FAM-04 Patterson Refund Monitor

Filing Status: Single

10-01-2012 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

 

 

 

 

 

Hint: Don’t forget to enter both telephone numbers

Documents

2

W-2

W-2

Franciscan Oaks

14,678

1,307

 

 

 

 

3

1099-INT

Interest Stmt

National City Bank

16,630

965

 

 

Hint: Interest Stmt worksheet is under Sch B

Hint: Will worry about red Sch B in tree later

 

4

SSA-1099

1040 Wkt1

Social Security

16,630

2,168

 

 

Hint: 1040 Wkt1 is close to top of tree

Notes (Fed only)

5

Note 4

Sch A

Property Tax

16,630

2,445

 

 

Hint: Property Tax amount goes in line 6, third box

Remove Red
(Fed only)

6

Note 2

1040 Pg1

 

16,630

2,445

 

 

 

 

7

Note 7

Sch B

 

16,630

2,445

 

 

Hint: Red stuff is in Part III at bottom of worksheet

Run Diagnostics

8

 

Diagnostics

 

16,630

2,445

 

 

Errors: None

NJ 1040

9

Note 8

NJ 1040 Pg1

 

16,630

2,445

13,806

(139)

 

 

10

Note 3
Note 4
Note 9

NJ 1040 Pg3

 

16,630

2,445

13,806

(139)

Hint: You need to check the box on line 36b if TP was a homeowner on 10-1

Hint: Use ctrl-Space to remove red from box on line 44

 

11

Note 4

NJ 1040 Pg4

Property Tax

16,630

2,445

4,228

(4)

Hint: Property Tax goes on Worksheet F

Remove Red

12

Intake

NJ DD Wkt

 

16,630

2,445

4,228

(4)

 

Run Diagnostics

13

 

Diagnostics

 

16,630

2,445

4,228

(4)

Errors: None

Create efile

13

 

Diagnostics

 

16,630

2,445

4,228

(4)

Errors: None

Quality Review

14

 

 

 

16,630

2,445

4,228

(4)

Ask your coach to do QR

Values with pink background – changed from previous line

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