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USA tax planning/preparation spreadsheet


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Mostly for those familiar enough with filing your own US federal taxes.

 

There is a free to download and use Excel spreadsheet to assist in tax planning and preparation for self filing.

The developer has for several years offered it for free, but with no guarantee and only asks for donations to support his efforts.

 

I used it to determine the exact amount for my 2019 Roth conversion to ensure $0 federal tax and it agreed with TurboTax.

 

I tried it with my 2018 taxes and the results agree(within $1) with Intuit's TurboTax offering for 2018.  It is not nearly as easy to use as TurboTax but it is easier to test/compare several scenarios once you're familiar with the spreadsheet.  I did find that it does not automatically support one special tax reduction rule.  If anyone wants details I can provide them.

 

Link to details and downloading   -->HERE<--

 

Merry Christmas and a happy, successful and fruitful tax planning season(very few days left for 2019).

 

 

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