FAM-03 Gallo Refund Monitor

Filing Status: Single

09-24-2014 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 5

Note 6

Main Info
Prep Use

NJ 1040 Pg 2

 

 

 

 

 

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

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
(Fed only)

3

Note 4

1040 Pg 1

 

4,312

104

3,312

19

 

Run Diagnostics

4

 

Diagnostics

 

4,312

104

3,312

19

Errors: None

NJ 1040

5

Note 7

NJ 1040 Pg1

 

4,312

104

3,312

19

 

6

Intake
Note 6

NJ 1040 Pg 2

 

4,312

104

3,312

19

Gubernatorial Election Fund should have been checked in Step 1.

7

Note 2

NJ 1040 Pg 3

 

4,312

104

3,312

19

Box 37b should be un-red and un-checked when living with parents

8

Note 8

NJ 1040 Pg 3

 

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

NJ DD Wkt

 

4,312

104

3,312

19

Run Diagnostics

10

 

Diagnostics

 

4,312

104

3,312

19

Errors: None

Create E-File

11

 

Diagnostics

 

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)

 

Printed return – click here

 

Scenario Writeup – click here