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)

Printed return click here

 

Scenario Writeup click here

 

Printable version of this page click here