FAM-06 Barufkin Refund Monitor

Filing Status: Married Filing Jointly

10-12-2013 TY2012 v1.0-2

Process	Step	TP Form/ Note(s)	TW Form	Payee/Name	AGI	Refund	NJ 38	NJ 56/66	Notes
Main Info & Prep Use	1	Intake etc. Note 1 Note 2	Main Info Prep Use						BP: List dependents from youngest to oldest Hint: Use Code “1 – Your Child who Lives with You” for both children Hint: Do NOT check the DC box for either child Hint: Check the EIC box for both children 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	W-2	W-2	United Airlines (TP)	22,810	9,406			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) Hint:  After filling in boxes 1 & 2, 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 boxes 1 & 2. If correct, then take the red out of the box (e.g. by left clicking in the box to select it, left clicking again to remove the check mark, then hitting the Ctrl-Space or F3 key).
	3	W-2	W-2	United Airlines (SP)	35,990	6,024			Hint: To get second W-2 worksheet, hover over existing W-2 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) Hint:  After filling in boxes 1 & 2, 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 boxes 1 & 2. If correct, then take the red out of the box (e.g. by left clicking in the box to select it, left clicking again to remove the check mark, then hitting the Ctrl-Space or F3 key).
Remove Red (Fed only)	4	Note 3	1040 Pg 1		35,990	6,024
	5	Intake Note Note 7 Note 8 Note 9	Sch EIC Wkt		35,990	6,024			BP: Answer questions in order from top to bottom and left to right BP: Answer only those questions that are red and wait for redness to automatically adjust after each answer
Run Diagnostics	6		Diagnostics		35,990	6,024			Errors: None
NJ 1040	7	Note 10	NJ 1040 Pg1		35,990	6,024	30,990	943
	8	Note 5 Note 12	NJ 1040 Pg 2		35,990	6,024	30,990	943
	9	Note 4 Note 11	NJ 1040 Pg3	Rent	35,990	6,024	30,990	993	Hint: Use Ctrl-Space or F3 key to remove red from box on line 44 Hint: Rent goes on Worksheet F
Remove Red	10	Intake	NJ DD Wkt		35,990	6,024	30,990	993
Run Diagnostics	11		Diagnostics		35,990	6,024	30,990	993	Errors: None
Create E-File	12		Diagnostics		35,990	6,024	30,990	993	A second diagnostic is run when creating an efile. Errors: None
Quality Review	13				35,990	6,024	30,990	993	Ask your coach to do QR

Values with pink background – value changed from previous row of 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)

Printed return – click here

Scenario Writeup – click here