FAM-02 Conway Refund Monitor

Filing Status: Married Filing Jointly

09-28-2012 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

Vampire Engineering

32,867

3,112

 

 

Hint: Address is different – Click “Check and make changes” in the address area and enter address from actual W-2

Hint: Don’t worry about fixing values in boxes 3, 4, 5, 6 until after box 12 entries made

Hint: You must check the box by “Check to take calculations off of line 16” in order to edit box 16

 

3

W-2

W-2

Smart Kids Charter Schools

53,043

3,596

 

 

Hint: Hover on W-2 in tree and click on “+” to add a second W-2 worksheet

 

4

1099-G

1099-G Wkt

NJ Department of Labor

62,903

3,097

 

 

 

Remove Red
(Fed only)

5

Note 2

1040 Pg1

 

62,903

3,097

 

 

Prep Use form will remain red until QR is complete

Run Diagnostics

6

Diagnostics

 

62,903

3,097

 

 

Errors: None 

NJ 1040

7

Note 7

NJ 1040 Pg1

 

62,903

3,097

52,043

569

 

 

8

Note 5
Note 6

NJ 1040 Pg3

 

62,903

3,097

52,043

464

Hint: You must enter amount paid in box to left on line 44 (amount of tax is then calculated)

 

9

Note 3

NJ 1040 Pg4
Scratch Pad

 

62,903

3,097

48,263

544

BP: Use Scratch Pad to document total rent calculation

Remove Red

10

Intake

Page 3

Main Info

1040 Pg2

NJ DD Wkt

 

62,903

3,097

48,263

544

Hint: Enter RTN# and Acct# on both Main Info and 1040 Pg2 for federal refund

Hint: Check first box on NJ DD Wkt under Direct Deposit to use same as federal

Prep Use form will remain red until QR is complete

Run Diagnostics

11

 

Diagnostics

 

62,903

3,097

48,263

544

Errors: None

Create E-File

12

 

Diagnostics

 

62,903

3,097

48,263

544

A second diagnostic is run when creating an efile.

Errors: None

Quality Review

13

 

 

 

 

 

 

 

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