FAM-08 Rosemont Refund Monitor
Filing Status: Married Filing Separately
10-11-2013 TY2012 v1.0-1
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Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
Fed |
Fed |
NJ |
NJ |
Notes |
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Main Info & |
1 |
Intake etc. |
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Hint: Information about the husband must be supplied in the Filing Status section see Notes 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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2 |
Note 5 |
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BP: When filing status is MFS, the checkbox associated with 1040 line 39b should be handled as part of filling out the Main Info form Hint: use Ctrl-Space or F3 key to remove the red from the 1040 line 39b checkbox (checkbox should not be checked only remove red) |
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Documents |
3 |
W-2 |
Hair Do Salon |
26,482 |
1,898 |
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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: Entering social security tips in box 7 will automatically adjust box 3 amount 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). |
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4 |
1099-G |
NJ Dept of Labor |
29,638 |
1,742 |
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Hint: 1099G Wkt is already in tree (close under the W-2) |
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Remove Red |
5 |
Note 3 |
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29,638 |
1,742 |
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Run Diagnostics |
6 |
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29,638 |
1,742 |
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Errors: None |
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NJ 1040 |
7 |
Note 8 |
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29,638 |
1,742 |
25,482 |
154 |
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8 |
Note 7 |
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29,638 |
1,742 |
25,482 |
154 |
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9 |
Note 6 |
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29,638 |
1,742 |
25,482 |
204 |
Hint: Use Ctrl-Space or F3 key to remove red from box on line 45 Hint: 875*12=10,500 Hint: Rent goes in Worksheet F section |
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Remove Red |
10 |
Intake |
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29,638 |
1,742 |
25,482 |
204 |
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Run Diagnostics |
11 |
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29,638 |
1,742 |
25,482 |
204 |
Errors: None |
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Create E-File |
12 |
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29,638 |
1,742 |
25,482 |
204 |
A second diagnostic is run when creating an e-file Errors: None |
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Quality Review |
13 |
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29,638 |
1,742 |
25,482 |
204 |
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)
