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