FAM-04 Patterson Refund Monitor
Filing Status: Single
11-07-2014 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 3 |
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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 |
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Documents |
2 |
W-2 |
Franciscan Oaks |
14,678 |
1,362 |
12,678 |
(122) |
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: 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. |
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3 |
1099-INT |
National City Bank |
16,630 |
1,020 |
14,630 |
(150) |
Hint: Interest Stmt worksheet is under Sch B Hint: Will worry about red Sch B in tree later |
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|
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4 |
SSA-1099 |
Social Security |
16,630 |
2,223 |
13,566 |
(135) |
Hint: 1040 Wkt1 is close to top of tree (left side of screen) BP: Medicare Parts B and D should be entered on a scratch pad linked to the “Medicare Parts B,C and D to Schedule A…” line on 1040 Wkt1. |
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|
Notes (Fed only) |
5 |
Note 4 |
Property Tax |
16,630 |
2,477 |
13,566 |
(135) |
Hint: Property Tax amount goes in Sch A, line 6, third box Hint: As a reminder line 10 box 4 of Sch A is red. Since Fred does not have a mortgage, take the red out of that box (Ctrl-Space or F3 key) |
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Remove Red |
6 |
Note 2 |
|
16,630 |
2,477 |
13,566 |
(135) |
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7 |
Note 7 |
|
16,630 |
2,477 |
13,566 |
(135) |
Hint: Red stuff is in Part III at bottom of worksheet |
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Run Diagnostics |
8 |
|
|
16,630 |
2,477 |
13,566 |
(135) |
Errors: None |
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NJ 1040 |
9 |
Note 8 |
|
16,630 |
2,477 |
13,566 |
(135) |
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|
10 |
Note 3 |
16,630 |
2,477 |
13,566 |
(135) |
Gubernatorial Election Fund should have been checked in Step 1. |
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|
11 |
Note 4 |
|
16,630 |
2,477 |
13,566 |
(135) |
Hint: You need to check the box on line 37b if TP was a homeowner on 10-1 |
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12 |
Note 9 |
|
16,630 |
2,477 |
13,566 |
(135) |
Hint: Use Ctrl-Space or F3 key to remove red from box on line 45 |
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|
13 |
Note 4 |
Property Tax |
16,630 |
2,477 |
3,988 |
(1) |
Hint: Property Tax must be manually re-entered on Worksheet F |
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Remove Red |
14 |
Intake |
|
16,630 |
2,477 |
3,988 |
(1) |
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|
Run Diagnostics |
15 |
|
|
16,630 |
2,477 |
3,988 |
(1) |
Errors: None |
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Create e-file |
16 |
|
|
16,630 |
2,477 |
3,988 |
(1) |
Errors: None – E-files created successfully |
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Quality Review |
17 |
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|
|
16,630 |
2,477 |
3,988 |
(1) |
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)
