FAM-07 Jackson Refund Monitor

Filing Status: Head of Household

09-28-2012 TY2011 v1.0-1

Process	Step	TP Form/ Note(s)	TW Form	Payee/Name	AGI	Refund	NJ 37	NJ 55/65	Notes
Main Info & Prep Use	1	Intake etc. Note 1 Note 5	Main Info Prep Use						Hint: When you select Head of Household as filing status the box by “… enter child’s name” turns red – do NOT fill it in –  Elizabeth will be listed as a dependent later and the red will go away Hint: Use Code “1 – Your Child who Lives with You” for Elizabeth Hint: Do NOT check the DC box for Elizabeth Hint: Do Check the EIC box for Elizabeth
Documents	2	W-2	W-2	Ana’s Closet	12,821	4,769
	3	1099-G	1099G Wkt	NJ Dept of Labor	19,196	4,682			Hint: 1099G Wkt is already in tree (close under W-2) BP: Round --.50 up
Notes	4	Note 3	1040 Wkt2	Student loan interest	18,518	4,853			Hint: You will need to manually add the 1040 Wkt2 worksheet to the tree, either: a) Use the Add button above the tree; or b) Link from 1040, line 33 (see Walk Through for details)
Remove Red (Fed only)	5	Note 4	1040 Pg1		18,518	4,853
	6	Intake Note 6	Sch EIC Wkt		18,518	4,853			BP: Answer questions in order from top to bottom and left to right BP: Answer only those questions that are red and wait for redness to automatically adjust after each answer
Run Diagnostics	7		Diagnostics		18,518	4,853			Errors: None
NJ 1040	8	Note 7	NJ 1040 Pg1		18,518	4,853	10,321	710
	9	Note 5 Note 8 Note 9	NJ 1040 Pg3		18,518	4,853	10,321	710	Hint: Use ctrl-Space to remove red from box on line 44
Remove Red	10	Intake Check	Main Info 1040 Pg2 NJ DD Wkt		18,518	4,853	10,321	710	Hint: Input federal DD info first, then can just click “Check here if you had a federal refund…” on NJ DD Wkt Hint: Must type RTN and Acct #s on both Main Info and 1040 Pg2
Run Diagnostics	11		Diagnostics		18,518	4,853	10,321	710	Errors: None
Create E-File	12		Diagnostics		18,518	4,853	10,321	710	A second diagnostic is run when creating an efile. Errors: None
Quality Review	13				18,518	4,853	10,321	710	Ask your coach to do QR

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