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/ |
TW Form |
Payee/Name |
Fed 37 |
Fed 74/76 |
4012 |
Notes |
1 |
Intake etc. |
|
|
|
B-1 |
Hint: Use 4012 to find Filing Status Hint: Check EIC
box for all dependents Q: Did you put anything on % address line? |
|
2 |
Intake etc. |
|
|
|
|
|
|
3 |
W-2 |
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 |
A. BEAN BANK & TRUST |
36,254 |
4,981 |
2-5 |
|
|
5 |
W-2G |
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 amounts included |
7 |
1099-G |
EMPLOYMENT SECURITY COMMISSION |
39,508 |
4,070 |
|
|
|
8 |
CSA-1099R |
OFFICE OF PERSONNEL MANAGEMENT |
56,078 |
3,729 |
2-17 |
Hint: See Special
handling of CSA on page |
|
9 |
Note 3 |
Student Loan Interest |
55,692 |
3,789 |
E-5 |
Hint: May need to add 1040 Wkt2 |
|
10 |
Note 4 |
York Municipal Bonds |
55,692 |
3,789 |
2-5 |
|
|
11 |
Note 11 |
Still red resolve |
55,692 |
3,789 |
|
Hint: Assume Hilda did not itemize last year Hint: Run
diagnostics if you dont know what |
|
12 |
|
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 |
UNIVERSITY OF COLUMBUS |
55,692 |
6,289 |
5-4 |
Hint: May need to add 8863 BP: Use Scratch
Pad to document |
|
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)
Printable version of this page click here
Please report additions/corrections to Al Hershey