FAM-02 Conway Refund Monitor
Filing Status: Married Filing Jointly
09-28-2012 TY2011 v1.0-1
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
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Main Info & |
1 |
Intake etc. |
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Documents |
2 |
W-2 |
Vampire Engineering |
32,867 |
3,112 |
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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 |
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3 |
W-2 |
Smart Kids Charter Schools |
53,043 |
3,596 |
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Hint: Hover on W-2 in tree and click on “+” to add a second W-2 worksheet |
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4 |
1099-G |
NJ Department of Labor |
62,903 |
3,097 |
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Remove Red |
5 |
Note 2 |
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62,903 |
3,097 |
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Prep Use form will remain red until QR is complete |
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Run Diagnostics |
6 |
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62,903 |
3,097 |
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Errors: None |
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NJ 1040 |
7 |
Note 7 |
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62,903 |
3,097 |
52,043 |
569 |
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8 |
Note 5 |
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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) |
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9 |
Note 3 |
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62,903 |
3,097 |
48,263 |
544 |
BP: Use Scratch Pad to document total rent calculation |
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Remove Red |
10 |
Intake Page 3 |
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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 |
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Run Diagnostics |
11 |
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62,903 |
3,097 |
48,263 |
544 |
Errors: None |
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Create E-File |
12 |
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62,903 |
3,097 |
48,263 |
544 |
A second diagnostic is run when creating an efile. Errors: None |
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Quality Review |
13 |
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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)
Printable version of this page – click here