FAM-01 Anderson Refund Monitor

Filing Status: Single

09-03-2014 TY2013 v1.0

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 4	Main Info Prep Use NJ 1040 Pg 2						Hint: Enter the information found on the bottom of page 2 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.  BP: Check the bottom of page 2 of the intake sheet for the Presidential Election Campaign Fund question taxpayer’s preference, and enter the information on the TW Main Info Sheet.  At this time check the interview notes for the taxpayer’s decision on the NJ Gubernatorial Election Campaign Fund question and enter it on page 2 of the NJ return
Documents	2	W-2	W-2	Billings Market	26,298	605	25,298	29	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 (Fed only)	3	Note 2	1040 Pg 1		26,298	605	25,298	29	Hint: Red Prep Use OK if only waiting for QR
Run Diagnostics	4		Diagnostics		26,298	605	25,298	29	Errors: None
NJ 1040	5	Note 5	NJ 1040 Pg1		26,298	605	25,298	29
	6	Intake Note 4	NJ 1040 Pg 2		26,298	605	25,298	29	Gubernatorial Election Fund should have been checked in Step 1.
	7	Note 3	NJ 1040 Pg 3		26,298	605	25,298	29	Box 37b should be un-red and un-checked for renters
	8	Note 6	NJ 1040 Pg 3		26,298	605	25,298	29	Hint: Use Ctrl-Space or F3 key to remove red from box on line 45
	9	Note 3	NJ 1040 Pg 3		26,298	605	25,298	79	Hint: Rent goes in Worksheet F, Line 1
Remove Red	10	Intake Note 7	NJ DD Wkt
Run Diagnostics	11		Diagnostics		26,298	605	25,298	79	Errors: None
Create E-File	12		Diagnostics		26,298	605	25298	79	A second diagnostic is run when creating an e-file. Errors: None – E-files created successfully
Quality Review	13								Ask your coach to do QR

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