TY2010 Fam04 – Patterson

Filing Status: Single

10-08-2011 v2a-1

 

Process

Step

TP Form/
Note(s)

TW Form

Payee/Name

AGI

Refund

NJ
37

NJ
55/65

Notes

Main Info

1

Intake etc.
Note 1
Note 3

Main Info

 

 

 

 

 

Hint: Don’t forget to enter other telephone

Documents

2

W-2

W-2

Franciscan Oaks

14,678

1,687

 

 

 

 

3

1099-INT

Interest Stmt

National City Bank

16,630

1,345

 

 

Hint: Interest Stmt worksheet is under Sch B

Hint: Will worry about red Sch B in tree later

 

4

SSA-1099

1040 Wkt1

Social Security

16,630

2,548

 

 

Hint: 1040 Wkt1 is close to top of tree

Notes (Fed only)

5

Note 4

Sch A Pg1

Property Tax

16,630

2,840

 

 

Hint: Property Tax amount goes in line6, third box

Remove Red
(Fed only)

6

Note 2

1040 Pg1

 

16,630

2,840

 

 

 

 

7

Note 7

Sch B

 

16,630

2,840

 

 

Hint: Red stuff is in Part III at bottom of worksheet

Run Diagnostics

8

 

Diagnostics

 

16,630

2,840

 

 

Errors: None

NJ 1040

9

Note 8

NJ 1040 Pg1

 

16,630

2,840

13,806

(139)

 

 

10

Note 3
Note 4
Note 9

NJ 1040 Pg3

 

16,630

2,840

13,806

(139)

Hint: You need to check the box on line 36b if TP was a homeowner on 10-1

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

 

11

Note 4

NJ 1040 Pg4

Property Tax

16,630

2,840

4,228

(4)

Hint: Property Tax goes on Worksheet F

Remove Red

12

Note 11

NJ DD Wkt

 

16,630

2,840

4,228

(4)

 

Run Diagnostics

13

 

Diagnostics

 

16,630

2,840

4,228

(4)

Errors: None

Quality Review

14

 

 

 

16,630

2,840

4,228

(4)

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