Assignment #$2-$

Chapter Review Problem $131.$

Taxpayers Information:

Taxpayer #$1$

Name: Parker Patel

SIN: $805232105$

DOB: August $19,1978$

Taxpayer #$2$

Name:

Morgan Martin

SIN:

$805232212$

DOB:

June $3,1980$

Address: $2621$ River Road,

Your City, YP$,$ P$0$P $0$P$0$

$($outside of a CMA$)$

Phone number: $($XXX$)983-2425$

Email address: No email address

Taxpayer #$3$

Name: Ash Martin$-$Patel

SIN: $805232329$

DOB: July $1,2003$

Address:

$2621$ River Road,

Your City, YP$,$ P$0$P $0$P$0$

Morgan and Parker are common$-$law partners and the parents of two children: Ash and Avery $($born on May $17,2012).$ Avery does not have any income.

Ash graduated from secondary school in June and received a scholarship for excellent work in school, and has a T$4$A with $$5,500$ in Box $105.$ Ash took the summer off to do some travelling. In September, Ash began full$-$time study at the University of Your Province. Ash lives in a university residence during the academic year, but uses River Road as their official address. In addition to tuition of $$3,000,$ Ash spent $$350$ on books and $$25$ for student association fees, and has receipts for these expenses. Ash$$s T$2202$ shows that they attended university full$-$time for four months. Ash wants to transfer maximum tuition amounts to their parents.

Parker works as a meteorologist and Morgan works part$-$time as a graphic artist. Their information slips are reproduced below.

Parker and Morgan paid the following medical expenses in $2022,$ for which they were not reimbursed by their insurance:

July $16$ Ash Dr$.$ Wolf, orthodontist $$2,100$

August $15$ Avery Dr$.$ Wolf, orthodontist $$5,000$

All year Morgan Chiropractor$*$ $$2,500$

$*$Note: For anyone in NT or NU$,$ assume that the chiropractic treatment took place outside of NT or NU $($and would include any related eligible medical travel expenses$).$

Parker has official receipts for these expenses. The only other medical expenses the family had in $2022$ were the premiums for the health insurance plan Parker paid through work.

Morgan was in hospital for six weeks during the year, but all expenses were covered by their health plan. Morgan paid Victoria Lipinski $($SIN $805212438)$ $$2,000$ to care for Avery after school on working days and for the six week hospital stay.

Parker and Morgan both have RRSP accounts. Parker contributed $$4,000$ into their own RRSP account in December $2022$ and $$4,000$ into a spousal RRSP for Morgan in January $2023.$ Morgan has not contributed into RRSPs for the last $2$ years. Parker's RRSP deduction limit is $$45,000$ and Morgan's RRSP deduction limit is $$3,000.$

Parker, Morgan and the children are all Canadian citizens and neither Parker nor Morgan own any foreign property.

Box $22$:

BC: $10,675$; AB: $11,690$; SK: $12,595$; MB: $13,630$; ON: $11,481$; NB: $13,298$;

NS: $14,111$; PE: $13,776$; NL: $13,532$; YT: $10,891$; NT: $10,795$; NU: $9,882$;Assignment #$2-$

Chapter Review Problem $131.$

Taxpayers Information:

Taxpayer #$1$

Name: Parker Patel

SIN: $805232105$

DOB: August $19,1978$

Taxpayer #$2$

Name:

Morgan Martin

SIN:

$805232212$

DOB:

June $3,1980$

Address: $2621$ River Road,

Your City, YP$,$ P$0$P $0$P$0$

$($outside of a CMA$)$

Phone number: $($XXX$)983-2425$

Email address: No email address

Taxpayer #$3$

Name: Ash Martin$-$Patel

SIN: $805232329$

DOB: July $1,2003$

Address:

$2621$ River Road,

Your City, YP$,$ P$0$P $0$P$0$

Morgan and Parker are common$-$law partners and the parents of two children: Ash and Avery $($born on May $17,2012).$ Avery does not have any income.

Ash graduated from secondary school in June and received a scholarship for excellent work in school, and has a T$4$A with $$5,500$ in Box $105.$ Ash took the summer off to do some travelling. In September, Ash began full$-$time study at the University of Your Province. Ash lives in a university residence during the academic year, but uses River Road as their official address. In addition to tuition of $$3,000,$ Ash spent $$350$ on books and $$25$ for student association fees, and has receipts for these expenses. Ash$$s T$2202$ shows that they attended university full$-$time for four months. Ash wants to transfer maximum tuition amounts to their parents.

Parker works as a meteorologist and Morgan works part$-$time as a graphic artist. Their information slips are reproduced below.

Parker and Morgan paid the following medical expenses in $2022,$ for which they were not reimbursed by their insurance:

July $16$ Ash Dr$.$ Wolf, orthodontist $$2,100$

August $15$ Avery Dr$.$ Wolf, orthodontist $$5,000$

All year Morgan Chiropractor$*$ $$2,500$

$*$Note: For anyone in NT or NU$,$ assume that the chiropractic treatment took place outside of NT or NU $($and would include any related eligible medical travel expenses$).$

Parker has official receipts for these expenses. The only other medical expenses the family had in $2022$ were the premiums for the health insurance plan Parker paid through work.

Morgan was in hospital for six weeks during the year, but all expenses were covered by their health plan. Morgan paid Victoria Lipinski $($SIN $805212438)$ $$2,000$ to care for Avery after s