FAM-06 Barufkin Refund Monitor

Filing Status: Married Filing Jointly

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 1 Note 2 Note 5	Main Info Prep Use NJ 1040 Pg 2						BP: List dependents from youngest to oldest Hint: Use Code “1 – Your Child who Lives with You” for both children Hint: Do NOT check the DC box for either child Hint: Check the EIC box for both children Hint: TW will automatically check the CTC boxes (if applicable) 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	United Airlines (TP)	22,810	9,653	17,810	1,508	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.
	3	W-2	W-2	United Airlines (SP)	35,990	6,350	30,990	994	Hint: To get second W-2 worksheet, hover over existing W-2 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) 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” mayl be red. Verify that the correct value has been input into boxes 1-6. After verification, check the box that is red.
Remove Red (Fed only)	4	Note 3	1040 Pg 1		35,990	6,350	30,990	994
	5	Intake Note 6 Note 7 Note 8 Note 9	Sch EIC Wkt		35,990	6,350	30,990	994	BP: Answer questions in order from top to bottom and left to right BP: Answer only those questions that are red and wait for redness to automatically adjust after each answer
Run Diagnostics	6		Diagnostics		35,990	6,350	30,990	994	Errors: None
NJ 1040	7	Note 10	NJ 1040 Pg1		35,990	6,350	30,990	994
	8	Note 5 Note 12	NJ 1040 Pg 2		35,990	6,350	30,990	994	Gubernatorial Election Fund should have been checked in Step 1.
	9	Note 4	NJ 1040 Pg3		35,990	6,350	30,990	994	Box 37b should be un-red and un-checked for renters
	10	Note 11	NJ 1040 Pg3	Use Tax	35,990	6,350	30,990	994	Hint: Use Ctrl-Space or F3 key to remove red from box on line 45
	11	Note 4	NJ 1040 Pg3	Rent	35,990	6,350	30,990	1,044	Hint: Rent goes on Worksheet F
Remove Red	12	Intake Note 13	NJ DD Wkt		35,990	6,350	30,990	1,044
Run Diagnostics	13		Diagnostics		35,990	6,350	30,990	1,044	Errors: None
Create E-File	14		Diagnostics		35,990	6,350	30,990	1,044	A second diagnostic is run when creating an efile. Errors: None – E-files created successfully
Quality Review	15				35,990	6,350	30,990	1,044	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