FAM-03 Gallo Refund Monitor

FAM-03 Gallo Refund Monitor

Filing Status: Single

09-25-2012 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 5 Note 6	Main Info Prep Use						Hint: Don’t forget to check the box for 6 a) “you can be claimed…” Hint: Enter the information found on the top of page 3 of the intake sheet in Prep Use fields 11 & 12. Put your initials in Prep Use field 13. Leave Prep Use field 14 empty and red for QR initials.
Documents	2	W-2	W-2	The Kansas City Steak House	4,312	104
Remove Red (Fed only)	3	Note 4	1040 Pg1		4,312	104
Run Diagnostics	4		Diagnostics		4,312	104			Errors: None
NJ 1040	5	Note 7	NJ 1040 Pg1		4,312	104	3,312	19
	6	Note 6 Note 8	NJ 1040 Pg3		4,312	104	3,312	19	Hint: Use Ctrl-Space to remove red from box on line 44
Remove Red	7	Intake Page 3	NJ DD Wkt		4,312	104	3,312	19
Run Diagnostics	8		Diagnostics		4,312	104	3,312	19	Errors: None
Create E-File	9		Diagnostics		4,312	104	3,312	19	A second diagnostic is run when creating an e-file. Errors: None
Quality Review	10								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)