4491-W-03 Beringer Refund Monitor TY2011

Filing Status: Head of Household

12-23-2011 v1-1a

Errata – Fix before doing problem

Problem	Page	Location	Change From:	Change To:	Logic

Step	TP Form/ Note(s)	TW Form	Payee/Name	Fed 37 AGI	Fed 74/76 Refund	4012 page	Notes
1	Intake etc. Notes 1, 2, 9	Main Info Prep Use				B-1 C-3 1-8	Hint: Use 4012 to find Filing Status  and evaluate dependency status
	W-2	W2	Mount Peace Associates Inc	35,689	2,891
	SSA-1099	1040 Wkt1	Social Security	52,143	(690)		BP: Save Lump Sum until later
		1040 Pg 1	Still red – resolve	52,143	(690)
		1040 Pg 2	Still red	52,143	(690)		BP: Red only because owe - resolve after  deal with Lump Sum (may no longer owe)
		Diagnostics		52,143	(690)		No errors
	Notes 5, 6, 7	1040 Wkt1 Lump Sum Wkt Lump Sum Wkt	Lump Sum Election	49,884	(353)	2-20	Hint: See Special Topic document  on TY2011 Preparer page
		1040 Pg 2	Still red – resolve	49,884	(353)
		Diagnostics		49,884	(353)		No errors
		Create e-file		49,884	(353)		E-file created successfully
				49,884	(353)		Ask your mentor for Quality Review

Values with pink background – changed from previous

Click on links in TW Form column to see screen shot of completed TWO form (you may need to click on the picture to enlarge it)

Printed return – click here

Printable version of this page – click here

Please report additions/corrections to Al Hershey