FAM-03 Gallo Refund Monitor
Filing Status: Single
09-24-2014 TY2013 v1.0
Process |
Step |
TP Form/ |
TW Form |
Payee/Name |
AGI |
Refund |
NJ |
NJ |
Notes |
Main Info & |
1 |
Intake etc. Note 6 |
|
|
|
|
|
Hint: Don’t forget to check the box for 6 a) “you can be claimed…” 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 |
The Kansas City Steak House |
4,312 |
104 |
3,312 |
19 |
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 |
3 |
Note 4 |
|
4,312 |
104 |
3,312 |
19 |
|
|
Run Diagnostics |
4 |
|
|
4,312 |
104 |
3,312 |
19 |
Errors: None |
|
NJ 1040 |
5 |
Note 7 |
|
4,312 |
104 |
3,312 |
19 |
|
|
6 |
Intake |
|
4,312 |
104 |
3,312 |
19 |
Gubernatorial Election Fund should have been checked in Step 1. |
||
7 |
Note 2 |
|
4,312 |
104 |
3,312 |
19 |
Box 37b should be un-red and un-checked when living with parents |
||
8 |
Note 8 |
|
4,312 |
104 |
3,312 |
19 |
Hint: Use Ctrl-Space or F3 key to remove red from box on line 45 |
||
Remove Red |
9 |
Intake Note 9 |
|
4,312 |
104 |
3,312 |
19 |
||
Run Diagnostics |
10 |
|
|
4,312 |
104 |
3,312 |
19 |
Errors: None |
|
Create E-File |
11 |
|
|
4,312 |
104 |
3,312 |
19 |
A second diagnostic is run when creating an e-file. Errors: None - E-files created successfully |
|
Quality Review |
12 |
|
|
|
|
|
|
|
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)