Tag Archives: TurboTax

‘Qualified Dividends And Capital Gain Tax Worksheet’ For 2023 — A Simple Excel Spreadsheet For The Math.

2 Replies

by Anura Guruge
on January 19, 2024

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

This is for Tax Year 2023 — filing in 2024.

Since folks, even as I type, are still using the 2022 one — I kept that in place & also added the 2023 to that as well. So, folks will be able to find both. OK?

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.

‘Social Security Benefits’ Worksheet for Tax Year 2022 — A Basic, Simple Excel Spreadsheet For The Math.

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by Anura Guruge
on February 16, 2023

For Tax Year 2022 & 2023

Filing in 2023 or 2024

Has NOT changed between last year & this.

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

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.

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.

‘Qualified Dividends And Capital Gain Tax Worksheet’ for Tax Year 2022 — A Basic, Simple Excel Spreadsheet For The Math.

1 Reply

by Anura Guruge
on February 14, 2023

For Tax Year 2022

Filing in 2023

Click to ENLARGE. Link to download Excel spreadsheet BELOW. For Tax Year 2022.
(Updated April 15, 2023)
Click image to download clean, very simple Excel.

Updated. Does ‘Smaller of Line …‘ automatically.

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.

For 2022 ‘Social Security Benefits‘ Excel Worksheet.

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.

‘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.