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)

 

Printed return click here

 

Printable version of this page click here

 

Please report additions/corrections to Al Hershey