Exam 3 Take-home Exam (Ch. 11A, 19, 20, XXXXXXXXXXSpring 2020 Name: Problem 1 (10 points): Listed below are ten separate situations. For each item indicate whether the difference is (1) temporary...

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Exam 3 Take-home Exam (Ch. 11A, 19, 20, 21) Spring 2020 Name: Problem 1 (10 points): Listed below are ten separate situations. For each item indicate whether the difference is (1) temporary creating a deferred tax asset (DTA) or a deferred tax liability (DTL) or (2) permanent by marking an X in the appropriate column. ITEM Temporary - DTA Temporary - DTL PERMANENT Pension fund contributions are less than pension expense for the current year, resulting in a pension liability on the company’s balance sheet. Dividend revenue recognized for accounting while a portion is deductible for taxes (dividends received deduction) Estimated warranty costs: accrual basis for accounting and cash basis for income tax Fines expensed for accounting but not deductible for tax purposes Straight-line depreciation for accounting and accelerated depreciation for income tax Unrealized gain on investments - Income recognized for accounting, but gain recognized only on disposal of the asset for income tax Rent revenue collected in advance: accrual basis for accounting, cash basis for income tax Unrealized loss on investments - Income recognized for accounting, but loss recognized only on disposal of the asset for income tax Probable and estimable litigation contingency: accrual basis for accounting and cash basis for income tax Interest received on investments in municipal bonds is not taxable Problem 2 (12 points): A. On December 31, 2020, for GAAP purposes, Clubs Inc. reported a balance of $40,000 in a warranty liability for anticipated costs to satisfy future warranty claims. No claims were paid in 2020. Pretax GAAP income is $300,000 and the tax rate is 25%. Assume no other differences between the tax bases and GAAP bases of assets and liabilities, or any beginning balances in deferred tax accounts. Required: a. Record the income tax journal entry on December 31, 2020. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ b. Assume that there was a December 31, 2019, balance of $4,000 in the DTA account. Record the income tax journal entry on December 31, 2020. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ B. In 2020, Cardinals Company operated at a tax loss, totaling $88,000 during its first year of business. Assuming a tax rate of 25%, and that income is expected in 2021, record the entry to reflect the tax benefit of the net operating loss on December 31, 2020. Cardinals Company determined that it was more likely than not that 75% of the deferred tax asset would not be realized. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ Problem 3 (12 points): Aim Inc. had the following activity for the years 2020-2022. · Prepaid maintenance contract: $30,000 on January 1, 2020, for a three-year period beginning January 1, 2020 · Deferred rental revenue: $45,000 on January 1, 2020, for a three-year period beginning January 1, 2020 · Pretax GAAP income is $500,000, $388,000, and $425,000 for the years 2020, 2021, and 2022, respectively. · Enacted tax rates are 25% for years 2020 and 30% for the year 2021 and 2022. · There were no balances in the deferred tax accounts on January 1, 2020 A.Compute taxable income for 2020. B.Prepare the 2020 Journal Entry to record deferred taxes. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ C.Prepare the Journal Entry to record deferred taxes for 2021. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ Problem 4 (25 points): a. Complete the pension worksheet using the information provided below: Lexxus Company Pension Worksheet—2020 Items General Journal Entries Memo Record Annual Pension Expense Cash OCI - Prior Service Cost OCI- Gains/ Losses Pension Asset/ Liability Projected Benefit Obligation Plan Assets Balance, Jan. 1, 2020 (a)Service cost (b) Interest cost (c) Actual return (d) Unexpected gain/loss (e) Amortization of PSC (f) Contributions (g) Benefits                                                   ________ ________ Journal entry for 2020 2020 records of Lexxus Company provided the following data related to its noncontributory defined benefit pension plan. ACCOUNT BALANCES (‘000s)Jan. 1, 2020Activity (‘000s)2020 Projected Benefit Obligation$300 crService cost$ 50 Plan Assets 170 drContributions 110 Accumulated OCI – PSC 40 drActual return on plan assets 8 Accumulated OCI - G/L 25 drAmortization of PSC 4 Remaining Service Life 10 yearsPension benefits paid to retirees 124 OTHER Expected rate of return on plan assets 6% Discount/Settlement rate8% b. Perform the corridor test of OCI-Gains/Losses. Show your work here: c. Provide the end of year journal entry based on worksheet amounts. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ d. Explain the difference between a defined contribution pension plan and a defined benefit pension plan. Explain how the employer’s obligation differs between the two types of plans. _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Problem 5 (12 points): Jefferson Inc. is in the process of negotiating a lease of equipment with a fair value of $200,000 and must determine the proper lease classification. The following table describes four scenarios under negotiation. 1 2 3 4 Ownership Transfer No No No No Lease term (years) 8 10 8 8 Asset’s useful life (years) 12 12 12 12 Asset’s fair value $200,000 $200,000 $200,000 $200,000 Purchase option that is reasonably certain to be exercised? No No $40,000 No Alternative use of equipment at lease end Yes Yes Yes Yes Payment Type BOY BOY BOY EOY Annual lease payment $25,000 $25,000 $25,000 $25,000 Lessor’s implicit rate (known by lessee) Unknown Unknown 5.4544% Unknown Lessee’s incremental borrowing rate 6% 6% 6% 6% Guaranteed residual value No No $50,000 No Solution: 1 2 3 4 Transfer of Ownership Purchase option to be exercised? Lease term > economic life PV of lease payments > fair value Specialized asset Financing Lease (F) or Operating (O) Determine the proper classification for each of the four scenarios using the solution grid above assuming that Jefferson Inc. is the lessee. Problem 6 (19 points): The following data are available regarding a noncancelable lease. · Lease term is 5 years, beginning January 1, 2020 · The leased property cost the lessor $400,000, its fair value, on January 1, 2020 · Estimated useful life of the asset is 6 years; residual value at the end of the 5-year useful life is $20,000, unguaranteed. · No purchase option is available to the lessee. Ownership is retained by lessor at the end of the lease term. · Five annual lease payments are payable on January 1 of each year (starting January 1, 2020) to yield the lessor a 6% return (implicit interest rate). Lessee does not know and cannot reliably estimate the lessor’s yield rate. Lessee’s incremental borrowing rate is 7%. · Lessee’s credit rating is excellent. The accounting year-end for the lessee is December 31. Required: a. Compute the annual lease payment. b. What type of lease is this to the lessee? c. Prepare all journal entries associated with this lease for the lessee for the year ended December 31, 2020. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ d. What balances (account titles, amounts) appear on the lessee’s balance sheet on December 31, 2020 related to the lease? Assets:Liabilities: Current:Current: _______________________$________________________________$____________ Noncurrent:Noncurrent: _______________________$________________________________$____________ e. What balances (account titles, amounts) appear on the lessee’s income statement for 2020, related to the lease? Income Statement: _______________________________$______________ _______________________________$______________ f. How would the lessee’s balance sheet and income statement change for 2020 if this were classified as an operating lease? Assets:Liabilities: Current:Current: _______________________$________________________________$____________ Noncurrent:Noncurrent: _______________________$________________________________$____________ Income Statement: _______________________________$______________ _______________________________$______________ Problem 7 (10 pts) Rex Corporation (lessor) and Lee Company (lessee) agreed to a lease with the following information: · Rex’s carrying value of the underlying asset (inventory item) was $400,000 · Lease term is four years, beginning January 1, 2020. Lease payments are made each January 1, beginning January 1, 2020. · Estimated useful life of the underlying asset is four years. Estimated residual value at the end of the lease is zero. · Sales price of the underlying asset on January 1, 2020, was $460,000. · Rex’s implicit interest rate is 8% on retail price (known to Lee) · Rex paid commission and legal fees in securing the lease of $5,000 on January 1, 2020. · Rex expects to collect all payments from Lee. Required: a.Compute the lease payment for the lessor and the lease receivable to be capitalized by the lessor. ____________________________________________________________________________________ b.Provide the entries for the lessor during 2020. ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________
Answered Same DayApr 29, 2021

Answer To: Exam 3 Take-home Exam (Ch. 11A, 19, 20, XXXXXXXXXXSpring 2020 Name: Problem 1 (10 points): Listed...

Pulkit answered on May 02 2021
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Exam 3 Take-home Exam (Ch. 11A, 19, 20, 21) Spring 2020
Name:
Problem 1 (10 points):
Listed below are ten separate situations. For each item indicate whether the difference is (1) temporary creating a deferred tax asset (DTA) or a deferred tax liability (DTL) or (2) permanent by marking an X in the appropriate column.
    ITEM
    Temporary - DTA
    Temporary - DTL
    PERMANENT
    Pension fund co
ntributions are less than pension expense for the current year, resulting in a pension liability on the company’s balance sheet.
    
    X
    
    Dividend revenue recognized for accounting while a portion is deductible for taxes (dividends received deduction)
    
    
    X
    Estimated warranty costs: accrual basis for accounting and cash basis for income tax
    X
    
    
    Fines expensed for accounting but not deductible for tax purposes
    
    
    X
    Straight-line depreciation for accounting and accelerated depreciation for income tax
    
    X
    
    Unrealized gain on investments - Income recognized for accounting, but gain recognized only on disposal of the asset for income tax
    
    X
    
    Rent revenue collected in advance: accrual basis for accounting, cash basis for income tax
    X
    
    
    Unrealized loss on investments - Income recognized for accounting, but loss recognized only on disposal of the asset for income tax
    X
    
    
    Probable and estimable litigation contingency: accrual basis for accounting and cash basis for income tax
    X
    
    
    Interest received on investments in municipal bonds is not taxable
    
    
    X
Problem 2 (12 points):
A. On December 31, 2020, for GAAP purposes, Clubs Inc. reported a balance of $40,000 in a warranty liability for anticipated costs to satisfy future warranty claims. No claims were paid in 2020. Pretax GAAP income is $300,000 and the tax rate is 25%. Assume no other differences between the tax bases and GAAP bases of assets and liabilities, or any beginning balances in deferred tax accounts.
Required:
a. Record the income tax journal entry on December 31, 2020.
    Account
    Dr. ($)
    Cr. ($)
    Current Tax Expense
    75000
    
    DTA
    10000
    
    Tax Payable
    
    85000
Workings:
Taxable Income = $300000 + $40000 = $340000
Income Tax Liability = $340000 * 25% = $85000
Timing Difference = $40000
DTA = $40000 * 25% = $10000
b. Assume that there was a December 31, 2019, balance of $4,000 in the DTA account. Record the income tax journal entry on December 31, 2020.
    Account
    Dr. ($)
    Cr. ($)
    Current Tax Expense
    75000
    
    DTA
    10000
    
    Tax Payable
    
    85000
B. In 2020, Cardinals Company operated at a tax loss, totaling $88,000 during its first year of business. Assuming a tax rate of 25%, and that income is expected in 2021, record the entry to reflect the tax benefit of the net operating loss on December 31, 2020. Cardinals Company determined that it was more likely than not that 75% of the deferred tax asset would not be realized.
    Account
    Dr. ($)
    Cr. ($)
    Current Tax Expense
    22000
    
    DTL
    
    22000
Workings:
Tax Loss = $88000
Tax benefit arising from such tax loss = $88000 * 25% = $22000
Problem 3 (12 points):
Aim Inc. had the following activity for the years 2020-2022.
· Prepaid maintenance contract: $30,000 on January 1, 2020, for a three-year period beginning January 1, 2020
· Deferred rental revenue: $45,000 on January 1, 2020, for a three-year period beginning January 1, 2020
· Pretax GAAP income is $500,000, $388,000, and $425,000 for the years 2020, 2021, and 2022, respectively.
· Enacted tax rates are 25% for years 2020 and 30% for the year 2021 and 2022.
· There were no balances in the deferred tax accounts on January 1, 2020
A.    Compute taxable income for 2020.
Book Profits for 2020 = $500000
Taxable Income = $500000 – 20000 + 30000 = $510000
B.    Prepare the 2020 Journal Entry to record deferred taxes.
    
    Account
    Dr. ($)
    Cr. ($)
    Current Tax Expense
    125000
    
    DTA
    2500
    
    Tax Payable
    
    127500
Workings:
Taxable Income = $510000
Income Tax...
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