TY2010 Fam06 – Barufkin

Filing Status: Married Filing Jointly

09-17-2011 v3-1

 

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 5

Main Info

 

 

 

BP: List dependents from youngest to oldest

Hint: Use Code “1 – Your Child who Lives with You” for both children

Hint: Do NOT check the DC box for either child

Hint: Check the EIC box for both children

Documents

2

W-2

W-2

United Airlines (SP)

13,180

7,638 

 

 

 

 

3

W-2

W-2

United Airlines (TP)

35,990

6,337

 

 

Hint: To get second W-2 worksheet, hover over existing W-2 in tree and click on “+”

Hint: Employer info will fill in automatically after typing in same EIN

Remove Red
(Fed only)

4

Note 3

1040 Pg1

 

35,990

6,337

 

 

 

 

5

Intake

Note 6

Note 7

Note 8

Note 9

Sch EIC Wkt

 

35,990

6,337

 

 

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

6

 

Diagnostics

 

35,990

6,337

 

 

Errors: None

NJ 1040

7

Note 11

NJ 1040 Pg1

 

35,990

6,337

30,990

868

 

 

8

Note 5
Note 12
Note 13

NJ 1040 Pg3

 

35,990

6,337

30,990

868

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

 

9

Note 4

NJ 1040 Pg4

Rent

35,990

6,337

30,990

918

Hint: Rent goes on Worksheet F

Remove Red

10

Note 10

NJ DD Wkt

 

35,990

6,337

30,990

918

 

Run Diagnostics

11

 

Diagnostics

 

35,990

6,337

30,990

918

 Errors: None

Quality Review

12

 

 

 

35,990

6,337

30,990

918

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