FAM-07 Jackson Refund Monitor

Filing Status: Head of Household

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 5	Main Info Prep Use NJ 1040 Pg 2						Hint: When you select Head of Household as filing status the box by “… enter child’s name” turns red – do NOT fill it in –  Elizabeth will be listed as a dependent later and the red will go away Hint: Use Code “1 – Your Child who Lives with You” for Elizabeth Hint: Do NOT check the DC box for Elizabeth Hint: Do Check the EIC box for Elizabeth Hint: TW Will automatically check CTC box 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	Ana’s Closet	12,821	4,925	10,321	800	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: IRA rules do NOT allow punctuation (e.g. ‘ – apostrophe) in address fields – just type in without including punctuation.
	3	1099-G	1099G Wkt	NJ Dept of Labor	19,196	5,057	10,321	748	Hint: 1099G Wkt is already in tree (close under W-2) BP: Round --.50 up
Notes	4	Note 3	1040 Wkt2	Student loan interest	18,518	5,228	10,321	768	Hint: You will need to manually add the 1040 Wkt2 worksheet to the tree, either: a) Use the Add button above the tree; or b) Link from 1040, line 33.
Remove Red (Fed only)	5	Note 4	1040 Pg 1		18,518	5,228	10,321	768
	6	Intake Note 6	Sch EIC Wkt		18,518	5,228	10,321	768	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	7		Diagnostics		18,518	5,228	10,321	768	Errors: None
NJ 1040	8	Note 7	NJ 1040 Pg1		18,518	5,228	10,321	768
	9	Note 5 Note 9	NJ 1040 Pg 2		18,518	5,228	10,321	768	Gubernatorial Election Fund should have been checked in Step 1.
	10	Note 2	NJ 1040 Pg 3		18,518	5,228	10,321	768	Box 37b should be un-red and un-checked
	10	Note 8	NJ 1040 Pg 3	Use Tax	18,518	5,228	10,321	768	Hint: Use Ctrl-Space or F3 key to remove red from box on line 45
	10	Note 2	NJ 1040 Pg 3	Worksheet F	18,518	5,228	10,321	768	Hint: No entries
Remove Red	11	Intake Check	Main Info 1040 Pg 2 NJ DD Wkt		18,518	5,228	10,321	768	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 CTR-E to find any red items left on the NJ DD Wkt.  PNC is not a foreign bank.
Run Diagnostics	12		Diagnostics		18,518	5,228	10,321	768	Errors: None
Create E-File	13		Diagnostics		18,518	5,228	10,321	768	A second diagnostic is run when creating an e-file. Errors: None – E-files created successfully
Quality Review	14				18,518	5,228	10,321	768	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