by Anura Guruge
on February 14, 2023

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For Tax Year 2022

Filing in 2023

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Updated. Does ‘Smaller of Line …‘ automatically.

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The Excel worksheet I posted last year has proved to be unexpectedly popular — & I have even had a few people thanking me for it.

So, I updated it for Tax Year 2022 (i.e., for those filing in 2023). Got that. 2022 Tax Year — & what has changed are the Status-based allowances in lines 6 & 13, e.g., $83,350 if married filing jointly.

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For 2022 ‘Social Security Benefits‘ Excel Worksheet.

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This is NOT sophisticated or fancy. It is very SIMPLE & BASIC.

I do my taxes by hand. SMILE. Have done so for years. I enjoy doing it by hand. Sure beats all the DUMB & inane questions you have to answer with the likes of ‘TurboTax’ & ‘H&R Block’. If you know your way around the 1040 it is easy enough to just go in & fill the forms directly.

The only problem is that you have to do the worksheets. Again, that doesn’t bother me overly. SMILE. I do know my way around a calculator too.

Last year I DASHED off this quick Excel to CHECK MY MATH on the ‘Qualified Dividends And Capital Gain Tax Worksheet‘. I updated it for 2022 — which is what you have here.

But, PLEASE check my math on the Excel. It is very, very basic. I had looked around for a spreadsheet like this. SIMPLE. Not complicated. Check the formulas. Make sure I haven’t screwed up.

I haven’t done my taxes as yet. So, I have NOT used this 2022 version of the Excel. OK?

My recommendation on how to use this.
1/ First do a paper one by hand using a pencil & calculator.
2/ THEN check your math using this Excel.

Then you should be all set. Got that. Double check. Double check. Triple check.

Yes, I looked at ‘Excel1040‘. It was OVERKILL for my needs. I just needed to check my math.

So, IF you have a similar need, give this a spin. It is SAFE. No macros. Just the simplest of formulas. But, check my math. SMILE.