ACC 557 Week 9 Quiz – Strayer NEW



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Chapter 12

All possible questions with answers

TRUE-FALSE STATEMENTS

Corporations purchase investments in debt or stock securities generally for one of two reasons.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Decision Modeling, AICPA PC: Problem Solving, IMA: Business Economics



A reason some companies purchase investments is because they generate a significant portion of their earnings from investment income.


Ans:LO: 1, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Decision Modeling, AICPA PC: Problem Solving, IMA: Business Economics



The accounting for short-term debt investments and for long-term debt investments is similar.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: None, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



When debt investments, are sold, the gain or loss is the difference between the net proceeds from the sale and the fair value of the bonds.


Ans:LO: 2, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Debt investments are investments in government and corporation bonds.


Ans:LO: 2, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Risk Analysis, AICPA PC: Problem Solving, IMA: Business Economics



In accordance with the cost principle, brokerage fees should be added to the cost of an investment.


Ans:LO: 2, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



In accordance with the cost principle, the cost of debt investments includes brokerage fees and accrued interest.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



In accounting for stock investments of less than 20%, the equity method is used.


Ans:LO: 3, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Business Economics



Dividends received on stock investments of less than 20% should be credited to the Stock Investments account.


Ans:LO: 3, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Business Economics



If an investor owns between 20% and 50% of an investee's common stock, it is presumed that the investor has significant influence on the investee.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Business Economics



The Stock Investments account is debited at acquisition under both the equity method and cost method of accounting for investments in common stock.


Ans:LO: 3, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA

Under the equity method, the investment in common stock is initially recorded at cost, and the Stock Investments account is adjusted annually.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Under the equity method, the receipt of dividends from the investee company results in an increase in the Stock Investments account.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Consolidated financial statements are appropriate when an investor controls an investee by ownership of more than 50% of the investee's common stock.


Ans:LO: 4, Bloom: K, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



Consolidated financial statements are prepared in place of the financial statements for the parent and subsidiary companies.


Ans:LO: 4, Bloom: C, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



Consolidated financial statements should be prepared only when a subsidiary company has a controlling interest in the parent company.


Ans:LO: 4, Bloom: K, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



The valuation of non-trading securities is similar to the procedures followed for trading securities, except that changes in fair value are not recognized in current income.


Ans:LO: 5, Bloom: C, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



An unrealized gain or loss on trading securities is reported as a separate component of stockholders' equity.


Ans:LO: 5, Bloom: K, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



For non-trading securities, the unrealized gain or loss account is carried forward to future periods.


Ans:LO: 5, Bloom: K, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



A decline in the fair value of a trading security is recorded by debiting an unrealized loss account and crediting the Fair value Adjustment account.


Ans:LO: 5, Bloom: C, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



If the fair value of a non-trading security exceeds its cost, the security should be written up to fair value and a realized gain should be recognized.


Ans:LO: 5, Bloom: K, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



The Fair Value Adjustment account can only have a credit balance or a zero balance.


Ans:LO: 5, Bloom: C, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



To be classified as a short-term investment, the investment must be readily marketable and intended to be converted into cash within the next year or operating cycle.


Ans:LO: 6, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



An investment is readily marketable if it is management's intent to sell the investment.


Ans:LO: 6, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



Stocks traded on the New York Stock Exchange are considered readily marketable.


Ans:LO: 6, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Reporting



When a parent company acquires a wholly owned subsidiary for an amount in excess of the book value of the net assets acquired, the excess is always allocated to good will.


Ans:LO: 7, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: Problem Solving, IMA: Business Economics



A consolidated income statement will reflect only revenue and expense transactions between the consolidated entity and parties outside the affiliated group.


Ans:LO: 7, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: Problem Solving, IMA: Business Economics



The process of excluding intercompany transactions in preparing consolidated statements is referred to as intercompany eliminations.


Ans:LO: 7, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: Problem Solving, IMA: Business Economics



One of the reasons a corporation may purchase investments is that it has excess cash.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: Problem Solving, IMA: Business Economics



When recording bond interest, Interest Receivable is reported as a long-term asset in the balance sheet.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Under the cost method, the investment is recorded at cost and revenue is recognized only when cash dividends are received.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Reporting



Consolidated financial statements present a condensed version of the financial statements so investors will not experience information overload.


Ans:LO: 4, Bloom: C, Difficulty: Easy, Min: 1, AACSB: Communications, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Communication, IMA: Reporting



Non-trading securities are securities bought and held primarily for sale in the near term to generate income on short-term price differences.


Ans:LO: 5, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Risk Analysis, AICPA PC: None, IMA: Business Economics



"Intent to convert" does not include an investment used as a resource that will be used whenever the need for cash arises.


Ans:LO: 6, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Business Economics











MULTIPLE CHOICE QUESTIONS

Corporations invest excess cash for short periods of time in each of the following except
equity securities.
highly liquid securities.
low-risk securities.
government securities.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Reporting, AICPA PC: None, IMA: Business Economics



Corporations invest in other companies for all of the following reasons except to
house excess cash until needed.
generate earnings.
meet strategic goals.
increase trading of the other companies’ stock.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Reporting, AICPA PC: None, IMA: Business Economics



A typical investment to house excess cash until needed is
stocks of companies in a related industry.
debt securities.
low-risk, highly liquid securities.
stock securities.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: None, IMA: Business Economics



A company may purchase a noncontrolling interest in another firm in a related industry
to house excess cash until needed.
to generate earnings.
for strategic reasons.
for speculative reasons.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: None, IMA: Business Economics



Pension funds and mutual funds regularly invest in debt and stock securities primarily to
generate earnings.
house excess cash until needed.
meet strategic goals.
control the company in which they invest.


Ans:LO: 1, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: None, IMA: Business Economics



At the time of acquisition of a debt investment,
no journal entry is required.
the cost principle applies.
the Stock Investments account is debited when bonds are purchased.
the Investment account is credited for its cost plus brokerage fees.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: Business Economics

Which of the following is not a true statement regarding short-term debt investments?
The securities usually pay interest.
Investments are frequently government or corporate bonds.
This type of investment must be currently traded in the securities market.
Debt investments are recorded at the price paid less brokerage fees.


Ans:LO: 2, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Resource Management, AICPA FN: Risk Analysis, AICPA PC: None, IMA: Business Economics



On January 1, 2013, Danner Company purchased at face value, a $1,000, 8% bond that pays interest on January 1 and July 1. Danner Company has a calendar year end.
The entry for the receipt of interest on July 1, 2013, is

Cash....................................................................................... 40
Interest Revenue........................................................... 40

Cash....................................................................................... 80
Interest Revenue........................................................... 80

Interest Receivable................................................................ 40
Interest Revenue........................................................... 40

Interest Receivable................................................................ 80
Interest Revenue........................................................... 80



Ans:LO: 2, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



On January 1, 2013, Danner Company purchased at face value, a $1,000, 10% bond that pays interest on January 1 and July 1. Danner Company has a calendar year end.
The adjusting entry on December 31, 2013, is

not required.
Cash....................................................................................... 50
Interest Revenue........................................................... 50

Interest Receivable................................................................ 50
Interest Revenue........................................................... 50

Interest Receivable................................................................ 50
Debt Investments.......................................................... 50



Ans:LO: 2, Bloom: AN, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



On January 1, 2013, Milton Company purchased at face value, a $1,000, 4% bond that pays interest on January 1 and July 1. Milton Company has a calendar year end.
The entry for the receipt of interest on January 1, 2014 is

Cash....................................................................................... 40
Interest Revenue........................................................... 40

Cash....................................................................................... 40
Interest Receivable....................................................... 40

Cash....................................................................................... 20
Interest Revenue........................................................... 20

Cash....................................................................................... 20
Interest Receivable....................................................... 20



Ans:LO: 2, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



On January 1, Talent Company purchased as a short-term investment a $1,000, 8% bond for $1,050. The bond pays interest on January 1 and July 1. The bond is sold on October 1 for $1,200 plus accrued interest. Interest has not been accrued since the last interest payment date. What is the entry to record the cash proceeds at the time the bond is sold?
Cash....................................................................................... 1,200
Debt Investments ......................................................... 1,200

Cash....................................................................................... 1,220
Debt Investments.......................................................... 1,050

Gain on Sale of Debt Investments................................. 150

Interest Revenue........................................................... 20

Cash....................................................................................... 1,220
Debt Investments.......................................................... 1,200

Interest Revenue........................................................... 20

Cash....................................................................................... 1,200
Debt Investments.......................................................... 1,050

Gain on Sale of Debt Investments................................. 150



Ans:LO: 2, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Which of the following is not a true statement about the accounting for debt investments?
At acquisition, the cost principle applies.
The cost includes any brokerage fees.
Debt investments include investments in government and corporation bonds.
The cost includes any accrued interest.


Ans:LO: 2, Bloom: AN, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



The cost of debt investments includes each of the following except
brokerage fees.
commissions.
accrued interest.
the price paid.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



If a short-term debt investment is sold, the Investment account is
credited for the face value of the bonds at the sale date.
credited for the cost of the bonds at the sale date.
credited for the fair value of the bonds at the sale date.
debited for the cost of the bonds at the sale date.


Ans:LO: 2, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



In accounting for debt investments, entries are made to recordeach of the following except the
acquisition.
interest revenue.
amortization of any discount or premium.
sale.


Ans:LO: 2, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



Key Company acquires 60, 10%, 5 year, $1,000 Community bonds on January 1, 2013 for $61,250. This includes a brokerage commission of $1,250.
The journal entry to record this investment includes a debit to

Debt Investments for $60,000.
Debt Investments for $61,250.
Cash for $61,250.
Stock Investments for $60,000.


Ans:LO: 2, Bloom: AP, Difficulty: Hard, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Key Company acquires 60, 10%, 5 year, $1,000 Community bonds on January 1, 2013 for $61,250. This includes a brokerage commission of $1,250.
Assume Community pays interest on January 1 and July 1, and the July 1 entry was made correctly. The journal entry at December 31, 2013 would include a credit to

Interest Receivable for $3,000.
Interest Revenue for $6,000.
Accrued Expense for $6,000.
Interest Revenue for $3,000.


Ans:LO: 2, Bloom: AP, Difficulty: Hard, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Key Company acquires 60, 10%, 5 year, $1,000 Community bonds on January 1, 2013 for $61,250. This includes a brokerage commission of $1,250. If Key sells all of its Community bonds for $62,500 and pays $1,500 in brokerage commissions, what gain or loss is recognized?
Gain of $2,500
Loss of $250
Gain of $250
Gain of $1,250


Ans:LO: 2, Bloom: AP, Difficulty: Hard, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Locke Co. purchased 50, 6% Johnston Company bonds for $50,000 cash plus brokerage fees of $500. Interest is payable semiannually on July 1 and January 1. The entry to record the July 1 semiannual interest payment would include a
debit to Interest Receivable for $1,500.
credit to Interest Revenue for $1,500.
credit to Interest Revenue for $1,515.
credit to Debt Investments for $1,515.


Ans:LO: 2, Bloom: K, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Locke Co. purchased 50, 6% Johnston Company bonds for $50,000 cash plus brokerage fees of $500. Interest is payable semiannually on July 1 and January 1. The entry to record the December 31 interest accrual would include a
debit to Interest Receivable for $1,500.
debit to Interest Revenue for $1,500.
credit to Interest Revenue for $1,515.
debit to Debt Investments for $1,500.


Ans:LO: 2, Bloom: K, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Temper Co. purchased 60, 6% Irick Company bonds for $60,000 cash plus brokerage fees of $600. Interest is payable semiannually on July 1 and January 1. If 30 of the securities are sold on July 1 for $32,000 less $300 brokerage fees, the entry would include a credit to Gain on Sale of Debt Investments for
$2,000.
$1,700.
$2,300.
$1,400.


Ans:LO: 2, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



On January 1, Bacon Company purchased as an investment a $1,000, 7% bond for $1,020. The bond pays interest on January 1 and July 1. What is the entry to record the interest accrual on December 31?
Interest Receivable................................................................ 35
Interest Revenue .......................................................... 35

Debt Investments .................................................................. 35
Interest Revenue .......................................................... 35

Interest Receivable................................................................ 70
Interest Revenue .......................................................... 70

Debt Investments .................................................................. 70
Interest Revenue .......................................................... 70



Ans:LO: 2, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Eck Corporation sells 250 shares of common stock being held as an investment. The shares were acquired six months ago at a cost of $25 a share. Eck sold the shares for $40 a share. The entry to record the sale is
Cash....................................................................................... 6,250
Loss on Sale of Stock Investments ...................................... 3,750

Stock Investments ........................................................ 10,000

Stock Investments ................................................................. 10,000
Cash ............................................................................. 10,000

Cash....................................................................................... 10,000
Gain on Sale of Stock Investments .............................. 3,750

Stock Investments ........................................................ 6,250

Cash....................................................................................... 10,000
Stock Investments ........................................................ 10,000



Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



White Corporation sells 300 shares of common stock being held as an investment. The shares were acquired six months ago at a cost of $60 a share. White sold the shares for $40 a share. The entry to record the sale is
Cash....................................................................................... 12,000
Loss on Sale of Stock Investments ...................................... 6,000

Stock Investments ........................................................ 18,000

Cash....................................................................................... 18,000
Gain on Sale of Stock Investments .............................. 6,000

Stock Investments ........................................................ 12,000

Cash....................................................................................... 12,000
Stock Investments ........................................................ 12,000

Stock Investments ................................................................. 12,000
Loss on Sale of Stock Investments ...................................... 6,000

Cash.............................................................................. 18,000



Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Tan Company had these transactions pertaining to stock investments:
Feb. 1 Purchased 3,000 shares of Norton Company (10%) for $48,800 cash plus brokerage fees of $1,400.

June 1 Received cash dividends of $2 per share on Norton stock.

Oct. 1 Sold 1,200 shares of Norton stock for $24,000 less brokerage fees of $600.

The entry to record the purchase of the Norton stock would include a

debit to Stock Investments for $48,800.
credit to Cash for $48,800.
debit to Stock Investments for $50,200.
debit to Investment Expense for $1,400.


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Tan Company had these transactions pertaining to stock investments:
Feb. 1 Purchased 3,000 shares of Norton Company (10%) for $49,800 cash plus brokerage fees of $1,200.

June 1 Received cash dividends of $3 per share on Norton stock.

Oct. 1 Sold 1,200 shares of Norton stock for $24,000 less brokerage fees of $600.

The entry to record the receipt of the dividends on June 1 would include a

debit to Stock Investments for $9,000.
credit to Dividend Revenue for $9,000.
debit to Dividend Revenue for $9,000.
credit to Stock Investments for $9,000.


Ans:LO: 3, Bloom: K, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Tan Company had these transactions pertaining to stock investments:
Feb. 1 Purchased 3,000 shares of Norton Company (10%) for $49,800 cash plus brokerage fees of $1,200.

June 1 Received cash dividends of $2 per share on Norton stock.

Oct. 1 Sold 1,200 shares of Norton stock for $24,000 less brokerage fees of $600.

The entry to record the sale of the stock would include a

debit to Cash for $24,000.
credit to Gain on Sale of Stock Investments for $1,200.
debit to Stock Investments for $20,400.
credit to Gain on Sale of Stock Investments for $3,000.


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Wise Company owns 30% interest in the stock of Dark Corporation. During the year, Dark pays $20,000 in dividends to Wise, and reports $200,000 in net income. Wise Company’s investment in Dark will increase Wise’s net income by
$6,000.
$60,000.
$66,000.
$80,000.


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Reporting



Nickel Company owns 30% interest in the stock of Finn Corporation. During the year, Finn pays $25,000 in dividends, and reports $200,000 in net income. Nickel Company’s investment in Finn will increase by
$25,000.
$60,000.
$67,500.
$52,500.


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



On January 1, 2013, Great Corporation purchased 25% of the common stock outstanding of Long Corporation for $250,000. During 2013, Long Corporation reported net income of $80,000 and paid cash dividends of $40,000. The balance of the Stock Investments—Long account on the books of Great Corporation at December 31, 2013 is
$250,000.
$290,000.
$330,000.
$260,000.


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Reporting

Dayton Corporation purchased 1,000 shares of Kart common stock at $77 per share plus $2,000 brokerage fees as a short-term investment. The shares were subsequently sold at $80 per share less $3,400 brokerage fees. The cost of the securities purchased and gain or loss on the sale were
Cost Gain or Loss

$77,000 $3,000 gain
$77,000 $1,400 loss
$79,000 $2,000 gain
$79,000 $2,400 loss


Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: Problem Solving, IMA: Reporting



In accounting for stock investments between 20% and 50%, the _______ method is used.
consolidated statements
controlling interest
cost
equity


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



When a company holds stock of several different corporations, the group of securities is identified as a(n)
affiliated investment.
consolidated portfolio.
investment portfolio.
controlling interest.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Reporting



Jerome Corporation makes a short-term investment in 160 shares of Singer Company's common stock. The stock is purchased for $50 a share plus brokerage fees of $550. The entry for the purchase is
Debt Investments................................................................... 8,000
Cash.............................................................................. 8,000

Stock Investments.................................................................. 8,550
Cash.............................................................................. 8,550

Stock Investments.................................................................. 8,000
Brokerage Fee Expense........................................................ 550

Cash.............................................................................. 8,550

Stock Investments.................................................................. 8,000
Cash.............................................................................. 8,000



Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



Cooke Corporation sells 400 shares of common stock being held as a short-term investment. The shares were acquired six months ago at a cost of $55 a share. Cooke sold the shares for $40 a share. The entry to record the sale is
Cash....................................................................................... 16,000
Loss on Sale of Stock Investments....................................... 6,000

Stock Investments......................................................... 22,000

Cash....................................................................................... 22,000
Gain on Sale of Stock Investments............................... 6,000

Stock Investments......................................................... 16,000



MC 69. (cont.)

Cash....................................................................................... 16,000
Stock Investments......................................................... 16,000

Stock Investments.................................................................. 16,000
Loss on Sale of Stock Investments....................................... 6,000

Cash.............................................................................. 22,000



Ans:LO: 3, Bloom: AP, Difficulty: Medium, Min: 2, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: Problem Solving, IMA: FSA



For accounting purposes, the method used to account for long-term investments in common stock is determined by
the amount paid for the stock by the investor.
the extent of an investor's influence on the operating and financial affairs of the investee.
whether the stock has paid dividends in past years.
whether the acquisition of the stock by the investor was "friendly" or "hostile."


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



If an investor owns less than 20% of the common stock of another corporation as a long-term investment,
the equity method of accounting for the investment should be employed.
no dividends can be expected.
it is presumed that the investor has relatively little influence on the investee.
it is presumed that the investor has significant influence on the investee.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Reporting



If the cost method is used to account for a long-term investment in common stock, dividends received should be
credited to the Stock Investments account.
credited to the Dividend Revenue account.
debited to the Stock Investments account.
recorded only when 20% or more of the stock is owned.


Ans:LO: 3, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Measurement, AICPA PC: None, IMA: FSA



If 10% of the common stock of an investee company is purchased as a long-term investment, the appropriate method of accounting for the investment is
the cost method.
the equity method.
the preparation of consolidated financial statements.
determined by agreement with whomever owns the remaining 90% of the stock.


Ans:LO: 3, Bloom: C, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Reporting



The cost method of accounting for long-term investments in stock should be employed when the
investor owns more than 50% of the investee's stock.
investor has significant influence on the investee and the stock held by the investor are marketable equity securities.
market value of the shares held is greater than their historical cost.
investor's influence on the investee is insignificant.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Reporting



When an investor owns between 20% and 50% of the common stock of a corporation, it is generally presumed that the investor
has insignificant influence on the investee and that the cost method should be used to account for the investment.
should apply the cost method in accounting for the investment.
will prepare consolidated financial statements.
has significant influence on the investee and that the equity method should be used to account for the investment.


Ans:LO: 3, Bloom: K, Difficulty: Easy, Min: 1, AACSB: None, AICPA BB: Legal/Regulatory, AICPA FN: Reporting, AICPA PC: None, IMA: Reporting



Under the equity m

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