PRO-P4 Sterling Refund Monitor
Filing Status: Married filing jointly
12-16-2013 TY2012 v1.0-3
Step |
TP Form/ |
TW Form |
Payer/Name |
Fed 37 |
Fed 74/76 |
NJ |
NJ 56/66 |
4012 |
Notes |
0 |
Intake etc. |
|
Fill in page 4, Section B |
|
|
|
|
P 13 |
To Do: Fill in on paper copy for discussion with Mentor |
1 |
Intake etc. |
|
|
|
|
|
B-1 |
Hint: Use 4012 to find Filing Status |
|
2 |
1099-INT |
Chapman Federal S & L |
630 |
0 |
0 |
0 |
2-5 |
Hint: NJ-1040 Line 15a should be 125 Hint: NJ-1040 Line 15b should be 505 |
|
3 |
1099-INT |
New City Bank |
2,495 |
0 |
0 |
0 |
2-5 |
Hint: NJ-1040 Line 15a should be 2,192 Hint: NJ-1040 Line 15b should be 505 |
|
4 |
1099-DIV |
Bridgeport Fund |
2,727 |
0 |
0 |
0 |
2-6 |
Hint: Add Form 1116 if not already in tree |
|
5 |
1099-R |
Averell Pension Fund |
21,125 |
1,715 |
0 |
0 |
2-17 |
Hint: Use Simplified Method to calculate taxable portion |
|
6 |
1099-R |
Scripps Investment Partners |
32,918 |
2,194 |
7,115 |
0 |
2-17 |
|
|
7 |
SSA-1099 |
Social Security SP |
35,683 |
1,914 |
5,172 |
0 |
2-19 |
BP: Use Scratch Pad for Medicare |
|
8 |
SSA-1099 |
Social Security TP |
40,207 |
2,014 |
2,977 |
0 |
2-19 |
BP: Use Scratch Pad for Medicare |
|
9 |
Note 4 |
Chapman stock sale |
62,016 |
656 |
15,002 |
(210) |
2-11 |
Hint: See 4012 Addendum for update on Capital Gains handling |
|
10 |
Note 5 |
Capital Loss carryover |
35,073 |
2,519 |
15,002 |
(210) |
|
|
|
11 |
K-1 |
Interest Stmt |
Frackem & Howe |
37,846 |
2,244 |
17,053 |
(239) |
|
Hint: See NJ Special Handling Hint: Add Sch E Pg 1 if not already in tree |
12 |
Note 7 |
Prior Year NJ tax payments |
37,846 |
2,244 |
17,053 |
(239) |
|
Hint: See NJ Special Handling BP: Use Scratch Pad for multiple payments Hint: Sch A Line 5a should be 245 |
|
13 |
Note 8 |
NJ Estimated payments |
37,846 |
2,244 |
17,053 |
(29) |
|
Hint: See NJ Special Handling Hint: Sch A Line 5a should be 495 |
|
14 |
Note 9 |
TY2013 Estimated payments |
37,846 |
2,244 |
17,053 |
(29) |
|
Hint: Probably need to add NJ ES Wkt to tree |
|
15 |
Note 7 |
Still red resolve |
37,846 |
2,244 |
17,053 |
(29) |
|
|
|
16 |
Note 12 |
Still red resolve |
37,846 |
2,244 |
17,053 |
(29) |
|
|
|
17 |
Note 2 |
|
37,846 |
2,244 |
17,053 |
(29) |
|
Hint: Fill in Sch EIC if you checked EIC box on Main Info for Samantha |
|
18 |
|
|
37,846 |
2,244 |
17,053 |
(29) |
|
No errors ready to add direct deposit info for federal refund |
|
19 |
Note 14 |
Direct deposit of refund |
37,846 |
2,244 |
17,053 |
(29) |
|
|
|
20 |
|
|
37,846 |
2,244 |
17,053 |
(29) |
|
No errors ready to do NJ return |
|
21 |
Note 11 |
Municipality Code |
37,846 |
2,244 |
17,053 |
(29) |
|
Hint: See NJ Special Handling |
|
22 |
Note 10 |
Gubernatorial Election |
37,846 |
2,244 |
17,053 |
(29) |
|
|
|
23 |
Note 13 |
Line 45 Use Tax |
37,846 |
2,244 |
17,053 |
(73) |
|
Hint: NJ Use tax chart is in NJ-1040 Instructions, page 36 |
|
24 |
Note 11 |
Worksheet F Line 1 |
37,846 |
2,244 |
17,053 |
(23) |
|
BP: Use Scratch Pad to show total rent calculation |
|
25 |
Note 14 |
Still red resolve |
37,846 |
2,244 |
17,053 |
(23) |
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Hint: Only acceptable date for withdrawal is todays date |
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26 |
|
|
37,846 |
2,244 |
17,053 |
(23) |
|
No errors ready to create e-file |
|
27 |
|
Create e-file |
|
37,846 |
2,244 |
17,053 |
(23) |
|
|
28 |
|
|
|
37,846 |
2,244 |
17,053 |
(23) |
|
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)