TY2010 Fam05 – McCook
Filing Status: Married Filing Jointly
09-17-2011 v3-1
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
Main Info |
1 |
Intake etc. |
|
|
|
|
|
Hint: Do not enter spouse last name if same as primary TP Hint: Presidential Election Campaign boxes are right before Filing Status and Exemptions |
|
Documents |
2 |
1099-DIV |
Oppenheimer Fund |
600 |
50 |
|
|
Hint: Dividend Stmt worksheet is under Sch B in tree |
|
|
3 |
1099-R |
Phoenix Investment Partners |
12,850 |
1,275 |
|
|
Hint: 1099R worksheet is about half-way down the tree |
|
|
4 |
1099-R |
Ameritech Pension Fund |
26,073 |
2,140 |
|
|
Hint: To get second 1099R worksheet, hover over existing 1099R in tree and click on “+” |
|
|
5 |
SSA-1099 |
Social Security (TP) |
26,301 |
3,392 |
|
|
Hint 1040 Wkt1 is close to top of tree Hint: Round --.50 up |
|
|
6 |
SSA-1099 |
Social Security (SP) |
28,851 |
4,157 |
|
|
|
|
Remove Red |
7 |
Note 2 |
|
28,851 |
4,157 |
|
|
|
|
Run Diagnostics |
8 |
|
|
28,851 |
4,157 |
|
|
Errors: None |
|
NJ 1040 |
9 |
Note 8 |
|
28,851 |
4,157 |
0 |
0 |
|
|
|
10 |
Note 3 |
|
28,851 |
4,157 |
0 |
0 |
Hint: Use ctrl-Space to remove red from box on line 44 |
|
|
11 |
Note 5 |
Rent |
28,851 |
4,157 |
0 |
50 |
Hint: Rent goes on Worksheet F |
|
Remove Red |
12 |
Note 6 |
|
28,851 |
4,157 |
0 |
50 |
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 |
|
|
13 |
Note 10 |
Ameritch Pension Fund |
28,851 |
4,157 |
0 |
50 |
Hint: Enter “1” in red box for “Enter the copy number of the IRA…” Hint: Use ctrl-Space to remove red from Part I line 4a and Part II line 2 |
|
Run Diagnostics |
14 |
|
|
28,851 |
4,157 |
0 |
50 |
Errors: None |
|
Quality Review |
15 |
|
|
|
28,851 |
4,157 |
0 |
50 |
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)
Printable version of this page – click here