In 2023, Sophie had employment income of $95,000 from a large Canadian public company that has annual gross revenue of $600 million. She is granted access to a stock option plan in November 2022 where she can acquire 15,000 shares of the company for $25 each beginning in 2023. The FMV of the shares at the time of the stock option plan is granted is $20 each. Sophie purchases all 15,000 shares of the stock option plan for $25 in March 2023 when the shares are trading for $28. Sophie then sells all of the shares for $30 in February 2024.
In addition, she had the following income in 2023.
Interest income
$2,500
Taxable capital gain (not from option stocks)
$12,000
Sole-proprietorship business income
$25,000
Unrestricted farming income
$9,000
Limited partnership income
$5,000
Sophie approached to you for tax advises. After interviewing her, you explored that she had some loss carry forward balances from 2022 as follows:
Loss carry forward balances on December 31, 2022
Taxable capital loss
$14,000
Sole-proprietorship business loss
$35,000
Allowable business investment loss (ABIL)
$12,000
Unrestricted farming loss
$11,000
Limited partnership loss
$7,500
She has a basic personal amount (BPA) credit of $15,000. She donated $1,500 in 2023.
Required:
Calculate net income for 2023.
Show the breakdown of Division C deductions for 2023.
Calculate taxable income for 2023.
Show the carry forward balance at the end of 2023.
Calculate tax payable