FAM-04 Patterson Refund Monitor
Filing Status: Single
10-01-2012 TY2011 v1.0-1
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
Main Info & |
1 |
Intake etc. |
|
|
|
|
|
Hint: Dont forget to enter both telephone numbers |
|
Documents |
2 |
W-2 |
Franciscan Oaks |
14,678 |
1,307 |
|
|
|
|
|
3 |
1099-INT |
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 |
Social Security |
16,630 |
2,168 |
|
|
Hint: 1040 Wkt1 is close to top of tree |
|
Notes (Fed only) |
5 |
Note 4 |
Property Tax |
16,630 |
2,445 |
|
|
Hint: Property Tax amount goes in line 6, third box |
|
Remove Red |
6 |
Note 2 |
|
16,630 |
2,445 |
|
|
|
|
|
7 |
Note 7 |
|
16,630 |
2,445 |
|
|
Hint: Red stuff is in Part III at bottom of worksheet |
|
Run Diagnostics |
8 |
|
|
16,630 |
2,445 |
|
|
Errors: None |
|
NJ 1040 |
9 |
Note 8 |
|
16,630 |
2,445 |
13,806 |
(139) |
|
|
|
10 |
Note 3 |
|
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 |
Property Tax |
16,630 |
2,445 |
4,228 |
(4) |
Hint: Property Tax goes on Worksheet F |
|
Remove Red |
12 |
Intake |
|
16,630 |
2,445 |
4,228 |
(4) |
|
|
Run Diagnostics |
13 |
|
|
16,630 |
2,445 |
4,228 |
(4) |
Errors: None |
|
Create efile |
13 |
|
|
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)
Printable version of this page click here