FAM-05 McCook Refund Monitor
Filing Status: Married Filing Jointly
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 3 |
|
|
|
|
|
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. Hint: Do not enter spouse last name if same as primary TP 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 |
SSA-1099 |
Social Security (TP) |
0 |
1,277 |
0 |
0 |
Hint 1040 Wkt1 is close to top of tree Hint: Round amounts ending in --.50 up |
|
|
|
3 |
SSA-1099 |
Social Security (SP) |
0 |
2,297 |
0 |
0 |
|
|
|
|
4 |
1099-DIV |
Oppenheimer Fund |
600 |
2,347 |
0 |
0 |
Hint: Dividend Stmt worksheet is under Sch B in tree |
|
|
|
5 |
1099-R |
Ameritech Pension Trust |
13,823 |
3,670 |
0 |
0 |
Hint: 1099R worksheet is about half-way down the tree 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) |
|
|
|
6 |
1099-R |
Phoenix Investment Partners |
28,851 |
4307 |
0 |
0 |
Hint: To get second 1099R worksheet, hover mouse over existing 1099R in tree and click on “+” 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 |
7 |
Note 2 |
|
28,851 |
4307 |
0 |
0 |
|
|
|
Run Diagnostics |
8 |
|
|
28,851 |
4307 |
0 |
0 |
Errors: None |
|
|
NJ 1040 |
9 |
Note 5 |
|
28,851 |
4307 |
0 |
0 |
|
|
|
|
10 |
Note 3 |
|
28,851 |
4307 |
0 |
0 |
Gubernatorial Election Fund should have been checked in Step 1. |
|
|
|
11 |
Note 4 |
|
28,851 |
4307 |
0 |
0 |
Box 37b should be un-red and un-checked for renters |
|
|
|
12 |
Note 6 |
Use Tax |
28,851 |
4307 |
0 |
0 |
Hint: Use ctrl-Space or Ctrl-Space or F3 key to remove red from box on line 45 |
|
|
|
13 |
Note 4 |
Rent |
28,851 |
4307 |
0 |
50 |
Hint: Rent goes on Worksheet F |
|
|
Remove Red |
14 |
Intake Check Note 8 |
|
28,851 |
4307 |
0 |
50 |
Hint: Input federal DD info first, then can just click “Check here if you had a federal refund…” on NJ DD Wkt Hint: Must type RTN and Acct #s on both Main Info and 1040 Pg2 Hint: Use Ctrl-E to find any red items left on the NJ DD Wkt. PNC is not a foreign bank. |
|
|
|
15 |
Note 7 |
Ameritech Pension Fund |
28,851 |
4307 |
0 |
50 |
Hint: Enter “1” in red box for “Enter the copy number of the IRA…” Hint: Use Ctrl-Space or F3 key to remove red from Part I line 4a and from Part II line b |
|
|
Run Diagnostics |
16 |
|
|
28,851 |
4307 |
0 |
50 |
Errors: None |
|
|
Create E-File |
17 |
|
|
28,851 |
4307 |
0 |
50 |
A second diagnostic is run when creating an efile. Errors: None – E-files created successfully |
|
|
Quality Review |
18 |
|
|
|
28,851 |
4307 |
0 |
50 |
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)
