FAM-04 Patterson Refund Monitor
Filing Status: Single
10-26-2013 TY2012 v1.0-2
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Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
|
Main Info & |
1 |
Intake etc. |
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Hint: Don’t forget to enter both telephone numbers Hint: Enter the information found on the top of page 3 of the intake sheet in Prep Use fields 11 & 12. Put your initials in Prep Use field 13. Leave Prep Use field 14 empty and red for QR initials. |
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Documents |
2 |
W-2 |
Franciscan Oaks |
14,678 |
1,332 |
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Hint: The box next to “Check if the employer has been contacted to verify W-2” will be red. Verify that the correct value has been input into box 2. If it is correct, confirm with the taxpayer that the value is correct. Take the red out of the box by left clicking in the box twice and hitting the Ctrl-Space or F3 key. Hint: If the name and address of the employer come up after inputting the employer Identification Number, check that the information is correct and take the red out of the fields (Ctrl-Space or F3 key) |
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3 |
1099-INT |
National City Bank |
16,630 |
990 |
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Hint: Interest Stmt worksheet is under Sch B Hint: Will worry about red Sch B in tree later |
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4 |
SSA-1099 |
Social Security |
16,630 |
2,193 |
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Hint: 1040 Wkt1 is close to top of tree (left side of screen) |
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Notes (Fed only) |
5 |
Note 4 |
Property Tax |
16,630 |
2,457 |
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Hint: Property Tax amount goes in line 6, third box Hint: As a reminder line 10 box 4 of Sch A is red. Since Fred does not have a mortgage, take the red out of that box (Ctrl-Space or F3 key) |
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Remove Red |
6 |
Note 2 |
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16,630 |
2,457 |
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7 |
Note 7 |
|
16,630 |
2,457 |
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Hint: Red stuff is in Part III at bottom of worksheet |
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Run Diagnostics |
8 |
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|
16,630 |
2,457 |
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Errors: None |
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NJ 1040 |
9 |
Note 8 |
|
16,630 |
2,457 |
13,806 |
(139) |
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10 |
Note 3 |
16,630 |
2,457 |
13,806 |
(139) |
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11 |
Note 9 |
|
16,630 |
2,457 |
13,806 |
(139) |
Hint: You need to check the box on line 37b if TP was a homeowner on 10-1 Hint: Use Ctrl-Space or F3 key to remove red from box on line 45 |
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12 |
Note 4 |
Property Tax |
16,630 |
2,457 |
4,228 |
(4) |
Hint: Property Tax goes on Worksheet F |
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Remove Red |
13 |
Intake |
|
16,630 |
2,457 |
4,228 |
(4) |
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Run Diagnostics |
14 |
|
|
16,630 |
2,457 |
4,228 |
(4) |
Errors: None |
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Create efile |
15 |
|
|
16,630 |
2,457 |
4,228 |
(4) |
Errors: None |
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Quality Review |
16 |
|
|
|
16,630 |
2,457 |
4,228 |
(4) |
Ask your coach to do QR |
Values with pink background – changed from previous line
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)
