4491-W-11 Fleming Refund Monitor

4491-W-11 Fleming Refund Monitor TY2011

Filing Status: Head of Household

12-04-2011 v1-1a

Errata – Fix before doing problem

Problem	Page	Location	Change From:	Change To:	Logic
Fleming

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 6 Note 7	Main Info Prep Use				B-1 1-8	Hint: Use 4012 to find Filing Status
2	W-2	W2	Oakwood World-Herald	14,598	7,114	2-3
3	W-2	W2	Butler, Inc.	17,130	7,226	2-3
4	1099-INT	Interest Stmt	Parks National Bank	17,547	7,141	2-5
5	1099-R Note 4	1099R	Northern Financial Services	22,547	5,839	2-17
6	1099-R Note 8	1099R	Tri-State Publishers	27,947	4,162	2-17	Hint: Code 3 is disability (Where would you look to find this out?) Hint Use context sensitive help on “Check if disability…” box
7	1099-MISC Note 1	Sch C Pg 1 Sch C Pg 2 1099-MISC	Wright Publishing	34,694	843	2-8	Hint: Link from line 1b of Sch C to add 1099-MISC Hint: Enter WP Course now – we’ll deal with Note 9 later
8	1099-G	1099G Wkt	Ohio Unemployment Commission	36,039	492
9	Note 2	1040 Pg 1	Alimony	38,439	(373)	E-3	Hint: Don’t worry about line 10 question now
10	Note 3	Interest Stmt	Global Investment Service	38,439	(373)	2-5
11	Note 7	2441 Pg 1	Salem Day Care Center	38,439	39	5-3
12	Note 5	1040 Pg 1	Still red – resolve	38,439	39
13		Sch EIC Wkt	Still red – resolve	38,439	39	6-6
14		Diagnostics		38,439	39		No errors
15x	Note 9	1040 Wkt2	Test WP Course as AGI deduction	38,398	(15)		Testing only
15x	Note 9	8863 Pg 1	Test WP Course as Lifetime Learning	38,973	(116)		Testing only
16		Create e-file		38,439	39		E-file created successfully
17				38,439	39		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