FAM-08 Rosemont Refund Monitor

Filing Status: Married Filing Separately

09-27-2012 TY2011 v1.0-1

 

Process

Step

TP Form/
Note(s)

TW Form

Payee/Name

Fed
AGI

Fed
Refund

NJ
Taxable

NJ
Refund

Notes

Main Info &
Prep Use

1

Intake etc.
Note 1
Note 2
Note 4

Main Info
Prep Use

 

 

 

 

 

Hint: Information about the husband must be supplied in the Filing Status section – see Notes

Hint: Your Initials in Prep Use field 13, leave Prep Use field 14 empty and red (for QR)

 

2

Note 5

1040 Pg2

 

 

 

 

BP: When filing status is MFS, the checkbox associated with 1040 line 39b should be handled as part of filling out the Main Info form

Hint: use ctrl-Space to remove the red from the 1040 line 39b checkbox (checkbox should not be checked – only remove red)

Documents

3

W-2

W-2

Hair Do Salon

26,482

1,851

 

 

Hint: Entering social security tips in box 7 will automatically adjust box 3 amount

 

4

1099-G

1099G Wkt

NJ Dept of Labor

29,638

1,694

 

 

Hint: 1099G Wkt is already in tree (close under the W-2)

Remove Red
(Fed only)

5

Note 3

1040 Pg1

 

29,638

1,694

 

 

 

Run Diagnostics

6

 

Diagnostics

 

29,638

1,694

 

 

Errors: None

NJ 1040

7

Note 8

NJ 1040 Pg1

 

29,638

1,694

25,482

154

 

 

8

Note 7
Note 9

NJ 1040 Pg3

 

29,638

1,694

25,482

154

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

 

9

Note 6

NJ 1040 Pg4

 

29,638

1,694

25,482

204

Hint: 875*12=10,500

Hint: Rent goes in Worksheet F section

Remove Red

10

Intake

NJ DD Wkt

 

29,638

1,694

25,482

204

 

Run Diagnostics

11

 

Diagnostics

 

29,638

1,694

25,482

204

Errors: None

Create E-File

12

 

Diagnostics

 

29,638

1,694

25,482

204

A second diagnostic is run when creating an e-file

Errors: None

Quality Review

13

 

 

 

29,638

1,694

25,482

204

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