FAM-08 Rosemont Refund Monitor

Filing Status: Married Filing Separately

09-24-2014 TY2013 v1.0

Process	Step	TP Form/ Note(s)	TW Form	Payee/Name	Fed AGI	Fed Refund	NJ 38	NJ 56/66	Notes
Main Info & Prep Use	1	Intake etc. Note 1 Note 2 Note 4 Note 7	Main Info Prep Use NJ 1040 Pg 2						Hint: Information about the husband must be supplied in the Filing Status section – see Notes 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
	2	Note 5	1040 Pg 2						BP: When filing status is MFS, the checkbox associated with 1040 line 39b should be handled as part of filling out the Main Info form Hint: use Ctrl-Space or F3 key to remove the red from the 1040 line 39b checkbox (checkbox should not be checked – only remove red)
Documents	3	W-2	W-2	Hair Do Salon	26,482	1,947	25,482	154	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: Entering social security tips in box 7 will automatically adjust box 3 amount Hint:  After filling in boxes 1-7, 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 1-7. After verification, check the box that is red.
	4	1099-G	1099G Wkt	NJ Dept of Labor	29,638	1,790	25,482	154	Hint: 1099G Wkt is already in tree (close under the W-2)
Remove Red (Fed only)	5	Note 3	1040 Pg 1		29,638	1,790	25,482	154
Run Diagnostics	6		Diagnostics		29,638	1,790	25,482	154	Errors: None
NJ 1040	7	Note 8	NJ 1040 Pg1		29,638	1,790	25,482	154
	8	Note 7	NJ 1040 Pg 2		29,638	1,790	25,482	154	Gubernatorial Election Fund should have been checked in Step 1.
	9	Note 6	NJ 1040 Pg 3		29,638	1,790	25,482	154	Box 37b should be un-red and un-checked for renters
	10	Note 9	NJ 1040 Pg 3	Use Tax	29,638	1,790	25,482	154	Hint: Use Ctrl-Space or F3 key to remove red from box on line 45
	11	Note 6	NJ 1040 Pg 3		29,638	1,790	25,482	204	Hint: 875*12=10,500 Hint: Rent goes in Worksheet F section
Remove Red	12	Intake Note 10	NJ DD Wkt		29,638	1,790	25,482	204
Run Diagnostics	13		Diagnostics		29,638	1,790	25,482	204	Errors: None
Create E-File	14		Diagnostics		29,638	1,790	25,482	204	A second diagnostic is run when creating an e-file Errors: None – E-files created successfully
Quality Review	15				29,638	1,790	25,482	204	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