4491-W-07 Moore Refund Monitor TY2011

Filing Status: Qualifying Widow(er)

11-23-2011 v1-2

 

Errata – Fix before doing problem

Problem

Page

Location

Change From:

Change To:

Logic

Moore

63

Interview notes, 6th bullet

…University of Florida….

…University of Columbus….

Fix to agree with 1098-T

 

Step

TP Form/
Note(s)

TW Form

Payee/Name

Fed 37
AGI

Fed 74/76
Refund

4012
page

Notes

1

Intake etc.
Note 1
Note 6
Note 7

Main Info

 

 

 

B-1
1-8

Hint: Use 4012 to find Filing Status

Hint: Check EIC box for all dependents
 who might qualify for EIC’

Q: Did you put anything on % address line?

2

Intake etc.

Prep Use

 

 

 

 

 

3

W-2

W2

HAWTHORN GENERAL HOSPITAL

35,965

5,075

2-3

Hint: Fill in box 12 before override 3, 4, 5, 6

Hint: Double check box 6

4

1099-INT

Interest Stmt

A. BEAN BANK & TRUST

36,254

4,981

2-5

 

5

W-2G
Note 5

W2G

HESSER CASINO

37,754

4,515

 

Hint: May need to add W2G (if not in tree)

BP: Include corresponding losses

6

1098-T

 

UNIVERSITY OF COLUMBUS

37,754

4,515

 

BP: Save until end so can do comparison of
 various education options with all other

 amounts included

7

1099-G

1099G Wkt

EMPLOYMENT SECURITY COMMISSION

39,508

4,070

 

 

8

CSA-1099R

1099R

OFFICE OF PERSONNEL MANAGEMENT

56,078

3,729

2-17
2-19

Hint: See Special handling of CSA on page
 2-19 of p4012

9

Note 3

1040 Wkt2

Student Loan Interest

55,692

3,789

E-5

Hint: May need to add 1040 Wkt2

10

Note 4

Interest Stmt

York Municipal Bonds

55,692

3,789

2-5

 

11

Note 11

1040 Pg 1

Still red – resolve

55,692

3,789

 

Hint: Assume Hilda did not itemize last year

Hint: Run diagnostics if you don’t know what
 to put on line 21

12

 

Sch EIC

Still red – resolve

55,692

3,789

6-5

Hint: Answer questions in order and only if red

13

 

Diagnostics

 

55,692

3,789

 

No errors – ready to do education comparison

14x

 

1040 Wkt2

Test Education as AGI deduction

51,692

4,389

 

Testing Only

14x

 

8863 Pg 1

Test Education as Lifetime Learning

55,692

4,522

 

Testing only

14

1098-T

Note 6

8863 Pg 1
Scratch Pad

UNIVERSITY OF COLUMBUS

55,692

6,289

5-4

Hint: May need to add 8863

BP: Use Scratch Pad to document
 calculation from 1098-T

15

 

Diagnostics

 

 

 

 

No errors

16

 

Create e-file

 

 

 

 

As of 11-22-11 – getting spurious MEF errors

17

 

 

 

 

 

Ask 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