TY2010 PRO-P3 – Fleming Refund Monitor

Filing Status: Head of Household

12-08-2011 v2-3a

 

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 5
Note 8
Note 9

Main Info

 

 

 

 

 

1-7

Hint: Use 4012 to find Filing Status

2

W-2

W2

Oakwood World-Herald

14,598

6,438

 

 

2-3

 

3

W-2

W2

Butler, Inc.

17,130

6,480

 

 

2-3

BP: Use Type NJSDIPP for Private
 Plan disability

Check: Sch A, line 5a should be
 $1,010 – if not, figure out why…

4

1099-INT

Interest Stmt

Parks National Bank

17,547

6,395

 

 

2-5

 

5

1099-R
Note 4

1099R

Northern Financial Services

22,547

5,093

 

 

2-11

 

6

1099-R

1099R

Tri-State Publishers

27,947

3,402

 

 

2-11

Hint: Code 3 is disability (Where
 would you look to find this out?

Hint: Use context sensitive help
 on “Check if disability…” box

7

1099-MISC
Note 1

Sch C Pg 1
Sch C Pg 2
1099 MISC

Wright Publishing etc.

34,695

(58)

 

 

2-8

Hint: Link to add 1099-Misc from
 line 1 of Sch C

8

1099-G

1099G Wkt

NJ Department of Labor

36,040

(409)

 

 

 

 

9

Note 2

1040 Pg 1

Alimony

38,440

(1,297)

 

 

E-1

 

10

Note 3

Interest Stmt

Global Investment Service

38,440

(1,297)

 

 

2-5

 

11

Note 9

2441 Pg 1

Salem Day Care Center

38,440

(863)

 

 

5-2

 

12

Note 12

Sch M

No Economic Recovery Pmt

38,440

(863)

 

 

 

Hint: Sch M may already be
 filled in from template

13

Note 6

1040 Pg 1

Still red – resolve

38,440

(863)

 

 

 

 

14

Note 7

1040 Pg 2

Still red – resolve

38,440

(863)

 

 

 

 

15

 

Sch EIC Wkt

Still red – resolve

38,440

(863)

 

 

6-5

Hint: Answer questions in order
 and only if red

16

 

Diagnostics

 

38,440

(863)

 

 

 

No Errors

17

Note 13

NJ 1040 Pg1

 

38,440

(863)

23,708

527

 

Hint: Use NJ Special Handling

18

Note 5
Note 14
Note 15

NJ 1040 Pg 3

 

38,440

(863)

23,708

527

 

 

19

Note 13

NJ 1040 Pg 4

 

38,440

(863)

23,708

577

 

 

20

Note 7

NJ DD Wkt

 

38,440

(863)

23,708

577

 

 

21

Note 4

NJ IRA Wkt

 

38,440

(863)

23,708

577

 

Hint: ok if worksheet left red
 (after filling in Copy # box)

22

 

NJ 2450 TP

Scratch Pad

Add Private Plan DI amount

38,440

(863)

23,708

577

 

BP: Use Scratch Pad to add back
 Private Plan amounts

23

 

Diagnostics

 

38,440

(863)

23,708

577

 

No errors

24

Note 11

8863

Educ Credit vs Sch C

38,974

(1,028)

24,283

543

 

Hint: Fed amount owed may show
 as 1,045 if includes $17 penalty

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

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