sanda Ravena pred severu Agoney du Canada Year Anne 2019 Statement of tat de la r Encionen nomeine 10100 Revenus condolo 0100 14 32,621.00 22 Prompt Papey cep ceIne.00 Province demli cuision de l'employe PC line 30000 16 1,485,17 24 emption Errekaloud: Employce's OPP samom 30000 Olis dicas de limpeyes.FRO lige 30000 29 17 26 ROAP Copyxana 21200 Hoye Oldicapovi AT 1700 18 44 me Me Pick 528,46 remy RPP 1x belt 20700 Out RPM Tune 20700 900.00 20 M e du revenu mada State tat du re- 18 Refind of premium 20 Rotundo. 255 contoutons Remouisements cotisations excedentares 34 Anourts de received on death Remboursemert de primes 30 Income tax ducted 200.00 Imalt sur le revenu retenu Montants reputes reu au deces d address - Nom et adresse di Seneidare First name Prnom initials Intales Employers e-Non ceremployer ABC Inc. 54 Employera xccunt nusber/Nunto de compte de lemcoeur Sociolinguante number Murer de sol 805 020 021 Exemple ONI DI 28 12 8 H RECARO Sleted / Protg B une fois rempli Employee's name and address - Nom et adresse de remp LDLICHE COOL Hunt (UE) Anderson So ince du revenu Canada TE Stateme Etat des Social assistance payments or provincial or teritorial supplement 11 stion benefits .00 dents du travail Prestations d'assistance sociale supplment provincial ou terntona cu bnficiaire First rame Prnom Sonia Initials Initiales * Sanda Ravena pred severu Agoney du Canada Year Anne 2019 Statement of tat de la r Encionen nomeine 10100 Revenus condolo 0100 14 22 10,180.00 Prompt Papey cep ceIne.00 Province emploi Ouidius de l'empby a PO Bone 30.000 16 340.68 24 emption Errekaloud: Employce's OPP camion 30000 Olis dicas de limpeyes.FRO lige 30000 29 17 26 ROAP Copy'a 120 Hoye Oldinch: Import le 1700 18 44 e MT Pick 164.92 -rrick RPP 1x belt 20700 Out RPM Tune 20700 10 YP 20 6 M Payer's name - Nom du payeur Your City University 061 Peyer's account number Numro de compte du papour Roupe Numro de Social insurance number Numro dassuance sociale 810 020 560 0121 013 6 B une is rempi Recipient's name and address - Nom et adresse du bnfi La pro- Handelaria ory) First name Anderson Derr 11 Sanada Revenue aparece du revenu T2202 Certificat p Name and address of designated educational institution Nom et adresse de Petabissement denseignement Your City University Name of program or course Nom du programme ou du cours Bachelor of Arts Student Name Nom de leudiant Derrick Anderson Student address 1 Caraca Revenue Agence du Agency du Canada Year Anne 2019 Employment Revenus der 14 2 aler Prowinca of employant Employea's CF Pro-ince d'emploi Cotations de l'e 16 Exempt - Exemption CFP/OPP E PAIP Frp oyment de Frayear op! 28 Code d'emploi Cet acions de l'o 29 17 RPCRRO AE RPAP Fraryart's F Hresse de l'employ Cota.ions de l'e 18 10 YP 10 YP * Sanda Ravena pred severu Agoney du Canada Year Anne 2019 Statement of tat de la r Encionen nomeine 10100 Revenus condolo 0100 14 32,621.00 22 Prompt Papey cep ceIne.00 Province demli cuision de l'employe PC line 30000 16 1,485,17 24 emption Errekaloud: Employce's OPP samom 30000 Olis dicas de limpeyes.FRO lige 30000 29 17 26 ROAP Copyxana 21200 Hoye Oldicapovi AT 1700 18 44 me Me Pick 528,46 remy RPP 1x belt 20700 Out RPM Tune 20700 900.00 20 M e du revenu mada State tat du re- 18 Refind of premium 20 Rotundo. 255 contoutons Remouisements cotisations excedentares 34 Anourts de received on death Remboursemert de primes 30 Income tax ducted 200.00 Imalt sur le revenu retenu Montants reputes reu au deces d address - Nom et adresse di Seneidare First name Prnom initials Intales Employers e-Non ceremployer ABC Inc. 54 Employera xccunt nusber/Nunto de compte de lemcoeur Sociolinguante number Murer de sol 805 020 021 Exemple ONI DI 28 12 8 H RECARO Sleted / Protg B une fois rempli Employee's name and address - Nom et adresse de remp LDLICHE COOL Hunt (UE) Anderson So ince du revenu Canada TE Stateme Etat des Social assistance payments or provincial or teritorial supplement 11 stion benefits .00 dents du travail Prestations d'assistance sociale supplment provincial ou terntona cu bnficiaire First rame Prnom Sonia Initials Initiales * Sanda Ravena pred severu Agoney du Canada Year Anne 2019 Statement of tat de la r Encionen nomeine 10100 Revenus condolo 0100 14 22 10,180.00 Prompt Papey cep ceIne.00 Province emploi Ouidius de l'empby a PO Bone 30.000 16 340.68 24 emption Errekaloud: Employce's OPP camion 30000 Olis dicas de limpeyes.FRO lige 30000 29 17 26 ROAP Copy'a 120 Hoye Oldinch: Import le 1700 18 44 e MT Pick 164.92 -rrick RPP 1x belt 20700 Out RPM Tune 20700 10 YP 20 6 M Payer's name - Nom du payeur Your City University 061 Peyer's account number Numro de compte du papour Roupe Numro de Social insurance number Numro dassuance sociale 810 020 560 0121 013 6 B une is rempi Recipient's name and address - Nom et adresse du bnfi La pro- Handelaria ory) First name Anderson Derr 11 Sanada Revenue aparece du revenu T2202 Certificat p Name and address of designated educational institution Nom et adresse de Petabissement denseignement Your City University Name of program or course Nom du programme ou du cours Bachelor of Arts Student Name Nom de leudiant Derrick Anderson Student address

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Regulation Of The London Stock Exchange Share Trading, Fraud And Reform 1914-1945

Authors: Chris Swinson

1st Edition

0367887568, 9780367887568

More Books

Students also viewed these Accounting questions