PRO-P2 – Baylor Refund Monitor

Filing Status: Married filing jointly

11-28-2013 TY2012 v1.0-1

Step	TP Form/ Note(s)	TW Form	Payer/Topic	Fed 37 AGI	Fed 74/76 Refund	NJ 38 Taxable	NJ 56/66 Refund	4012 page 2012	Notes
0	Intake etc. Note 2		Fill in page 4, Section B					p 11	To Do: Fill in on paper copy for discussion with Mentor
1	Intake etc. Note 2	Main Info Prep Use						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	0	0	2-6
3	1099-R	1099R	Defense Finance & Accounting SVC	26,221	1,580	0	0	2-17	Hint: Look at NJ Special Handling
4	1099-R	1099R	Harris Trust	39,444	357	0	0	2-17
5	SSA-1099 TP	1040 Wkt1 Scratch Pad	Social Security - TP	46,717	(179)	0	0	2-19	BP: Use Scratch Pad for Part B + Part D
6	SSA-1099 SP	1040 Wkt1	Social Security - SP	50,083	(381)	0	0	2-19
7	W-2G Note 5	W2G	CASINO REALE	52,303	(511)	0	120		Hint: Need to add W2G (if not in tree) BP: Include corresponding losses
8	Note 5	Sch A A Detail Scratch Pad	Various deductions	52,303	501	0	120	4-2 4-4	BP: Use Scratch pad to document non Main Home prop tax amount
9	Note 6	Sales Tax	Sales tax on NEW car	52,303	687	0	120
10	Note 7	Scratch Pad	PTR rebate	52,303	667	0	120		Hint: See NJ Property Tax Recoveries Flowchart in NJ Special Handling for PTR Rebate procedure Hint: OK to put PTR rebate on same Scratch Pad as prop tax on empty lot
11	Note 8	Sch A Scratch Pad	Homestead Benefit	52,303	554	0	120		Hint: See NJ Property Tax Recoveries Flowchart in NJ Special Handling for Homestead Benefit procedure Hint: OK to put PTR rebate on same Scratch Pad as prop tax on empty lot and PTR
12	Note 3 Note 4	1040 Pg 1	Still red – resolve	52,303	554	0	120
13	Note 9	Sch B	Still red – resolve	52,303	554	0	120
14		Diagnostics		52,303	554	0	120		No errors
15	Note 10	NJ 1040 Pg1		52,303	554	0	120		Hint: Use NJ Special Handling Q: Why no NJ Taxable Income?
16	Note 11	NJ 1040 Pg 2	Dependents	52,303	554	0	120
17	Note 1	NJ 1040 Pg 2	Gubernatorial Elections Fund	52,303	554	0	120
18	Note 10	NJ 1040 Pg 3	Line 37b	52,303	554	0	120
19	Note 12	NJ 1040 Pg 3	Line 45 – Use Tax	52,303	554	0	120
20	Note 7 Note 10	NJ 1040 Pg 3	Worksheet F – Property taxes	52,303	554	0	170		Hint: Look at NJ Special Handling page 10
21	Note 5 Note 7	NJ 1040 Pg 2 Scratch Pad	Need to fix line 37a	52,303	554	0	170		Hint: See NJ Special Handling
22	Note 13	NJ DD Wkt	Still red – resolve	52,303	554	0	170
23		NJ Ret Wkt	Still red – resolve	52,303	554	0	170
24		Diagnostics		52,303	554	0	170		No errors
25			Create e-file	52,303	554	0	170
26				52,303	554	0	170		Ask your mentor for Quality Review

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