FAM-07 Jackson Refund Monitor

Filing Status: Head of Household

10-11-2013 TY2012 v1.0-1

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	Main Info Prep Use						Hint: When you select Head of Household as filing status the box by “… enter child’s name” turns red – do NOT fill it in –  Elizabeth will be listed as a dependent later and the red will go away Hint: Use Code “1 – Your Child who Lives with You” for Elizabeth Hint: Do NOT check the DC box for Elizabeth Hint: Do Check the EIC box for Elizabeth 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	Ana’s Closet	12,821	4,844			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: IRA rules do NOT allow punctuation (e.g. ‘ – apostrophe) in address fields – just type in without including punctuation.
	3	1099-G	1099G Wkt	NJ Dept of Labor	19,196	4,860			Hint: 1099G Wkt is already in tree (close under W-2) BP: Round --.50 up
Notes	4	Note 3	1040 Wkt2	Student loan interest	18,518	5,031			Hint: You will need to manually add the 1040 Wkt2 worksheet to the tree, either: a) Use the Add button above the tree; or b) Link from 1040, line 33 (see Walk Through for details)
Remove Red (Fed only)	5	Note 4	1040 Pg 1		18,518	5,031
	6	Intake Note 6	Sch EIC Wkt		18,518	5,031			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	7		Diagnostics		18,518	5,031			Errors: None
NJ 1040	8	Note 7	NJ 1040 Pg1		18,518	5,031	10,321	738
	9	Note 5 Note 9	NJ 1040 Pg 2		18,518	5,031	10,321	738
	10	Note 8	NJ 1040 Pg 3			5,031	10,321	738	Hint: Use Ctrl-Space or F3 key to remove red from box on line 45
Remove Red	11	Intake Check	Main Info 1040 Pg 2 NJ DD Wkt		18,518	5,031	10,321	738	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 CTR-E to find any red items left on the NJ DD Wkt.  PNC is not a foreign bank.
Run Diagnostics	12		Diagnostics		18,518	5,031	10,321	738	Errors: None
Create E-File	13		Diagnostics		18,518	5,031	10,321	738	A second diagnostic is run when creating an efile. Errors: None
Quality Review	14				18,518	5,031	10,321	738	Ask your coach to do QR

Values with pink background – value changed from previous line 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)

Printed return – click here

Scenario Writeup – click here