TY2010 PRO-P2 – Baylor Refund Monitor

Filing Status: Married filing jointly

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 2 Note 3	Main Info						1-7	Hint: Use 4012 to find Filing Status Hint: Use context sensitive help to  help fill in % address line?
2	1099-DIV	Dividend Stmt	The Lone Star Fund	2,302	0			2-6
3	1099-R	1099R	Defense Finance & Accounting SVC	26,221	1,580			2-11	Hint: Look at NJ Special Handling
4	1099-R	1099R	Harris Trust	39,444	1,252			2-11
5	SSA-1099 TP	1040 Wkt1 Scratch Pad	Social Security - TP	46,717	631			2-13	BP: Use Scratch Pad for  Part B + Part D
6	SSA-1099 SP	1040 Wkt1	Social Security - SP	48,400	684			2-13
7	W-2G Note 4	W2G	CASINO REALE	50,620	546				Hint: Need to add W2G (if not in tree) BP: Include corresponding losses
8	Note 9	Sch A Pg 1 A Detail	Various deductions	50,620	1,079			4-2 4-4
9	Note 10	Sales Tax	Sales tax on NEW car	50,620	1,289				Hint: Purchase was after 1-1-2010
10	Note 11	Scratch Pad	PTR rebate	50,620	1,259				Hint: See NJ Special Handling
11	Note 8	1040 Pg 1	Still red – resolve	50,620	1,259				Hint: Lines 10 and 21
12	Note 12	Sch B	Still red – resolve	50,620	1,259
13		Diagnostics		50,620	1,259				No errors
14	Note 13	NJ 1040 Pg1		50,620	1,259	0	120		Hint: Use NJ Special Handling Q: Why no NJ Taxable Income?
15	Note 14 Note 15	NJ 1040 Pg 3		50,620	1,259	0	120
16	Note 11	NJ 1040 Pg 4		50,620	1,259	0	170
17	Note 5	NJ DD Wkt	Still red – resolve	50,620	1,259	0	170
18		NJ Ret Wkt	Still red – resolve	50,620	1,259	0	170
19		Diagnostics		50,620	1,259	0	170		No errors
20				50,620	1,259	0	170		Ask your mentor for Quality Review

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