Prepare a concise point-form schedule

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Reference no: EM132932020

After years of searching, Benoit, a single dad with 2 small children, was finally able to get off the "rock" in Newfoundland and return to his beloved hometown of Montreal. His new employer was very motivated to hire him and made a very generous offer of an annual salary of $180,000 and an unaccountable allowance of $20,000 to help him with the cost of moving from Newfoundland to Montreal. He started the new job in June 1, 2020.

His new employer also agreed to help Benoit with some housing costs which he incurred in order to move. Specifically, pursuant to selling his home in Newfoundland, he lost $70,000, of which his Montreal employer reimbursed him 50,000. Furthermore, to compensate for higher housing costs in Montreal, he was paid another reimbursement amount of $20,000.

  • Benoit incurred the following expenses to move from Newfoundland to Montreal.
  • Motel and meals incurred during the 5 days to drive the family to Montreal with actual receipts averaging at $200 a day.
  • Gas expenses during the 5-day drive to Montreal: $400
  • Upon arriving in Montreal, the brand-new home he had purchased was not ready for occupation, so for 20 days, the family was forced to stay at a motel. The actual cost hotel and meals was $250 per day
  • Moving company costs for transporting his furniture: $8,000
  • Mortgage interest and real estate taxes on the Newfoundland
  • home while it was vacant and waiting to be sold: $10,000
  • Cost of new curtains and blinds for the new home: $ 4,000

Problem 1: Prepare a concise point-form schedule that will detail the taxation of every allowance received and every expense incurred in respect to moving to the new job in Montreal, including any item that may not be taxable or deductible, ie, Nil items

Reference no: EM132932020

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