Topic Matrix – Revised: 11-25-2014 v0.4

Moore(M), Baylor(B), Fleming(F), Sterling(S), Kent(K)

Need	Line	Name	M	B	F	S	K
		2011 Exercise	I-3	A-1	A-3	A-4	A-C
		Filing status MFJ MFS HH MFJ MFJ	QW	MFJ	HH	MFJ	MFJ
		Age(es)	51	77-74	46	78-60	71-61
		Correction(s) needed to Intake sheet			X
		Homeowner		X			X
		Renter	X		X	X
		Itemized last year		X		X	X
		Taxpayer or Spouse blind				X
		Taxpayer or Spouse disabled			X
		Death of Spouse	X	X
		Dependents-children	X	X	X		X
		Dependents-other				X	X
		Non-dependent (code 0)			X
	7	W-2	X		X		X
	7	W-2 box 7 – SS tips			X
	7	W-2 box 8 – Allocated tips			X
	7	W-2 box 14 – Private Plan			X		X
	7	Unreported tips
		Brokerage Statement					X
	8	1099-INT box 1 – Regular	X		X	X	X
	8	1099-INT box 2 – Early penalty					X
	8	1099-INT box 3 – Savings Bonds				X	X
	8	1099-INT box 8 – Tax-exempt F & S	X				X
	8	1099-INT box 8 – Tax-exempt F only				X	X
	8	K-1 - Interest				X
	8	Owner financed interest					X
	9	1099-DIV box 1a & 1b – Ord & Qual		X		X	X
	9	1099-DIV box 2a – Capital Gain		X		X	X
	9	1099-DIV box 6 – Foreign Tax Paid				X	X
	9	K-1 – Dividends				X
	10	1099-G State Refund – did itemize			X		X
	10	1099-G State Refund – did not use		X
	11	Alimony received			X
	12	1099-MISC box 7 – Nonemployee			X		X
	12	Self-employment – cash					X
	12	Education expense on Sch C			X
	13	1099-B - boring				X	X
	13	1099-B – Brokerage Stmt				X	X
	13	1099-B – Wash Sale				X
	13	Capital Loss Carryover from prior year				X	X
	13	K-1 – Capital Gains				X
	15	1099-R IRA code 1			X		X
	15	1099-R IRA code 1 – with 5329	X
	15	1099-R IRA code 7					X
	15	1099-R IRA code G					X
	16	1099-R Pension code 3 – Disability			X
	16	1099-R Pension code 7 – boring
	16	1099-R Pension code 7 – Box 2a < Box1		X
	16	1099-R Pension code 7 – DFAS		X			X
	16	1099-R Pension code 7 – Simp Method				X	X
	16	1099-R CSA	X
	16	1099-R RRB
	17	K-1 – Royalties				X	X
	19	1099-G Unemployment	X				X
	20	SSA-1099 Social Security		X		X	X
	20	SSA-1099 Social Security – Lump Sum
	21	W-2G non-lottery	X
	21	W-2G lottery <= 10K		X			X
	21	W-2G lottery > 10K
	21	Other – Homestead Benefit (not on Sch A)
	21	Other – PTR (not on Sch A)
	21	Other – Jury Duty
	21	St Tax Refund – Negative Taxable Income			X
	23	Educator Expenses					X
	31	Alimony Paid					X
	32	IRA Contribution					X
	33	Student Loan Interest	X				X
	24	Tuition and fees
	40	Itemized Deductions		X			X
	40	NJ Estimated Payment prior year > 12/31				X
	40	NJ Tax owed on prior year return				X
	40	Extra NJ Sales Tax (e.g. car)		X
	40	PTR on Sch A		X
	40	Homestead Benefit on Sch A		X
	48	Dependent Care			X		X
	49	1098-T Tuition Statement	X				X
	52	Residential Energy					X
	59b	Repay new home buyer credit
	63	Estimated Tax Payments - Fed
	74a	Refund – Direct Deposit
	76	Amount owed – Direct Withdrawal
		1040-ES worksheet
New Jersey
Need	Line	Name	M	B	F	S	K
		College Student Exemption
		Add code 0 dependent (for EIC)			X
		Dependent w/o Health Insurance	X
	25	Remove Cancellation of Debt (1099-C)		X
	25	Remove PTR or Homestead Benefit		X
	30	Medical Expense – Cafeteria
	45	NJ Use Tax – Standard Lookup				X	X
	45	NJ Use Tax – Items >= $1,000
	50	Estimated Tax Payments – NJ				X	X
	5x	Excess UI DI FLI			X
		Have info for NJ IRA Wkt	X
		Prepare NJ 1040 ES				X