TY2010 PRO-P1 – Moore Refund Monitor

Filing Status: Qualifying Widow(er)

11-16-2011 v2-1

Step	TP Form/ Note(s)	TW Form	Payee/Name	Fed 37 AGI	Fed 74/76 Refund	NJ 37 Taxable	NJ 55/65 Refund	4012 page	Notes
1	Intake etc. Note 1 Note 2 Note 8	Main Info						1-7	Hint: Use 4012 to find Filing Status Hint: Check EIC box for all dependents  who might qualify for EIC’ Q: Did you put anything on % address line?
2	W-2	W2	HAWTHORN GENERAL HOSPITAL	12,651	9,256			2-3
3	1099-INT	Interest Stmt	A. BEAN BANK & TRUST	12,986	9,256			2-5	Q: Why doesn’t Refund change?
4	W-2G Note 6	W2G	HESSER CASINO	13,861	9,256				Hint: Need to add W2G (if not in tree) BP: Include corresponding losses
5	1098-T		UNIVERSITY OF COLUMBUS	13,861	9,256				BP: Save until last so can do comparison of  Am Opp vs Lifetime with all other amounts  included
6	1099-G	1099G Wkt	NJ Department of Labor	16,596	9,306
7	CSA-1099R	1099R	OFFICE OF PERSONNEL MANAGEMENT	31,346	6,866			2-11 2-13	Hint: See Special handling of CSA on page  2-13 of p4012
8	Note 4	1040 Wkt2	Student Loan Interest	30,907	6,991				Hint: May need to add 1040 Wkt2
9	Note 5	Interest Stmt	York Municipal Bonds	30,907	6,991			2-5
10	Note 11	1040 Pg 1	Still red – resolve	30,907	6,991
11		Sch EIC	Still red – resolve	30,907	7,620				Hint: Answer questions in order and only if red
12		Sch EIC Wkt	Still red – resolve	30,907	7,620				Hint: Answer questions in order and only if red
13	Note 10	Sch M	If still red – resolve	30,907	7,620				Hint: Only do if Sch M is red
14		Diagnostics		30,907	7,620				No errors – ready to do education comparison
15	1098-T Note 7	8863 Pg 1 Scratch Pad	UNIVERSITY OF COLUMBUS	30,907	9,113			5-3	Hint: May need to add 8863 BP: Use Scratch Pad to document  calculation from 1098-T
16		Diagnostics		30,907	9,113				No errors
17	Note 13	NJ 1040 Pg1		30,907	9,113	22,236	849		Hint: Follow NJ Special Handling  line-by-line for NJ-1040 Hint: See Preparer page for link to  NJ Municipality Codes
18	Note 8 Note 12 Note 14	NJ 1040 Pg 3 NJ Dep Wkt		30,907	9,113	22,236	849
19	Note 13	NJ 1040 Pg 4		30,907	9,113	22,236	899
20	Note 9	NJ DD Wkt	Still red – resolve	30,907	9,113	22,236	899
21		Diagnostics		30,907	9,113	22,236	899		No errors
22				30,907	9,113	22,236	899		Ask Mentor for Quality Review

Values with pink background – changed from previous

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