TY2010 PRO-P3 – Fleming Refund Monitor
Filing Status: Head of Household
12-08-2011 v2-3a
Step |
TP Form/ |
TW Form |
Payee/Name |
Fed 37 |
Fed 74/76 |
NJ 37 |
NJ 55/65 |
4012 |
Notes |
1 |
Intake etc. |
|
|
|
|
|
1-7 |
Hint: Use 4012 to find Filing Status |
|
2 |
W-2 |
Oakwood World-Herald |
14,598 |
6,438 |
|
|
2-3 |
|
|
3 |
W-2 |
Butler, Inc. |
17,130 |
6,480 |
|
|
2-3 |
BP: Use Type NJSDIPP for
Private Check: Sch A, line 5a
should be |
|
4 |
1099-INT |
Parks National Bank |
17,547 |
6,395 |
|
|
2-5 |
|
|
5 |
1099-R |
Northern Financial Services |
22,547 |
5,093 |
|
|
2-11 |
|
|
6 |
1099-R |
Tri-State Publishers |
27,947 |
3,402 |
|
|
2-11 |
Hint: Code 3 is disability
(Where Hint: Use context sensitive
help |
|
7 |
1099-MISC |
Wright Publishing etc. |
34,695 |
(58) |
|
|
2-8 |
Hint: Link to add 1099-Misc
from |
|
8 |
1099-G |
NJ Department of Labor |
36,040 |
(409) |
|
|
|
|
|
9 |
Note 2 |
Alimony |
38,440 |
(1,297) |
|
|
E-1 |
|
|
10 |
Note 3 |
Global Investment Service |
38,440 |
(1,297) |
|
|
2-5 |
|
|
11 |
Note 9 |
Salem Day Care Center |
38,440 |
(863) |
|
|
5-2 |
|
|
12 |
Note 12 |
No Economic Recovery Pmt |
38,440 |
(863) |
|
|
|
Hint: Sch M may already be |
|
13 |
Note 6 |
Still red – resolve |
38,440 |
(863) |
|
|
|
|
|
14 |
Note 7 |
Still red – resolve |
38,440 |
(863) |
|
|
|
|
|
15 |
|
Still red – resolve |
38,440 |
(863) |
|
|
6-5 |
Hint: Answer questions in
order |
|
16 |
|
Diagnostics |
|
38,440 |
(863) |
|
|
|
No Errors |
17 |
Note 13 |
|
38,440 |
(863) |
23,708 |
527 |
|
Hint: Use NJ Special Handling |
|
18 |
Note 5 |
|
38,440 |
(863) |
23,708 |
527 |
|
|
|
19 |
Note 13 |
|
38,440 |
(863) |
23,708 |
577 |
|
|
|
20 |
Note 7 |
|
38,440 |
(863) |
23,708 |
577 |
|
|
|
21 |
Note 4 |
|
38,440 |
(863) |
23,708 |
577 |
|
Hint: ok if worksheet left
red |
|
22 |
|
Add Private Plan DI amount |
38,440 |
(863) |
23,708 |
577 |
|
BP: Use Scratch Pad to add
back |
|
23 |
|
Diagnostics |
|
38,440 |
(863) |
23,708 |
577 |
|
No errors |
24 |
Note 11 |
Educ Credit vs Sch C |
38,974 |
(1,028) |
24,283 |
543 |
|
Hint: Fed amount owed may
show |
|
25 |
|
Diagnostics |
|
38,440 |
(863) |
23,708 |
577 |
|
No errors BP: Make sure everything still ok |
26 |
|
|
|
38,440 |
(863) |
23,708 |
577 |
|
Ask your mentor for Quality Review |
Values with pink background – changed from previous
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