TY2010 Fam07 – Jackson
Filing Status: Head of Household
09-18-2011 v4-1
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
Main Info |
1 |
Intake etc. |
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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 |
Ana’s Closet |
12,821 |
5,125 |
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3 |
1099-G |
NJ Dept of Labor |
19,196 |
4,979 |
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Hint: 1099G Wkt is already in tree (close under W-2) BP: Round --.50 up |
|
Notes |
4 |
Note 3 |
Student loan interest |
18,518 |
5,150 |
|
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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) |
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Remove Red |
5 |
Note 4 |
|
18,518 |
5,150 |
|
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|
|
|
6 |
Intake Note 6 |
|
18,518 |
5,150 |
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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 |
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Run Diagnostics |
7 |
|
|
18,518 |
5,150 |
|
|
Errors: None |
|
NJ 1040 |
8 |
Note 8 |
|
18,518 |
5,150 |
10,321 |
694 |
|
|
|
9 |
Note 5 |
|
18,518 |
5,150 |
10,321 |
694 |
Hint: Use ctrl-Space to remove red from box on line 44 |
|
Remove Red |
10 |
Note 7 |
|
18,518 |
5,150 |
10,321 |
694 |
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 |
|
|
18,518 |
5,150 |
10,321 |
694 |
Errors: None |
|
Quality Review |
12 |
|
|
|
18,518 |
5,150 |
10,321 |
694 |
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