I am surprised, humbled BUT delighted. Wow. Glad it is of some use to some. Yes, if you check the COMMENTS you will see that a couple contacted me to tell me that they found it useful. That is always so gratifying.
I posted it because I had it & I like to share this stuff. I never thought so many people will check it out.
Always amazed me that there are SIMPLE IRS 1040 tax worksheets on the Web. Well, I am doing my part — & we now have two, one for ‘Capital Gains‘ & the some for ‘Social Security Benefits‘. Yes, of course, there are some very FANCY ones out there — but there are those, like I, who just want a quick & easy. Just in & out. Just enter the bare essential data. Doesn’t want to know your inside leg measurements. No messing about.
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.
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.
What it looks like INSIDE. Check it. Change it. Whatever. It is YOURS.
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.
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.
