by Anura Guruge
on February 16, 2023
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.
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.
