4491-W-09 Baylor Refund Monitor

4491-W-09 Baylor Refund Monitor TY2011

Filing Status: Married filing jointly

01-17-2012 v1-2

(Corrections made to Screen Shots & Printed return due to updated Sales Tax tables – no Refund Monitor numbers changed)

Errata – Fix before doing problem

Problem	Page	Location	Change From:	Change To:	Logic
Baylor	101	W-2G CASINO REALE	(866) 555-xxx	(866) 555-xxxx	Should have all digits in telno

Step	TP Form/ Note(s)	TW Form	Payee/Name	Fed 37 AGI	Fed 74/76 Refund	4012 page	Notes
1	Intake etc. Note 2 Note 3	Main Info				B-1 1-8	Hint: Use 4012 to find Filing Status Hint: Use context sensitive help to help fill in % address line?
2	Intake etc.	Prep Use
3	1099-DIV	Dividend Stmt	The Lone Star Fund	2,302	0	2-6
4	1099-R	1099R	Defense Finance & Accounting SVC	26,221	1,580	2-17	Hint: Look at NJ Special Handling
5	1099-R	1099R	Harris Trust	39,444	297	2-17
6	SSA-1099 TP	1040 Wkt1 Scratch Pad	Social Security - TP	46,717	(289)	2-19	BP: Use Scratch Pad for Part B + Part D
7	SSA-1099 SP	1040 Wkt1	Social Security - SP	50,083	(491)	2-19
8	W-2G Note 5	W2G	CASINO REALE	52,303	(621)		Hint: May need to add W2G (if not in tree) BP: Include corresponding losses
9	Note 7	Sch A A Detail Sales Tax Scratch Pad	Various deductions	52,303	(14)	4-2 4-4	Hint: Be sure to change state field on on Sales Tax worksheet to IN
10	Note 4	1040 Pg 1	Still red – resolve	52,303	(14)		Hint: Lines 10 and 21
11	Note 6	1040 Pg 2	Still red – resolve	52,303	(14)
12		Sch B	Still red – resolve	52,303	(14)		Hint: Assume no foreign stuff
13		Diagnostics		52,303	(14)		No errors
14		Create e-file		52,303	(14)		As of 01-17-2012 – Getting Application error
15				52,303	(14)		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)

Please report additions/corrections to Al Hershey