PRO-P2 – Baylor Refund Monitor

Filing Status: Married filing jointly

12-08-2014 TY2013 v0.3c

Step	TP Form/ Note(s)	TW Form	Payer/Topic	Fed 37 AGI	Fed 74/76 Refund	NJ 38 Taxable	NJ 56/66 Refund	4012 page 2013	4012 page 2014	Notes
0	Intake etc. Note 2		Fill in shaded section of Part II					15	15	To Do: Fill in on paper copy for discussion with Mentor
1a	Intake etc. Note 2	Main Info						15 B-1 C-10	15 B-1 C-10	Hint: Use 4012 to find Filing Status Hint: Use context sensitive help to help fill in % address line
1b	Note 10	NJ 1040 Pg1
1c	Note 1 Note 11	NJ 1040 Pg 2	Gubernatorial Elections Fund Dependents
1d	Intake etc.	Prep Use						C-15	C-15	Hint: Leave line 14 blank (for now)
2	1099-DIV	Dividend Stmt	The Lone Star Fund	2,302	0	0	0	D-9	D-10
3	1099-R	1099R	Defense Finance & Accounting SVC	26,221	1,580	0	0	D-19	D-19	Hint: Look at NJ Special Handling page 2 Note: Older versions of NJ Special Handling say to include DFAS pensions on NJ-1040 line 19b – this is incorrect
4a	1099-R	1099R	Harris Trust	39,444	427	0	0	D-19 D-21	D-19 D-23
4b	1099-R	Scratch Pad	Harris Trust	39,444	427	0	0			Hint: Check NJ 1040 Line 19a = 13,223 Hint: Check NJ 1040 Line 19b = 776
5	SSA-1099 TP	1040 Wkt1 Scratch Pad	Social Security - TP	46,717	(51)	0	0	D-22	D-25	BP: Use Scratch Pad for Part B + Part D
6	SSA-1099 SP	1040 Wkt1	Social Security - SP	50,083	(254)	0	0	D-22	D-25
7	W-2G Note 5	W2G	New Jersey Lottery	52,303	(384)	0	0			Hint: Need to add W2G (if not in tree) Hint: See NJ Special Handling for NJ Lottery BP: Include corresponding losses
8	Note 3 Note 4	1040 Pg 1	NJ Refund	52,303	(384)	0	0		D-11
9	Note 5	Sch A A Detail	Various deductions	52,303	(376)	0	0	F-5 F-7	F-5 F-7
10	Note 6	Sales Tax	Sales tax on NEW car	52,303	(166)	0	0
11a	Note 7 Note 8	Sch A Scratch Pad	Property tax & Mortgage	52,303	697	0	0			BP: Use Scratch pad to document non Main Home prop tax amount Hint: OK to put PTR rebate on same Scratch Pad as prop tax on empty lot Hint: Check Sch A Line 6 4^th box = 451
11b	Note 7 Note 8	NJ 1040 Pg 3	Worksheet F – Property taxes	52,303	697	0	50			Hint: Look at NJ Special Handling page 11
11c	Note 7 Note 8 Note 10	NJ 1040 Pg 3 Scratch Pad	Line 37a & Line 37b	52,303	697	0	50			Hint: Look at NJ Special Handling page 5
12	Note 9	Sch B	Still red – resolve	52,303	697	0	50
13		Diagnostics		52,303	697	0	50			No errors
14	Note 12	NJ 1040 Pg 3	Line 45 – Use Tax	52,303	697	0	50
15	Note 13	NJ DD Wkt	Still red – resolve	52,303	697	0	50
16		NJ Ret Wkt	Still red – resolve	52,303	697	0	50
17		Diagnostics		52,303	697	0	50			No errors
18			Create e-file	52,303	697	0	50
19				52,303	697	0	50			Ask your mentor for Quality Review

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