PRO-P2 – Baylor Refund Monitor

Filing Status: Married filing jointly

12-10-2012 TY2011 v1.0-3

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 3		Fill in page 4, Section B					p 11	To Do: Fill in on paper copy for discussion with Mentor
1	Intake etc. Note 3	Main Info Prep Use						1-7	Hint: Use 4012 to find Filing Status Hint: Use context sensitive help to help fill in % address line (This return qualifies for MeF)
2	1099-DIV	Dividend Stmt	The Lone Star Fund	2,302	0			2-6
3	1099-R	1099R	Defense Finance & Accounting SVC	26,221	1,580			2-17	Hint: Look at NJ Special Handling
4	1099-R	1099R	Harris Trust	39,444	297			2-17
5	SSA-1099 TP	1040 Wkt1 Scratch Pad	Social Security - TP	46,717	(289)			2-19	BP: Use Scratch Pad for Part B + Part D
6	SSA-1099 SP	1040 Wkt1	Social Security - SP	50,083	(491)			2-19
7	W-2G Note 6	W2G	CASINO REALE	52,303	(621)				Hint: Need to add W2G (if not in tree) BP: Include corresponding losses
8	Note 6	Sch A A Detail	Various deductions	52,303	429			4-2 4-4	BP: Use Scratch pad to document non Main Home prop tax amount
9	Note 7	Sales Tax	Sales tax on NEW car	52,303	639
10	Note 8	Scratch Pad	PTR rebate	52,303	609				Hint: See NJ Special Handling for PTR Rebate procedure Hint: OK to put PTR rebate on same Scratch Pad as prop tax on empty lot
11	Note 5	1040 Pg 1	Still red – resolve	52,303	609				Hint: Lines 10 and 21 are red
12	Note 9	Sch B	Still red – resolve	52,303	609
13		Diagnostics		52,303	609				No errors
14	Note 10	NJ 1040 Pg1		52,303	609	0	120		Hint: Use NJ Special Handling Q: Why no NJ Taxable Income?
15	Note 10 Note 11 Note 12	NJ 1040 Pg 3		52,303	609	0	120
16	Note 8	NJ 1040 Pg 4		52,303	609	0	120		Hint: Look at NJ Special Handling page 10
17	Note 6	NJ 1040 Pg 3 Scratch Pad	Need to fix	52,303	609	0	120		Hint: Need to manually fix line 36a
18	Note 13	NJ DD Wkt	Still red – resolve	52,303	609	0	120		Hint: Does not come up red because cannot e-file NJ return after 10-20-2012 Hint: Still fill in TP choice
19		NJ Ret Wkt	Still red – resolve	52,303	609	0	120
20		Diagnostics		52,303	609	0	120		No errors
21		Create e-file		52,303	609	0	120		Hint: Not available after 10-2012
22				52,303	609	0	120		Ask your 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