FAM-05 McCook Refund Monitor
Filing Status: Married Filing Jointly
10-26-2013 TY2012 v1.0-3
|
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
|
Main Info & |
1 |
Intake etc. |
|
|
|
|
|
Hint: Do not enter spouse last name if same as primary TP Hint: Presidential Election Campaign boxes are right before Filing Status and Exemptions 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. |
|
|
Documents |
2 |
SSA-1099 |
Social Security (TP) |
0 |
1,277 |
|
|
Hint 1040 Wkt1 is close to top of tree Hint: Round amounts ending in --.50 up |
|
|
|
3 |
SSA-1099 |
Social Security (SP) |
0 |
2,297 |
|
|
|
|
|
|
4 |
1099-DIV |
Oppenheimer Fund |
600 |
2,347 |
|
|
Hint: Dividend Stmt worksheet is under Sch B in tree |
|
|
|
5 |
1099-R |
Ameritech Pension Trust |
13,823 |
3,670 |
|
|
Hint: 1099R worksheet is about half-way down the tree 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) |
|
|
|
6 |
1099-R |
Phoenix Investment Partners |
28,851 |
4,247 |
|
|
Hint: To get second 1099R worksheet, hover mouse over existing 1099R in tree and click on “+” 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) |
|
|
Remove Red |
7 |
Note 2 |
|
28,851 |
4,247 |
|
|
|
|
|
Run Diagnostics |
8 |
|
|
28,851 |
4,247 |
|
|
Errors: None |
|
|
NJ 1040 |
9 |
Note 5 |
|
28,851 |
4,247 |
0 |
0 |
|
|
|
|
10 |
Note 3 |
|
28,851 |
4,247 |
0 |
0 |
||
|
|
11 |
Note 4 |
Rent |
28,851 |
4,247 |
0 |
50 |
Hint: Use ctrl-Space or Ctrl-Space or F3 key to remove red from box on line 45 Hint: Rent goes on Worksheet F |
|
|
Remove Red |
12 |
Intake |
|
28,851 |
4,247 |
0 |
50 |
Hint: Input federal DD info first, then can just click “Check here if you had a federal refund…” on NJ DD Wkt Hint: Must type RTN and Acct #s on both Main Info and 1040 Pg2 Hint: Use Ctrl-E to find any red items left on the NJ DD Wkt. PNC is not a foreign bank. |
|
|
|
13 |
Note 7 |
Ameritch Pension Fund |
28,851 |
4,247 |
0 |
50 |
Hint: Enter “1” in red box for “Enter the copy number of the IRA…” Hint: Use Ctrl-Space or F3 key to remove red from Part I line 1 line 4a and from Part II line 2 |
|
|
Run Diagnostics |
14 |
|
|
28,851 |
4,247 |
0 |
50 |
Errors: None |
|
|
Create E-File |
15 |
|
|
28,851 |
4,247 |
0 |
50 |
A second diagnostic is run when creating an efile. Errors: None |
|
|
Quality Review |
16 |
|
|
|
28,851 |
4,247 |
0 |
50 |
Ask your coach to do QR |
Values with pink background – value changed from previous row in Refund Monitor
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)
