PRO-P1 – Moore Refund Monitor

Filing Status: Qualifying Widow(er)

12-02-2012 TY2011 v1.0-1

Step	TP Form/ Note(s)	TW Form	Payer/Topic	Fed 37 AGI	Fed 74/76 Refund	NJ 37 Taxable	NJ 55/65 Refund	4012 page	Notes
0	Intake etc. Note 2		Fill in page 4, Section B (if required)					p 11	To Do: Fill in on paper copy for discussion with Mentor (if required)
1	Intake etc. Note 1 Note 2 Note 7	Main Info Prep Use						B-1 C-4 1-8	Hint: Use 4012 to find Filing Status Hint: Check EIC box for all dependents  who might qualify for EIC’ Q: Did you put anything on % address line?
2	W-2	W2	HAWTHORN GENERAL HOSPITAL	35,965	5,075			2-3	Hint: Fill in box 12 before override 3, 4, 5, 6 Hint: Double check box 6
3	1099-INT	Interest Stmt	A. BEAN BANK & TRUST	36,254	4,981			2-5
4	W-2G Note 6	W2G	HESSER CASINO	37,754	4,515				Hint: Need to add W2G (if not in tree) BP: Include corresponding losses
5	1098-T		UNIVERSITY OF COLUMBUS	37,754	4,515				BP: Save until last so can do comparison of various education options with all other amounts included
6	1099-G	1099G Wkt	NJ Department of Labor	39,508	4,070
7	CSA-1099R	1099R	OFFICE OF PERSONNEL MANAGEMENT	56,078	3,729			2-17 2-19	Hint: See Special handling of CSA on page  2-19 of p4012
8	Note 4	1040 Wkt2	Student Loan Interest	55,692	3,789			E-5	Hint: May need to add 1040 Wkt2
9	Note 5	Interest Stmt	York Municipal Bonds	55,692	3,789			2-5
10	Note 9	1040 Pg 1	Still red – resolve	55,692	3,789
11		Sch EIC	Still red – resolve	55,692	3,789				Hint: Answer questions in order and only if red
12		Sch EIC Wkt	Still red – resolve	55,692	3,789				Hint: Answer questions in order and only if red
13		Diagnostics		55,692	3,789				No errors – ready to do education comparison
14x		1040 Wkt2	Test education as AGI deduction	51,692	4,389				Testing only
14x		8863 Pg1	Test education as Lifetime Learning credit	55,692	4,522				Testing only
15	1098-T Note 7	8863 Pg 1 Scratch Pad	UNIVERSITY OF COLUMBUS	55,692	6,289			G-3 5-4 13-1	Hint: May need to add 8863 BP: Use Scratch Pad to document calculation from 1098-T
16		Diagnostics		55,692	6,289				No errors
17	Note 11	NJ 1040 Pg1		55,692	6,289	47,324	(33)		Hint: Follow NJ Special Handling  line-by-line for NJ-1040 Hint: See Preparer page for link to  NJ Municipality Codes
18	Note 8 Note 10 Note 12	NJ 1040 Pg3 NJ Dep Wkt		55,692	6,289	47,324	(33)
19	Note 11	NJ 1040 Pg4		55,692	6,289	47,324	17		Hint: 2011 NJ return cannot be e-filed after 10-20-2012 – “Do you want to electronically file this return?” should be set to “No”
20	Note 13	NJ DD Wkt	Still red – resolve	55,692	6,289	47,324	17		Hint Does not come up red because cannot e-file NJ return after 10-2012 Hint: Still fill in TP choice
21		Diagnostics		55,692	6,289	47,324	17		No errors
22		Create e-file		55,692	6,289	47,324	17		Hint: Not available after 10-2012
23				55,692	6,289	47,324	17		Ask Mentor for Quality Review

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)

Printed return – click here

Scenario Writeup – click here

Printable version of this page – click here