Q14E_1.

Question

Accounting for equity investments

Money Man Investments completed the following transactions during 2018:

Jan. 14 Purchased 400 shares of Technomite stock, paying \(56 per share. The investment represents 25% ownership in Technomite’s voting stock and Money Man has significant influence over Technomite. Money Man intends to hold the investment for the indefinite future. 

Aug. 22 Received a cash dividend of \)0.27 per share on the Technomite stock.

Dec. 31 Technomite’s current market value is \(51 per share. 

        31 Technomite reported net income of \)180,000 for the year ended 2018.

Requirements 

1. Journalize Money Man’s transactions. Explanations are not required. 

Step-by-Step Solution

Verified
Answer

Both sides of the journal totals $69,508.

1Definition of Significant Influence

Significant influence can be defined as the ability of the investor to participate in the decision-making process and affect the business decisions. Such influence arises when the investor owns 20% to 50% of the voting stock.

2Journal Entry


Date

Accounts and Explanation

Debit $

Credit $

14 Jan 2018

Equity Investment  

$22,400

 

 

      Cash

 

$22,400

 

 

 

 

22 Aug 2018

Cash

$108

 

 

      Equity Investment   

 

$108

 

 

 

 

31 Dec 2018

Unrealized holding losses

$2,000

 

 

      Fair value adjustments  

 

$2,000

 

 

 

 

31 Dec 2018

Equity investment  

$45,000

 

 

      Revenue from investment

 

$45,000

 

 

$69,508

$69,508