Taxpayer #$1$Name:Keith DoxSIN:$805127115$DOB:August $13,1989$Marital status:MarriedAddress:$18$ Page Place, Your City, YP$,$ X$0$X $0$X$0$

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 #$2$Name:Katie DoxSIN:$805127123$DOB:March $3,1990$

Keith Dox lives with his wife, Katie. Katie's net and taxable income is $$34,000.$ Her income consists of one T$4$ and $$4,500$ in tips.$$ She has already filed her own return.

Keith and Katie sold their original home located at $216$ Bayfield Street, Your$$City$,$ YP$,$ X$7$X $7$X$7,$ for $$400,000$ on 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 in $2018$; 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 on a T$3$slip from a trust that was set up by his father. Keith also has a Royal Bank savings account to which he contributes $25\%$ of the funds, and Katie contributes the remaining $75\%.$

In $2018,$ Keith inherited a bank account in the US with a balance of US$$$$120,000$ from his uncle. At that time, the exchange rate was $1\mathrm{.}2535.$ He neither contributed nor withdrew any amounts from this account. According to the $2023$ bank statements, the account had a balance of US$$$$124,000$ on January $1$st and US$$$$125,240$ on 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 a US Citizen. He does not need to file a US return.

In late $2021,$ Keith bought $10$ shares of Metro Inc.$$ Keith received four dividend payments in $2023,$ each payment being $$2\mathrm{.}75,$ for a total of $$11\mathrm{.}00.$ He did not receive a slip for this income, and Metro Inc. is a Canadian corporation that issues eligible dividends.$$ 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$$s T$4$ and other information slips are reproduced below. Last year Keith received a tax refund of $$1,000,$ including $$8\mathrm{.}50$ interest on the refund. He is 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$)$ Amount $/$ Montant

Box$/$Case Statement of Trust Income Allocat $$tat des revenus de fiducie $($r$$par

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