4491-W-10 Austin Refund Monitor TY2011

Filing Status: Married filing separately

12-06-2011 v1-1b

Errata – Fix before doing problem

Problem	Page	Location	Change From:	Change To:	Logic
Austin	106	Note 7		Add after last sentence: Paul dutifully repaid $500 as part  of his 2010 return.	Just to be clear.

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 3	Main Info 1040 Pg 2 Prep Use				B-1 1-8	Hint: Use 4012 to find Filing Status BP: Handle 1040 line 39b checkbox  as part of Main Info entry
2	W-2	W2	Johnson Precision Tool and Die	22,876	391	2-3
3	1098	Sch A	Yellow Rose Credit Union	22,876	1,523	4-2	Hint: Only enter amounts on 1098 -  do other Sch A stuff later
4	1099-DIV	Dividend Stmt	Bail Brokerage Services	23,068	1,523	2-6
5	RRB-1099	1040 Wkt1	US RRB	23,944	2,138	2-19	Hint: If Social security box is red,  just F3 (Ctrl-Space) to make un-red
6	RRB-1099-R Note 5	1099R	US RRB	36,660	1,794	2-19
7	1099-R	1099R	Davidson Bank & Trust Co.	38,211	1,645	2-17
8	Note 4	1040 Pg 1	State Tax Refund	38,211	1,645
9	Note 6	A Detail	Church donations	38,211	1,900	4-4
10	Note 7	5405 Pg 2	Repayment of 2008  First Time Homebuyer Credit	38,211	1,400	6-1
11	Note 8	Sch A	Personal property taxes	38,211	1,415	4-2
12		Diagnostics		38,211	1,415		No errors
13	Note 9	8888 1040 Pg 2	Allocation of refund	38,211	808	6-7
14		Diagnostics		38,211	808		No errors
15		Create e-file		38,211	808		E-file created successfully
16				38,211	808		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