PRO-P2 – Baylor Refund Monitor
Filing Status: Married filing jointly
11-28-2013 TY2012 v1.0-1
Step |
TP Form/ |
TW Form |
Payer/Topic |
Fed 37 |
Fed 74/76 |
NJ 38 |
NJ 56/66 |
4012 |
Notes |
0 |
Intake etc. |
|
Fill in page 4, Section B |
|
|
|
|
p 11 |
To Do: Fill in on paper copy for discussion with Mentor |
1 |
Intake etc. |
|
|
|
|
|
1-7 |
Hint: Use 4012 to find Filing Status Hint: Use context sensitive help to help fill in % address line |
|
2 |
1099-DIV |
The Lone Star Fund |
2,302 |
0 |
0 |
0 |
2-6 |
|
|
3 |
1099-R |
Defense Finance & Accounting SVC |
26,221 |
1,580 |
0 |
0 |
2-17 |
Hint: Look at NJ Special Handling |
|
4 |
1099-R |
Harris Trust |
39,444 |
357 |
0 |
0 |
2-17 |
|
|
5 |
SSA-1099 TP |
Social Security - TP |
46,717 |
(179) |
0 |
0 |
2-19 |
BP: Use Scratch Pad for Part B + Part D |
|
6 |
SSA-1099 SP |
Social Security - SP |
50,083 |
(381) |
0 |
0 |
2-19 |
|
|
7 |
W-2G |
CASINO REALE |
52,303 |
(511) |
0 |
120 |
|
Hint: Need to add W2G (if not in tree) BP: Include corresponding losses |
|
8 |
Note 5 |
Various deductions |
52,303 |
501 |
0 |
120 |
4-2 |
BP: Use Scratch pad to document non Main Home prop tax amount |
|
9 |
Note 6 |
Sales tax on NEW car |
52,303 |
687 |
0 |
120 |
|
|
|
10 |
Note 7 |
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 |
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 |
Still red – resolve |
52,303 |
554 |
0 |
120 |
|
|
|
13 |
Note 9 |
Still red – resolve |
52,303 |
554 |
0 |
120 |
|
|
|
14 |
|
|
52,303 |
554 |
0 |
120 |
|
No errors |
|
15 |
Note 10 |
|
52,303 |
554 |
0 |
120 |
|
Hint: Use NJ Special Handling Q: Why no NJ Taxable Income? |
|
16 |
Note 11 |
Dependents |
52,303 |
554 |
0 |
120 |
|
|
|
17 |
Note 1 |
Gubernatorial Elections Fund |
52,303 |
554 |
0 |
120 |
|
|
|
18 |
Note 10 |
Line 37b |
52,303 |
554 |
0 |
120 |
|
|
|
19 |
Note 12 |
Line 45 – Use Tax |
52,303 |
554 |
0 |
120 |
|
|
|
20 |
Note 7 |
Worksheet F – Property taxes |
52,303 |
554 |
0 |
170 |
|
Hint: Look at NJ Special Handling page 10 |
|
21 |
Note 5 |
Need to fix line 37a |
52,303 |
554 |
0 |
170 |
|
Hint: See NJ Special Handling |
|
22 |
Note 13 |
Still red – resolve |
52,303 |
554 |
0 |
170 |
|
|
|
23 |
|
Still red – resolve |
52,303 |
554 |
0 |
170 |
|
|
|
24 |
|
|
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)