FAM-01 Anderson Refund Monitor

FAM-01 Anderson Refund Monitor

Filing Status: Single

09-24-2012 TY2011 v1.0-1

Process	Step	TP Form/ Note(s)	TW Form	Payee/Name	AGI	Refund	NJ 37	NJ 55/65	Notes
Main Info & Prep Use	1	Intake etc. Note 1	Main Info Prep Use
Documents	2	W-2	W-2	Billings Market	26,298	509
Remove Red (Fed only)	3	Note 2	1040 Pg1		26,298	509			Hint: Red Prep Use OK if only waiting for QR
Run Diagnostics	4		Diagnostics		26,298	509			Errors: None
NJ 1040	5	Note 5	NJ 1040 Pg1		26,298	509	25,298	29
	6	Note 4 Note 6	NJ 1040 Pg3		26,298	509	25,298	29	Hint: Use ctrl-Space to remove red from box on line 44
	7	Note 3	NJ 1040 Pg4		26,298	509	25,298	79
Remove Red	8	Intake Page 3	NJ DD Wkt
Run Diagnostics	9		Diagnostics		26,298	509	25,298	79	Errors: None
Create E-File	10		Diagnostics		26,298	509	25298	79	A second diagnostic is run when creating an efile. Errors: None
Quality Review	11								Ask your coach to do QR

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)