FAM-02 Conway Refund Monitor
Filing Status: Married Filing Jointly
10-03-2014 TY2013 v1.0a
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Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
|
Main Info & |
1 |
Intake etc. Note 6 |
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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. BP: Do not enter SP last name if same as TP |
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Documents |
2 |
W-2 |
Vampire Engineering |
32,867 |
3,212 |
30,505 |
556 |
Hint: Address is different – Click “Check and make changes” in the address area and enter address from actual W-2 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 (by left clicking in the box and hitting the Ctrl-Space or F3 key). Hint: Don’t worry about fixing values in boxes 3, 4, 5, 6 until after box 12 entry is made Hint: After filling in boxes 1-6, the box next to “Please verify the Federal withholding, social security withholding, and Medicare withholding. The amounts exceed the Publication 15 guidelines” will be red. Verify that the correct value has been input into boxes 1-6. After verification, check the box that is red. Hint: You must check the box by “Check to take calculations off of line 16” in order to edit box 16 |
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3 |
W-2 |
Smart Kids Charter Schools |
53,043 |
1,639 |
50,681 |
602 |
Hint: Hover on W-2 in the tree (left side of screen) and click on “+” to add a second W-2 worksheet Hint: If the name and address of the employer filled in automatically 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). |
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4 |
1099-G |
NJ Department of Labor |
62,903 |
1,140 |
50,681 |
602 |
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Remove Red |
5 |
Note 2 |
|
62,903 |
1,140 |
50,681 |
602 |
Prep Use form will remain red until QR is complete |
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Run Diagnostics |
6 |
|
62,903 |
1,140 |
50,681 |
602 |
Errors: None |
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|
NJ 1040 |
7 |
Note 3 Note 7 |
|
62,903 |
1,140 |
50,681 |
602 |
Hint: The moved from Hoboken to Jersey City (Note 3), so the box next to “Check if your address has changed” should be checked. |
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|
8 |
Note 6 |
|
62,903 |
1,140 |
50,681 |
602 |
Gubernatorial Election Fund should have been checked in Step 1. |
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|
|
9 |
Note 5 |
62903 |
1,140 |
50,681 |
497 |
BP: Use Scratch Pad to document sources of sales/use tax owed on NJ 1040 line 45 Hint: Even though Scratch Pad amount carries to line 45, you will still need to take the red out (Ctrl-Space or F3) |
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|
10 |
Note 3 |
|
62,903 |
1,140 |
46,901 |
568 |
BP: Use Scratch Pad to document total rent calculation |
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|
Remove Red |
11 |
Intake Check Note 8 |
|
62,903 |
1,140 |
46,901 |
568 |
Hint: Enter RTN# and Acct# on both Main Info and 1040 Pg2 for federal refund Hint: Check first box on NJ DD Wkt under Direct Deposit to use same as federal Hint: Use Ctrl-E to find any red items left on the NJ DD Wkt. PNC is not a foreign bank. Prep Use form will remain red until QR is complete |
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|
Run Diagnostics |
12 |
|
|
62,903 |
1,140 |
46,901 |
568 |
||
|
Create E-File |
13 |
|
|
62,903 |
1,140 |
46,901 |
568 |
A second diagnostic is run when creating an e-file. Errors: None - E-files created successfully |
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Quality Review |
14 |
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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)
