Tag Archives: Excel

‘Qualified Dividends And Capital Gain Tax Worksheet’ — A Basic, Simple Excel Spreadsheet For The Math.

25 Replies

by Anura Guruge
on February 24, 2022

For Tax Year 2023

Filing in 2024

Click to ENLARGE. Link to download Excel spreadsheet BELOW. For Tax Year 2023.
Click image to download clean, very simple Excel.

For Tax Year 2022

Filing in 2023

Click to ENLARGE. Link to download Excel spreadsheet BELOW. For Tax Year 2022.
Click image to download clean, very simple Excel.

For 2022 ‘Social Security Benefits‘ Excel Worksheet.

Updated … does ‘Smaller of Lines‘ automatically.

What it looks like INSIDE. Check it. Change it. Whatever. It is YOURS.

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

I do my taxes by hand. SMILE. Have done so for years. I was well trained by an AMAZING tax accountant over a decade. He did all of his returns, & he had HUNDREDS of clients, by hand! He showed me how to do it by hand. To be honest I kind of 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.

This year I DASHED off this quick Excel to CHECK MY MATH on the ‘Qualified Dividends And Capital Gain Tax Worksheet‘. 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.

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.