Tag Archives: Qualified Dividends And Capital Gain Tax Worksheet

‘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.

My ‘Qualified Dividends And Capital Gain Tax Worksheet’ Continues To Be Of Help & Elicits ‘Thanks’.

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by Anura Guruge
on May 9, 2023

Click to ENLARGE. Comments against the post. Click here for the post.
Click to view post & comments.

I got the latest THANKS yesterday. Always gratifying, especially these days when so many have discarded their manners. I like to thank them return for being thoughtful & kind.

I am so glad that people find this very simple Worksheet of help.

It is nice to help people — just for the sake of doing so.

The worksheet has been downloaded more than a 1,000 times this year! That is great. I am happy. It always makes me happy to help someone. If they express gratitude it is even sweeter.

Yes, yes, yes, this is good. I am glad. Thank YOU.

Being Told You Are A ‘Wonderful Human’, By A Stranger, Online, Is Kind Of Gratifying — ‘Service Above Self’.

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by Anura Guruge
on March 12, 2023

Click to ENLARGE. Click here for the post which contains this nice (recent) comment.
Click here for the post.
Click here for the post.
Click here for the original ‘815 views’ post.
Click to ENLARGE. Click here for the post which contains this comment as well.

I think most of us strive to be wonderful human beings. To be told that, online, by a stranger, in this day & age, is rather nice & gratifying. This comment, which I saw during my last week’s trip to the ‘Bold Coast‘ made my day. I am so happy to have been of help. Service above self!

This very simple worksheet sure seems to be popular — & people find it useful. That is so nice. I initially dashed it off my own use, last year, just to check my math. I have always been puzzled why we don’t have SIMPLE spreadsheets like this online to help with taxes. Yes, of course, there are some very fancy ones — but some of us, as these hits & comments testify, just want a quick & simple solution. That was the goal. Just plug in what you need.

Well, I am GLAD I am helping all these folks. I made one for Social Security benefits too.

My ‘Qualified Dividends And Capital Gain Tax Worksheet’ EXCEL Spreadsheet That I Posted Last Year Has Had 815 Views.

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by Anura Guruge
on February 19, 2023

Click to ENLARGE. Click here for the post. There is another post for 2022.
What it looks like INSIDE.

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.

So, I am happy. Always nice to be of help.

‘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.