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