by Anura Guruge
on February 11, 2024
For Tax Year 2022 & 2023
Filing in 2023 or 2024
Has NOT changed between last year & this.
My ‘Qualified Dividends And Capital Gain Tax’ Excel worksheet I posted last year & then updated this year, have proved to be unexpectedly popular. So, I thought I would do a ‘Social Security Benefits’ worksheet too.
This is NOT sophisticated or fancy. It is very SIMPLE & BASIC.
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 2023 version of the Excel. But, I used it last year, & it was fine. Many folks have used this last year & in 2024. 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.
