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